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An interview with journalist and academic Christina Gerhardt, who maps the shifting geographies of islands in her new book Sea Change.

The scattered Pacific islands of Kiribati are famously at the frontlines of climate change.
Two of the nation’s islands disappeared underwater as early as 1999, and in the years since Kiribati’s residents have had to grapple with the likelihood that more will meet the same fate by mid-century. Already, one in seven moves there are due to the encroaching seas.
In an attempt to provide options, in 2012, the president of Kiribati bought 6,000 acres of land on Fiji, as an alternate home for his people. But Fiji itself — larger, more mountainous, but still vulnerable — also faces the need to relocate its own communities. As the world heats up, islanders have had to reorient their lives around fraught decisions and constant change.
Kiribati is just one of the 49 islands (or collections of islands) that environmental journalist and academic Christina Gerhardt details in her book, Sea Change: An Atlas of Islands in a Rising Ocean, out this month from University of California Press. Working with cartographer Molly Roy, Gerhardt paints portraits of what is at stake as each island watches the seas creep gradually higher, from decimated coral reefs to inundated farms.
Sea level rise is not just about a slowly moving line on a map, said Gerhardt when we spoke about the book. It is a dynamic phenomenon that changes everything from coastal erosion to storm surge, high winds to flooding.
“A livable life isn't about whether or not one is underwater,” Gerhardt said.
There’s a huge range in the population and political power of the islands highlighted, spanning Singapore to Pine Island in the Antarctic Ocean. But Sea Change is woven together by what each island has in common: A relationship to sea level rise that is more urgent and more nuanced than those of us on the continents often appreciate.
What follows is the rest of our conversation, edited for brevity and clarity.
There's no shortage of scientific data outlining the latest numbers with regard to sea level rise. And while that data is absolutely vital, my approach was to weave the science in with these other components.
What I'm really bringing to the forefront in Sea Change is an atlas that depicts the histories and the cultures, and the languages, and the flora, and the fauna of islands. How people will connect with and appreciate islands and islanders is through their history and cultures. You have to provide something to engage with, and that’s where the work of the environmental humanities is really important.
Every single island has a different cluster of issues. So for every island, I gave our cartographer, Molly Roy, different elements to focus on. For one island, it might be the fact that what’s imperiled by sea level rise is agriculture: If you have too much salt water in soil, the plants can’t take up the water they need to survive. For another, I had her focus on sea turtle nesting grounds, which can be inundated or destroyed by sea level rise.
Ultimately, sea level rise should not be thought of as a line, but rather as a zone of inundation. The Marshall Islands, for example, are on average six and a half feet above sea level, and three feet of sea level rise is expected by the end of the century. You may think “Oh, well, that’s not going to be an issue then.” But a livable life isn't about whether or not one is underwater. It's whether or not that home has been inundated enough that it's soggy and moldy and just not inhabitable anymore.
No, this was a huge challenge when we started. The inequities that frontline communities suffer also play out in the resources that are allocated for mapping.
We started the map of the East and the West Coasts of North America, from Deal Island in the Chesapeake Bay to islands off the western coast of Alaska. We have no problem finding data for these islands.
And then we moved into the Pacific. The islands that we had the easiest time getting data for are ones that have U.S. military bases on them, like Guam or the Marshall Islands. But when we were talking about independent nations that don't have this kind of relationship to the U.S., we had a really hard time finding the data. To track down this data I would contact ministers of environment, and other government agencies, and they often didn't have it themselves.
First of all, I have some issues with the tendency to frame islands as harbingers of what awaits people who are continental land dwellers. I think the situation facing islands should, in and of itself with no other qualifications, be of concern. Full-stop.
That said, we also have to think about the audience and how to cast a wide net and share stories from one geographic region with people who are predominantly of another geographic region, which happens to be the hegemonic one. It was really important to also underscore that this is not a situation that remains relevant only to people who are living on islands. Almost half of the U.S. population, about 40 percent, live in coastal states and cities. That's about 130 million people in the US that are going to be impacted. And so I think this is something that we really need to grapple with.
The question of how to get movement on a global stage is a really important one. One of the successes coming out of the UN meeting last year was the push for the establishment of a loss and damage fund. It basically lays the blame of creating the climate crisis squarely at the feet of nations in the Global North, and asks them to compensate frontline nations in the Global South for the damages that have been created. The details have yet to be worked out, but it took 30 years to get to that point. Tina Stege, who was climate envoy for the Marshall Islands, was one of the tenacious leaders who really worked intensely to get this across the finish lines.
