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We know dangerously little about how hot it’s getting inside.

If the last few weeks are any indication, this summer is going to be a scorcher.
In Spain and Portugal, April temperatures reached record highs. A heat wave swept through Asia, killing dozens on the Indian subcontinent; temperatures in the region hovered around 110 degrees Fahrenheit for days. The United States saw records break throughout the Northeast and Midwest, with temperatures into the 90s.
And that’s just how hot it was outside. Inside is a completely different story — one we know far less about.
Heat is the deadliest extreme weather phenomenon in the United States, and when the outside world is boiling, the advice is often pretty simple: get inside. But the majority of heat-related deaths happen indoors, and, unlike the satellites and weather stations that can measure outdoor temperature, we have very little data on just how hot our homes are getting.
That’s a major blindspot. Without knowing exactly how hot buildings are getting, lawmakers have little, if any, data to rely on when it comes to crafting policies around indoor heat. A WHO report from 2018, which lays out a strong recommendation for a minimum heat threshold of 18 degrees Celsius (about 64 degrees Fahrenheit), simply suggests that, when it comes to heat, “strategies to protect populations from excess indoor heat should be developed and implemented.”
“Humans spend the majority of their time indoors, and we have entire building stocks across our cities where we haven’t taken into account what the weather systems around those buildings are going to look like,” said Vivek Shandas, a professor at Portland State University who studies heat in urban environments and advisor to CAPA Strategies, a climate data consultancy. Regional architecture gave way to cheap steel and concrete around the country, and the result has been residents being put at risk by the very nature of their homes.
A new study from the city of Portland, Oregon, one of the first of its kind, goes a little way towards closing the indoor temperature data gap. In the wake of an intense, deadly heat wave that killed 123 Oregonians in June 2021 — locals called it a heat dome, for the hot air mass that parked itself over the region for days — the Portland Bureau of Emergency Management (PBEM) commissioned CAPA Strategies to find out just how hot the homes of the city’s residents were getting. In particular, they looked at three properties managed by Home Forward, the city’s housing authority, which had each seen resident deaths from heat-related illnesses.
The setup was simple: Residents volunteered to have temperature sensors placed in their units — usually away from an air conditioner, if they had one. The sensors then monitored indoor temperatures over the summer of 2022, which while not quite as hot as 2021’s heat dome, still brought intense heat to the region. If indoor temperatures got above 80, 85, or 90 degrees Fahrenheit, residents got an alert that would, ideally, nudge them into taking action to protect themselves from heatstroke.
And the apartments did get hot, though not quite as hot as the outside world: Interior temperatures maxed out in the low to mid-90s on 100-degree days, and every apartment in the study tipped over 80 degrees on multiple days. Units in two of the residences, which were built with concrete, stayed hot for longer even as nighttime temperatures fell outside. (Units in the third residence, which was built out of wood, were far better at cooling down.)
That kind of heat is striking: Prolonged exposure to temperatures that high can be dangerously hot, especially for elderly people or anyone with a medical condition that makes them susceptible to heat, though none of the residents who participated in the study suffered any serious medical impacts.
To get an idea of how that indoor heat affected residents in less life-threatening ways, the researchers also periodically sat down with them to conduct surveys and workshops. They found that residents experienced some sort of heat stress — difficulty sleeping, headaches, or even just heightened irritability — throughout the summer, not just during heat waves.
“It was disheartening to see how much heat stress many building residents are putting up with all the time,” said Jonna Papaefthimiou, who was the city’s chief resiliency officer at the time of the study and recently left for the same role at the state level. The residents of the Home Forward buildings dealt with particular obstacles that might not have been present in other houses, like a lack of mesh screens that discouraged residents from opening their windows at night for fear of intruders, whether insect or human. “There were a lot of barriers for people to just do basic things to cool off,” Papaefthimiou told me.
But they also tried to take care of each other, she said. Many of the residents signed up for the study out of a desire to help their neighbors and better understand heat risks in their building, including a person whose apartment had previously been the home of one of the victims of the 2021 heat dome. Mutual aid is a simple, if underappreciated, climate-adaptation practice, and this kind of community involvement can save lives: Over the course of the study, the researchers found that residents were eager to learn how to check in on and help each other during heat waves.
