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On the storm’s next moves, electrifying oil and gas rigs, and risky real estate

Current conditions: Parts of England could be hit by tornadoes today • Another hurricane is churning in the Atlantic • The border between Switzerland and Italy has to be moved because of rapidly melting glaciers.
Hurricane Helene made landfall in Florida’s Big Bend region last night as a Category 4 storm with top sustained winds of 140 miles per hour. The extent of the damage from the storm so far is unclear, but several locations saw record storm surge, including nearly 10 feet in Ceder Key and 6.3 feet in St. Petersburg. At least three people are known to have been killed, and more than 1.2 million Floridians are without power. “We’re fearing the worst when the sun comes up,” said the sheriff’s office in Suwannee County. “We’re gonna need some prayers folks.”

One hurricane scientist said Helene is one of the largest storms on record to strike the Gulf Coast, with its winds covering an area of about 420 miles. The storm’s size means its effects will be felt in cities far north of the coast, even as it weakens. As of Friday morning it had been downgraded to a tropical storm. In Georgia, more than 900,000 are without power. Tornado warnings were issued for parts of South Carolina, with additional tornado watches in effect in Georgia and North Carolina. A quarter of oil production and about 20% of gas output in the Gulf was shut down because of the storm.
Democratic presidential nominee Kamala Harris is under pressure to clarify her position on natural gas. “We need more details,” said Dave Callahan, president of the Marcellus Shale Coalition. Harris has reiterated that she is not against fracking, and has called for investing in “diverse sources of energy,” but hasn’t said much more on the issue yet. President Biden paused approvals for new liquified natural gas export terminals while the Energy Department studied their climate effects, a move that angered the industry but pleased climate activists who say the terminals lock in greenhouse gas pollution for decades to come. A judge has since blocked the freeze, but new approvals remain slow. Pennsylvania is a major natural gas producing state, and a must-win battleground for the 2024 election. Republican candidate Donald Trump has promised to lift the permitting freeze if elected in November.
Texas yesterday approved a plan to expand grid infrastructure in the Permian Basin, the largest oilfield in the U.S., to make sure the basin’s oil and gas facilities have reliable electricity. Last month Permian Basin Petroleum Association Executive vice president Stephen Robertson said access to electricity was the industry’s biggest concern for the basin, where power demand is expected to balloon over the next 15 years as the oil and gas industry electrifies operations.
The International Energy Agency estimates that oil and gas operations account for around 15% of global energy-related emissions. It calls for a 50% reduction in emissions intensity for those operations by the end of the decade to align with a planway toward net zero by 2050, and electrification is one step on that path. But the IEA notes that “tackling methane emissions is the single most important measure that contributes to the overall fall in emissions from oil and gas operations.” Recent data suggests U.S. producers – including those in the Permian Basin – continue to emit methane, a potent greenhouse gas, at rates much higher than current EPA estimates and industry targets.
The United Arab Emirates is expected to outline its new national climate plan – known more formally as a Nationally Determined Contribution (NDC) – ahead of the upcoming COP29 climate summit in November. “That would make it one of the first major emitters to take that step ahead of the February 2025 deadline,” Reuters noted. Under the Paris Agreement, party nations are required to submit new and updated NDCs every five years, outlining their plans to reduce emissions in line with the goal of limiting warming to 1.5 degrees Celsius. The upcoming deadline for new NDCs is February 2025, but Sultan Al Jaber, president of last year's COP, said the UAE hopes to set an example for other countries to submit their plans asap. Previous NDCs from major fossil fuel producing nations did not mention oil, coal, and gas, so it will be interesting to see if or how the new plans grapple with the stated COP28 goal of “transitioning away” from fossil fuels.
A recent report from the sovereign wealth fund of Singapore and S&P Global warned that the real estate sector could see climate change-related losses of more than $500 billion by 2050. It added that “climate adaptation solutions for non-residential real estate like green or cool roofs and wet or dry floodproofing present investment opportunities.” Last year, the U.S. experienced 28 weather and climate disasters, and together they cost more than $92 billion.