The UN gets criticized all the time because it’s so slow — which is true — and because even if there is an agreement that comes out of the UN, it’s not legally binding — also true. But I think the UN is a really important vehicle because it’s the one forum in which 198 nations get together and nations in the Global North do have to listen to these speeches from members of nations in the Global South. Before the latter weighs in, they typically describe the situation in their home countries. And so if you go to the UN, you have a really visceral sense of what’s going on around the world — last year was the floods in Pakistan, and then it was the drought in the Horn of Africa. That sharing between nations happens every year, but I don’t see coverage of these issues. The papers don’t really seem motivated.
The first kind of island in Sea Change is low-lying islands or atolls — often just a couple of feet high, a couple yards across, a couple of miles long — which are the ones that are most at risk. And then there are the high islands, also known as volcanic islands, which often still have active volcanoes. Obviously, the atolls are the ones that are most at-risk, but I decided to include volcanic islands as well, which initially puzzled my cartographer and editor: “These aren’t going to be underwater,” they said. That’s right, but that doesn’t mean they aren’t at risk. On those islands, most people and infrastructure are clustered around the coastline, so they’re going to be at-risk from sea level rise.
In terms of solutions, I talk a lot about soft engineering, or nature-based solutions. This would include the preservation and restoration of coral and oyster reef, and of mangroves and wetlands. Coral reefs and oyster reefs buffer waves when they come toward the island, which is important because wave action is responsible for eroding the coastline. Mangroves also provide a buffer, as one of the only trees that can deal with that high salinity of soil. They also provide a really important marine habitat, where little tiny fish swim around their roots and big predator fish can’t get in. A lot of these things have been ripped from the coastlines to set up urban environments, like harbors or airports.
There’s also hard-engineering, like the great U they’re putting around the tip of Manhattan, or the sea walls in Venice. These are so expensive, and often by the time they’re in place sea level rise has increased to yet another level where they’re not enough to do the work they were originally intended to do.
When I was teaching at Princeton, my students were often so despondent because of all of the catastrophes and disasters unfolding. And I always said it's important to just pick your area and do what you can. You don’t need to solve every issue, everywhere. Just pick your thing. Some people love working in their communities; some people like working more at the international level; some people really like engaging with some of the sources of the catastrophe (meaning the fossil fuel industry and the politicians who are supportive of subsidies for fossil fuels); some people work on the shift to renewables, and consider becoming electricians. There’s no shortage of action points to pick.
I think the really important message for people who are in the Global North that I would love to see connected to Sea Change is that we are the source of the emissions. So even as we go about our busy lives, there are things we can do large and small to actually tip the scales and have a direct impact on people who are in frontline communities. And those inequities are not just global, they're also within our own nation. But action is better than inaction. And of course systemic change is more important than individual change, but I don't want to discount the latter.
Exactly.
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Just look at Heatmap’s latest poll results.
A few times a year, Heatmap News surveys a few thousand Americans on the biggest questions driving the world of energy, environment, and climate change. We’ve spent the past few days writing up the results of our latest poll, which was in the field in late May and which I thought was particularly striking.
It’s worth taking a step back to look at the biggest results together, because the American view of data centers is essentially in free fall:
The upshot of these findings: The public‘s turn against artificial intelligence and AI infrastructure is real, widespread, and cross-partisan. It doesn't matter whether Americans started out tolerating data centers or having no opinion about them; they now seem to resent them en masse.
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These results also suggest Americans see little distinction between data centers as energy users and data centers as the physical embodiment of AI and Big Tech. At Heatmap, we can be a wonky and energy-focused bunch, and so we tend to think about data centers primarily as large-scale electricity users. I think most approaches to come up with “data center policy” do the same. We know data centers are distinctive in some ways, of course — an AI data center might require more on-site batteries or power generation than, say, an EV factory — but fundamentally it is just another air polluter, large-scale power user, and light-industrial land user.
But the public does not see things this way. Americans understand data centers in the context of the much broader AI policy conversation about jobs, growth, alignment, and even human extinction. And so, I should add, do politicians: Senator Bernie Sanders has framed his data center moratorium proposal as a response to rapid AI development as much as anything having to do with energy affordability. For that reason, I wonder how long the distinction between these two policy conversations — data centers here, and AI policy over there — can persist.
