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A Q&A with Villanova’s Stephen M. Strader on the legacy of Hurricane Andrew, unsustainable development, and why building codes alone aren’t enough.

In around 12 hours, Hurricane Milton is set to make landfall within miles of Tampa Bay, a region that is home to more than 5 million people. Once a sleepy retirement community, the area has seen a major development boom in recent years fueled by Millennials and Gen Zers seeking the perks of coastal living; it was the 11th fastest-growing city of its size in the U.S. as of this spring and has been expected to continue to grow at nearly twice the rate of the rest of the country over the next five years. A third of those residents, including many of the newcomers, live in low-lying neighborhoods now under urgent evacuation notices due to the threat of “unsurvivable” storm surge, which could rise up to 15 feet.
The development boom that has made Tampa Bay so desirable is also why it’s particularly vulnerable. In an analysis of Hurricane Ian — the most expensive storm in Florida’s history, which struck just south of Milton’s projected track in 2022 — the re-insurance company Swiss Re found that if the storm had struck in the 1970s, it would have caused a third to a half as much damage. Simply put: You can’t adapt your way out of a hurricane problem.
If there is anyone to talk to about the vulnerabilities unique to Tampa Bay, it’s Stephen M. Strader, an associate professor and hazard geographer at Villanova University. Our conversation has been edited and condensed for clarity.
You shared an image on Twitter of the explosive growth in the Tampa Bay area between 1940 and 2024. Why does this make the region vulnerable to a storm like Milton? Is it just about there being more people there?
When we think about disasters, we think of the intersection of three components: a violent event, like what we have with Milton; vulnerability, or what types of people could be in the path, which could be related to racial divides, age, and gender norms; and what a lot of my work focuses on, exposure.
Exposure is just the number of people or things that we care about — businesses, schools, and things like that — that are subject to losses if an event occurs. Florida is a great example of rapid urbanization since the 1900s, and it’s rapid development in a very hazard-prone region.
It can be easy for outsiders to sit back and wonder why anyone would buy a house on the water or on a barrier island near Tampa.
There are a lot of factors that come into play when you think about where we develop and why we develop certain locations. One of the biggest pressures that we see is that it’s desirable land: In the short term, people want to live near the water. It’s beautiful! People don’t think necessarily about the risk that comes with it because they’re too focused on their dream, which is to live near the ocean.
The other side of that is, from an economic standpoint, people see it as an opportunity to have businesses and to build condos. Developers see the land and think, “How much could I buy this for and sell it for with homes on it?” This really started back with Carl Fisher, who was famous for building the Indianapolis Motor Speedway. He was a thrill-seeker, but also a businessman and developer, and he loved to go to South Florida — which is now Miami Beach, and then was swamps and mangroves and not developed at all. And he thought, Hmm, this would be a great place for people to visit for vacations and experiences. He slowly started filling in the wetlands with sand. And that’s the history of Florida's development: It continued because this was very valuable land.
There is a lot of socioeconomic pressure to develop in these areas, but we’re also starting to see it change. Those pressures are lessening because you have insurance industries now and events like this year after year.
There is another issue in Southwest Florida, which is that many of the homes were constructed before building codes were updated, right?
I tend to do a lot more work on the manufactured housing side. Before 1974, all manufactured homes were called mobile homes, and there wasn’t really a standard. Then, in 1974, the United States Department of Housing and Urban Development came in and said, “We need to increase the standards,” and they did.
Fast-forward to 1992 and Hurricane Andrew, and they realized these codes were not strong enough. Many people lived in manufactured homes that were destroyed by Andrew, which was a very windy hurricane. We think hurricanes are wind threats because of Andrew, but hurricanes are water threats, and most deaths occur because of that water. Andrew was the opposite.
Between 1992 and 1994, they updated building codes for manufactured housing, and actually, along the coastline, Florida has some of the strongest codes for manufactured homes in the country. A lot of the areas that will be affected by Milton will have those strong standards. But many homes were also grandfathered in if they were built before that time.
That’s just one type of housing. My guess is that when you have a lot of rapid development since the 1990s — well, I have some questions about structural integrity since building codes can be strong but they might not be followed. And we sometimes don’t know until afterwards. A lot of what is being built are condos or McMansions — it’s basically, How fast can you build them, how cheap can you build them, and how high can you sell them? And they look great until their performance is put into question.
Insurance companies are starting to see this and ask, “How do we retrofit structures?” Structure-wise, though, I think Tampa is in a decent spot. The problem is, the water is so powerful that it’s not going to matter.