While there’s certainly a lot of work that governments need to do to help their citizens deal with extreme heat, Papaefthimiou thinks this desire to help is an encouraging sign. “Neighbors helping each other does not represent a failure of government to me. It actually means that something's going well in the community as a whole,” she told me.
For the most part, cities across the country have dealt with heat by letting developers and residents throw air conditioning at the problem. It’s an effective, if blunt, tool — the best one we have in a heat wave, really — but it’s by no means perfect. Air conditioners are energy-hungry, which makes them expensive to run, often out of reach for lower-income residents, and vulnerable to black outs when everyone turns them on. They also struggle to cool buildings on particularly hot days. That’s especially true if they’re, say, window AC units in buildings that were never designed with cooling in mind, as is the case with many cities in the northeast.
Most of the buildings in Portland were built for a different climate than the one that exists today and will need to be retrofitted to adapt for a changing climate, Papaefthimiou told me. This is true of cities across the country, and each one will be forced to reckon with an associated host of questions as a result, from what the best approach to retrofitting is (passive cooling might be a better investment than air conditioning in some instances, for example) to whether that process will end up pricing people out of the places they live in now.
The Portland indoor heat report includes a number of recommendations for what the city’s government can do to help its citizens, from the short-term (distributing things like thermal curtains and magnetic window screens) to the medium- and long-term (retrofitting buildings with central AC or providing professional insulation services). But the study is limited — only 53 residential units participated over three months — and researchers at CAPA are hoping to secure funding from Multnomah County, which was one of the partners of this year’s report, to conduct a second study later this year.
More study is needed either way, and not just in Portland: The more information we have about how extreme heat affects people who are trying to shelter from it, the better prepared we are to make policies that can mitigate it. Some activists, for example, are calling for cities to institute summer maximum heat thresholds similar to how many northeastern cities mandate minimum temperatures in the winter — something that the Arizona cities of Phoenix and Tempe have already implemented. But every city, and even every building in every city, is different, and data collection will be key to moving from a one-size-fits-all policy of air conditioning to more targeted, productive solutions that take into account the way people interact with the buildings they live in.
“I tend to think that often what we're doing is throwing lots of money at things that we intuitively believe will work,” Shandas told me. “But what we think works may not always be the thing that works well. People inhabit spaces in very different ways, and I think we need to get a better handle on designing for their behaviors instead of throwing a bunch of money at our assumptions.”
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In practice, direct lithium extraction doesn’t quite make sense, but 2026 could its critical year.
Lithium isn’t like most minerals.
Unlike other battery metals such as nickel, cobalt, and manganese, which are mined from hard-rock ores using drills and explosives, the majority of the world’s lithium resources are found in underground reservoirs of extremely salty water, known as brine. And while hard-rock mining does play a major role in lithium extraction — the majority of the world’s actual production still comes from rocks — brine mining is usually significantly cheaper, and is thus highly attractive wherever it’s geographically feasible.
Reaching that brine and extracting that lithium — so integral to grid-scale energy storage and electric vehicles alike — is typically slow, inefficient, and environmentally taxing. This year, however, could represent a critical juncture for a novel process known as Direct Lithium Extraction, or DLE, which promises to be faster, cleaner, and capable of unlocking lithium across a wider range of geographies.
The traditional method of separating lithium from brine is straightforward but time-consuming. Essentially, the liquid is pumped through a series of vast, vividly colored solar evaporation ponds that gradually concentrate the mineral over the course of more than a year.
It works, but by the time the lithium is extracted, refined, and ready for market, both the demand and the price may have shifted significantly, as evidenced by the dramatic rise and collapse of lithium prices over the past five years. And while evaporation ponds are well-suited to the arid deserts of Chile and Argentina where they’re most common, the geology, brine chemistry, and climate of the U.S. regions with the best reserves are generally not amenable to this approach. Not to mention the ponds require a humongous land footprint, raising questions about land use and ecological degradation.
DLE forgoes these expansive pools, instead pulling lithium-rich brine into a processing unit, where some combination of chemicals, sorbents, or membranes isolate and extricate the lithium before the remaining brine gets injected back underground. This process can produce battery-grade lithium in a matter of hours or days, without the need to transport concentrated brine to separate processing facilities.
