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What Angelenos can learn from the Maui Wildfire Exposure health survey.

After a week and a half of unimaginable destruction, Los Angeles is at last beginning to look toward its recovery from the Palisades and Eaton fires. Traversing that stage will take years, not only because of the significant economic and political implications of the fires, but also because of what they will mean for the health and well-being of the thousands of residents who live in or near the burn zones.
Los Angeles isn’t navigating the crisis alone, though. In the wake of the deadly 2023 Maui wildfire, researchers at the University of Hawaii launched the Maui Wildfire Exposure Study, a multi-year effort to track the disaster’s physical and mental health impacts on residents. Though the demographics of West Maui differ greatly from those of Pacific Palisades or Altadena — two of the most affluent zip codes in the country — California public officials, medical professionals, and wildfire survivors can still learn from the ongoing work of the MauiWES.
To that end, I spoke yesterday with Ruben Juarez, one of the study’s lead researchers. Our conversation has been edited and condensed for clarity.
What is the Maui Wildfire Exposure Study?
The Maui Wildfire Exposure Study follows a comprehensive cohort of people affected by the 2023 fires. We collected data six months after the fire, and typically, we’re looking for the long-term effects. For 60% of the individuals who came to the study, it was their first health check since the fires.
It is a pretty interesting population: They’re underserved and typically lack access to health care. We found three main trends: The first was mental and physical health issues. Access to care was a big issue in Hawaii, and I’m hoping that’s not going to be the case in California, but it definitely was here. Housing, job, and food insecurity were other big issues, as were the social impacts.
What have you learned about the mental and physical health of people exposed to the Maui wildfires?
Pre-wildfire we knew that the rate of depression symptoms in the Maui population was about 30%. Post-wildfire, we’re seeing more like 52%, so more than one in two participants in the study were showing depression symptoms. Low self-esteem was another issue. Something that was really worrisome was suicidal ideation: Pre-wildfire, it was less than 1%; post-wildfire, at least for the people in the cohort, it was about 4% of the population. That’s more than a four-time increase.
The second issue is physical health: Nearly half of the participants reported worse health since the fires. We saw respiratory issues, such as coughing, wheezing, difficulty breathing, and also skin and eye irritation, fatigue, and weakness. We’re seeing that about 74% of the participants are facing a heightened risk of cardiovascular disease. We also performed a lung check using spirometry and oscillometry breathing. Based on the spirometry measure, 60% of participants may have poor lung health, and 40% may have mild to severe lung obstruction. We believe this is associated with the exposure to ash and the personal protective equipment individuals wore when they returned to the fire site.
We’ve written a lot about the dangers of wildfire smoke at Heatmap, but I think people are less aware of the risks of wildfire ash. Could you say more?
It’s really toxic. People need to take care of themselves. There are the harmful substances you’d expect in ash: lead, arsenic, asbestos — those are poisons.
Why was our population in Lahaina affected by this? Because they went back to the burned homes and did not wear any PPE. To me, that was crazy. The county said that wearing PPE was a voluntary decision, and that was a mistake. And PPE is not just a mask: you really need eye protection, gloves, footwear, and long clothing, because the ash is really toxic.
Even in small amounts, the poisons in ash can harm the lungs and the heart, and there are long-term effects, including cancer, which is one of the things we’re trying to prevent. In the case of Hawaii, for the initial batch of 767 individuals in the study, we did a heavy metal analysis — a comprehensive panel of 32 of the most expected heavy metals. We already knew that five of the most common heavy metals were found in ash present in Hawaii: arsenic, lead, antimony, copper, and cobalt. We learned that 20% of participants affected by the fires in our cohort were showing an elevated level of at least one of these heavy metals, which is not something that you would expect. We don’t want these things in our bodies at any level. People must know that these things are harmful and they need to take care of their health.
And that’s all just from people returning to their homes and sifting through the ash? Or can ash blow into an area that didn’t burn and affect people that way, as well?
Many participants were uneducated about the harmful effects ash has, especially when it has contact with your skin. But you should also avoid breathing or swallowing soot and ash at any cost. The effects were seen in individuals who had direct contact at a site or were indirectly exposed through smoke or blowing winds — but the majority was direct contact.
That’s so scary.
