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Will America’s luck hold in 2024? The oddsmakers — that is, scientists — have a bad feeling.

Are you feeling lucky?
Americans are. Close to two-thirds say they’ve gambled in the past year; the sports pages are filled with headlines detailing the fallout of various investigations and scandals. But while there isn’t exactly a bookmaker for something like the Atlantic hurricane season, meteorologists around the country are feeling pretty good about their bets this time around.
“We could be extremely wrong and only have two hurricanes,” Philip Klotzbach, one of the authors of the Colorado State University’s 2024 forecast, which came out earlier this month and predicted a whopping 23 named storms, told me. “But I think the odds of that this year are very low, just because the Atlantic is so warm.”
Traditionally, early spring is when Americans begin to hear from agencies and universities about the upcoming Atlantic storm season. That won’t peak for another four or five months, and from the safety of April, it can be tough to muster concern about what late summer might yet inflict upon the nation’s coasts.
Still, the trickle of headlines this year has been nothing short of alarming. In addition to CSU’s prediction, North Carolina State University issued a forecast of between 15 and 20 named storms in 2024, meaning we could potentially tick well above the 1991-2020 average of 14 per year. On Wednesday, the Weather Channel upped the ante with a new estimate of 24 named storms. AccuWeather Lead Hurricane Forecaster Alex DaSilva told me his team estimates there is a 15% chance of 30 or more named storms this year — enough to break the record set in 2020 and exhaust the World Meteorological Organization pre-prepared list of 21 storm names, forcing it to dip into its new and never-before-used “supplemental” list.
Meanwhile, the National Oceanic and Atmospheric Administration is busy putting together its own forecast, a massive, multi-agency collaboration between the National Climate Prediction Center, the National Weather Service, the National Hurricane Center, and NOAA’s Atlantic Oceanographic & Meteorological Laboratory. While the government’s final prediction is still a few weeks away from being made public in May, Matthew Rosencrans, the lead hurricane season forecaster at NOAA’s Climate Prediction Center, told me the agency’s ocean team has been providing monthly briefings on the Atlantic’s record warmth to the forecasters. Of particular concern to the teams is the fact that even if the summer sea surface warms at the lowest rate of any year since 1980, 2024 will still be in the top four of all sea surface temperature years since then.
Michael Lowry, the hurricane and storm surge specialist at Miami’s WPLG Local 10 News, told me this is what has him the most alarmed. “I struggle to find a good language to say how extreme and unprecedented it is, but it’s extreme and unprecedented and almost scary, the amount of warmth that we’re looking at in the Atlantic,” he said.
Warm water, of course, is hurricane Red Bull — it can increase a storm’s destructive potential, taking forecasters by surprise. In addition to the waning El Niño and the likely start of a La Niña — which will make the wind conditions more favorable to Atlantic storm formation — all the agencies I spoke with cited the sea-surface temperatures as a concerning complication in their predictive models. Klotzbach, the CSU researcher, told me the record-warm water gives him more confidence in his models than he would otherwise have this early in April because of the strong correlation between warm waters and storm formation; DaSilva, at AccuWeather, told me it is these same temperatures that have made him concerned about the potential for rapidly intensifying storms like Hurricane Ian in 2022.
Kerry Emanuel, professor emeritus in atmospheric science at MIT, was not as impressed by the predictions, however. Putting a numerical estimate on how many hurricanes will form in the North Atlantic in a given season is “not really very interesting or practical,” he told me. “If you’re a gambler, and you’re placing a bet, OK — but if you’re a coastal resident, what you really care about is relatively intense landfalling storms.”
The more storms there are in the Atlantic in a given season, the more likely intense storms will make landfall — “but not a lot” more likely, Emanuel stressed. Because of that, when it comes to making hurricane season predictions, “I wish NOAA would knock it off because it’s intentionally misleading,” he said.
Emanuel wasn’t alone in his dismissal of the seasonal forecasts. “I’ve got to be straight with you: I think they have limited utility,” John Cangialosi, a senior hurricane specialist at the National Hurricane Center, who focuses more on tracking storms as they form, told me. “It’s sort of like in Powerball, when someone sees $30 million and is like, ‘I’m going to play if it’s $5 million or not,’” he added. “It’s so damn silly. You need to worry about this no matter what.”
That’s because describing hurricane seasons as “quiet” or “active” is really a matter of perspective, even if it makes for good headlines. For example, most people consider 2023 to have been a quiet year since almost no major storms made landfall on U.S. coasts. “But it was a very busy season; just fortunately, most of the storms stayed out at sea,” Klotzbach, of CSU, told me.
In a sense, America merely got a lucky break. While Hurricane Idalia, the strongest storm to hit Florida’s Big Bend region in 125 years, made landfall in 2023, its greatest impact was in a sparsely populated area, leading to limited damage and loss of life. On the other hand, 1992 was technically a “quiet” year for hurricane formation, but all it took was one storm — in that case, Hurricane Andrew, which killed over 60 people and was one of the costliest storms in U.S. history — to cement it in our collective memory.
