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High winds down power lines. But high waters flood substations — and those are much harder to fix.

There’s a familiar script when it comes to hurricanes: The high winds snap tree branches and even tree trunks and whip around anything else that’s light enough or not bolted down — including power lines and distribution poles. While this type of damage can lead to large-scale outages, it’s also relatively straightforward to fix. In many cases the power comes back on relatively quickly, more like days rather than weeks or months.
But when it comes to flooding, especially in areas that do not regularly deal with big storms, the damage can be more severe, long-lasting, and difficult to repair. This is largely because what’s at risk in these scenarios is not power lines but substations. These messes of transmission and distribution lines that channel high voltage power to homes and businesses are vulnerable to rising water, and repairs can’t begin until the floodwaters recede. Often they have to be replaced entirely, which is expensive and can lead to further delays as there’s a nationwide shortage of transformers. Just one substation can support thousands of homes — a single point of failure that, when it floods, takes all its customers down with it.
Duke Energy, whose grid in the Carolinas was pummeled by Hurricane Helene, has said the damage to its system encompasses “submerged substations, thousands of downed utility poles, and downed transmission towers,” and noted that much of the affected area is “inaccessible due to mudslides, flooding and blocked roads, limiting the ability to assess and begin repairing damages.” In an update published Saturday, it stated that while more than 2 million customers had seen their power restored, about 250,000 customers across North and South Carolina remained without electricity more than a week after the storm.
Workers are “encountering more severe damage on a larger scale than we’ve ever experienced,” Duke Energy storm director Jason Hollifield said in a statement. (Duke didn’t respond to my request for comment.) One Duke employee told the local television station in Asheville, North Carolina, which saw more than three months’ worth of rain fall over three days, that a local substation would have to be completely rebuilt, a process that could take months. In Western North Carolina, the area’s Representative Chuck Edwards has estimated that 117,000 customers still lack electricity, and that while some of them will likely get it back by Sunday, others “whose properties are inaccessible or not able to receive power may be without electricity for an extended period of time as Duke Energy works to rebuild critical infrastructure.”
To prepare for the onrushing Hurricane Milton, Duke is staging thousands of “line technicians, vegetation workers, damage assessors and support personnel” in Florida, the company said. The same problem remains, however: Line technicians will not prevent substations from flooding.
While the exact effect of climate change on hurricanes and other storm categories is an area of intense debate among climate scientists and meteorologists, there’s a rough consensus that warming will cause the storms to be wetter. That means utilities will have to update their old disaster response playbooks, or else prolonged outages when an especially wet storm arrives over a flood plain.
In most hurricanes, utilities are able to pre-position workers to restore power quickly, working on knocked down poles and wires, explained Jordan Kern, an assistant professor engineering at North Carolina State University. “When trees fall on distribution lines, those are, in normal situations, easy to repair,” he told me. But, Kern said, “If the substations are flooded, you can’t do anything until the flood waters go down. They can be without power for a long time.”
Wetter hurricanes will likely mean more severe and less predictable flooding happening far away from the coasts, bringing with it risks that utilities and local governments may be less prepared to face, with costs that will ultimately be born by anyone who pays for electricity, as expensive repairs and hardening of electrical infrastructure will likely be born by ratepayers.
“Rates will necessarily rise” to deal with the higher costs of adaptation and repairing infrastructure more complex than a wooden pole, Tyler Norris, a PhD student at Duke University’s Nicholas School of the Environment, told me while driving towards Asheville to help out family impacted by the storm.
While Helene has been an especially damaging storm, the risks of wetter storms and inland flooding away from the coastal areas that are prepared for frequent hurricanes have become more apparent in recent years. While Hurricane Irene in 2011 made landfall on Long Island, its most devastating effects were felt inland due to heavy rains, especially in Vermont.
North Carolina in particular has seen a rash of nasty hurricanes in the past 10 years or so, giving Duke ample recent experience with big storms — and some indication of what a warming world could bring.
