You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
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.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Current conditions: The Northeast heatwave is breaking, with temperatures set to crash by as much as 50 degrees Fahrenheit over the Memorial Day weekend • The Sandy Fire just north of Los Angeles has now prompted mandatory evacuation orders for more than 10,000 homes in Ventura County, California • It’s the United Nations’ International Tea Day, and Myanmar’s Shan State — widely considered the birthplace of Camellia sinensis — is in the midst of intense rainstorms expected to last through at least the beginning of June.
The blockade at the heart of the global energy crisis right now appears to be softening. On Wednesday, the Financial Times reported that two supertankers shipping Iraqi oil to China made it through the Strait of Hormuz. A third megavessel carrying Kuwaiti crude to South Korea also appeared in shipping data to be crossing the narrow waterway at the mouth of the Persian gulf before its transponder went offline. The three ships are ferrying a combined 6 million barrels of crude, which the newspaper noted may be the largest volume to leave the Gulf in a single day since the end of February, when the U.S. and Israel began bombing Iran. An analyst from the data company Kpler said the ships steered through a route designated by Iran, suggesting “there was a deal done” with Tehran. If, as analysts told Heatmap’s Matthew Zeitlin back in March, “the time lag in global arrivals also helps explain why the physical market is only now starting to bite,” the latest shipments may loosen the jaws a bit.
Nearly 30 new utility-scale solar factories started production in the U.S. last year, reaching a high enough capacity to supply nearly twice the expected demand for photovoltaic modules through the end of the decade. That’s according to the latest report out this morning from the American Clean Power Association, the biggest trade group representing the renewable energy industry. The country now has the capacity to produce more than 60 gigawatts of panel modules per year, enough to meet forecast demand through 2030 of just over 35 gigawatts per year nearly twice over. The increase in module manufacturing capacity over the last five years topped 1,600%. But it’s not all rosy. Upstream, solar cell manufacturing has seen a far slower uptick, with just three active factories. The number of factories in the pipeline between now and 2030 falls just below projected demand. Thanks to tariffs, the One Big Beautiful Bill Act’s repeal of solar tax credits, and tight new eligibility restrictions on the use of foreign products in federally-supported projects, solar imports last year fell 33% compared to 2024 levels. The U.S. is also growing self-sufficient on batteries. Last year, the country expanded its manufacturing base enough to meet battery demand with domestic modules, putting the industry on track to do so with domestic cells as well by the end of this year. The five new active anode material plants set to come online by December — one of which is already in operation — could meet total U.S. demand for battery storage by 2028. “We haven’t attracted all of the supply chain yet, it’s still a work in progress, but so far the signs are quite good,” John Hensley, ACP’s senior vice president of markets and policy analysis, told Heatmap’s Emily Pontecorvo in an exclusive interview.

For the past five years, solar has been king among corporate energy buyers. Wind, then, could be considered the crown prince, trailing behind photovoltaics but undeniably the second in line for the throne. Not anymore. In 2025, nuclear surpassed wind as the second-largest technology in corporate deals, with over 5 gigawatts of capacity announced in a single year, according to the latest data from the Corporate Energy Buyers Association. It’s not just about fission, either. “Beyond nuclear, 2025 saw buyers procure more geothermal and hydropower capacity than in any previous year tracked, as well as growth in fusion and the first-ever natural gas with CCS deal, reflecting growing attention to reliability and system adequacy,” the report stated.
New York culture is full of stark rivalries. Artists versus finance bros. Yankees versus Mets. Islanders versus Rangers. Puerto Rican mofongo versus Dominican mofongo. West Side versus East Side. But between the city’s two great train stations, there has long been a clear winner: Grand Central. By comparison, Penn Station, as I can tell you from countless commutes, has long been the armpit of the Metropolitan Transportation Authority, a complex maze of perpetually sticky floors, fluorescent lighting, and bathrooms so dirty that even a nauseatingly tipsy teenager thinks twice about entering. And yet the 2021 opening of the Moynihan Train Hall marked a serious upgrade. Now the Trump administration is chipping in another $8 billion to remake the rail hub.