Further complicating the picture that hurricane forecasts paint is, of course, climate change. The combination of record-warm Atlantic waters and a forecast for an active year makes it tempting to tie the two together. “The human mind is so good at pattern recognition that it wants to attribute a cause to every effect,” Emanuel, the MIT professor, said.
But there’s a whole cocktail of factors driving the Atlantic’s bonkers-warm temperature, including the aforementioned El Niño, which is just part of a naturally occurring global weather pattern known as ENSO; the decreasing presence of sulfur dioxide aerosols, which have a cooling effect; the Tonga volcano eruption, which might have had a temporary warming effect; and yes, greenhouse gas emissions. The lack of clarity around this larger picture has led some researchers to sound an alarm about the urgency of sharpening our understanding; climate change, however, can only confidently be credited with a small portion of the current anomalous spike in sea surface temperatures, which in turn only explains only about 35% to 40% of the changes in tropical cyclone activity.
“It’s not fair to say climate change has caused record warmth, which has caused record hurricanes,” Cangialosi, at the Climate Prediction Center, said. “Because, guess what? Next year we could be in a cool phase — and then where did climate change go?”
That’s far from saying climate change isn’t a factor at all; we just need to be careful with our scales. Besides, there are things we know are directly connected to climate change — like rising sea levels and increased rainfall — that will make hurricane landfalls deadlier in the coming decades.
Hurricane forecasts aren’t totally useless, either. For one thing, they have enormous scientific value, helping researchers better understand the amalgamation of conditions that go into the formation of a major tropical storm. Lowry, the Florida-based meteorologist, also joked they can help confirm that “my job may be a lot busier in the next few months.”
There is a public value, too: Headlines inarguably help keep the approaching season top-of-mind. This is especially important for the masses of new residents who have recently moved to the Gulf Coast and Southeastern shores — undeterred by subsidized insurance rates that don’t properly warn of the region’s risk — and might lack knowledge of how to prepare for the season.
After all, Mother Nature ultimately has the house advantage. And while America was spared a catastrophic storm in 2023, luck has a funny way of running out.
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And more of the week’s top news around project fights.
1. Kansas City, Missouri – Data centers are so toxic that politicians are using them as boogeymen in totally unrelated policy discussions.
2. Ingham County, Michigan – We have our first major anti-data center candidate in a Democratic congressional primary.
3. Nueces County, Texas - The Longhorn State is on a bull run towards data center hostility.
4. Pulaski County, Arkansas - We have yet another municipal employee losing their job over helping a data center.
5. Marathon County, Wisconsin - Yet again rural residents are poised to lose against state permitting primacy laws benefiting renewable energy.
This week’s conversation is with Grant Gutierrez, head of community impacts at carbon management company Carbon Direct. This week Carbon Direct published a white paper Gutierrez authored on opposition around data centers he’s studied. His research reinforces much of what Heatmap Pro has uncovered, but I was particularly intrigued by a topline finding – that transparency is the most common thread in the 46 data center fights he looked into. Was he seeing what I’ve been seeing? So I asked him to hop onto a Zoom call and let me know his thoughts.
The following conversation was lightly edited for clarity.
If you were to explain the findings in your white paper to someone at a bar… how would you put it?
What I would say is that we were really interested in the kinds of concerns communities were articulating as they were opposing or resisting data center development in the U.S. To answer and explore those questions, we developed our own data center cancellation tracker where we looked for cases where we could find a strong correlation between cancelation or withdrawal status and opposition. Then we did high-level analyses of the demographics surrounding those data centers, using standard best practices from environmental justice methodologies and pulling sociodemographic and environmental burden characters from EPA’s EJScreen tool. We were mostly looking at public records. Press materials. City council meeting minutes. Things you wouldn’t have to dig too hard to find.
The kinds of communities we saw successfully resisting data centers tracked across the demographic middle of the United States – slightly more middle income, slightly more white than a majority of the American community, but mostly what you’d consider the average American community.
What is the intended audience of this paper and what are you hoping to communicate?
I think it’s important for data center developers and the capital behind them is that they need to move their engagement to early stage, responsible design. A second audience is regulators, city councils, and local zoning commissions about how to engage with developers and advocate for the right disclosure requirements from industry.
The key topline message is that developers who treat community engagement as a permitting formality instead of a critical early stage input are burdening communities, breaking trust. This is resulting in reputational risk for developers, stranded assets, losing capital – and the loss of future opportunities as developers want to build 21st century infrastructure.
Walk me through what you saw evaluating these projects. What’s the development pattern that leads to such opposition?
We saw five key themes. Some of them you might expect – concerns around natural resources, water impacts, electricity rates, land. The rural character came up quite consistently. And then there was a lack of transparency through the use of NDAs.
