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“She was traumatized by the flood and wasn’t getting a nutrient-rich diet for several weeks.”

Ashwini Khandekar was in her first few months of pregnancy when the flood came. This was July 2021, the peak of the annual monsoon season, when a downpour destroyed more than 300 houses in Ganeshwadi, a village 400 kilometers south of Mumbai in India’s Maharashtra state. Authorities instructed Khandekar and her husband to evacuate, she told me, “but I couldn’t leave my house because all the evacuation centers were full. I had nowhere to go.” Though in the end her home was spared, for the next 15 days, Khandekar lived in constant fear, praying until the waters finally abated.
Four months later, Khandekar went to the doctor for a prenatal checkup. Her child, she learned, showed signs of anencephaly, a condition in which the fetal brain and skull fail to develop normally. Usually, babies born with anencephaly die within a few hours, and most pregnancies end in miscarriage. To cross-check the doctor’s claims, Khandekar visited eight more hospitals. Everyone confirmed the same. “I was heartbroken,” she said.
When a community health-care worker, Kavita Magdum, examined Khandekar’s medical records, she found that Khandekar had suffered from a severe deficiency of iron and folic acid, a known risk factor for anencephaly. This, in turn, pointed back to the storm. “She was traumatized by the flood and wasn’t getting a nutrient-rich diet for several weeks,” Magdum told me. The roads in and out of the village were closed for 20 days, cutting off food supplies. During this time, she ate only cooked rice and wheat flatbread. Sometimes she didn’t eat at all.
By the end of December, a month after she learned of her child’s condition, Khandekar had lost the pregnancy. She was 20 years old at the time.
Though tragic, stories like Khandekar’s are not rare. A research paper published in Nature this year found that from 2010 to 2020, maternal exposure to floods led to an average of 107,888 lost pregnancies per year in low- and middle-income countries, with South Asia reporting the most cases. Lack of access to nutrient-rich foods was one of the causes the researchers identified, along with physical and mental stress, disease, and lack of housing and safe childbirth services.
This year’s monsoon season will begin in June and stretch through September. The Indian Government has forecast above-average rainfall this year, at 106% of the long-term average. In the first two decades of this century, floods impacted 1.5 billion people in Asia, accounting for 93% of the globally affected population. Last year, over 80% of hydrometeorological disasters in Asia were floods and storms.
About 89% of the world’s flood-exposed population resides in low- and middle-income countries that lack adequate health-care facilities. India alone has more than 378 million women of childbearing age, and has experienced an average of 17 yearly flood events in the past two decades. Floods affected more than 218 million people in India from 2015 to 2020, and destroyed crops on nearly 35 million hectares of farmland, leading to rampant food insecurity. During this time, stillbirths in India increased 28.6%.
For women and their children, the risk begins even before a pregnancy occurs. Simran Jamadar was also 20 years old and living in Maharashtra’s tiny Kanwad village when the floods arrived in 2021. “The water was at least four feet in our house at 5 p.m.,” said Jamadar, forcing her to evacuate. Walking through muddy water with her family to the evacuation center 10 kilometers away, she had to tread carefully lest she disturb an unseen snake. After she reached her destination, she spent 12 days crammed in with 6,000 people from 15 villages. Overstressed and underslept, Jamadar found it difficult to eat. On top of everything else, the experience brought up painful memories from just over a year before, when another flood had wiped out her home, along with all its furniture, crucial papers, and six months of food supplies.
Five months later, still grappling with the trauma of the flood, Jamadar became pregnant. At about the seven-month mark, she experienced a sudden and unbearable stomachache and vomited. Sonography reports showed that she had developed an incompetent cervix — a weakened womb unable to hold a baby. Six hours later, Jamadar gave birth. The child was born and “passed away within a day,” Anita Kamble, a community health-care worker from Jamadar’s village, told me.
Kamble spoke to more than 30 community health-care workers from the flood-affected villages and found a similar pattern of stillbirths associated with stress — even when that stress began before the women became pregnant. This squares with other findings from the Nature study, which showed a significant association between pregnancy loss and exposure to floods even six months before conception. A controlled study of 340 women from Sweden who’d been pregnant in the same year found that 54% of those who experienced stress during pregnancy such as depression or anxiety gave birth prematurely.