During 2018’s Hurricane Florence, which knocked out power for around a million Duke customers, “at least 10 substations required de-energization due to flooding or flood risk where heavy rainfall and resulting inland flooding,” according to a 2022 Duke climate resiliency report. The report was meant to look at the effects of climate change to the Duke system by 2050 under two emissions scenarios outlined by the Intergovernmental Panel on Climate Change, one assuming emissions start falling by 2040, the other assuming continued (some might say unrealistically) high emissions.
Under the extreme scenario, the “overall vulnerability priority of Duke Energy substations to climate-driven changes in precipitation and inland flooding is high,” the report said, while under the “middle of the road” projection, “transmission infrastructure faces a medium priority vulnerability.” In both cases, however, “without adaptation planning … substations are at the highest potential risk, with extreme heat and flooding being the greatest concerns for existing assets.”
Duke said at the time that it had “implemented permanent flood protection measures at new substations located in flood plains and substations with a prior history of flooding.” For its existing fleet, priority was being given to those substations considered particularly “at-risk,” however the flood protection plan had “not yet been universally implemented at all existing substations in the flood plain.”
“What they characterized there falls significantly short of what we just saw,” Norris said. While he noted that Duke had listed risk to substations from inland flooding as high (albeit only under the extreme scenario), it had listed the risk to the distribution of power, i.e. poles and wires, as “low” under both scenarios. “There’s been a dramatic misestimate of risk here,” Norris said.
For Duke customers, especially in the more isolated parts of Western North Carolina, they may simply have to wait for workers and parts to arrive. Repairs that could normally happen quickly will likely happen slowly as workers struggle to reach areas whose roads have been washed away. Duke said that it’s now focusing on restoring the “backbone” of the transmission and distribution system, and then is moving on to restoring fallen poles in less densely populated areas.
And it will likely happen again. Kern noted that inland flooding especially is notoriously hard to predict compared to coastal flooding from hurricanes. “Flooding is so idiosyncratic,” he said. “It’s hard for anyone to predict how flooding will affect a region. Let alone electric utilities.”
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The offshore wind industry is now five-for-five against Trump’s orders to halt construction.
District Judge Royce Lamberth ruled Monday morning that Orsted could resume construction of the Sunrise Wind project off the coast of New England. This wasn’t a surprise considering Lamberth has previously ruled not once but twice in favor of Orsted continuing work on a separate offshore energy project, Revolution Wind, and the legal arguments were the same. It also comes after the Trump administration lost three other cases over these stop work orders, which were issued without warning shortly before Christmas on questionable national security grounds.
The stakes in this case couldn’t be more clear. If the government were to somehow prevail in one or more of these cases, it would potentially allow agencies to shut down any construction project underway using even the vaguest of national security claims. But as I have previously explained, that behavior is often a textbook violation of federal administrative procedure law.
Whether the Trump administration will appeal any of these rulings is now the most urgent question. There have been no indications that the administration intends to do so, and a review of the federal dockets indicates nothing has been filed yet.
The Department of Justice declined to comment on whether it would seek to appeal any or all of the rulings.
Editor’s note: This story has been updated to reflect that the administration declined to comment.
The Central American country is the now the Americas’ EV leader.
The cars that sit atop the list of best-selling electric vehicles in the world wouldn’t surprise Americans. Through the first three quarters of 2025, Tesla’s Model Y and Model 3 were the number one and two EVs in the world, just as they are in the United States. But after that, the names begin to get a little less familiar.
In America, the top EVs not made by Tesla include battery-powered efforts by legacy car companies like Chevy, Ford, and Hyundai. Global sales figures, however, demonstrate the remarkable reach of upstart Chinese companies selling electric cars not only in China, but also in up and coming car markets around the world. The worldwide top 10 is dominated by EVs by Chinese manufacturers Wuling, Xiaomi, and BYD, with nary a Western carmaker in sight.
With those vehicles still absent from the U.S., the only way to sample how the rest of the world drives is to head abroad and hop in, which I had the chance to do on a recent trip to Costa Rica. To visit here is to see the car market that may be coming soon to many parts of the world. Fully electric vehicles made up around 15% of new sales in Costa Rica in 2024, compared to 8% in the U.S., making it the Americas’ EV adoption leader. Tesla does not operate here, so Chinese brands populate the country’s top 10, as they do in burgeoning EV markets throughout Latin America.