What kinds of conversations do you think Floridians should be having about development or potential redevelopment after Milton?
I’m a huge proponent of resisting the urge to build right back — the reason being that’s how you get repetitive losses. The hard part is, with a lot of insurance, if you have it, you only get provisions to build back the way you were. You don’t have the ability to improve. So what I end up telling people is, sometimes these disasters provide an opportunity to assess what we need to do from a planning standpoint. This is unsustainable development, and not just because of hurricanes, but because of rising sea levels and the stress on the environment. And unfortunately, a lot of these developments were built on top of wetlands and marshes and mangroves that used to protect the island areas as natural barriers.
The hard part is that people’s emotions are very strong after disasters, and they immediately want to return to how things were. That’s why you see people picking up the pieces the day after a storm, sometimes even when they’re injured. So we have to resist the urge as a group, and say, maybe this isn’t the time to think about rebuilding here.
Many wetland restoration projects in Florida are doing that very thing: reclaiming the environments that protected people inland. But on the other side you have developers and builders and local economies that rely on people coming to these areas, and that pressures people to come right back. Then you end up with a situation of repetitive losses and that’s why FEMA has been losing money over the years — it’s not so much that we’re putting money toward disasters but that we’re not getting value out of it, because it’s so much more likely for there to be impacts because of that exposure growth. Look at what happened after Helene and what’s going to happen with Milton: We’re splitting resources between the two. But we’re doing the best with the tools we have when there’s pressure on both sides, and considerations both economic and safety.
Is there anything else people should know about the geography of Tampa or the development risk there?
This storm is going to be different than other storms, and that’s because of the direction and intensity of it. The one thing we have to remember is that all that development — and everybody, for the most part, who isn’t 100 years old — has not experienced a hurricane of this magnitude in their life. That means everyone has the cognitive bias to say, “I’ve been through hurricanes before and was fine.” That is probably not going to be the case with this event; no one has been through this before.
What’s worrisome to me is that the trajectory of the hurricane is changing. A subtle shift north or south by 20 miles could mean a big difference for the Tampa region — if you have the right side of the hurricane push water into the Bay, it’s no different than 10 people jumping into a hot tub. The water level goes up and forces all that water into a smaller region, which is going to lead to more storm surge in Tampa Bay, Clearwater, and the St. Pete area. I don’t want to call it a “perfect storm,” but if you push all that water in there, you’re going to flood people in a way that hurricanes they’ve been through before never got close to. And I worry, if it goes south, about Fort Myers and the areas that were hit hard by Hurricane Ian. So it’s multilayered.
The good news that I’ll bring up is that we’re reeling from Helene, which means people have it in their brains about how bad this can be, which is probably causing more people to evacuate than normal. We have a problem with disaster amnesia in places where a hurricane hasn’t happened in a long time so “it’s not going to happen again.” And we forget. I remember Hurricane Katrina and what it did to New Orleans. It still has effects, but the students I’m teaching now weren’t even alive when it hit. These memories are short, and many people in Florida today weren’t there 30 years ago or 20 years ago. The only good thing to come out of Helene is that people are now aware of what can happen.
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New Jersey Governor-elect Mikie Sherrill made a rate freeze one of her signature campaign promises, but that’s easier said than done.
So how do you freeze electricity rates, exactly? That’s the question soon to be facing New Jersey Governor-elect Mikie Sherrill, who achieved a resounding victory in this November’s gubernatorial election in part due to her promise to declare a state of emergency and stop New Jersey’s high and rising electricity rates from going up any further.
The answer is that it can be done the easy way, or it can be done the hard way.
What will most likely happen, Abraham Silverman, a Johns Hopkins University scholar who previously served as the New Jersey Board of Public Utilities’ general counsel, told me, is that New Jersey’s four major electric utilities will work with the governor to deliver on her promise, finding ways to shave off spending and show some forbearance.
Indeed, “We stand ready to work with the incoming administration to do our part to keep rates as low as possible in the short term and work on longer-term solutions to add supply,” Ralph LaRossa, the chief executive of PSE&G, one of the major utilities in New Jersey, told analysts on an earnings call held the day before the election.