With flooding, disruptions and their attending stressors can last for months, and sometimes even years. “The trauma was visible on her face,” Kamble said of Jamadar.
“The most important buffer for stressed pregnant women is social support,” Gloria Giarratano, a professor of nursing at Louisiana State University Health Sciences Center, told me. That includes resources to help cope with psychiatric stressors. Giarratano was the lead author of a study of women in New Orleans post-Hurricane Katrina, which found that women without a network of trusted people to rely on were the most likely to become depressed while pregnant. The more support they have, Giarratano told me, the more that risk decreases.
India, however, for its population of 1.3 billion people, has just 9,000 psychiatrists and 1,000 psychologists. In the face of this challenge, community health-care workers like Magdum and Kamble have devised ad hoc solutions.
What India lacks in licensed medical practitioners, it somewhat makes up for in community-based health programs. India has over a million all-women community health-care workers, known as Accredited Social Health Activists, or ASHAs, who make public health care accessible. Appointed for every 1,000 people from the same village, they are responsible for at least 70 health-care tasks, including providing ante- and postnatal care and ensuring that infants and children are vaccinated on time. In the past seven years, they have gone beyond their duty to help pregnant women recover from the trauma caused by floods and other climate disasters.
After Jamadar lost her baby, for instance, Kamble began visiting her every three to four days, asking about her problems and listening patiently to the answers, sometimes for several hours. Often, Jamadar spoke of her fear of floods. Kamble started talking to more women and found that they all needed someone to share their frustration and fears with. “In several villages, even today, women aren’t allowed to talk about their stress,” Kamble told me.
She started organizing informal discussions in the community where women including Jamadar could be free to share their trauma — and where Kamble could monitor their stress levels and nutrition. “I knew I wasn’t alone in this, and listening to others gave me confidence that we could recover together,” Jamadar told me.
In April 2024, Jamadar gave birth to a child, Aiza, without complications. “From the start, we did everything right and made sure Jamadar wasn’t stressed,” Kamble told me proudly.
In addition to listening, Kamble also started making a list of where pregnant women could be evacuated safely in case of another flood. She would then check if these places had essential facilities like access to good-quality drinking water and sanitation. ASHAs also started pre-arranging private vehicle transport for pregnant women in case of emergency.
Through lengthy and careful community engagement, the ASHAs have started to compile lists of women they expect to become pregnant well before they actually are. “Three months before someone decides to conceive, we start providing them with iron and folic acid tablets,” Magdum told me. This has helped her reduce the anemia rate in her village by 50%. “Earlier, people didn’t take it seriously, but now everyone inquires beforehand about the tablets,” she said.
None of this has been easy, especially because many ASHAs themselves are victims of recurring floods and have faced tremendous personal losses. The state doesn’t consider them full-time workers, and pays them only an honorarium based on the number of tasks completed. In India’s wealthiest state, Maharashtra, the average income is just 4,000 to 7,000 Indian Rupees, or $48 to $83, per month, and often the payments are delayed. As a result, many ASHAs are forced to double up as farmworkers to make ends meet.
Despite the challenges, ASHAs keep coming up with solutions. “If we stop working in such stressful times, how will the health-care system survive?” asked Kamble, who handles around 20 pregnancy cases every year and has counseled over 100 pregnant women since 2017. Since ASHAs are unionized, they often meet to discuss best practices and share their experiences. Today, thousands of ASHAs across India are helping women recover emotionally from the trauma caused by climate change.
“ASHA means hope in several Indian languages,” Kamble said, “and I am proud to bring a smile and hope to several women.”
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Current conditions: Churning off Mexico’s west coast, Tropical Storm Vance is strengthening into the 11th major hurricane to hit the eastern Pacific this year • A magnitude 7 earthquake that struck a remote corner of northeast Tibet killed at least 18 people and injured dozens more • A series of offshore storms in the Atlantic are hammering the East Coast with dangerous swells.