Chinese juggernaut BYD sells plenty of cars in Costa Rica, but doesn’t dominate the market entirely like it does in some parts of the world. Chinese EV-makers Chery, Dongfeng, and Geely sell lots of very affordable cars here. It doesn’t take long in one of these vehicles to see what has Western auto companies so worried. If Americans could buy one of these Chinese-made EVs at the price they sell elsewhere, they absolutely would.
During a November trip, my family stayed with friends who had temporarily relocated to the outskirts of the Costa Rican capital city — and who had traded the two Teslas they drove in the San Francisco Bay Area for a BYD Song Plus, an all-electric crossover with more than 310 miles of range.
On the inside, the Song feels close to the minimalist, touchscreen-driven approach. There are a handful of physical buttons on the steering wheel, but nowhere near the overwhelming array inside one of the electric offerings from the legacy carmakers. The interface in the big center touchscreen isn’t quite as polished as that of a Rivian or Tesla, and you might find yourself preferring to use Waze through Apple CarPlay to find your way around as opposed to the native software. But the setup is functional, clean, and honestly pretty great for a car that could be had for as little as $20,000.
The BYD has plenty of zip when you hit the accelerator, but is sufficiently judicious in its power consumption to get 300-plus miles of range on a relatively small 71.8 kilowatt-hour battery. The ride is cushy enough to endure the endless potholes caused by Costa Rica’s rainy climate. The interior feels plenty luxurious for that price, with cushy materials and a full array of tech features including wireless phone charging and using your phone as the key. In sum, the Song Plus feels modern and fresh like you’d expect from an EV startup, but at a cost that halves what you’d pay for a Tesla in the U.S.
Song Plus charges at just 140 kilowatts, slower than the state of the art in EVs like those from Hyundai or Tesla, which means it takes nearly half an hour to charge from 30% to 80% — but then again, if you’re not relying on public fast chargers to get from here to there, that’s a pretty minor inconvenience.
Costa Rica is known for being among the world’s most nature-friendly nations, having built a thriving eco-tourism industry for travelers who want to see its populations of tropical birds, white-faced capuchin monkeys, and goofy sloths. The whole nation is smaller than the state of West Virginia, meaning that drivers are generally not going on American-style road trips that span hundreds of miles and requiring visits to public fast charging. Instead, most charging is done at home and many trips can be accomplished on a single charge. The tropical warmth means that the performance ding batteries suffer in the cold isn’t an issue.
These favorable factors, plus incentives such as free parking and an exemption from import taxes, led Costa Rica to surge past the U.S. and Canada in recent years to claim the title of top EV country in the Americas.
To putter around in pursuit of crocs and quetzals, then, is to drive amongst an alternate universe of electric cars compared to the one in Los Angeles — small, cheap EV crossovers and even pickup trucks that would upend the American car market if they were allowed to come stateside and undercut our car companies. The simplest way to see them? Book a ticket to San Jose.
Current conditions: A bomb cyclone dumped as much as 16 inches of snow on North Carolina, and more snow could come by midweek • Tampa, Florida, is seeing rare flurries, putting embattled citrus crops at risk • Sri Lanka is being inundated by intense thunderstorms as temperatures surge near 90 degrees Fahrenheit.
As the bomb cyclone bore down on the Southeastern United States with Arctic chills, Duke Energy sent out messages to its millions of customers in Florida and the Carolinas last night asking households to voluntarily turn down the power between certain hours on Monday to avoid blackouts on the grid. “Frigid temperatures are driving extremely high energy demand,” the utility said in a statement to its ratepayers in Florida. “As Florida continues to experience the coldest air in the state since 2018, Duke Energy is asking all customers to voluntarily reduce their energy use” from 5 a.m. to 9 a.m. EST on Monday. The company issued an identical message to customers in the Carolinas, except the window stretched from 4 a.m. to 10 a.m.
