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Climate

Dead Hydrogen Hubs and Ghost Forests

On destruction in Spain, the low-carbon fuel standard, and a spookily warm Halloween.

Dead Hydrogen Hubs and Ghost Forests
Heatmap Illustration/Getty Images

Current conditions:A “pretty good chance of rain” in Los Angeles over the next few days won’t dampen World Series celebrations • Typhoon Kong-rey makes landfall as the most powerful storm to hit Taiwan in 28 years • Record-warm temperatures across the Northeast mean trick-or-treaters can leave their jackets at home.

THE TOP FIVE

1. Valencia looks like it was struck by ‘a strong hurricane’

Shocking photos of the catastrophic damage to the Valencia region of Spain have begun to emerge after more than a month’s worth of rain fell in a single day. The official death toll from the storm, which hit Tuesday night, is at 95, though that number is expected to rise as search and rescue operations continue. In pictures, the aftermath in places like Sedaví looks “eerily similar to the damage left by a strong hurricane or tsunami,” the Associated Press reports, with dozens of cars piled on top of each other in the narrow streets between buildings.

Though it is too soon to know whether or to what extent climate change played a role in this week’s devastation, the intense rainfall was caused by cold air moving over the warm Mediterranean, an effect that is expected to become more severe in future years as the sea warms and evaporation increases. Separately, World Weather Attribution released a report on Thursday showing that the top 10 deadliest extreme weather events since 2004 were made worse by climate change and collectively killed more than half a million people. Meteorologists expect more heavy rain in the hardest-hit regions of Spain on Thursday.

Valencia after the storm. David Ramos/Getty Images

2. Why hydrogen hubs are struggling

A year after the Biden administration named the seven regional clean hydrogen hubs selected to receive $7 billion of support from the Bipartisan Infrastructure Law, almost half are “running into serious trouble,” Heatmap’s Jael Holzman reported Wednesday for The Fight. Several companies have pulled out of or paused projects; CNX indefinitely stepped away from a blue hydrogen hub in West Virginia, while Fortescue would not confirm that a hydro-powered production plant intended for Washington state will still be built.

“Conversations with experts and stakeholders indicate to me this could be evidence of broader macroeconomic issues hitting the hydrogen industry, from inflation pushing up the price of electrolyzers to the stubbornly low price of natural gas,” Holzman wrote. Or perhaps it’s “a calm before a storm of hydrogen investment” that’ll follow full implementation of the Inflation Reduction Act’s production tax credit. Jael’s take? “This is further proof we live in a disorganized energy transition.”

3. Tesla endorses California’s LCFS, despite Trump’s vow to axe it

Tesla joined Hyundai, GM, Audi, Rivian, and other major car makers in endorsing California’s low carbon fuel standard program, which sets declining limits for transportation fuel emissions in the state. Tesla’s participation in the letter from automakers to California lawmakers, obtained by Politico on Wednesday, puts the company’s CEO, Elon Musk, at odds with Donald Trump, who has vowed not to allow “California politicians to get away with their plan to impose a 100% ban on the sale of gas-powered cars and trucks,” a misleading reference to the LCFS.

Musk has spent more than $75 million supporting Trump’s campaign and has been promised a role in a Republican administration, while Trump, in turn, has tempered some of his more aggressive rhetoric on EVs. As Paul Waldman wrote for Heatmap, it would appear Musk is gunning for two things: “He would like government to give him more money, and he would also like it to get out of his way.”

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  • 4. Tariffs on Chinese-made EVs go into effect in Europe

    The European Union enacted higher tariffs on electric vehicles made in China on Wednesday. The tariffs come on top of the preexisting 10% rate and vary by manufacturer based on subsidies they receive from China, ranging from an additional 7.8% for Tesla to 35.3% for SAIC Motor of Shanghai.

    European carmakers like Mercedes-Benz and BMW oppose the tariffs, worrying they will hurt their sales in China if the country decides to retaliate, Bloomberg writes, while Reuters reports Beijing has already quietly told its domestic automakers not to make significant investments in countries that voted for the tariffs, including France, Poland, and Italy. China has publicly slammed the tariffs as unfair and protectionist and warned that the plan will make it more difficult for Europe to lower its emissions.

    5. Tucson school district approves ambitious student-drafted climate action plan

    While the federal election is still four days away, climate has already won one proposal put to the vote in Arizona. This week, the Tucson Unified School District board of governors approved in a 3-2 vote an ambitious student-led plan to cut emissions in half by 2030 and reach net-zero emissions by 2040, in part by electrifying its entire bus fleet, increasing plant-based meal options, and limiting its food waste, Fast Company reports. The plan will also require almost all schools in the district to have a designated “cooling room” by 2027 to combat Arizona’s dangerous temperatures, and for climate education to be included in the schools’ curricula. The Arizona Youth Climate Coalition researched and wrote the climate action plan; its co-leader, Ojas Sanghi, called the TUSD decision “a beacon of hope for young people everywhere fighting for their future.”