The announcement, according to Gothamist, marked the first time the federal government has publicly disclosed how much it will spend to reconstruct the station since the White House took over control of the project from the MTA last year and turned the work over to the facility’s owner, Amtrak. “When it comes to our rail, we’re making generational improvements to the Northeast Corridor,” Secretary of Transportation Sean Duffy said under oath during his opening testimony at a Senate hearing Tuesday morning. “That means … a transformative investment in New York’s Penn Station — $8 billion, by the way.”
Sign up to receive Heatmap AM in your inbox every morning:
Back in February, I told you the cautionary tale of Boston Metal. The Massachusetts-based green steel startup faced an unexpected equipment accident at its plant in Brazil, making it impossible to meet a key development milestone needed to unlock another tranche of funding from its financiers. As a result, the company had to lay off much of its workforce. Now it’s mounting a comeback. On Wednesday, the firm announced a new $75 million funding round to support the scaling of its operations worldwide. Combined with previous financing deals, the company has now raised a total of more than $500 million. The latest funding will allow Boston Metal to expand its business into metals such as niobium, tantalum, vanadium, and nickel — all of which the U.S. wants to secure more supplies of from domestic sources or allied countries. “This financing marks a pivotal step for Boston Metal,” Rick Cutright, a venture capitalist whose firm, Climate Investment, joined the latest round, said in a statement. “The company has built a new metallurgical platform and demonstrated its ability to produce high-quality metals from complex feedstocks; now the focus is commercial production. Critical metals are the right first market because the need is immediate.”
In South Dakota, meanwhile, the world’s largest producer of biofuels just inked a major energy storage deal. POET agreed to buy a 5-gigawatt-hour, multi-day thermal energy storage system from the startup Antora Energy. The technology will back up POET’s bioprocessing facility in Big Stone City. “Homegrown energy sources create good-paying jobs, support our agriculture producers, and provide affordable options for consumers,” Senator John Thune, the South Dakota Republican, said in a statement. “I’m grateful for this impressive addition to South Dakota’s budding biofuels industry, and I can’t wait to see the benefits for South Dakota producers and families across our state.”
Convective Capital is not your usual venture capital firm. The San Francisco-based company, which Heatmap’s Katie Brigham has written about repeatedly, formed around a parochial specialty with ubiquitous appeal to Californians: wildfire technology. The startups financed through its first fire-focused fund have so far attracted hundreds of millions of dollars in investment. Now Convective is launching a second fund. On Thursday morning, the firm announced $85 million for a fund focused on resiliency. In a blog post, Convective founder Bill Clerico said the company has already launched a media channel to tell stories about companies finding novel ways to shore up infrastructure against extreme weather disasters and assembled a network of more than 10,000 resiliency-focused professionals. “There’s $60 trillion of real estate that's at high risk from disaster,” Clerico told Katie in an interview yesterday. “While we spend as a nation a trillion dollars a year preparing to fight enemies overseas, we spend comparatively very little at home protecting our neighborhoods and cities. I think the silver lining in this is that it’s gotten so bad that I think the private markets can now take over.”
It’s been almost exactly a year since the rooftop solar giant Sunnova went bankrupt. Now its former chief executive is back with a new startup called Otovo that’s focused on servicing and fixing solar panels, batteries, and generator systems “orphaned” by their original developers’ bankruptcies. The business is panning out. This morning, I reported exclusively for Heatmap that Otovo has so far racked up 30,000 customers in less than a year and is considering listing on an American stock exchange as early as this year.
John Berger’s new company, Otovo, is eyeing a U.S. listing by the end of the year.
Here’s a little secret I learned from my father and grandfather, both of whom spent decades-long careers selling cars around New York City: Dealerships make real money not from sales and leases, but from providing the repairs, oil changes, and tune-ups on those vehicles long after they’re driven off the lot. It’s a big business. While AAA does not release its national revenue figures, the nonprofit federation of automotive clubs that provide speedy service to drivers stranded with a flat tire or overheated engine is estimated to pull in billions of dollars per year.
