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Helene’s winds stretch close to 500 miles across. That’s half the width of the entire Gulf of Mexico.

When Hurricane Helene began to take shape in the Gulf of Mexico, there was one factor that quickly made the storm stand out to meteorologists: its size. Helene is “unusually large,” the National Hurricane Center said; “exceptionally large,” per the Washington Post. Upon landfall, it was one of largest hurricanes in modern history, according to hurricane expert Michael Lowry — bigger than Harvey, bigger than Katrina, surpassed only by 2017’s Hurricane Irma, which was one of the costliest tropical storms on record and resulted in dozens of deaths.
Bigger does not always correlate to stronger. Discussions around the strength of a hurricane typically center on its wind speeds (which is what the categories connote) and the volume of rain it is expected to unleash. But in Helene’s case, there was both size and power — when the storm made landfall in Florida’s Big Bend region late Thursday night, it was classified as a Category 4 storm, with sustained winds of 140 miles per hour.
Florida Governor Ron DeSantis declared a state of emergency in 61 of the state’s 67 counties ahead of the storm, speaking to the breadth of damage he expects to see and the long recovery process to come. Already, images of flooded streets are circulating on social media, multiple deaths have been reported, and millions are without electricity. As Helene continues its course, it’s bringing tropical storm conditions to Alabama, Georgia, the Carolinas, and Tennessee.
In the hours and days to come, we’ll get a better understanding of how well forecasters did predicting the path and strength of this storm, a task that has become increasingly difficult. Because at the same time technology has improved oversight of these storms, with artificial intelligence models that have raised the bar for prediction accuracy and the ability to deploy radar systems as they pass overhead, climate change is altering the ingredients that feed their formation. For example, record-high temperatures in oceans have changed the behavior of storms as they form, Matt Lanza, who monitors Atlantic storm activity for The Eyewall, explained to me, resulting in more storms intensifying rapidly ahead of landfall. This has made storms like 2023’s Hurricane Idalia tougher to predict, despite being closely tracked.
Helene, too, rapidly intensified on its way to reaching land. The area of Florida where it hit, a little over 50 miles from the state capital in Tallahassee, is no stranger to storms— in just the past 13 months, Florida’s Big Bend has had to absorb the impacts of both Idalia and Hurricane Debby, each of which caused billions of dollars in damages. Still, Truchelut said Hurricane Helene could be a “truly unprecedented scenario for North Florida.” Part of the unusual force behind this storm can be attributed to another unprecedented scenario — the warmth of the water in the Gulf of Mexico. CBS News said the water surface temperature below the storm’s formation was up to 89 degrees Fahrenheit, which is as much as 4 degrees above average. This follows the overall Gulf warming trend observed by NOAA, which the agency says “increases the intensity of hurricanes.”
Another factor that allowed Helene to grow so huge so fast was the lack of wind shear, a term meteorologists use to refer to the way wind changes speed or direction or both across different elevations. Strong upper-level winds can inhibit storms from forming or growing. In Helene’s case, however, warm water was accompanied by low wind shear and plenty of moisture— conditions that aligned to provide tremendous energy for the storm’s formation. The only thing really standing in Helene’s way was its own size, Lanza noted, which would have made it more difficult for the storm to get organized and strengthen further.
The most obvious reason size matters is the footprint the storm will have on land. To give you an idea of just how large Helene is, Lowry said in his newsletter Friday that the full breadth of its winds upon landfall stretched over 450 miles across, nearly half the entire width of the Gulf of Mexico. This means the effects of the storm began long before it officially made landfall and will continue long after the eye of the storm has moved on.
Hours before Helene officially reached Florida, rain was already drenching communities in the storm’s projected path. Meanwhile, “Severe and life-threatening impacts from Helene will occur hundreds of miles from the cone confines, especially on the eastern half of the storm,” Florida meteorologist Ryan Truchelut wrote in the Tallahassee Democrat, summing up just how far-reaching Helene’s effects could be. The National Oceanic and Atmospheric Administration issued a self-described “rare news release” on Wednesday to warn of the potential for major flooding as far inland as Appalachia, some 300 miles from the Gulf Coast.