Not everything was bad news. We found some exciting ways to potentially address some of these issues. For instance, resiliency was at the top of the minds of many participants in the study: “How can I be resilient? How can I survive this catastrophe?”
We also found that lower-income individuals trust and use community organizations more than government services, like federal, state, and county agencies. This information could potentially help us intervene, especially when considering underserved populations like immigrant populations. They just don’t trust the government. Addressing issues through community organizations on the ground was extremely helpful because it allowed people to access the services they needed.
Another thing that we noticed that was super helpful was that people who maintain strong relationships with family and friends experience better health outcomes. Social isolation after a wildfire was really bad, especially for mental health problems. Individuals who are more connected with their friends, family, or are doing something in their community volunteering tend to have better health outcomes, particularly in terms of depression.
How close do you need to have been to a wildfire to experience these effects?
Individuals whose homes were on the perimeter of the burn area experienced more physical symptoms, worse quality of life, and worse mental health. But that doesn’t mean that if your house doesn’t burn, you will not experience any of the symptoms. Even if you didn’t go to a contaminated site, there was all the smoke over the city, and you’re exposed to that. Individuals who are not directly affected can be indirectly affected — at a lower rate, of course, as you’d expect.
Many of the mental health impacts you described were related to things like housing, job, or food insecurity, as well as the lack of access to healthcare resources following a fire. Would you expect mental health impacts to not be as bad in L.A., since it was a more affluent area that burned?
Yes. In fact, coincidentally, one of our scientific advisory board members is a resident of L.A., and he’s been saying that he doesn’t expect the health effects to be as bad in L.A. as they were in Maui because the shortage of doctors is not as big. Also, the type of demographic that is being affected is more affluent.
Having said that, in Hawaii, we had the advantage of winds that blew smoke and soot away. I was reading reports that in L.A., there were no winds, and the smoke was just staying there. In that case, the effects in terms of pulmonary health won’t just be the people directly affected, but the whole city.
What would you want emergency managers and medical professionals in Los Angeles to know about your study as they address the impacts of these fires?
First, we must emphasize to people that this is not a forest fire; houses are burning, full of toxic substances. People need to know that if they return to the burn zone, they need to take care of their health and ensure they are wearing PPE. We need to conduct many communication campaigns around this.
The second thing is, don’t underestimate the power of community and community organizations, especially in L.A., where there are many immigrant populations. Community organizations should be used to provide information because people don’t trust the government or FEMA officials.
The third thing I would emphasize is that after a disaster, when people struggle with housing, job, and food insecurity, their health becomes a lower priority. This is understandable, but unfortunately, neglecting your health at this time can worsen the long-term effects. It’s really important that we emphasize to individuals that even if you don’t have a house or a job right now, you need to take care of your health.
An example of this is in the aftermath of 9/11; years later, more lives have been lost due to exposure to environmental hazards than the disaster itself. If we don’t intervene early on, things can get really bad. That’s what we are trying to do: prevent those long-term effects from happening.
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On China’s H2 breakthrough, vehicle-to-grid charging, and USA Rare Earth goes to Brazil
Current conditions: In the Atlantic, Tropical Storm Fernand is heading northward toward Bermuda • In the Pacific, Tropic Storm Juliette is active about 520 miles southwest of Baja California, with winds of up to 65 miles per hour • Temperatures are surging past 100 degrees Fahrenheit in South Korea.
Nearly two weeks ago, Vineyard Wind sued one of its suppliers, GE Vernova, to keep the industrial giant from exiting the offshore wind project off the coast of Nantucket in Massachusetts. Now a U.S. court has ordered GE Vernova to finish the job, saying it would be “fanciful” to imagine a new contractor could complete the installation. GE Vernova had argued that Vineyard Wind — a 50/50 joint venture between the European power giant Avangrid and Copenhagen Infrastructure Partners — owed it $300 million for work already performed. But Vineyard Wind countered that the manufacturer remains on the hook for about $545 million to make up for a catastrophic turbine blade collapse in 2024, according to WBUR. “The project is at a critical phase and the loss of [Vineyard Wind]’s principal contractor would set the project back immeasurably,” the Suffolk County Superior Court Judge Peter Krupp wrote in his decision, repeatedly using the name of GE Vernova’s renewables subsidiary. “To pretend that [Vineyard Wind] could go out and hire one or more contractors to finish the installation and troubleshoot and modify [GE Renewables’] proprietary design without [GE Renewables’] specialized knowledge is fanciful.”