One last thought on this topic: Is the public’s resentment starting to affect the AI boom overall? I think it might be. It was hard for me not to think of our polling results — or our analysis of canceled data center projects — as I read about a recent JPMorgan analysis that found America’s data center boom is “falling way behind schedule,” in the words of The Wall Street Journal. More than 60% of the data center capacity that is supposed to come online next year has yet to break ground, according to the bank; another 7% is “delayed.”
That’s partially due to equipment and labor shortages, but it also might be what a siting-and-permitting bottleneck would look like. Much like renewable developers or venture capitalists, data center developers work by picking a number of sites and trying to develop on all of them. If only a few sites work out, they’re still in the money. But if a falling share of projects are working out — if building anything, anywhere, is getting harder, everywhere — then it might materialize as delays.
Plus more of the week’s big money moves in critical minerals and electric vehicle charging.
Two of climate tech’s hottest sectors — fusion and critical minerals — dominated this week’s funding headlines. Helion led the pack with its $465 million Series G, helping to push the startup with the sector’s most aggressive commercialization timeline one step closer to putting power on the grid. The round follows last week’s news that German fusion startup Focused Energy secured a $240 million Series A, making it Europe’s most valuable fusion company.
Then there’s the critical minerals. Shortly after venture firm Gigascale Capital announced the close of its $250 million fund targeting the physical clean energy economy, it announced one of its first investments: Red Metals, a startup working to bring copper refining back to the U.S. Terra AI, which is using artificial intelligence to identify promising sites for mineral extraction, also landed fresh funding. Rounding out the week’s deals, EV charging and energy services company InCharge also raised a new round as it looks to expand into a broader suite of energy services.
Leading fusion startup Helion has nearly tripled its valuation with its latest $465 million Series G round, which aims to help the company deliver commercial fusion power this decade — the most ambitious timeline in the industry. Per the terms of the power purchase agreement Helion signed with Microsoft in 2023, the startup plans to turn on its first commercial reactor just two years from now. That’s far sooner than even its most precocious competitors, who aim to put fusion power on the grid by the 2030s at the earliest.
Joshua Kushner’s venture firm Thrive Capital led the round, which also included participation from new investors including Lux Capital and Alta Park Capital. Thrive now values the company at $15.5 billion.
“The investors that have joined this round, it’s institutional capital, some very marquee investors,” Helion’s CEO David Kirtley told me, explaining they were willing to back an unproven technology thanks to a series of recent milestones that Helion’s latest prototype reactor, Polaris, achieved. “Polaris earlier this year set records for temperature and fuel. We’ve also reduced a lot of the business risk on the regulatory front, the commercial front, and the actual supply chain, too.” In February, Polaris became the first reactor developed by a private fusion company to operate on deuterium-tritium fuel — the most common fuel in the industry — and to achieve a plasma temperature of 150 million degrees Celsius.
Helion differs from many of its peers pursuing more established reactor concepts such as tokamaks, stellarators, or laser-driven inertial confinement. Instead, Helion’s tech uses powerful magnets to collide and compress two fusion plasmas together, generating temperatures over 100 million degrees Celsius and triggering a fusion reaction. It then seeks to capture the electricity this reaction generates via electromagnetic induction — no steam turbine required — similar to the way regenerative braking works in an electric vehicle. If successful, the approach could enable smaller, more modular fusion reactors than conventional designs would.
While the company had originally aimed for Polaris to demonstrate electricity production from fusion in 2024, that date came and went with no new goal set. Kirtley told me that Helion remains on track to meet the terms of its agreement with Microsoft, however. The startup broke ground on its commercial reactor site last year in Malaga, Washington, where it already has access to a substation and grid interconnection from a dormant aluminum smelter. In addition to building out this facility, Helion also plans to use its new funding to boost production at its electrical component manufacturing plant in nearby Everett, which Kirtley said opened earlier this year.
As investors pour billions into artificial intelligence and the infrastructure supporting it, former Meta CTO Mike Schroepfer has raised an inaugural $250 million fund for his venture firm, Gigascale Capital, which is focused on the physical clean energy economy. This represents Gigascale’s first institutional fundraise since its founding in 2023; until now, the firm’s investments have come entirely out of Schroepfer’s own pocket.
The fund will target early-stage companies working in clean energy, grid infrastructure, critical minerals, and AI-enabled design and manufacturing, while reserving capital to continue backing its portfolio companies as they scale. Gigascale has already backed a number of big names in the space, including Commonwealth Fusion System, iron-air battery developer Form Energy, solid-state transformer company Heron Power, and clean baseload power startup Arbor Energy.