    THE KICKER

    The United States Geological Survey recently announced that it is investing in new research into “ghost forests,” the spooky remains of woodlands that have been killed by rising seawater. When researchers drilled into the dead snags, they discovered the trees are home to tiny organisms that convert methane into less-potent carbon dioxide.

    A ghost forest in Goose Creek State Park, North Carolina.Melinda Martinez, USGS

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    Sparks

    China’s DeepSeek Ends the Party for U.S. Energy Stocks

    It’s not just AI companies taking a beating today.

    The Deepseek logo.
    Heatmap Illustration/Getty Images

    It’s not just tech stocks that are reeling after the release of Chinese artificial intelligence company DeepSeek’s open-source R1 model, which performs similarly to state-of-the-art models from American companies while using less expensive hardware far more efficiently. Energy and infrastructure companies — whose share prices had soared in the past year on the promise of powering a massive artificial intelligence buildout — have also seen their stock prices fall early Monday.

    Shares in GE Vernova, which manufactures turbines for gas-fired power plants, were down 19% in early trading Monday. Since the company’s spinoff from GE last April, the share price had risen almost 200% through last Friday, largely based on optimism about its ability to supply higher electricity demand. Oklo, the advanced nuclear company backed by OpenAI chief executive Sam Altman, is down 25%, after rising almost 300% in the past year. Constellation Energy, the independent power producer that’s re-powering Three Mile Island in partnership with Microsoft, saw its shares fall almost 20% in early trading. It had risen almost 190% in the year prior to Monday.

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    This Startup Finds Critical Minerals in the Unlikeliest of Places

    And it just raised a $20 million round of Series B funding.

    Minerals and a magnifying glass.
    Heatmap Illustration/Getty Images

    A century ago, prospectors tromped through remote areas, hoping to spot valuable, mineralized rocks simply poking out of the ground. Eventually, after they found all of the obvious stuff, they progressed to doing airborne geophysical surveys that used tools such as electromagnetic sensing to identify minerals that were just below the surface or highly concentrated. But there’s always been a lot more out there than we had the mechanisms to find. So now, companies are training artificial intelligence models on heaps of historical data to help locate untouched reserves of minerals that are key to clean energy technologies such as electric vehicle batteries and wind turbines.

    One of the biggest players in this space is Earth AI, a Sydney-based startup that today announced a $20 million Series B round, bringing the company’s total investment to over $38 million since its founding in 2017. While the company had initially sought to raise $15 million in this round, investor interest was so strong that it exceeded its target by $5 million. Lead investors were Tamarack Global and Cantos Ventures.

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    Green
    Politics

    AM Briefing: FEMA Under the Microscope

    On disaster relief, rain in California, and solar power

    Trump Takes Aim at FEMA
    Heatmap Illustration/Getty Images

    Current conditions: Storm Herminia could bring fresh flooding to England and Wales, just days after Storm Éowyn • A giant iceberg is on a collision course with the island of South Georgia in the Atlantic Ocean • Phoenix, Arizona, might see rain today for the first time in 156 days.

    THE TOP FIVE

    1. Trump orders FEMA review

    President Trump signed an executive order establishing a review council to assess the Federal Emergency Management Agency, and said the agency needs to be “drastically” improved. The council will have no more than 20 members, and will include department heads as well as people from outside the government that are appointed by Trump himself. “These non-Federal members shall have diverse perspectives and expertise in disaster relief and assistance, emergency preparedness, natural disasters, Federal-State relationships, and budget management,” the order states. This new council will be tasked with scrutinizing the agency’s disaster relief efforts and making recommendations for improvement. Trump has slammed FEMA and the prior administration for their responses to recent natural disasters, including Hurricane Helene and the wildfires in Los Angeles. Misinformation and conspiracy theories – often floated by Republican politicians and rightwing figureheads – spread quickly in the wake of both emergencies. The executive order insists there are “serious concerns of political bias in FEMA.” While touring hurricane damage in North Carolina a few days ago, Trump suggested “getting rid of” FEMA altogether, although that would require some help from Congress. The Project 2025 playbook from the Heritage Foundation has recommended that FEMA be removed from the Department of Homeland Security, and that programs like the National Flood Insurance Program be privatized.

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