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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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Tales from a day of “thoughtful dialogues on energy, climate change, and human lives” on Day 3 of New York Climate Week.
“I’m here because I love thoughtful dialogues on energy, climate change, and human lives,” Energy Secretary Chris Wright told my colleague Robinson Meyer this afternoon. “That’s been a passion my whole life, and nothing will change that.”
It’s our passion too — and was a defining theme of Heatmap House on Wednesday at New York Climate Week, with 27 sessions across topics including clean energy development, U.S. climate policy, the future of mobility, climate tech, and reindustrialization. From Wright backpedaling on President Trump’s embrace of a diesel export ban to former Vice President Al Gore asserting that 2026 might mark “the positive tipping point on climate,” it was a full day of news, contrarian opinions, juicy predictions, and lots and lots of coffee (consumed by yours truly).
Early in the day, Carlos Araque, the CEO and co-founder of Quaise, an advanced geothermal company, started things off by addressing the elephant in the room: potentially imminent movement on permitting reform. “It’s always easy to be picky and want for more,” he acknowledged, although he added that “my ask has always been — as far back as 2018 — if you can do for geothermal what you do for oil as in terms of regulatory permitting exclusions, then you’re moving 90% of the way to the goal. So that’s happening — that’s slowly and surely happening.”
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New Jersey Governor Mikie Sherrill also spoke about permitting reform at a local scale. “You cannot simply say to people, ‘Sorry, your bills are just going to keep skyrocketing,’” she stressed. “That is not the answer, which is why we’ve acted so aggressively. I approved 18 solar and battery storage projects in the first six months [of my term]. We knew the federal credits were going to run out if we did not get that done, so that’s why we had to take on permitting reform right away to make sure we were growing that.”
And while Jane Flegal, the principal at Flegal Energy Advisors, didn’t have any secret insight into the potential deal, she broke down her predictions into three buckets: reforms to conventional environmental statutes such as the National Environmental Policy Act, the Clean Water Act, and the National Historic Preservation Act; transmission, “which, no one knows what’s in there, but we all know what was in the Manchin deal, and I think we can and should expect something at least that ambitious;” and permitting certainty, which would constrain executive power to cancel permits after they’ve been issued.
Chris Hayes, the host of All In with Chris Hayes on MS NOW and a former climate reporter, took the stage just after Gore, who marked the 20-year anniversary of his Academy Award-winning documentary An Inconvenient Truth. Like Gore, Hayes was in a reflective mood. “I think to some degree, we’re kind of moving forward in this understanding that all of us are implicated in the system that’s going to change very slowly over time,” he said, calling it one of the lessons of the past 20 years. “But I think there was a high-water mark of consumer activism that is sort of gone.”
Then, of course, there was Wright. The energy secretary — whom climate insiders have described to us as the biggest climate villain in the Trump administration after Trump himself — talked to Rob about as many fuels as they could cover. Wind: “There have been very spirited dialogues in the administration about this. I do believe a successful permitting reform thing changes the playing field for anything you want to build in this country, including wind.” Nuclear: “Our thing is just to try to get it back on its feet and get out of the way.” Natural gas: “Gas in my lifetime is going to be the American energy superpower for sure, but you never want all your eggs in one basket.” Batteries: “I’m all in.” And EVs: “Should we have the broader America subsidizing, you know, the habits of wealthy people? I don’t think we should.”
Electric vehicles also came up in our mobility session, of course, along with other forms of mobility including ferries, subways, and rail. “It’s not something we talk about very much in the U.S.,” Laura Fox, the co-founder and managing partner of Streetlife Ventures, told me, adding that “we have a really great rail freight network that is underutilized and that typically saves shippers 30% to 40% when they’re shipping goods in the current environment.” (Representative Mike Levin of California also shared that if he could only connect two places in his proposed giant high-performance rail system, “I’d like to see the line between Los Angeles and San Diego solidified.”)
The evening wrapped with a focus on reindustrialization. Tom Steyer, the co-executive chair of Galvanize Solutions, told us he’s doing fine after his unsuccessful bid for California governor. (Nothing a trip to Tahoe with the family couldn’t cure.) He also shared that the climate movement may have lessons for the modern movement opposing AI and data centers. The world’s richest companies can’t just “come in and take people’s water, especially at a time when people are so water insecure,” he stressed. “How could that possibly be right?”