It’s also already begun investing out of this new fund, announcing this week that it led a $10 million seed round for critical minerals company Red Metals, which also included participation from JB Straubel, founder and CEO of the battery recycling company Redwood Materials. The company aims to help reshore copper refining in the U.S., and will use this fresh capital to support the development of a $70 million refining facility in Charleston, South Carolina. Red Metals says its process can convert copper scrap directly into a finished copper product, bypassing several of the costly and emissions-intensive intermediate steps typical of conventional refining.
The investment offers a window into the kinds of companies Schroepfer is most interested in — businesses that might lack the glamor of an AI startup but represent bipartisan opportunities to address core industrial bottlenecks. Copper, for example, is essential to all sorts of clean energy infrastructure, including transformers, power lines, and anode battery materials, but also critical for defense technologies such as radar systems and ammunition. Yet American copper production has been on the decline, with analysts projecting that the U.S. will face a refined copper shortage of over 2.5 million metric tons annually by 2035.
Sustainability-focused firm S2G Investments has been on a roll recently, announcing a $1 billion fund last month that aims to fill climate tech’s “missing middle” and backing Goshe Energy Storage with up to $40 million in strategic financing last week. Its latest move is leading a $46 million strategic investment round for InCharge Energy, an EV charging and distributed energy management company.
InCharge got its start installing and managing electric vehicle charging stations, and is now operating more than 30,000 assets across North America. Through its software platform and network of technicians, the company handles all monitoring, diagnostics, and on-the-ground repairs, taking on a charger’s full lifecycle to minimize downtime. With this new capital, InCharge plans to expand beyond EV charging and leverage its software and field service network in adjacent industries, including electrical infrastructure work such as panel upgrades and wiring repairs, as well as distributed energy resources like rooftop solar and battery storage systems.
“EV charging was the entry point, but our customers increasingly need help operating more complex energy infrastructure,” Rich Mohr, InCharge’s CEO said in a press release. “This investment from S2G accelerates our evolution into a full energy solutions provider and allows us to advance smarter technology and strengthen our service capabilities nationwide.”
It’s a hot week — nay a hot year, for critical minerals and subsurface exploration startups, especially for those pairing geology with artificial intelligence. AI-powered mineral exploration company KoBold Metals has raised about $1.2 billion to date, while geothermal exploration startup Zanskar has brought in about $220 million.
Now, another entrant is attracting investor attention. Terra AI has raised a $20 million Series A led by Khosla Ventures to help do it all — use AI to identify prospective sites for critical minerals mining, next-generation geothermal development, and permanent carbon sequestration.
Terra’s platform integrates vast geological and geophysical datasets to generate 3D subsurface models, as well as risk assessments that allow teams to evaluate a range of potential geologic scenarios. From there, the team can identify the best sites for exploratory drilling and thus reduce risk and uncertainty much sooner in the project’s lifecycle. The company even uses what it calls “geology reasoning agents” to help operators create their exploration plans, all with the goal of drastically reducing the notoriously long timeline between discovery and production, which can stretch to nearly two decades for many subsurface projects.
“Minerals sit at the center of every major technology and infrastructure transition, but today’s exploration results are not keeping pace with demand,” Terra’s CEO John Mern posted on LinkedIn. “Our mission is to advance the frontier of AI into the geosciences and help supply the metals and resources the next generation needs.”
One of the biggest fusion funding rounds of the year landed last week, and somehow much of the media — including me — missed it. German fusion startup Focused Energy raised a whopping $240 million Series A led by RWE, one of Germany’s largest energy companies. Yet unlike most deals of this magnitude, it arrived with little fanfare: No press release in my inbox nor a flood of headlines. So in the interest of making up for lost time, here are the details.
With this latest round, which also includes participation from the German Federal Agency for Breakthrough Innovation, the European Innovation Council Fund and Prime Movers Lab, Focused Energy has become Europe’s most valuable fusion company. Like several other leading players, including Inertia Enterprises and Pacific Fusion, Focused Energy relies on an approach known as inertial confinement fusion. This involves using powerful lasers to compress a tiny fuel target, creating the extreme pressures and temperatures required for a fusion reaction. To date, inertial confinement remains the only approach to have demonstrated net energy gain, with Lawrence Livermore National Lab achieving this milestone in 2022.
The startup plans to use this latest funding to build out a demonstration plant in the German state of Hesse, at a site where RWE formerly operated a nuclear fission plant. The company ultimately aims to build a commercial reactor by the mid-2030s.