This tech has been studied for decades, but aside from a few Chinese producers using it in combination with evaporation ponds, it’s largely remained stuck in the research and development stage. Now, several DLE companies are looking to build their first commercial plants in 2026, aiming to prove that their methods can work at scale, no evaporation ponds needed.
“I do think this is the year where DLE starts getting more and more relevant,” Federico Gay, a principal lithium analyst at Benchmark Mineral Intelligence, told me.
Standard Lithium, in partnership with oil and gas major Equinor, aims to break ground this year on its first commercial facility in Arkansas’s lithium-rich Smackover Formation, while the startup Lilac Solution also plans to commence construction on a commercial plant at Utah’s Great Salt Lake. Mining giant Rio Tinto is progressing with plans to build a commercial DLE facility in Argentina, which is already home to one commercial DLE plant — the first outside of China. That facility is run by the French mining company Eramet, which plans to ramp production to full capacity this year.
If “prices are positive” for lithium, Gay said, he expects that the industry will also start to see mergers and acquisitions this year among technology providers and larger corporations such as mining giants or oil and gas majors, as “some of the big players will try locking in or buying technology to potentially produce from the resources they own.” Indeed, ExxonMobil and Occidental Petroleum are already developing DLE projects, while major automakers have invested, too.
But that looming question of lithium prices — and what it means for DLE’s viability — is no small thing. When EV and battery storage demand boomed at the start of the decade, lithium prices climbed roughly 10-fold through 2022 before plunging as producers aggressively ramped output, flooding the market just as EV demand cooled. And while prices have lately started to tick upward again, there’s no telling whether the trend will continue.
“Everyone seems to have settled on a consensus view that $20,000 a tonne is where the market’s really going to be unleashed,” Joe Arencibia, president of the DLE startup Summit Nanotech, told me, referring to the lithium extraction market in all of its forms — hard rock mining, traditional brine, and DLE. “As far as we’re concerned, a market with $14,000, $15,000 a tonne is fine and dandy for us.”
Lilac Solutions, the most prominent startup in the DLE space, expects that its initial Utah project — which will produce a relatively humble 5,000 metric tons of lithium per year — will be profitable even if lithium prices hit last year’s low of $8,300 per metric ton. That’s according to the company’s CEO Raef Sully, who also told me that because Utah’s reserves are much lower grade than South America’s, Lilac could produce lithium for a mere $3,000 to $3,500 in Chile if it scaled production to 15,000 or 20,000 metric tons per year.
What sets Lilac apart from other DLE projects is its approach to separating lithium from brine. Most companies are pursuing adsorption-based processes, in which lithium ions bind to an aluminum-based sorbent, which removes them from surrounding impurities. But stripping the lithium from the sorbent generally requires a good deal of freshwater, which is not ideal given that many lithium-rich regions are parched deserts.
Lilac’s tech relies on an ion-exchange process in which small ceramic beads selectively capture lithium ions from the brine in their crystalline structure, swapping them for hydrogen ions. “The crystal structure seems to have a really strong attraction to lithium and nothing else,” Sully told me. Acid then releases the concentrated lithium. When compared with adsorption-based tech, he explained, this method demands far fewer materials and is “much more selective for lithium ions versus other ions,” making the result purer and thus cheaper to process into a battery-grade material.
Because adsorption-based DLE is already operating commercially and ion-exchange isn’t, Lilac has much to prove with its first commercial facility, which is expected to finalize funding and begin construction by the middle of this year.
Sully estimates that Lilac will need to raise around $250 million to build its first commercial facility, which has already been delayed due to the price slump. The company’s former CEO and current CTO Dave Snydacker told me in 2023 that he expected to commence commercial operations by the end of 2024, whereas now the company plans to bring its Utah plant online at the end of 2027 or early 2028.
“Two years ago, with where the market was, nobody was going to look at that investment,” Sully explained, referring to its commercial plant. Investors, he said, were waiting to see what remained after the market bottomed out, which it now seems to have done. Lilac is still standing, and while there haven’t yet been any public announcements regarding project funding, Sully told me he’s confident that the money will come together in time to break ground in mid-2026.
It also doesn’t hurt that lithium prices have been on the rise for a few months, currently hovering around $20,000 per tonne. Gay thinks prices are likely to stabilize somewhere in this range, as stakeholders who have weathered the volatility now have a better understanding of the market.