Charlotte DeWald fears the world is sleepwalking into tipping points beyond which the Earth’s natural carbon cycles will render climate change uncontrollable. By the time we realize what it means for global weather and agricultural systems that there’s no sea ice in the Arctic sometime in the 2030s, for example, it may be too late to try anything drastic to buy us more time. Much of the discourse around what to do concerns a specific kind of geoengineering called stratospheric aerosol injections, essentially spraying reflective particles into the sky to block the sun’s heat from permeating the increasingly thick layer of greenhouse gases that prevent that energy from naturally radiating back into space. That’s something DeWald, a former Pacific Northwest National Laboratory researcher and climate scientist by training who specialized in modeling aerosol-cloud interactions, knows all about. But her approach is different, using a technology known as mixed-phase cloud thinning, a process similar to cloud seeding. “The idea is that you could dissipate clouds over the Arctic to release heat from the surface to, for example, increase sea ice extent or thickness or integrity,” she told me. “There’s some early modeling that suggests that it could yield significant cooling over the Arctic Ocean.”
With all that context, you can now appreciate the exclusive bit of news I have for you this morning: DeWald is launching a new nonprofit called the Arctic Stabilization Initiative to “evaluate whether targeted interventions can slow dangerous” warming near the Earth’s northern pole. So far, ASI has raised $6.5 million in philanthropic funding toward a five-year budget goal of $55 million to study whether MCT, as mixed-phase cloud thinning is known, could help save the Arctic. The nonprofit has an advisory board stacked with veteran Arctic scientists and put together a “stage-gated” research plan with offramps in case early modeling suggests MCT won’t work or could cause undue environmental damage. The project also has an eye toward engaging with Indigenous peoples and “will ground all future work in respect for Indigenous sovereignty, before any field-based research activity is pursued.” The statement harkens to Harvard University’s SCoPEx trial, a would-be outdoor experiment in spraying reflective aerosols into the atmosphere over Sweden that ran aground after researchers initially failed to consult local stakeholders and a body representing the Indigenous Saami people in the northern reaches of Nordic nations came out against the testing. (By repeatedly invoking ASI’s nonprofit status, DeWald also seemed to draw a contrast with for-profit stratospheric aerosol injection startup Stardust Solutions, which last year Heatmap’s Robinson Meyer reported had raised $60 million.) “We are continuing to move toward critical planetary thresholds without a bible plan for things like tipping points,” DeWald said. “That was the inflection point for me.”

China just took yet another step closer to energy independence, despite its relatively tiny domestic reserves of oil and gas, kicking off the world’s largest project to blend hydrogen into the natural gas system. As part of the experiment, roughly 100,000 households in the center of the Weifang, a prefecture-level city in eastern Shandong province between Beijing and Shanghai, will receive a blend of up to 10% hydrogen through existing gas pipes. The pilot’s size alone “smashes” the world record, according to Hydrogen Insight. Whether that’s meaningful from a climate perspective depends on how you look at things. A fraction of 1% of China’s hydrogen fuel comes from electrolyzer plants powered by clean renewables or nuclear electricity. But the People’s Republic still produces more green hydrogen than any other nation. Last year, the central government made cleaning up heavy industry with green hydrogen a higher priority — a goal that’s been supercharged by the war in Iran. Therein lies the real biggest motivator now. While China relies on imports for natural gas, swapping out more of that fuel for domestically generated hydrogen allows Beijing to claim the moral high ground on emissions and air pollution — all while becoming more energy independent.
Meanwhile, China’s container ships are the latest sector to experiment with going electric and forgoing the need for costly, dirty bunker fuel. A 10,000-ton fully electric cargo vessel capable of carrying 742 shipping containers just started up operations in China this week, according to a video posted on X by China’s Xinhua News service.