The NDA example I was surprised to see was the most consistent in all of our case studies. Communities are largely concerned with the process that unfolds as much as the impacts. That’s a very important signal that transcends political lines. Communities want to be heard, involved in the process. They want large infrastructural development with impacts to listen to their concerns. When those decisions are made behind NDAs or with no transparency or equitable engagement, communities quickly mobilize and organize at a hyperlocal level and are successful in opposing these data centers.
I know there are a number of companies out there – without naming names – that are putting responsible development principles forward. The ones we advocate for across our business, whether we’re working in carbon removal or other things. I see companies leading and saying, if we’re involved in this infrastructure, we are not going to sign an NDA. Those who are pushing forward renewable energy commitments, community benefit agreements, and local public-private partnerships are leading with transparency and equity in their engagements.
How any of this carries in the broader industry is yet to be seen.
In your report you point to various ways opposition can crop up to a project. One of those ways was due to the presence of co-located gas – you note that gas power at a data center engendered environmental opponents, which then strengthened those fighting a data center. Can you elaborate on whether you think a new gas power presence is making it harder to get a data center built?
The case you’re pointing to, that’s the Ballico case where on top of the data center there was a 3,500 megawatt co-located gas plant. That quickly led to major community concerns and a partnership with the Southern Environmental Law Center, which became the legal anchor for thinking through the opposition here and commissioned the technical evidence, and provided the legal [support] there.
You see a broad coalition coalesce around not only the data center concern but the climate concerns that arise. I wouldn’t be surprised if we saw a repeated concern around the expansion of fossil energy and combustion sources going hand in hand with community opposition and organizing on data centers. But that remains to be seen.
What in your research have you seen when you compare opposition to data centers and campaigns against, let’s say, fossil fuels? Or mining? Or renewables?
What I think about with data centers is they’re the highways of the 21st century. As we know through the highway projects in the U.S., there were major disproportionate impacts on communities of color. I think there’s potential for data centers if they follow that playbook to have that same impact.
When it comes to comparing these, that’s something I have not done yet. But I think there’s a few things happening. I think the scale and scope of the buildout is taking the American public by surprise. Articulation around impacts to natural resources and electricity prices in a heightened political climate and a difficult economy. It’s also the existential problem AI introduces, which is the role AI plays in society. This is unique compared to other kinds of extraction, which feed technologies already at play.
How do you feel about the fact that so many of us in energy, environment and climate are now talking about data centers all the time?
Never in my career, working in carbon removal and nature based solutions, I never thought data centers would be a major focus in my career as an environmental justice advocate and social scientist.
Data centers are probably emerging to be one of the biggest environmental justice problems of our time so while it’s not something I planned to work on, I am emboldened to see the response from the nonprofit community and others trying to wrap their heads around this. What is the right kind of information? What does the public need to know? How do we advocate for our communities and build the world we would like to build?
While data centers are moving fast, I’m encouraged to see communities organizing and advocating for their own needs as well. Over the next few years, the story will tell itself.
Last question – what was the last song you listened to?
DtMF by Bad Bunny.
Plus, a look into the future of solar and wind tax credits.
Heatmap AM and Daily will be off tomorrow for the July 4 holiday, but we’ll see you back here on Monday.
We’re staring down the barrel of a holiday weekend here in the United States, so I’ll keep it quick. Two things:
July 4 will mark the formal end of the solar and wind tax credits in the United States. These incentives — which date back in some form to 1978 — were repealed by President Trump’s tax cuts and spending law last year. In order to qualify for the last of these subsidies, solar and wind projects must “commence construction” by Saturday and be ready to generate power by the end of 2027.
Although the policies haven’t yet expired, there’s already chatter about bringing them back. Some Democrats want to revive the incentives should they win back Congress and the White House in two or six years. But 2029 or 2032 will likely look different than the earlier years of this decade, when the Inflation Reduction Act was written and passed: Power prices are higher now, the grid more congested, and the federal budget more constrained. So today, my colleague Emily Pontecorvo previews one of the next big questions in climate policy: Should Democrats try to bring back the solar and wind tax credits?
Her story is great, and one disconnect in particular stuck out to me. Among the climate and clean energy wonks Emily interviewed, “everyone” agreed that “in the near term, the most important thing Congress could do to help clean energy is break down some of the non-cost barriers to development through permitting reform.” Permitting reform, after all, has no fiscal cost and could be achieved during this Congress.
But Democratic lawmakers themselves sound far less sure about its importance. “I don’t think Democrats can engage in a serious way with Republicans on permitting reform,” Representative Jared Huffman, the ranking member on the House Natural Resources Committee, tells her. Read the rest of Emily’s story for more on how lawmakers are thinking about this question, which will only get more important as we get closer to ‘28.
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We’ve begun to get Q2 sales data for global automakers — and there’s actually decent news for electric vehicles. Some highlights:
Enjoy your holiday weekend, and remember: We’re now in Q3. Thanks, as always, for reading.