That’s the kind of business John Berger set out to build during his 13 years as chief executive of Sunnova. But the Houston-based rooftop solar giant racked up so much debt from the leasing business that the publicly-traded firm filed for Chapter 11 protections last June after the Trump administration canceled a $3 billion loan. His dream of deploying enough panels to sustain the company on servicing subscriptions fizzled.
Three months after Sunnova’s collapse, Berger returned to the industry with a new startup dedicated to providing round-the-clock maintenance for solar, battery, and generator systems. The new startup, Otovo, built off the existing name and business model of an eponymous Norwegian company that merged with Berger’s Texas-based American firm in December.
Now, Heatmap has learned, the company has hit a major milestone.
As of Thursday morning, Otovo has racked up 30,000 customers, two-thirds of whom are paying recurring subscription fees ranging from $9 to $49 per month for maintenance service, with the pricier memberships providing the fastest guaranteed fixes.
Otovo’s first-year growth — which exceeded the company’s own initial estimates — may say as much about the state of the solar market as it does about the startup itself.
Surging inflation, supply chain shocks from the wars in Ukraine and Iran, and seesawing policy incentives in the United States have put the squeeze on many solar installers, spurring a wave of bankruptcies on both sides of the Atlantic. Berger — no stranger to how it felt to be the insolvent counterparty on the other side of the negotiating table — seized on the opportunity. As installers such as California’s Solar Service Professionals, Germany’s Zolar, the Netherlands’ Soly, or Norway’s Solcellespesialisten went under, Otovo bought their customer books.
“All these orphaned customers? Well over 37 million exist between the European Union and the United States,” Berger told me. “That’s an enormous market, and it’s an enormous amount of pain when you have rising power bills.”
That orphaned customer figure, he said, was an estimate based on data from the trade group Solar Energy Industries Association, the consultancy Wood Mackenzie, and individual companies such as generator giant Generac, whose units run on natural gas, propane, and diesel.
For now, about two-thirds of Otovo’s customers are in Europe, where the company has traded on the Oslo stock exchange since before Berger’s involvement. But Berger said the long-term goal is to see its subscriber base split evenly between the U.S. and Europe.
That could be a challenge. While the European subsidies for solar vary by country, the continent is typically more “methodical and deliberate” about government policy, he said, meaning those nations avoid the “whipsaw” of American politics, where Democrats lavish support on solar and batteries and Republicans yank that funding away.
“It wouldn’t surprise me the least bit,” he said, if Congress brings back an enhanced 25D, the Biden-era tax credit for rooftop solar systems that President Donald Trump’s One Big Beautiful Bill Act repealed last year, sometime after the midterm elections.
“It was a really crazy political decision by the Republicans to kill 25D,” Berger said. “These are the people, the homeowners, that pay the taxes that then fund the tax credits for the utilities, the monopolies, and all the big companies in an affordability crisis.” He also called axing the credit “political suicide.”
Either way, he said, building new solar panels in the U.S. is getting more expensive, making it all the more important to maintain existing units. He’s optimistic about future growth.
“We continue to sell memberships every single day in all of our territories,” Berger said. “In fact, we’re gearing up to ramp that up with a significant sales effort across the board in both Europe and the U.S.”
Otovo is planning to go public in a dual listing on a U.S. stock exchange by December.
“We feel pretty good that, over the next several months, we’ll be able to pop out here and have a pretty good listing in the United States,” he said. “If it’s not before the end of the year, it’ll be very shortly after the new year. But as any CEO will tell you, taking a company public, which I’ve done before, involves a good bit of luck.”
Emails raise questions about who knew what and when leading up to the administration’s agreement with TotalEnergies.
The Trump administration justified its nearly $1 billion settlement agreement with TotalEnergies to effectively buy back the French company’s U.S. offshore wind leases by citing national security concerns raised by the Department of Defense. Emails obtained by House Democrats and viewed by Heatmap, however, seem to conflict with that story.
California Representative Jared Huffman introduced the documents into the congressional record on Wednesday during a hearing held by the House Natural Resources Committee’s Subcommittee on Oversight and Investigations.