President Donald Trump issued a proclamation Thursday declaring that imported wind turbines and their parts “threaten to impair the national security of the United States,” affirming the findings of an investigation the Department of Commerce opened last summer. But the White House stopped short of imposing the tariffs the agency recommended. It’s tempting, of course, to interpret the White House’s decision to punt on tariffs as a concession to win Democratic votes in Congress for the bipartisan infrastructure deal. In keeping with Trump’s famously chaotic negotiating style, the Department of Justice in the past week reopened permitting decisions on two major offshore wind farms while the Pentagon advanced two of the droves of onshore wind projects amid the bureaucratic blockade that has stymied the sector for months.
But a source with direct knowledge of the White House’s thinking told me Trump made his proclamation Thursday to meet a statutory 90-day deadline between the release of the Commerce Department’s findings in its Section 232 investigation. If Trump failed to acknowledge the conclusions of the probe within that three-month notice period, the source said, the president would lose the legal right to act on the findings. Instead, the proclamation represents what the source called “the minimum viable product” to maintain the option to impose tariffs based on the Commerce Department investigation at a later date. Trump followed a similar approach in July, when he declined to impose tariffs on imported aircraft parts despite the threat the administration warned the foreign dependence posed.

Chinese turbine companies already dominate the global wind industry. But as firms such as Goldwind and Mingyang Smart Energy make a push into the European market, where countries are increasingly building out turbines to ease demand for fossil fuels, Beijing is ordering its Chinese companies to stick to Chinese-made parts. Until now, Chinese turbine companies relied on components made in Europe and elsewhere. But an investigation published this week by Poland’s state-backed Ośrodek Studiów Wschodnich found that Chinese utilities are racing to replace foreign technology with domestic alternatives in hundreds of operating wind farms. The Warsaw-based think tank, known in English by the acronym OSW or as the Centre for Eastern Studies, analyzed 1,686 wind-sector procurement documents issued by Chinese utilities and their subsidiaries, “and found 293 that call for foreign technology to be replaced with Chinese alternatives, or impose domestic-localization requirements on new installations.” Of these, 251 covered replacements for wind farms that are currently online, and 42 imposed domestic requirements on new installations. That “localization drive,” OSW noted, includes grid equipment, solar panels, batteries, and coal-fired power plants.
The localization drive doesn’t stem from any one government mandate, “It works through a collection of opaque administrative measures, which is why procurement records are the place to uncover it,” OSW wrote. “But those records sit on fragmented platforms and older notices are often deleted, so what follows is the visible portion of something likely larger. Wind is also one area among many.” So, why focus on wind? “Europe has not yet decided how to treat Chinese suppliers in this sector,” the organization argued. “Chinese manufacturers are just beginning to establish a presence in the European market, while Europe is actively debating the conditions that should apply to their access. China’s treatment of foreign suppliers therefore has direct relevance for European debates over the future of the economic and trade relationship.” While Poland is internally divided in a culture war that many Americans would find recognizable, the country has long found unity in its skepticism of Europe’s embrace of Russian gas throughout the opening decades of this century. That proved to be keen foresight, as we all learned when Russian tanks rolled into Ukraine in 2022. So when a country that’s rapidly building out wind power both on and offshore raises concern over Beijing’s grip over a supply chain, it’s worth paying attention.
Last year, the Department of Energy and the Department of Defense established new programs to help startups developing novel nuclear reactors build prototypes and run tests, with several companies splitting atoms for the first time earlier this year. Now the data collected from those trial runs can count on the companies’ formal applications for commercial licenses. On Thursday, the Nuclear Regulatory Commission finalized a rule allowing reactor developers who took part in those programs to apply their results, saving potentially millions of dollars by avoiding steps already approved by other federal experts. While the rule amends two of the main licensing pathways for reactors — known as Parts 50 and 53 — to allow information gathered at the Energy Department and the Pentagon to count, companies must “still demonstrate compliance with NRC requirements” and point out the differences between the demonstration project and a proposed commercial plant. Describing it as an “expedited path” for alumni of the other agencies’ programs, NRC Chairman Ho Nieh said “high-quality applications showing how DOE and DOW results apply to NRC requirements will help us review them more efficiently.” The move is part of a shift at the NRC that began before Trump returned to office. Former President Joe Biden signed the ADVANCE Act into law in 2024, explicitly directing the NRC to broaden its mission to include weighing both the risk of building nuclear reactors and not constructing them. Trump accelerated the change with executive orders calling on the NRC to speed up approvals for new reactors. He also tightened his control over the agency by successfully challenging the traditional interpretation of the agency’s independence to mean that presidents can appoint new commissioners but not fire existing ones in the middle of their terms.
