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Climate

Downgraded Debby Churns North

On record rainfall, carbon removal standards, and a methane vaccine.

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Downgraded Debby Churns North
Heatmap Illustration/Getty Images

Current conditions: At least 11 people have died from extreme heat in South Korea • A fast-moving fire scorched 100 acres in California’s San Bernardino county • The Atlantic’s Saharan dust plume is disappearing, which could make for stronger tropical storms.

THE TOP FIVE

1. Southeast braces for record rainfall as Debby lingers

Hurricane Debby has been downgraded to a tropical storm after slamming into Florida’s Big Bend region yesterday. Despite the downgrade, the storm remains extremely dangerous. In the days to come, it is expected to bring historic rainfall and life-threatening flooding to Georgia and the Carolinas as it churns up the coast. “Major flooding is the number one concern with Debby going forward,” according to The Weather Channel. In Sarasota, Florida, more than 11 inches of rain fell Sunday, breaking a daily record from 1945. “Essentially we’ve had twice the amount of the rain that was predicted for us to have,” Sarasota County Fire Chief David Rathbun said. More than 150,000 customers are without power, and at least five people are known to have died in the storm.

The Weather Channel

2. New Carbon Removal Standards Initiative launches

There’s a new player in carbon removal. The Carbon Removal Standards Initiative wants to help establish a different system for advancing carbon removal — one where the challenging but important goal of scrubbing CO2 from the atmosphere is treated as a public good and not just a business opportunity. The initiative is run by Anu Khan, the former deputy director of science and innovation at Carbon180. CRSI will provide technical assistance to policymakers, regulators, and nongovernmental organizations in quantifying carbon removal outcomes, and as Heatmap’s Emily Pontecorvo reported, “Khan hopes CRSI will be a fulcrum around which the entire industry can begin to pivot.”

3. Rivian to report Q2 earnings

EV startup Rivian reports Q2 earnings today, after months of cost-cutting measures in its quest for profitability. We already know the company delivered nearly 13,800 vehicles, which was a slight improvement on Q1 but down from Q4 of last year. Wall Street analysts expect revenue to have hit $1.15 billion, with losses of about $1.24 per share. CEO RJ Scaringe has cautioned investors that this quarter will be “messy” but hopes they’ll hang in there until efficiency upgrades to the manufacturing process start to pay off in the company balance sheets. Last month Rivian announced a $5 billion joint venture with Volkswagen that boosted its stock. The startup is working on its next-gen R2 and R3 vehicles, which are “expected to significantly expand its market,” wrote Peter Johnson at Electrek. But they’re not expected until 2026.

4. Trump says he has ‘no choice’ but to embrace EVs

Former President Donald Trump told supporters at a rally that he has “no choice” but to support electric cars. Why? “Because Elon endorsed me very strongly.” He’s referring, of course, to Tesla CEO Elon Musk, who has backed Trump’s campaign. The two men have reportedly been speaking on the phone lately and despite Trump’s long history of trashing EVs, he seems to have changed his mind. Trump told the rally crowd EVs would make up a “small slice” of the auto industry and that “every kind of car” would be available. Trump’s concession “already feels very much like quid-pro-quo for the support of the world’s richest man,” wrote Rob Stumpf at Inside EVs.

5. Bezos Earth Fund puts $9.4 million toward cow methane vaccine research

The Bezos Earth Fund is pouring $9.4 million into researching whether a vaccine could be given to cows to cut their methane emissions. The funding will go to the Pirbright Institute and the Royal Veterinary College, which will “use state-of-the-art biotechnology to figure out the mechanism by which a vaccine could cut livestock methane emissions by more than 30%.” Microbes in the guts of cattle produce methane, which the cows burp out. Methane is a greenhouse gas more potent than carbon dioxide that many see as a good target for limiting global warming in the short term. There are a lot of ongoing efforts to curb agricultural methane emissions – from feed additives to better ranch management – but “a vaccine offers a universal solution which is both scalable and cost effective,” the fund said.

THE KICKER

Morgan Stanley yesterday released its annual intern survey, which examines the likes and dislikes of nearly 600 of the company’s summer interns to reveal the evolving preferences of future business leaders. It finds that Tesla is now less popular than Mercedes and BMW, and gas-powered cars are favored over EVs nearly 2-to-1.

Yellow

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Energy

Which AI Models Use the Most Energy?

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

A Claude Pac-Man.
Heatmap Illustration/Getty Images

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

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

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AM Briefing

Clinching Deals

On solar pivots, NYPA solar, and a receding Rhine

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

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


THE TOP FIVE

1. The Senate reaches a permitting deal

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

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Green
Daily Briefing

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

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

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

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

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

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