Catching up with the American Council on Renewable Energy’s Ray Long.
Today’s chat is with Ray Long, CEO of the American Council on Renewable Energy. We first discussed the odds of permitting reform a year and a half ago, for one of the first Q&As in The Fight. Flash forward and we’re still in the same situation, but now also wrestling with added demand for electricity to power data centers. I wanted to talk again about whether he thought the rise of artificial intelligence would increase the odds of some federal deal happening any time soon. The result: a wide-reaching conversation about the future of the electric grid, the struggles to win community buy-in and the sclerotic nature of the U.S. Congress.
The following conversation was lightly edited for clarity.
Do you think the buildout of our energy grid is entwined with the rise of the nation’s data center buildout?
When you look at what we need over the next four years — 166 gigawatts, 15 times the peak load of New York City — that’s a lot of power to build. Roughly half of that is for data center and AI growth.
There are five things we can build in the next four years at scale to address that collective amount. First, it’s transmission — the transmission buildout will help to get a modern grid to enable power flow to where it’s needed in a much more effective way. That’s the first step because if we just build all that power, the current grid can’t handle it.
Second, there are four supply technologies that can be built: solar, batteries, wind, and natural gas. All four of those technologies, we know there’s enough equipment here in the U.S. available for purchase that we can build at volume. And I’ll say this — natural gas is only about 10% of all those gigawatts because of the availability of turbines from suppliers. You can’t get enough over the next four years. So when I talk about decarbonization, most of what is built to address this issue is zero-carbon resources, renewable energy resources.
If you were to compare the current conversation around data center development to the debate over developing renewable energy in the U.S. — or energy in general — do you see any similarities or differences?
There are always issues with permitting projects. Communities are always going to have concerns about what’s built in their backyards.
What’s new — and your polling shows this — is the level of concern communities have. But here’s the thing: Most of this can be overcome by developers going in, listening to what the needs of the communities are, then responding and through the permitting process addressing those concerns. You can’t do that 100% of the time. But my experience is, when you take that sort of approach, you can overcome a lot of it.
Most of the large data centers are actually doing the things I’m discussing — going in and saying, Look, we want to be grid interconnected because grid connection at the end of the day means the resources we’re bringing to bear are also going to make a stronger grid. Number two, it's investing in power generation sources like the ones I said — and those power sources will be on the grid, so they’ll solve for the increased power demands of a community.
Third, water. They should bring the water solutions. You’re seeing data centers coming in and saying it head on now, that they have closed-loop systems or whatever the solution is. At the end of the day, the communities they’re proposing these in have a real negotiating opportunity to make sure they’re holding the data center developers accountable to the needs of the community.
For a community to say we don’t want it here misses a real opportunity for those communities to get the power they need, the grid they need, and the ability to bring down energy costs.
How is the data center debate affecting permitting reform conversations in Washington, from your perspective?
Permitting reform in the U.S. at the state and federal level has been broken for years. The SunZia transmission project? It took 17 years to permit. Ribbon-cutting is in a week or two and there’s still litigation around it. From a business perspective, it’s just untenable, and it’s a miracle that the project is getting built. Developers need a chance to come in and have their project evaluated. Both the community and the developer should be able to get to a go or no-go in a couple of years on one of these projects.
How is data center growth affecting the permitting reform discussion? It’s a very hot issue right now. Right now I think in part because the data center issue is so huge — because we’ve only got four years to solve for the first really big tranche of power we need and prices across the board for electricity are escalating — this is coming to a head. The data center load is a part of the catalyst to get people talking about it [permitting reform].
Do you expect legislating in Congress on permitting reform this year? Anything beyond more conversation?
My hope is that we get a bill. A few weeks ago someone from the administration was quoted as saying they wanted a framework for a bill by the end of May, and it’s June now. We haven’t seen both sides or the administration coalesce around a final project yet.
We’re in a midterm election cycle. Typically it’s very difficult during these cycles to move bills like this. At the same time, with electricity prices increasing and the need to build more, to fix this, I’m very hopeful something will come together. And look at the Senate — you’ve got Republicans and the Democratic ranking members talking about this. It’s all good signs.
If everyone’s talking about energy and affordability during this election, isn’t that a good thing for action in the next Congress?
I’ll say this: You’re seeing the catalyst for it right now with prices rising, and almost every grid operator around the country has raised concerns about shortages at some point this year or next year. It’ll hopefully be enough to have policymakers do something about it this year.