PSE&G’s retail bills rose 36% this past summer, according to the investment bank Jefferies. As for what working with the administration might look like, “We expect management to offer rate concessions,” Jefferies analyst Paul Zimbrado wrote in a note to clients in the days following the election, meaning essentially that the utility would choose to eat some higher costs. PSE&G might also get “creative,” which could mean things like “extensions of asset recoverable lives, regulatory item amortization acceleration, and other approaches to deliver customer bill savings in the near-term,” i.e. deferring or spreading out costs to minimize their immediate impact. “These would be cash flow negative but [PSE&G] has the cushion to absorb it,” Zimbrado wrote.
In return, Silverman told me that the New Jersey utilities “have a wish list of things they want from the administration and from the legislature,” including new nuclear plants, owning generation, and investing in energy storage. “I think that they are probably incented to work with the new administration to come up with that list of items that they think they can accomplish again without sacrificing reliability.”
Well before the election, in a statement issued in August responding to Sherrill’s energy platform, PSE&G hinted toward a path forward in its dealings with the state, noting that it isn’t allowed to build or own power generation and arguing that this deregulatory step “precluded all New Jersey electric companies from developing or offering new sources of power supply to meet rising demand and reduce prices.” Of course, the failure to get new supply online has bedeviled regulators and policymakers throughout the PJM Interconnection, of which New Jersey is a part. If Mikie Sherrill can figure out how to get generation online quickly in New Jersey, she’ll have accomplished something more impressive than a rate freeze.
As for ways to accomplish the governor-elect’s explicit goal of keeping price increases at zero, Silverman suggested that large-scale investments could be paid off on a longer timeline, which would reduce returns for utilities. Other investments could be deferred for at least a few years in order to push out beyond the current “bubble” of high costs due to inflation. That wouldn’t solve the problem forever, though, Silverman told me. It could simply mean “seeing lower costs today, but higher costs in the future,” he said.
New Jersey will also likely have to play a role in deliberations happening in front of the Federal Energy Regulatory Commission about interconnecting large loads — i.e. data centers — a major driver of costs throughout PJM and within New Jersey specifically. Rules that force data centers to “pay their own way” for transmission costs associated with getting on the grid could relieve some of the New Jersey price crunch, Silverman told me. “I think that will be a really significant piece.”
Then there’s the hard way — slashing utilities’ regulated rates of return.
In a report prepared for the Natural Resources Defence Council and Evergreen Collective and released after the election, Synapse Economics considered reducing utilities’ regulated return on equity, the income they’re allowed to generate on their investments in the grid, from its current level of 9.6% as one of four major levers to bring down prices. A two percentage point reduction in the return on equity, the group found, would reduce annual bills by $40 in 2026.
Going after the return on equity would be a more difficult, more contentious path than working cooperatively on deferring costs and increasing generation, Silverman told me. If voluntary and cooperative solutions aren’t enough to stop rate increases, however, Sherrill might choose to take it anyway. “You could come in and immediately cut that rate of return, and that would absolutely put downward pressure on rates in the short run. But you establish a very contentious relationship with the utilities,” Silverman told me.
Silverman pointed to Connecticut, where regulators and utilities developed a hostile relationship in recent years, resulting in the state’s Public Utilities Regulatory Authority chair, Marissa Gillett, stepping down last month. Gillett had served on PURA since 2019, and had tried to adopt “performance-based ratemaking,” where utility payouts wouldn’t be solely determined by their investment level, but also by trying to meet public policy goals like energy efficiency and reducing greenhouse gas emissions.
Connecticut utilities said these rules would make attracting capital to invest in the grid more difficult. Gillett’s tenure was also marred by lawsuits from the state’s utilities over accusations of “bias” against them in the ratemaking process. At the same time, environmental and consumer groups hailed her approach.
While Sherrill and her energy officials may not want to completely overhaul how they approach ratemaking, some conflict with the state’s utilities may be necessary to deliver on her signature campaign promise.
Going directly after the utilities’ regulated return “is kind of like making your kid eat their broccoli,” Silverman said. “You can probably make them eat it. You can have a very contentious evening for the rest of the night.”
Current conditions: Unseasonable warmth of up to 20 degrees Fahrenheit above average is set to spread across the Central United States, with the potential to set records • Scattered snow showers from water off the Great Lakes are expected to dump up to 18 inches on parts of northern New England • As winter dawns, Israel is facing summertime-like temperatures of nearly 90 degrees this week.