AI — and water — also came up in conversation with Emilio Tenuta, the senior vice president and chief sustainability officer of Ecolab, which provides industrial and commercial water and hygiene solutions. (Ecolab also sponsored our reindustrialization section.) He argued that “what we really need to focus on is the Water Efficiency Index” when evaluating, for example, semiconductor fabrication plants, because it contextualizes water use in more absolute terms than traditional metrics.
Page Crahan, general manager of Tapestry, an Alphabet X moonshot project that uses AI to develop a model of the grid’s electricity network, zeroed in on how best to use artificial intelligence. “We had 10 years to build what it took us 110 years to build globally” in order to meet anticipated energy demand, she told my colleague Jael Holzman. “And that was in 2023, before data centers.” For “computationally intensive challenges, data-heavy challenges, and certainly running simulations and insights for a system this size,” AI is a good use case, she said.
Tapestry is using its models in partnership with PJM Interconnection (as we’ve covered here at Heatmap) — and speaking of PJM, its executive director of strategic policy and external affairs, Asim Haque, spoke to my colleague Matthew Zeitlin next. “If you do not bring your own new capacity, we are going to curtail you before we curtail your average residential consumer for sure,” he said, adding, “this is a concept that is pending in front of the FERC right now. We can talk about carrots. We can talk about sticks. I don’t know which one this is. I think from the data center perspective, it’s likely a stick.”
Josh Parker, the head of sustainability at Nvidia, rounded the day out on a positive note. “The good news is, we are very quickly unlocking new capacity with clean energy,” he said, including developing new clean energy technologies like advanced fission and geothermal. “All of these technologies are benefiting from AI, and so that, coupled with the fact that data center operators with AI factories generally are some of the largest consumers of clean energy and are still are looking for all the clean energy they can, leads me to believe — and I think this is the most credible forecast — that very soon we’re going to see all of that convert over to clean as soon as we can get through the supply constraints that we’re currently in.”
If you were with us in person, thank you again. You’re what made our event one to remember. And if you weren’t able to join us this year — we hope to see you in 2027.
But wait! Before I send you on your way, you can find all of our coverage of the day below along with some additional quotes from some of my favorite conversations:
The Commonwealth Fusion Systems CEO made his case at Heatmap House.
Without billions in new federal investment the United States may lose its pole position in the global race to be the first nuclear fusion superpower, Commonwealth Fusion Systems CEO Bob Mumgaard told attendees at Heatmap House in New York City.
When asked onstage whether Commonwealth Fusion could still develop its fusion aspirations at scale without U.S. government financing, Mumgaard said: “I think so – it’s a question of the timing and the place.” Then he suggested that the company — and the industry — might go elsewhere if the country doesn’t put more capital into the growing sector. “There are offers on the table to build nuclear fission power plants not in the United States, so we can do that.”
You’d be forgiven if you thought Commonwealth and nuclear fusion was already doing well. The Massachusetts-based pioneer in fusion technologies raised $1 billion in new investment just a couple months ago. Generally speaking, innovation in nuclear power is incredibly popular in Congress, which has an influential bipartisan Fusion Energy Caucus. Commonwealth has received public support from the Trump administration’s Energy Department, as has one of the Heatmap House sponsors, Inertia.
But we’re talking about nuclear fusion, a still-futuristic form of energy generation seeking to harness the power of stars exploding in contained environments. It’s an insanely promising tech moonshot.
Mumgaard said the company is aiming for its tech to provide electrons onto the grid by the 2030s. He also said a Fusion Industry Association request to Congress and the Trump administration for $10 billion of investment might be what’s needed for that power to be American first.
“We debated that [amount] with the industry association, and you have to say what gets the job done. It’s a disservice to lowball what’s needed,” he told my colleague Katie Brigham. “This is a very important thing. It’s an entirely new industry. Let’s treat it as such.”
He added his view that U.S. fusion development is essentially an energy security maneuver, and that competition with China on fusion should be seen as parallel to the race for dominance in artificial intelligence.