“The national security justification appears to be totally fabricated, and fabricated after the fact,” Huffman said during the hearing. “DOI committed to paying Total nearly a billion dollars before it had concocted its justification of a national security issue.”
The email exchange Huffman cited took place in mid-November among officials at the Department of the Interior. On November 13, 2025, Christopher Danley, the deputy solicitor for energy and mineral resources, emailed colleagues in the Bureau of Ocean Energy Management and the secretary’s office an attachment with the name “DRAFT_Memorandum_of_Understanding.docx.”
According to Huffman’s office, the file was a document entitled “Draft Memorandum of Understanding Between the Department of the Interior and TotalEnergies Renewables USA, LLC on Offshore Wind Lease OCS-A 0545,” which refers to the company’s Carolina Long Bay lease. (The office said it could not share the document itself due to confidentiality issues.)
While the emails do not discuss the document further, the November date is notable. It suggests that the Interior Department had been negotiating a deal with Total before BOEM officials were briefed on the DOD’s classified national security concerns about offshore wind development.
Two Interior officials, Matthew Giacona, the acting director of BOEM, and Jacob Tyner, the deputy assistant secretary for land and minerals management, have testified in federal court that they reviewed a classified offshore wind assessment produced by the Department of Defense on November 26, 2025, and then were briefed on it again by department officials in early December. They submitted this testimony as part of a separate court case over a stop work order the agency issued to the Coastal Virginia Offshore wind project in December.
“After my review of DOW’s classified material with a secret designation,” Giacona wrote, “I determined that CVOW Project’s activities did not adequately provide for the protection of national security interests,” leading to his decision to suspend ongoing activities on the lease.
Giacona and Tyner are copied on the emails Huffman presented on Wednesday, indicating that the memorandum of understanding between Total and the Interior Department had been drafted and distributed prior to their reviewing the classified assessment.
The final agreement both parties signed on March 23, however, justifies the decision by citing a series of events that it portrays as taking place after officials learned of the DOD’s national security concerns.
The Interior Department paid Total out of the Judgment Fund, a permanently appropriated fund overseen by the Treasury Department with no congressional oversight that’s set aside to settle litigation or impending litigation. The final agreement describes the background for the settlement, beginning by stating that the Interior Department was going to suspend Total’s leases indefinitely based on the DOD’s classified findings, which “would have” led Total to file a legal claim for breach of contract. Rather than fight it out in court, Interior decided to settle this supposedly impending litigation, paying Total nearly $1 billion, in exchange for the company investing an equivalent amount into U.S. oil and gas projects.
But if the agency had been negotiating a deal with Total prior to being briefed on the national security assessment, it suggests that the deal was not predicated on a threat of litigation. During the hearing, Eddie Ahn, an attorney and the executive director of an environmental group called Brightline Defense, told Huffman that this opens the possibility for a legal challenge to the deal.
I should note one hiccup in this line of reasoning. Even though Interior officials testified that they were briefed on the Department of Defense’s assessment on November 26, this is not the first time the agency raised national security concerns about offshore wind. When BOEM issued a stop work order on Revolution Wind in August of last year, it said it was seeking to “address concerns related to the protection of national security interests of the United States.”
During the hearing, Huffman called out additional concerns his office had about the settlement. He said the amount the Interior Department paid Total — a full reimbursement of the company’s original lease payment — has no basis in the law. “Federal law sets a specific formula for the compensation a company can get when the government cancels an offshore lease,” he said, adding that the settlement was for “far more.” He also challenged a clause in the agreement that purports to protect both parties from legal liability.
Huffman and several of his fellow Democrats also highlighted the Trump administration’s latest use of the Judgment Fund — to create a new $1.8 billion legal fund to issue “monetary relief” to citizens who claim they were unfairly targeted by the Biden administration, such as those charged in connection with the January 6 riot.
“Now we know that that was just the beginning,” Maxine Dexter of Oregon said. “This president’s fraudulent use of the judgment fund is the most consequential and damning abuse of taxpayer funds happening right now.”