Relatedly, yesterday the online real estate marketplace Zillow said it will start including properties’ climate risks in sale listings, using data from climate research and technology company First Street. Prospective buyers will be able to see flood, fire, wind, heat, and air quality risks, along with insurance requirements and tailored recommendations. More than 80% of home buyers are factoring climate risk into their decisions now, First Street said. The climate risk information will be available on the Zillow website by the end of the year (rolling out on the Zillow apps this year or early 2025).

“I just want to be clear that building the clean energy future that we want and need is not a rhetorical flourish. It means actual construction.” –Hawaii Sen. Brian Schatz, speaking with Heatmap’s Robinson Meyer about how fighting climate change will mean building a new economy. Read their entire conversation here.
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In some ways, fossil fuels make snowstorms like the one currently bearing down on the U.S. even more dangerous.
The relationship between fossil fuels and severe weather is often presented as a cause-and-effect: Burning coal, oil, and gas for heat and energy forces carbon molecules into a reaction with oxygen in the air to form carbon dioxide, which in turn traps heat in the atmosphere and gradually warms our planet. That imbalance, in many cases, makes the weather more extreme.
But this relationship also goes the other way: We use fossil fuels to make ourselves more comfortable — and in some cases, keep us alive — during extreme weather events. Our dependence on oil and gas creates a grim ouroboros: As those events get more extreme, we need more fuel.
This weekend, some 200 million Americans will be cranking up the thermostats in their natural-gas-heated homes, firing up their propane generators, or hitting icy roads in their combustion-engine cars as a major winter storm brings record-low temperatures to 35 states, knocks out power, and grinds air travel to a halt.
Climate change deniers love to use major winter storms as “proof” that global warming isn’t real. But in the case of this weekend’s polar vortex, there is evidence that Arctic warming is responsible for the record cold temperature projections across the United States.
“In the Arctic, in the winter, the ocean is much, much warmer than the atmosphere,” Judah Cohen, a climatologist at MIT and the author of a 2021 paper linking Arctic variability to extreme weather in the U.S., told me. Sea ice acts as an insulating layer separating the warmer ocean water from the frigid air. But as it melts — as it is doing every month of the year — “all of this heat can now be extracted out of the ocean.” The reduced temperature difference between the ocean and atmosphere creates wavy high-pressure ridges and low-pressure troughs that are favorable to the formation of polar vortices, which can funnel extreme cold air down over North America, as they seemingly did over Texas in 2021’s Winter Storm Uri, when 246 people died.
The exact mechanisms and interactions of this phenomenon are still up for debate. “I am in the minority that argues that there is causal link between a warm Arctic and cold continents,” Cohen added to me via email. “Most others argue that it is a coincidental relationship.” Still, scientists generally agree that extreme cold events will persist in a warming world; they’ll just become rarer.
Cold kills more people in the United States than heat, but curiously, warmer winters aren’t likely to significantly reduce these seasonal deaths. That’s because about half of the cases of excess mortality in winter are from cardiovascular diseases, which are, by nature, “highly seasonal,” Kristie Ebi, a professor of global health at the University of Washington, told me. “Since people began studying these, there are more of them in the winter than there are in the summer.” Researchers still aren’t sure why that is — though since the 1940s, we’ve known that people’s blood pressure, cholesterol, and even blood viscosity go up during the colder and darker months, perhaps due to changes in diet or exercise. That also appears to be the case regardless of climate or temperature, holding true whether you’re in Yellowknife or Miami.
In other words, “if seasonal factors other than temperature are mainly responsible for winter excess mortality, then climate warming might have little benefit,” Patrick Kinney, the director of Columbia University’s Climate and Health Program, wrote in Environmental Research Letters back in 2015. Extreme heat-related deaths, by contrast, have no ceiling, meaning global warming will result in more temperature-related deaths than it will prevent.