Another serious size-related consideration relates to the potential storm surge, or how far above average tides the water will rise. “When you have a storm this big, you’re just inherently moving a lot of water over a broader area,” Lanza said. As Hurricane Helene’s eye approached Florida, water levels easily surpassed multiple storm surge records. But what stood out to Lanza was not just that the surge was powerful, it was also that the threat of surge was so widespread. “A much smaller storm, you can still have a very large storm surge, but it’s going to be very isolated near to where it comes ashore,” he told me. “With a storm like Helene, because of its size, near and east of where it comes ashore, you’re going to have a massive storm surge — and you’re going to have a pretty big storm surge even down the coast from that.” The NHC warned that much of Florida’s Western coastline would see multiple feet of water.
Messaging the risks of these storms to an extreme weather-weary public is another challenge stemming from climate change. “Record breaking” has now become a familiar phrase for most of us, describing everything from extreme temperatures to rainfall rates. But as tropical storms become more intense, fueled by warming-influenced weather conditions, finding ways to accurately convey threats to the public is increasingly essential.
Ahead of Helene’s landfall, the NHC stressed that the storm surge would be “unsurvivable,” encouraging residents to heed evacuation orders. According to The New York Times, the warnings — paired with memories of those other recent storms — seemed to have worked, leaving Big Bend-area towns “eerily empty.” Even the local Waffle House, a business widely recognized for making its own assessments of hurricane risk, was shuttered on Thursday.
The NHC is experimenting with new graphics in hopes of better conveying risks outside of the classic “cone of uncertainty,” which illustrates the predicted path of a tropical storm’s eye. The center shared an image on social media showing inland risks from storms, not just those along the coast.
So if you noticed the NHC’s risk map for Hurricane Helene colored the entire state in a palette of watches and warnings, the reason why is twofold: Yes, the risks really are that widespread with this storm, but the agency is also trying to get better at telling you about them. And in the case of major hurricane like Helene, the more warning, the better.
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We got a much better sense of the Trump administration’s nuclear buildout plans today.
The Energy Department announced its long-awaited loan program that will aim to build a new fleet of nuclear reactors across the country. The department’s in-house bank will provide low-interest loans of up to $17.5 billion to help utilities and power developers buy up to 10 Westinghouse AP1000s, the third-generation nuclear reactor that is that company’s flagship product.
I can’t say this program was entirely a surprise: If you read Heatmap, you’ll remember we reported on the existence of this program — and the discussions between the government, utilities, power developers, and Westinghouse — back in February. Gregory Beard, who leads the Energy Department’s in-house bank, also teased the program at a Houston conference in April.
The program looks roughly as anticipated: It will aim to construct up to 10 new reactors, with two AP1000 Westinghouse reactors across five sites. That could add up to 11 gigawatts of nearly around the clock zero-carbon electricity to the power grid. What’s new is that Westinghouse and the utility will jointly own the power plants.
According to The Wall Street Journal, utilities and Westinghouse will each own part of the plants once they’re built. Five loans will become available; the department is already in talks with seven utilities.
At the high level, it’s a cool program — or at least I think so. Nuclear support has become surprisingly bipartisan, at least at the elite level, in recent years. In New York, Governor Kathy Hochul is trying to develop new nuclear plants. As we’ve noted before, the countries with some of the cleanest power grids in the world, such as France and Sweden, achieved their low carbon emissions in part by undertaking large, state-led nuclear energy buildouts. France, in particular, harmonized its nuclear power plants to a single reactor design and then built them to spec across the landscape. China is engaged in a similar buildout now with a variant of the AP1000. By getting behind the AP1000 in the United States, the Trump administration is following a global best practice.