Finland, meanwhile, just permitted the world’s first permanent repository for nuclear waste. I visited the facility in western Finland, known as Onkalo, back in 2022. Dug more than 1,300 feet into the bedrock that geologists say hasn’t moved in billions of years, the site has already inspired Sweden and Canada to pursue similar projects. The U.S., on the other hand, is moving away from its long stalled plan to bury nuclear waste in Nevada’s Yucca Mountain. Instead, it’s embracing technology to reprocess spent fuel into fresh fuel. That isn’t to say there aren’t some key links between nuclear industries on opposite sides of the Atlantic. A subsidiary of Canada’s Ontario Power Generation, the state-owned utility in the country’s most populous province that’s building the first small modular reactor in North America, just inked a deal to develop that same technology in the United Kingdom, World Nuclear News reported. All good news for Arnold Schwarzenegger. The former California governor and clean energy advocate told the Financial Times on Thursday that he wants more nuclear power to “terminate pollution.”
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Copper is hitting record highs as the U.S. stockpiles the metal and Chile’s mine output contracts. Aluminum is dealing with the shock of the Iran War shutting down a key smelter. Nickel is facing new export restrictions from Indonesia, the world’s top supplier. The lithium shortage is driving demand for hundreds of billions in new investment. That’s the backdrop of the global mineral market right as the artificial intelligence boom is adding new demand, according to a report the consultancy Wood Mackenzie published Thursday. “Data centers represent an economy-wide power infrastructure challenge, but the bigger story is the collision between accelerating demand and increasingly complex supply delivery,” Lindsay Grant, Wood Mackenzie’s vice president of metals and mining research, said in the report. “High prices should trigger investment, yet project sanctioning remains below expectations. Without faster approvals and investment commitments, the industry cannot deliver the mine supply needed to support future growth.”

Market chaos is driving long- and short-term shortages abound. U.S. refineries are working overtime to meet soaring gas prices. The facilities averaged more than 95% of capacity from May to September, the highest output for those months since 1998, according to an analysis the U.S. Energy Information Administration published Thursday. During a speech in Iowa on Thursday night, Trump said he would direct $150 million in Defense Production Act money toward beefing up refineries further.
The Commerce Department is investing $175 million into the fusion startup Helion. The company — which the Financial Times described as a “speculative” venture backed by Josh Kushner, the brother of Trump’s son-in-law; conservative tech billionaire Peter Thiel; and OpenAI founder Sam Altman — will receive the funding from a pool of money the agency had leftover from the CHIPS Act. In exchange, the U.S. government will take an equivalent non-voting equity stake. The deal marks the Commerce Department’s largest commitment yet to a single company in the sector.
The Israeli government, meanwhile, is looking to ramp up its investments into fusion. On Thursday, Israel’s Ministry of Energy and Infrastructure published what The Jerusalem Post described as a strategic report detailing the opportunity to invest now in a fusion market that could be worth hundreds of billions of dollars in the coming decades. Israel has long eschewed fission energy, as establishing a traditional civilian nuclear program would invite the International Atomic Energy Agency’s scrutiny of the country’s nuclear weapons arsenal, which Jerusalem has long refused to confirm. But the decision by U.S. regulators to treat fusion reactors like research and medical reactors rather than fission power plants could set the stage for laxer global oversight of the technology in the future.
With war tragically raging on between Israel and the Iran-backed Hezbollah militia in Lebanon’s south, financing utility-scale solar and wind projects has proven difficult. The first large solar farm is poised to begin construction before the end of the year. But Lebanon’s small-scale distributed solar is booming. In 2020, Renewables Now reported, the country had less than 100 megawatts of peak solar generating capacity installed. Now that figure has risen to 1.5 gigawatts, the Lebanese Center for Energy Conservation told the trade publication. Even before the war, Lebanon’s grid repeatedly failed, spurring Lebanese to install more rooftop solar panels and batteries to keep the lights on.
Jason Fenske loved his Lucid. Or at least, the idea of it.