Our anthropogenically warmer winters could even prove to be more deadly in certain ways. Dana Tobin is a researcher at the Cooperative Institute for Research in Environmental Sciences at the University of Colorado Boulder who studies how weather affects traffic accidents. She’s found that driving in freezing rain is more dangerous than driving in snow “because of the ice glaze that it can produce on surfaces, especially those that are untreated,” she told me. As winters become warmer, there will, counterintuitively, be more ice on roads in many places, since freezing rain requires a bit of warm air before it hits the ground and becomes black ice.
Researchers working in Scandinavia have similarly found that as the atmosphere warms and more days hover around freezing, “there is a higher risk of icy conditions … which may lead to a predisposition to falls and road traffic accidents.” (As I’ve previously reported, milder winters might also make us even more depressed than very cold ones.)
There is something slightly karmic about the fact that cars become increasingly unsafe as the planet, warmed by their emissions, becomes more hazardous. But this connection gets even bleaker when carbon monoxide poisoning is factored in.
On Thursday, the North American Electric Reliability Corporation issued a statement warning that “much of North America is at an elevated risk of having insufficient energy supplies to meet demand in extreme operating conditions,” including “advancing winter weatherization of power plants and fuel acquisition to enable operations during cold temperatures.” Heavy ice can also snap branches above power lines, causing local outages.
When the power goes out or the gas lines freeze, desperate people will do anything to stay warm. That includes, in tragic cases, running improperly vented generators or plugging in propane heaters indoors, which can produce odorless and colorless CO — instead of the usual water and carbon dioxide — when fossil fuels don’t burn correctly. Accidental carbon monoxide poisoning is on the rise in the United States due to the proliferation of such appliances amid increasingly frequent extreme weather events, jumping 86% between 2012 and 2022. That’s even as, worldwide, carbon monoxide poisoning is decreasing.
Snow and ice are among the most dangerous weather conditions in the U.S., and people should take warnings of “life-threatening conditions” at face value. Tobin, the traffic researcher, stressed that one of the best protections from winter weather hazards is knowledge alone. “I believe the best thing that we can do when it comes to messaging to protect drivers from hazards is to empower motorists to make educated and informed decisions for their own safety and the safety of others,” she told me.
Winter storms highlight the entangled nature of our dependence on fossil fuels. We can’t separate extreme weather events from the energy required to survive them. But the dark irony is that, as the planet becomes more volatile, the most dangerous fossil fuels might be the ones meant to keep us warm and get us back home.
The cloak-and-dagger approach is turning the business into a bogeyman.
It’s time to call it like it is: Many data center developers seem to be moving too fast to build trust in the communities where they’re siting projects.
One of the chief complaints raised by data center opponents across the country is that companies aren’t transparent about their plans, which often becomes the original sin that makes winning debates over energy or water use near-impossible. In too many cases, towns and cities neighboring a proposed data center won’t know who will wind up using the project, either because a tech giant is behind it and keeping plans secret or a real estate firm refuses to disclose to them which company it’ll be sold to.
Making matters worse, developers large and small are requiring city and county officials to be tight-lipped through non-disclosure agreements. It’s safe to say these secrecy contracts betray a basic sense of public transparency Americans expect from their elected representatives and they become a core problem that lets activists critical of the data center boom fill in gaps for the public. I mean, why trust facts and figures about energy and water if the corporations won’t be up front about their plans?
“When a developer comes in and there’s going to be a project that has a huge impact on a community and the environment – a place they call home – and you’re not getting any kind of answers, you can tell they’re not being transparent with you,” Ginny Marcille-Kerslake, an organizer for Food and Water Watch in Pennsylvania, told me in an interview this week. “There’s an automatic lack of trust there. And then that extends to their own government.”