The Department of the Interior finalized a rule last week opening up roughly half of the largely untouched National Petroleum Reserve-Alaska to oil and gas drilling. The regulatory change overturns a Biden-era measure blocking oil and gas drilling on 11 million acres of the nation’s largest swath of public land, as my predecessor in anchoring this newsletter, Heatmap’s Jeva Lange, wrote in June. The Trump administration vowed to “unleash” energy production in Alaska by opening the 23 million-acre reserve, as well as nearby Arctic National Wildlife Refuge, to exploration. By rescinding the Biden-era restrictions, “we are following the direction set by President Trump to unlock Alaska’s energy potential, create jobs for North Slope communities, and strengthen American energy security,” Secretary of the Interior Doug Burgum said in a statement, according to E&E News. In a post on X, Alaska Governor Mike Dunleavy, a Republican, called the move “yet another step in the right direction for Alaska and American energy dominance.”
The new rule is expected to face challenges in court.“Today’s action is another example of how the Trump administration is trying to take us back in time with its reckless fossil fuels agenda,” Erik Grafe, a lawyer with Earthjustice, an environmental nonprofit group, said in a statement to The New York Times.

For the first time in United Nations climate negotiations, countries attending the COP30 summit in Belém, Brazil, are grappling with the effects of mining the minerals needed for batteries, solar panels, and wind turbines, Climate Home News reported. In a draft text on Friday, a working group at the summit recognized “the social and environmental risks associated with scaling up supply chains for clean energy technologies, including risks arising from the extraction and processing of critical minerals.”
The statement came amid ongoing protests from Indigenous groups, including those from Argentina who warned that the world’s increased appetite for South America’s lithium reserves came at the cost of local water resources for peoples who have lived in regions near mining operations for millennia.
Nearly one fifth of the Environmental Protection Agency’s workforce has opted into President Donald Trump’s mass resignation plan, according to new data E&E News obtained on Friday. As of the end of September, the EPA’s payroll included 15,166 employees, according to data released during the government shutdown, meaning that more than 2,620 employees accepted the “deferred resignation” offer.
Under Administrator Lee Zeldin, the EPA has advanced proposals that even the agency under Scott Pruitt, the top environmental regulator at the start of Trump’s first term, dared not attempt. Zeldin has moved to rescind the endangerment finding, which forms the legal basis for virtually all major climate regulations at the EPA. Zeldin even tried to kill off the popular Energy Star program for efficient appliances, but — as I wrote earlier this month — he backed off the plan.
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The next-generation geothermal company Eavor is preparing to start up its debut closed-loop system at its pilot project in Germany, Think Geoenergy reported. The startup has stood out in the race to commercialize technology that can harness energy from the Earth’s molten core in more places than conventional approaches allow. While rivals such as Fervo Energy, Sage Geosystems, and XGS Energy, pursue projects in the American Southwest, Eavor focused its efforts on Germany, where it saw potential to tap into the lucrative district heating market. Eavor also developed special drilling tools that promised to shave “tens of millions” off the cost of digging wells. As I wrote here last month, the company just completed successful tests of its technology.
BlackRock’s Global Infrastructure Partners inked a deal with the Spanish construction company ACS to form a joint venture to develop roughly $2.3 billion worth of data centers. The 50-50 joint venture will consist of ACS’ existing data-center portfolio, including 1.7 gigawatts of assets under development in Europe, the U.S., and Australia. ACS is contributing its existing portfolio to the business, The Wall Street Journal reported, “in exchange for about 1 billion euros in cash and initial earnout payments of up to 1 billion euros” if the data centers hit certain commercial milestones. “Global demand for data centers is set to grow more than 15 times by 2035, driven by the expansion of AI, cloud migration, and the exponential rise in data volumes,” ACS CEO Juan Santamaria said.
In a first, Swedish scientists have managed to successfully isolate and sequence RNA from an Ice Age wooly mammoth. Researchers at Stockholm University extracted the genetic information from mammoth tissue preserved in Siberian permafrost for nearly 40,000 years. The findings, published in the journal Cell, show that RNA, in addition to DNA and proteins, can be preserved over long periods of time. “With RNA, we can obtain direct evidence of which genes are ‘turned on,’ offering a glimpse into the final moments of life of a mammoth that walked the Earth during the last Ice Age. This is information that cannot be obtained from DNA alone,” Emilio Mármol, lead author of the study, said in a press release.
Editor’s note: This article has been updated to clarify the staff shrinkage at the EPA.
According to a new analysis shared exclusively with Heatmap, coal’s equipment-related outage rate is about twice as high as wind’s.