“Put simply, cold temperatures stress the grid,” my colleague Jeva Lange and Matthew Zeitlin wrote last week. “That’s because cold can affect the performance of electricity generators as well as the distribution and production of natural gas, the most commonly used grid fuel. And the longer the grid has to operate under these difficult conditions, the more fragile it gets.”
The Department of Energy just proposed exempting advanced nuclear reactors from carrying out reviews under the National Environmental Policy Act, marking yet another step the Trump administration is taking to speed up deployment of new atomic power technologies. Past environmental assessments have demonstrated “that any hazardous waste, radioactive waste, or spent nuclear fuel generated by the project can be managed” and “do not significantly affect the quality of the human environment.” The new categorical exclusion takes effect today, but the agency is taking public comments for the next 30 days and said it may revise the policy depending on the testimony it receives.
When Matthew wrote “everyone wants nuclear now” back in 2024, he was referring to the suddenly ubiquitous popularity of a once taboo energy source. But if you read those four words to instead convey a sense of urgency, you’d be accurately describing the state of affairs in 2026 as electricity demand rapidly eclipses incoming supply, as I wrote last week.
A Canadian company developing what it claims is one of the continent’s first major new sources of alumina, the processed version of bauxite needed to make aluminum, is set to move ahead with the project. The privately-owned Canadian Energy Metals said late last week that the $6.3 billion project contains an estimated 6.8 billion metric tons of alumina within a 230-square-mile stretch of the Prairie province of Saskatchewan. Canada ranks among the top global producers of primary aluminum, but its refineries and smelters rely on imports. The discovery the startup confirmed appears to be large enough to represent more than a third of known alumina globally. “We believe it’s very significant,” Christopher Hopkins, the chief executive at CEM, told The Wall Street Journal.
The Trump administration, meanwhile, is taking stock of the value of friends in the fight to find critical minerals outside of China’s control. Trump officials are trying to rally consensus with allies on a pricing mechanism to boost long-term investments in mineral refining and mining. The effort is set to take place this week during meetings with dozens of foreign ministers in Washington. Under Secretary of State for Economic Affairs Jacob Helberg told Bloomberg he expects a lot of “momentum and excitement” toward “agreeing on a price mechanism that we can all coordinate together on in order to ensure price stability for people in the mineral refining and extraction business.”
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More than 200 people were killed last week when the Rubaya coltan mine in eastern Democratic Republic of the Congo collapsed. Rubaya produces roughly 15% of the world’s coltan, a processed metal needed for electric vehicle batteries, pipelines, and gas turbines. The site, which Reuters said is staffed with locals who dig manually for a few dollars per day, has been under the control of the M23 rebel group since 2024. The actual death toll, which hasn’t been updated since its initial count last week, is likely even higher. The disaster offers a grim reminder of the brutal conditions in the mineral supply chains needed for the energy transition.

Things were already looking bad for Drax as the wood pellet energy giant faced mounting scrutiny over its pollution. Last week, I told you that Japan, one of the world’s largest markets burning wood pellets for electricity and heat, was souring on the energy source. Now a senior policy specialist at the company’s flagship biomass power station has spoken out about the accuracy of public statements the company made about where it was sourcing its wood. In theory, biomass energy could be low carbon if it uses wood that would otherwise rot and release the carbon trapped inside. But investigations into Drax previously found that the company was felling old-growth forests in the U.S. and Canada, the types of mature trees that absorb the most carbon through photosynthesis, calling its claims of carbon neutrality into question. Drax insisted that didn’t have even licenses to extract trees from such woodlands at all, meaning the company wasn't harvesting them, but the senior employee said that wasn’t true.
Past studies of polar bear of Svalbard found that the population declined when sea ice disappeared. But new research in the journal Scientific Reports based on hundreds of specimens of Ursus maritimus, discovered that the physical conditions of the bear population on the Norwegian Arctic island improved despite sea ice losses. Without sea ice, the bears were previously thought to struggle to hunt and grow thinner. But the authors suggested that the Svalbard bears may be recovering as populations of land-based prey that were previously over-hunted by humans, such as reindeer and walrus, returns.