Let’s break down an example Marcille-Kerslake pointed me to, where Talen Energy is seeking to rezone hundreds of acres of agricultural land in Montour County, Pennsylvania, for industrial facilities. Montour County is already a high risk area for any kind of energy or data center development, ranking in the 86th percentile nationally for withdrawn renewable energy projects (more than 10 solar facilities have been canceled here for various reasons). So it didn’t help when individuals living in the area began questioning if this was for Amazon Web Services, similar to other nearby Talen-powered data center projects in the area?
Officials wouldn’t – or couldn’t – say if the project was for Amazon, in part because one of the county commissioners signed a non-disclosure agreement binding them to silence. Subsequently, a Facebook video from an activist fighting the rezoning went viral, using emails he claimed were obtained through public records requests to declare Amazon “is likely behind the scenes” of the zoning request.
Amazon did not respond to my requests for comment. But this is a very familiar pattern to us now. Heatmap Pro data shows that a lack of transparency consistently ranks in the top five concerns people raise when they oppose data center projects, regardless of whether they are approved or canceled. Heatmap researcher Charlie Clynes explained to me that the issue routinely crops up in the myriad projects he’s tracked, down to the first data center ever logged into the platform – a $100 million proposal by a startup in Hood County, Oregon, that was pulled after a community uproar.
“At a high level, I have seen a lack of transparency become more of an issue. It makes people angry in a very unique way that other issues don’t. Not only will they think a project is going to be bad for a community, but you’re not even telling them, the key stakeholder, what is going on,” Clynes said. “It’s not a matter of, are data centers good or bad necessarily, but whether people feel like they’re being heard and considered. And transparency issues make that much more difficult.”
My interview with Marcille-Kerslake exemplified this situation. Her organization is opposed to the current rapid pace of data center build-out and is supporting opposition in various localities. When we spoke, her arguments felt archetypal and representative of how easily those who fight projects can turn secrecy into a cudgel. After addressing the trust issues with me, she immediately pivoted to saying that those exist because “at the root of it, this lack of transparency to the community” comes from “the fact that what they have planned, people don’t want.”
“The answer isn’t for these developers to come in and be fully transparent in what they want to do, which is what you’d see with other kinds of developments in your community. That doesn’t help them because what they’re building is not wanted.”
I’m not entirely convinced by her point, that the only reason data center developers are staying quiet is because of a likelihood of community opposition. In fairness, the tech sector has long operated with a “move fast, break things” approach, and Silicon Valley companies long worked in privacy in order to closely guard trade secrets in a competitive marketplace. I also know from my previous reporting that before AI, data center developers were simply focused on building projects with easy access to cheap energy.
However, in fairness to opponents, I’m also not convinced the industry is adequately addressing its trust deficit with the public. Last week, I asked Data Center Coalition vice president of state policy Dan Diorio if there was a set of “best practices” that his large data center trade organization is pointing to for community relations and transparency. His answer? People are certainly trying their best as they move quickly to build out infrastructure for AI, but no, there is no standard for such a thing.
“Each developer is different. Each company is different. There’s different sizes, different structures,” he said. “There’s common themes of open and public meetings, sharing information about water use in particular, helping put it in the proper context as well.”
He added: “I wouldn’t categorize that as industry best practice, [but] I think you’re seeing common themes emerge in developments around the country.”
Plus more of the week’s biggest renewable energy fights.
Cole County, Missouri – The Show Me State may be on the precipice of enacting the first state-wide solar moratorium.
Clark County, Ohio – This county has now voted to oppose Invenergy’s Sloopy Solar facility, passing a resolution of disapproval that usually has at least some influence over state regulator decision-making.
Millard County, Utah – Here we have a case of folks upset about solar projects specifically tied to large data centers.
Orange County, California – Compass Energy’s large battery project in San Juan Capistrano has finally died after a yearslong bout with local opposition.
Hillsdale County, Michigan – Here’s a new one: Two county commissioners here are stepping back from any decision on a solar project because they have signed agreements with the developer.