At that price, hard rock mining would be a feasible option, though still more expensive than traditional evaporation ponds and far above what DLE producers are forecasting. And while some mines operated at a loss or mothballed their operations during the past few years, Gay thinks that even if prices stabilize, hard-rock mines will continue to be the dominant source of lithium for the foreseeable future due to sustained global investment across Africa, Brazil, Australia, and parts of Asia. The price may be steeper, but the infrastructure is also well-established and the economics are well-understood.
“I’m optimistic and bullish about DLE, but probably it won’t have the impact that it was thought about two or three years ago,” Gay told me, as the hype has died down and prices have cooled from their record high of around $80,000 per tonne. By 2040, Benchmark forecasts that DLE will make up 15% to 20% of the lithium market, with evaporation ponds continuing to be a larger contributor for the next decade or so, primarily due to the high upfront costs of DLE projects and the time required for them to reach economies of scale.
On average, Benchmark predicts that this tech will wind up in “the high end of the second quartile” of the cost curve, making DLE projects a lower mid-cost option. “So it’s good — not great, good. But we’ll have some DLE projects in the first quartile as well, so competing with very good evaporation assets,” Gay told me.
Unsurprisingly, the technology companies themselves are more bullish on their approach. Even though Arencibia predicts that evaporation ponds will continue to be about 25% cheaper, he thinks that “the majority of future brine projects will be DLE,” and that DLE will represent 25% or more of the future lithium market.
That forecast comes in large part because Chile — the world’s largest producer of lithium from brine — has stated in its National Lithium Strategy that all new projects should have an “obligatory requirement” to use novel, less ecologically disruptive production methods. Other nations with significant but yet-to-be exploited lithium brine resources, such as Bolivia, could follow suit.
Sully is even more optimistic, predicting that as lithium demand grows from about 1.5 million metric tons per year to around 3.5 million metric tons by 2035, the majority of that growth will come from DLE. “I honestly believe that there will be no more hard rock mines built in Australia or the U.S.,” he said, telling me that in ten years time, half of our lithium supply could “easily” come from DLE.
As a number of major projects break ground this year and the big players start consolidating, we’ll begin to get a sense of whose projections are most realistic. But it won’t be until some of these projects ramp up commercial production in the 2028 to 2030 timeframe that DLE’s market potential will really crystalize.
“If you’re not a very large player at the moment, I think it’s very difficult for you to proceed,” Sully told me, reflecting on how lithium’s price shocks have rocked the industry. Even with lithium prices ticking precariously upwards now, the industry is preparing for at least some level of continued volatility and uncertainty.
“Long term, who knows what [prices are] going to be,” Sully said. “I’ve given up trying to predict.”
A chat with CleanCapital founder Jon Powers.
This week’s conversation is with Jon Powers, founder of the investment firm CleanCapital. I reached out to Powers because I wanted to get a better understanding of how renewable energy investments were shifting one year into the Trump administration. What followed was a candid, detailed look inside the thinking of how the big money in cleantech actually views Trump’s war on renewable energy permitting.
The following conversation was lightly edited for clarity.
Alright, so let’s start off with a big question: How do investors in clean energy view Trump’s permitting freeze?
So, let’s take a step back. Look at the trend over the last decade. The industry’s boomed, manufacturing jobs are happening, the labor force has grown, investments are coming.
We [Clean Capital] are backed by infrastructure life insurance money. It’s money that wasn’t in this market 10 years ago. It’s there because these are long-term infrastructure assets. They see the opportunity. What are they looking for? Certainty. If somebody takes your life insurance money, and they invest it, they want to know it’s going to be there in 20 years in case they need to pay it out. These are really great assets – they’re paying for electricity, the panels hold up, etcetera.
With investors, the more you can manage that risk, the more capital there is out there and the better cost of capital there is for the project. If I was taking high cost private equity money to fund a project, you have to pay for the equipment and the cost of the financing. The more you can bring down the cost of financing – which has happened over the last decade – the cheaper the power can be on the back-end. You can use cheaper money to build.
Once you get that type of capital, you need certainty. That certainty had developed. The election of President Trump threw that into a little bit of disarray. We’re seeing that being implemented today, and they’re doing everything they can to throw wrenches into the growth of what we’ve been doing. They passed the bill affecting the tax credits, and the work they’re doing on permitting to slow roll projects, all of that uncertainty is damaging the projects and more importantly costs everyone down the road by raising the cost of electricity, in turn making projects more expensive in the first place. It’s not a nice recipe for people buying electricity.