The Trump administration wants “beautiful clean coal” to return to its place of pride on the electric grid because, it says, wind and solar are just too unreliable. “If we want to keep the lights on and prevent blackouts from happening, then we need to keep our coal plants running. Affordable, reliable and secure energy sources are common sense,” Energy Secretary Chris Wright said on X in July, in what has become a steady drumbeat from the administration that has sought to subsidize coal and put a regulatory straitjacket around solar and (especially) wind.
This has meant real money spent in support of existing coal plants. The administration’s emergency order to keep Michigan’s J.H. Campbell coal plant open (“to secure grid reliability”), for example, has cost ratepayers served by Michigan utility Consumers Energy some $80 million all on its own.
But … how reliable is coal, actually? According to an analysis by the Environmental Defense Fund of data from the North American Electric Reliability Corporation, a nonprofit that oversees reliability standards for the grid, coal has the highest “equipment-related outage rate” — essentially, the percentage of time a generator isn’t working because of some kind of mechanical or other issue related to its physical structure — among coal, hydropower, natural gas, nuclear, and wind. Coal’s outage rate was over 12%. Wind’s was about 6.6%.
“When EDF’s team isolated just equipment-related outages, wind energy proved far more reliable than coal, which had the highest outage rate of any source NERC tracks,” EDF told me in an emailed statement.
Coal’s reliability has, in fact, been decreasing, Oliver Chapman, a research analyst at EDF, told me.
NERC has attributed this falling reliability to the changing role of coal in the energy system. Reliability “negatively correlates most strongly to capacity factor,” or how often the plant is running compared to its peak capacity. The data also “aligns with industry statements indicating that reduced investment in maintenance and abnormal cycling that are being adopted primarily in response to rapid changes in the resource mix are negatively impacting baseload coal unit performance.” In other words, coal is struggling to keep up with its changing role in the energy system. That’s due not just to the growth of solar and wind energy, which are inherently (but predictably) variable, but also to natural gas’s increasing prominence on the grid.
“When coal plants are having to be a bit more varied in their generation, we're seeing that wear and tear of those plants is increasing,” Chapman said. “The assumption is that that's only going to go up in future years.”
The issue for any plan to revitalize the coal industry, Chapman told me, is that the forces driving coal into this secondary role — namely the economics of running aging plants compared to natural gas and renewables — do not seem likely to reverse themselves any time soon.
Coal has been “sort of continuously pushed a bit more to the sidelines by renewables and natural gas being cheaper sources for utilities to generate their power. This increased marginalization is going to continue to lead to greater wear and tear on these plants,” Chapman said.
But with electricity demand increasing across the country, coal is being forced into a role that it might not be able to easily — or affordably — play, all while leading to more emissions of sulfur dioxide, nitrogen oxide, particulate matter, mercury, and, of course, carbon dioxide.
The coal system has been beset by a number of high-profile outages recently, including at the largest new coal plant in the country, Sandy Creek in Texas, which could be offline until early 2027, according to the Texas energy market ERCOT and the Institute for Energy Economics and Financial Analysis.
In at least one case, coal’s reliability issues were cited as a reason to keep another coal generating unit open past its planned retirement date.
Last month, Colorado Representative Will Hurd, a Republican, wrote a letter to the Department of Energy asking for emergency action to keep Unit 2 of the Comanche coal plant in Pueblo, Colorado open past its scheduled retirement at the end of his year. Hurd cited “mechanical and regulatory constraints” for the larger Unit 3 as a justification for keeping Unit 2 open, to fill in the generation gap left by the larger unit. In a filing by Xcel and several Colorado state energy officials also requesting delaying the retirement of Unit 2, they disclosed that the larger Unit 3 “experienced an unplanned outage and is offline through at least June 2026.”
Reliability issues aside, high electricity demand may turn into short-term profits at all levels of the coal industry, from the miners to the power plants.
At the same time the Trump administration is pushing coal plants to stay open past their scheduled retirement, the Energy Information Administration is forecasting that natural gas prices will continue to rise, which could lead to increased use of coal for electricity generation. The EIA forecasts that the 2025 average price of natural gas for power plants will rise 37% from 2024 levels.
Analysts at S&P Global Commodity Insights project “a continued rebound in thermal coal consumption throughout 2026 as thermal coal prices remain competitive with short-term natural gas prices encouraging gas-to-coal switching,” S&P coal analyst Wendy Schallom told me in an email.
“Stronger power demand, rising natural gas prices, delayed coal retirements, stockpiles trending lower, and strong thermal coal exports are vital to U.S. coal revival in 2025 and 2026.”
And we’re all going to be paying the price.