The idea of a mass buildout makes sense for other reasons, too. Recent nuclear projects in the United States have often faced delays because construction and manufacturing timelines don’t line up. AP1000s are manufactured partly off-site in Westinghouse facilities and then shipped in; when a part arrives late, an expensive construction crew has to sit idle while they wait for it to arrive. (These timing misalignments drove part of the Vogtle plant’s runaway costs in Georgia.) By placing what is in essence a bulk order for AP1000 parts, the new program aims to bring down the cost of production and even allows project sites to swap identical parts as they come available — if one site isn’t ready to receive a pressure vessel, for instance, it can go somewhere else.
I hesitate to praise the project's climate bonafides at the risk of discouraging the Trump administration, but it is worth noting that if this project were to succeed, it would be one of the largest state-assisted build-outs of zero-carbon electricity in recent American history. But it would still take some time to arrive: These reactors aren’t forecast to come online til 2035.
Let me note one more irony. For a long time, the country’s policymakers and nuclear industry (to the extent the latter exists) have dreamt of small modular reactors: petite fission plants that can be manufactured in a factory and would produce a few hundred megawatts. The AP1000, in both its American and Chinese iterations, is a very large reactor — but it has become, in a sense, modular and manufacturable.
Cameco, which owns about half of Westinghouse, saw its stock rise 1.8% in the day’s trading. Brookfield Renewable Partners, which owns the other half, was flat. It was otherwise a choppy day in the markets, with the S&P 500 falling 1.4% and some tech and AI-exposed companies continuing their slide.
There will be much more to say about this program, and we look forward to covering it at Heatmap.
Hyperscalers might be paying billions to avoid blame for rising electricity prices.
Here is a mystery for you: On Wednesday, the House Energy and Commerce Committee will take up the Ratepayer Protection Act, a bipartisan bill sponsored by Colorado Republican Gabe Evans and Florida Democrat Kathy Castor that seeks to enshrine Trump’s similarly named pledge into law.
Among the bill’s supporters is Kentucky Representative Brett Guthrie, a Republican and the chair of the committee. Guthrie is no opponent of artificial intelligence, saying in a statement praising the bill that “Winning the race to AI dominance is essential to securing America’s future global leadership, and that means expeditiously building the power infrastructure needed to support new technologies, while doing so in a responsible way.” Guthrie did not respond to a request for comment.
Microsoft, one of seven large technology companies that agreed to cover any additional grid infrastructure costs stemming from their data centers under Trump’s original Ratepayer Protection Pledge, supports the bill, describing it as an “important step to help ensure American families are protected from rising electricity costs.” Google, another signatory, generally backs the idea of specialized large load tariffs that allocate network costs back to the hyperscalers.
But … why? After all, these companies are voluntarily putting themselves on the hook for what could be billions of dollars in costs that would typically be socialized to all the customers on the grid.
The Data Center Coalition, a trade group including several hyperscalers, has been more circumspect about the bill. Cy McNeill, the group’s senior director of federal affairs, told me in a statement that the group “is reviewing the details of the Ratepayer Protection Act with our members and looks forward to engaging with policymakers on this important topic.”
Evans, Castor, Guthrie, and and the rest appear to be acting not out of hostility towards the AI industry, but rather from a desire to protect it from public backlash fed by rising electricity prices. Earlier this month, Guthrie co-signed a letter to FBI Director Kash Patel, among others, raising concerns that China had “engaged in a coordinated effort to slow U.S. growth in AI development and the building of infrastructure supporting AI data centers” by fomenting domestic opposition — hardly the interpretation of someone working against the industry.
The explanation, perhaps, lies in the answers to two big questions about the Ratepayer Protection Act:
1. Are data centers responsible for higher electricity prices now, or will they be in the future?
2. And would the approach taken in the law actually work to protect ratepayers?
As to the first question, analysts have come up with a nuanced answer. The electricity cost increases we’ve seen in the last five or so years have been largely driven by expenses associated with the distribution grid, including the poles and wires themselves. In some states, like California, the costs come back to wildfires; in others, like Maine, to storm remediation. Looking backwards to 2019, researchers have not been able to find a regular relationship between load growth and price hikes.