But in September, I went to the RE+ conference in California – I thought that was going to be a funeral march but it wasn’t. People were saying, Now we have to shift and adjust. This is a huge industry. How do we get those adjustments and move forward?
Investors looked at it the same way. Yes, how will things like permitting affect the timeline of getting to build? But the fundamentals of supply and demand haven’t changed and in fact are working more in favor of us than before, so we’re figuring out where to invest on that potential. Also, yes federal is key, but state permitting is crucial. When you’re talking about distributed generation going out of a facility next to a data center, or a Wal-Mart, or an Amazon warehouse, that demand very much still exists and projects are being built in that middle market today.
What you’re seeing is a recalibration of risk among investors to understand where we put our money today. And we’re seeing some international money pulling back, and it all comes back to that concept of certainty.
To what extent does the international money moving out of the U.S. have to do with what Trump has done to offshore wind? Is that trade policy? Help us understand why that is happening.
I think it’s not trade policy, per se. Maybe that’s happening on the technology side. But what I’m talking about is money going into infrastructure and assets – for a couple of years, we were one of the hottest places to invest.
Think about a European pension fund who is taking money from a country in Europe and wanting to invest it somewhere they’ll get their money back. That type of capital has definitely been re-evaluating where they’ll put their money, and parallel, some of the larger utility players are starting to re-evaluate or even back out of projects because they’re concerned about questions around large-scale utility solar development, specifically.
Taking a step back to something else you said about federal permitting not being as crucial as state permitting–
That’s about the size of the project. Huge utility projects may still need federal approvals for transmission.
Okay. But when it comes to the trendline on community relations and social conflict, are we seeing renewable energy permitting risk increase in the U.S.? Decrease? Stay the same?
That has less to do with the administration but more of a well-structured fossil fuel campaign. Anti-climate, very dark money. I am not an expert on where the money comes from, but folks have tried to map that out. Now you’re even seeing local communities pass stuff like no energy storage [ordinances].
What’s interesting is that in those communities, we as an industry are not really present providing facts to counter this. That’s very frustrating for folks. We’re seeing these pass and honestly asking, Who was there?
Is the federal permitting freeze impacting investment too?
Definitely.
It’s not like you put money into a project all at once, right? It happens in these chunks. Let’s say there’s 10 steps for investing in a project. A little bit of money at step one, more money at step two, and it gradually gets more until you build the project. The middle area – permitting, getting approval from utilities – is really critical to the investments. So you’re seeing a little bit of a pause in when and how we make investments, because we sometimes don’t know if we’ll make it to, say, step six.
I actually think we’ll see the most impact from this in data center costs.
Can you explain that a bit more for me?
Look at northern Virginia for a second. There wasn’t a lot of new electricity added to that market but you all of the sudden upped demand for electricity by 20 percent. We’re literally seeing today all these utilities putting in rate hikes for consumers because it is literally a supply-demand question. If you can’t build new supply, it's going to be consumers paying for it, and even if you could build a new natural gas plant – at minimum that will happen four-to-six years from now. So over the next four years, we’ll see costs go up.
We’re building projects today that we invested in two years ago. That policy landscape we invested in two years ago hasn’t changed from what we invested into. But the policy landscape then changed dramatically.
If you wipe out half of what was coming in, there’s nothing backfilling that.
Plus more on the week’s biggest renewables fights.
Shelby County, Indiana – A large data center was rejected late Wednesday southeast of Indianapolis, as the takedown of a major Google campus last year continues to reverberate in the area.
Dane County, Wisconsin – Heading northwest, the QTS data center in DeForest we’ve been tracking is broiling into a major conflict, after activists uncovered controversial emails between the village’s president and the company.
White Pine County, Nevada – The Trump administration is finally moving a little bit of renewable energy infrastructure through the permitting process. Or at least, that’s what it looks like.
Mineral County, Nevada – Meanwhile, the BLM actually did approve a solar project on federal lands while we were gone: the Libra energy facility in southwest Nevada.
Hancock County, Ohio – Ohio’s legal system appears friendly for solar development right now, as another utility-scale project’s permits were upheld by the state Supreme Court.