“Think about what it means in a technological race. Power is the thing that powers the next economy, right?” Mumgaard said. “All the geostrategic strife we have right now is about power in the form of natural resources. Who has them? What are they? What boats are they on through what body of water? Fusion takes all of that off the table.”
Representative Mike Levin, It’s Electric, Rivian, and more showed up for the mobility session at Heatmap House.
On the surface, the climate case for electric vehicles is simple: Battery-powered cars can eliminate our need to burn dirty gasoline and diesel, and as more renewables come onto the grid, they’ll only run more and more cleanly. But the benefits that can be gained from electrifying the vehicle fleet run far deeper, a case that a variety of speakers made at Heatmap House on Wednesday as part of New York Climate Week.
Andrew Peterman, director of advanced energy solutions at the EV maker Rivian, explained how electric vehicles are becoming a multi-tiered grid solution. Rivian itself is cooperating with drivers and utilities to create automatic smart charging so that EVs can charge when energy is abundant and inexpensive, saving the user money — in some cases as much as $1,000 per year — and easing strain on the grid. Doing so helps to keep electricity prices down, which is good for the country and for the bottom line of an electric vehicle maker.
“Our ability to sell and give people value out of an electric vehicle can only be enabled if we transform the grid to be able to be affordable, reliable, and cleaner for everyone,” Peterman told Heatmap deputy editor Jillian Goodman. “We need to use our role in the energy system to enable customers to get more value out of the grid. So everything we do is about grid transformation to enable electric vehicles to have an even stronger and stronger value proposition. When we bring down electricity costs, that brings down the total cost of ownership for our vehicle owners.”
Of course, energy can go in the other direction, too. Now that millions of EVs are on the road, the multitude of kilowatt-hours stored in EV batteries can be a grid asset. That goes for vehicle-to-grid integration, where EVs can discharge energy to help balance the grid when they’re not driving. But it’s an especially compelling proposition when those batteries get older and are no longer optimal for powering vehicles. Rivian is working with partners such as Redwood Materials to recycle old EV batteries and to repurpose some as grid storage. The same is true at Waymo, whose fleet of autonomous, only-electric rideshare vehicles have racked up hundreds of thousands of miles in some cases.
“Our fleets are sometimes outlasting our batteries where they still work, but they’re just not optimal for the ride-hailing fleet,” Waymo head of environment and sustainability Adam Lenz told Nico Lauricella, Heatmap’s CEO and editor in chief. “So we’re taking those batteries out, refreshing them, and then there’s still a lot of life left on this battery. We’re working with a partner that’s based out of L.A. County where we provide service and they’re deploying those batteries to support front of the meter grid storage.” (Waymo is also a sponsor of Heatmap House.)
It’s clear that the rideshare economy will be dominated by electric vehicles, and Lenz argued that this fact helps extend the climate benefits of electrification and autonomy to people who don’t want to drive or have been priced out by the upfront costs of an EV. The promise that self-driving cars will ultimately be much safer compared to those driven by fallible humans makes it safer to walk or bike, the most sustainable transportation methods. Waymo recently introduced a partnership with Visa to give San Francisco Bay Area riders a $2.85 Waymo account credit (the price of a bus ride in S.F.) when they combine a rideshare trip with a train or bus linkup to create a mulit-modal journey — a roundabout way to create “free” buses.
Across the country, EV charging could help give New York City not only cleaner skies but also improved grid management. The city’s Green Ride Initiative is meant to have New York’s taxi and rideshare trips be majority-electric by 2030, yet NYC has been a charging desert compared to other dense cities like London. Tiya Gordon, co-founder and COO of charging company it’s electric, came to Heatmap House to discuss her company’s recent win of a contract to install 700 new street chargers in New York, which has only 88 today.
It’s not just how many chargers are going in, she said, but where — the majority will go into neighborhoods in Brooklyn and Queens where rideshare drivers live and park their cars overnight. Albert Gore, executive director of the Zero Emission Transportation Association, added: “It makes a lot of sense also when you think about the impact to the grid. If you are directing a lot of that charging at night, particularly for these high mileage use cases, that actually puts downward pressure on electricity rates. EVs are a very, very flexible load.”