In fact, several states “absorbed large industrial and data center load additions while reducing inflation-adjusted retail prices,” according to researchers at Columbia University’s Center on Global Energy Policy. By contrast, some states with little load growth from industry or data centers, such as Maine or California, have seen prices rise substantially.
Many analysts expect electricity prices to continue rising nationally, and data centers could be a driver going forward as demand hits a grid whose capacity to generate and transmit electricity is increasingly strained. This is likely already happening in the country’s largest electricity market, PJM Interconnection, where the system’s independent market monitor has claimed that current and forecasted data center demand has cost customers over $23 billion from recent capacity auctions.
To get prices to actually fall — or at least grow more slowly —it would require that “low-cost supply is available, existing infrastructure is more fully utilized, and cost allocation ensures that new demand contributes to system efficiency,” the Columbia researchers write. Under business as usual however, prices will likely continue to rise.
On the second question, there is much more cynicism.
Critics of the original Ratepayer Protection Pledge, including Harvard Law School’s Ari Peskoe, pointed out that the actual parties to ratemaking — utilities and state regulators — were not involved in the pledge at all. Already, there are accusations that projects developed by pledge signatories could lead to higher prices. Meta's sprawling planned data center project in Louisiana is responsible for the utility’s plans to buy a Texas natural gas-fired power plant, according to documents filed by regulators reviewed by the Times-Picayune. The $1.8 billion deal could lead to $8 a month in additional costs for typical Louisiana ratepayers.
The Ratepayer Protection Act would go a bit further than the pledge, amending the Public Utility Regulatory Policies Act to “establish a Federal standard relating to the recovery of the full, incremental costs of upgrades that serve large-load customers.” Peskoe, however, described this to me in an email as “largely symbolic” and noted that “Congress may not force state regulators to do anything” under current Supreme Court jurisprudence. “This section of PURPA is basically Congress asking state regulators to please take a look at the ratemaking standard.”
That being said, Peskoe noted that “many states and non-regulated utilities do tend to consider PURPA ratemaking standards,” but that there’s “no enforcement mechanism,” depriving the law of any teeth. “States can reject the ratemaking standards or adopt them in a way that deviates from what Congress may have intended.”
Still, it is likely in the political interest of state regulators to come up with something on large load tariffs, the Cato Institute’s Travis Fisher told me. He recommended that the National Association of Regulatory Utility Commissioners “spearhead an initiative to get every state regulator to sign a ratepayer protection pledge,” if only to insulate themselves from political backlash and maintain their power over retail ratemaking.
But even if states do adopt the cost allocation principle, determining exactly which infrastructure is being installed due to a data center and what serves all users can be tricky.
“Any real-world example of this is going to be quite complicated, and the devil’s always in the details,” Ben Schifman, a senior technology fellow at the Institute for Progress and a former attorney at the Department of the Interior and the Department of Justice, told me. While it might be possible to conclude that “a given substation is simply only needed for that data center,” he said, “as soon as you start zooming out into the larger, big-ticket investments, it’s quite complicated to attribute the cost to one user or one group of users.”
In summary, the Ratepayer Protection Act will ask state regulators to consider an approach to data center cost allocation that may not capture all of their costs and will likely do little to arrest the fundamental drivers of higher electricity costs. Viewed through this lens, the logic of the coalition supporting both the original Ratepayer Protection Pledge and the beefed-up Ratepayer Protection Act comes into focus.
Electricity prices are likely to continue to rise, and data center construction has powerful interests behind it. The public’s attitude towards data centers is rapidly souring, and no matter how many nuanced PDFs are published on the topic, people continue to blame data centers for higher electricity costs.