Fenske is the proprietor of the influential Engineering Explained channel on YouTube, which digs into the mechanical minutiae of both combustion and electric vehicles. While he regularly test-drives all sorts of cars, Fenske last year bought himself a Lucid Air, the big, beautiful sedan from the California EV startup.
The choice was no surprise. Fenske called the Air “one of the most impressive feats of engineering in the automotive world.” Technologically, it is indeed a car without compromise. Despite delivering 600-plus horsepower and a 0-60 mph time of barely more than 3 seconds, it was also the most efficient car in America, a fact that helped push its driving range above 400 miles per charge. But after a year of Fenske’s Air struggling with seemingly incurable software glitches, the company bought back his car and gave him a long-term loan of the Gravity, its new electric SUV. When that, too, suffered software bugs, he finally moved on to a Ford.
The episode encapsulates what has been a trying time for the automaker. Alongside Tesla and Rivian, Lucid looked to be the third successful EV startup to spring out of California. Tesla, once it overcame the trials of “manufacturing hell” to produce the Model 3 and Model Y, seized control of the American EV market and has yet to let go. Rivian, buoyed through the bad years by investments from the likes of Volkswagen and Amazon, appears poised to reach a sustainable future now that the more affordable R2 is out and thriving. Lucid, though, is stuck in an earlier stage in startup evolution — reportedly burning through cash as it struggles with both the software side of its vehicles and with the state of the U.S. EV market. The mood grew so grim this summer that the company announced a full operational reset to try to restore investor confidence, which included CEO Peter Rawlinson, formerly the man in charge of the Tesla Model S, stepping down.
Things started off much more promising in 2021, when the Air established Lucid as the efficiency nerd’s EV. Today, the rear-wheel-drive version gets the equivalent of 146 miles per gallon — tops in the U.S., and good enough for the Air to get 420 miles of range. The most expensive Air, with a supersized battery to match, delivers an eye-popping figure of 512 miles.
The obvious next step for the American market is to build an SUV, which Lucid has done with the Gravity. We tested it this past weekend in a seven-seat configuration, ferrying five people and three dogs up to Oak Glen, California, the mountain town of apple orchards and pumpkin patches where Angelenos come to cosplay autumn. (Bibi, one of the four-legged passengers who doesn’t care for cars, loved the Lucid). Despite its length, which gives it the proportions of a svelte minivan, the Gravity’s ample power makes it drive like a lighter vehicle. And despite its size, the Lucid’s efficiency obsession gives the car 400-plus miles of range, allowing us to drive a three-hour round trip and still have half the battery capacity left over. I can’t tell you how luxurious that feels compared to everyday life in a standard-range Tesla Model 3.
Inside, the Gravity is truly deluxe and inviting. Where Tesla embraced a fully minimalist interior and Rivian projects more of an REI, gentrified outdoorsy aesthetic, Lucid tilts more toward being the electric black car. The sprawling curved screen across the dashboard and secondary large touchscreen in the central console, combined with the elegant approach to its UI, is just so much more sophisticated than what you’d see in a legacy carmaker’s EV.
The setup offers a refined way to use all the car’s basic functions like climate, music, and navigation, as well as search for charging stations and view all of the car’s energy and efficiency stats. The array of settings and options allows an EV enthusiast to tweak a thousand things about their car. Take charge planning on road trips, a sore spot I often gripe about: In the Lucid, a bevy of options lets you select and deselect whichever charging networks you want, tell the computer whether to prioritize total time versus number of charging stops, and lots more. Then there are the premium extras meant to justify the Gravity’s price, which starts at $80,000 and rises from there. Wellness and relaxation programs can take over the digital displays and lighting, transforming the cabin into a little spa on wheels for as long as you’d like. The car simply feels like Silicon Valley affluence.
Within that user experience lies the problem, though. Lucid’s EVs are unquestionably mechanically excellent. But in the age of the software-defined car, all the software has to be excellent, too. Fenske’s Air wasn’t the only Lucid beset by bugs. This is an unavoidable fact of life in the 21st century — Tesla and Rivian have certainly had their share — but Lucid appears to have struggled more to cleanse them. Even my test unit would erroneously flash a momentary warning while I was rolling down the freeway (close latch before driving!) that disappeared just as quickly. It made no real difference to the driving experience, yet it’s one of those tiny glitches that saps one’s confidence in a car whose software is also responsible for keeping you safe.