And if prices continue to rise, the big data center developers may be able to point to the Ratepayer Protection Act and say “well, it wasn’t me.”
On simplified oil and gas leases, lawsuits over plastic and coal, and a new climate research database
Current conditions: The U.K.’s Met Office issued its second-ever Red Extreme Heat Warning for Wednesday and Thursday • A wildfire near Eureka, Utah forced the town’s evacuation • Flash flood warnings are in effect today for Southern Massachusetts.
Lucid Motors is downsizing, again. The electric vehicle maker is laying off 18% of its staff just a few months after a 12% reduction in force in February, according to Electrek. The company also eliminated a second production shift at its factory in Casa Grande, Arizona. EV sales plummeted in the U.S. after the federal EV tax credit expired in September. While many automakers are canceling new electric vehicle lines in the U.S., Lucid hasn’t axed any plans yet, and will be releasing its first lower-cost EV, the Lucid Cosmos SUV, later this year with a price tag under $50,000. It’s also preparing to launch a robotaxi service later this year in partnership with Uber and the autonomous driving technology company Nuro. According to Lucid’s new CEO, Silvio Napoli, the staff cuts will help “simplify the company, sharpen execution, and position Lucid to become more competitive over time.”

Trump’s environmental deregulation crusade continues. The Interior Department proposed several changes to the rules governing oil and gas leasing on federal lands Monday that would limit public input and cut costs for companies. Under existing rules, which were updated during the Biden administration, companies must maintain a minimum bond of $500,000 for each state where they hold leases to cover the cost of capping oil and gas wells when they are done drilling. Trump’s proposal would reduce the requirement to $25,000, shifting the financial risk of remediation to state taxpayers. The new rules would also shorten public participation periods from 90 days to 10, and get rid of a requirement that companies include plans to minimize methane emissions when they apply for drilling permits.
Red states are going after California, this time for its nation-leading plastic regulations. In 2022, the Golden State passed a law setting plastic waste reduction targets and requiring companies to cover the cost of recycling of their own products. The state aims to cut single-use plastic packaging on products by 25% by 2032. Now, 17 attorneys general from red states have teamed up with the National Association of Wholesaler-Distributors, a trade group, to sue California, arguing that the rules represent an “unprecedented overreach” that will increase the cost of goods throughout the country.
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In the first case of its kind, 10 Australians are suing the government for violating their human rights by failing to limit fossil fuel production. The claimants, each of whom has been personally affected by climate change-fueled extreme weather, brought the case to the United Nations’ Human Rights Committee on Monday. Some of them have lost their homes to wildfires and floods, while others have experienced health impacts from heat waves. The case follows a 2025 ruling by the International Court of Justice that all governments have an obligation to protect people from climate change, citing support for fossil fuel production and consumption as a potential violation of this obligation. While that ruling didn’t have any enforcement power, it teed up the potential for country-level claims like this one in Australia. The country is the second largest exporter of coal in the world and the third largest exporter of liquified natural gas.
The rumors were true. The Trump administration has appointed Travis Kavulla, a former utility regulator and power company executive, to lead the Bonneville Power Administration, a federal agency that sells electricity from the government’s hydroelectric dams in the Pacific Northwest. Kavulla arrives as the agency prepares for a controversial exit from California’s real-time electricity trading market to join a new day-ahead market overseen by the Southwest Power Pool, a regional transmission organization. Environmental groups are urging Kavulla reconsider the decision, arguing that it risks raising energy costs for Northwest ratepayers.
The climate change research and news site Carbon Brief debuted Project Cosmos on Monday, the world’s largest database of research on the warming planet. It includes more than 1.8 million publications and “captures the vast body of human knowledge about climate change that has accumulated over more than a century of academic study.” The architects created a stunning “star” map that visualizes the collection by clustering of fields of study, such as medicine, chemistry, or agriculture. They also identified the 500 most-cited studies and scientists, with French carbon cycle modeler Philippe Ciais earning the top spot.