Set aside software woes, and the timeline is troublesome for Lucid, too. Tesla established a pattern for EV startups: it built the very expensive Model S and X first, making just enough revenue from those pricey halo cars to survive until it could build the more affordable Model 3 and Y and generate a reliable revenue stream. Rivian took a similar path, selling R1 pickups and SUVs that cost $70,000, and sometimes much more, before introducing the R2 this year. Lucid’s smaller and cheaper EVs would be called the Cosmos and Earth, but we’ve yet to see those vehicles, and they won’t arrive until at least next year. When they do show up, they’ll have to compete with an improving set of luxury EVsfrom the likes of BMW and Mercedes-Benz.
Once those $50,000 Lucids exist, far more drivers will be exposed to all the things that the brand does right. And maybe — as long as there’s enough investment cash to get there — that will establish Lucid as a brand that is here to stay. Until then, the sticker price of these dream machines means that Lucid is competing in a small slice of an already small market, since not even a year of expensive gas has been enough to tip Americans toward EVs for good.
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My colleague Emily Pontecorvo has a fascinating story today about Net Power, an energy and power development company whose technology once seemed key to decarbonizing the country’s electricity grid.
When Net Power went public in 2023, it was working on a natural gas-burning power plant that would generate little to no emissions in part by using carbon capture and storage. Its invention seemed to have big implications, and not just for the company’s bottom line: Back then, the Environmental Protection Agency was drafting climate rules that would have required new natural gas plants built in the 2030s to capture their carbon dioxide emissions. Net Power’s technology seemed like one of the best available ways to meet that standard.
Cut to 2026, and the world looks different. Thanks to the artificial intelligence boom, electricity demand is surging. But Net Power hasn’t successfully commercialized its proprietary power plant technology. Even if it had, few companies are willing to pay the high premium required by Net Power’s technology, especially when cheaper options are available. And the government certainly isn’t going to require it. Emily’s story reveals what happened next.
When I helped start Heatmap more than three years ago, I never thought I would write this much about data centers. I believed that electricity demand growth was inevitable, sure, and I thought the U.S. power grid had to expand for the country to decarbonize. But I didn’t foresee such a staggering near-term surge in electricity demand. (To be fair, even long-time students of the computing industry’s energy use didn’t see the coming increase, either.)
What I didn’t anticipate — or understand — were two fast-moving trends. The first was that the AI models were responding to scale: the more text or images they consumed, or training they received, or (crucially) computational power they had access to, the better they got. The second was that Wall Street was happy to pay to continue that speedy scale-up. As long as models kept getting better, investors were willing to keep lending or investing more money to the companies making them. Through the power of those two scaling functions, the data center boom became one of the biggest infrastructure buildouts in American history.
In recent days, the second of those trends has started to falter. After a surprisingly hot inflation report last week, and a disclosure on Wednesday evening that Meta has gone free cash flow negative to finance its ongoing AI buildout, stocks with any proximity to AI or data centers stumbled on Wall Street today. The data center developer Coreweave and independent power producer Vistra were each down about 10%, while Microsoft, Alphabet, and Nvidia all fell in daily trading. Meta’s stock lost almost 7% of its value; GE Vernova, which produces gas turbines, was down 10%.
These declines look more significant when you zoom out. Since late June, a good chunk of the AI portfolio has sagged into the red. Coreweave’s stock is down 54% over the past six months. Alphabet and GE Vernova have also posted declines since the summer. (The trend isn’t uniform: Nvidia and Microsoft are still very much in the green.)
None of this, to be sure, guarantees that the AI boom is ending or even slowing down. But this finance-applied friction is what such a slowdown could look like. Investors aren’t (yet) saying that AI is a business dud, to be clear, just that companies perhaps don’t need to go and construct all this stuff so fast. And given what the data center buildout has meant for energy construction — not to mention greenhouse gas emissions — that’s a trend nobody in climate or energy can ignore.
Editor’s note: This article originally misstated Vistra’s core business. It has been corrected. We regret the error.