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The ability of electric vehicles to serve as distributed energy resources, charging in times of low demand and discharging back onto the grid when demand peaks, has long been a dream of EV enthusiasts and DER advocates alike. California’s PG&E utility launched a small bi-directional charging program in 2023, allowing owners of Ford F-150 Lightnings to use their trucks as home backup power, and eventually feed energy back onto the grid. The utility added a host of General Motors EVs to the program back in 2025. On Monday, it announced its latest vehicle participant: Tesla’s Cybertruck. The Tesla vehicle will be the first in the program to run on alternating current, which simplifies the equipment necessary and lowers costs for consumers, according to PG&E’s announcement.
In January, I told you about the then-latest company to benefit from President Donald Trump’s dabbling in what you might call state capitalism with American characteristics: USA Rare Earth. The vertically integrated company, which aims to mine rare earths in Texas, took big leaps forward in the past year toward building factories to turn those metals into the magnets needed for modern technologies. For now, however, the company needs ore. On Monday, USA Rare Earth announced plans to buy Brazilian rare earth miner Serra Verde in a deal valued at $2.8 billion in cash and shares. The transaction is expected to be complete by the end of the third quarter of this year. The company pitched the move as a direct challenge to China, which dominates both the processing of rare earths mined at home and abroad. “The world has become too dependent on a single source and it’s high time to break that dependency,” USA Rare Earth CEO Barbara Humpton told CNBC’s “Squawk Box” on Monday.
As if we needed more evidence that the data center backlash is “swallowing American politics,” here’s Heatmap’s Jael Holzman with yet another data point: According to tracking from the Heatmap Pro database, fights against data centers now outnumber fights against wind farms in the U.S. That includes both onshore and offshore wind developments. “Taken together,” Jael wrote, “these numbers describe the tremendous power involved in the data center wars.”
Fights over AI-related developments outnumber those over wind farms in the Heatmap Pro database.
Local data center conflicts in the U.S. now outnumber clashes over wind farms.
More than 270 data centers have faced opposition across the country compared to 258 onshore and offshore wind projects, according to a review of data collected by Heatmap Pro. Data center battles only recently overtook wind turbines, driven by the sudden spike in backlash to data center development over the past year. It’s indicative of how the intensity of the angst over big tech infrastructure is surging past current and historic malaise against wind.
Battles over solar projects have still occurred far more often than fights over data centers — nearly twice as many times, per the data. But in terms of megawatts, the sheer amount of data center demand that has been opposed nearly equals that of solar: more than 51 gigawatts.
Taken together, these numbers describe the tremendous power involved in the data center wars, which is now comparable to the entire national fight over renewable energy. One side of the brawl is demand, the other supply. If this trend continues at this pace, it’s possible the scale of tension over data centers could one day usurp what we’ve been tracking for both solar and wind combined.
The enhanced geothermal darling is spending big on capex, but its shares will be structured more like a software company’s.
Fervo, the enhanced geothermal company that uses hydraulic fracturing techniques to drill thousands of feet into the Earth to find pockets of heat to tap for geothermal power, is going public.
The Houston-based company was founded in 2017 and has been a longtime favorite of investors, government officials, and the media (not to mention Heatmap’s hand-selected group of climate tech insiders) for its promise of producing 24/7 clean power using tools, techniques, and personnel borrowed from the oil and gas industry.
After much speculation as to when it would go public, Fervo filed the registration document for its initial public offering on Friday evening. Here’s what we were able to glean about the company, its business, and the geothermal industry from the filing.
The main theme of the document, known as an S-1, is the immense potential enhanced geothermal — and, thus, Fervo — has.
The company says that its Cape Station site in Utah, where it’s currently developing its flagship power plants, had “4.3 gigawatts of capacity potential” alone. That’s more than the 3.8 gigawatts of conventional geothermal capacity currently on the grid. Enhanced geothermal technology, otherwise known as EGS, “has the potential to make geothermal generation as ubiquitous as solar generation is in the U.S. today,” the company projects. (There’s about 280 gigawatts of installed solar capacity currently in the U.S., according to the Solar Energy Industries Association) “A broader subset of our reviewed leases represents over 40 gigawatts” of capacity, the document goes on.
Like all investor pitches, the S-1 features some eye-popping “total addressable market” figures. Citing analysis by the consulting firm Rystad, the document says that if there’s a sufficient shortfall in capacity due to retiring power plants (98 gigawatts by 2035), the annual market for enhanced geothermal would be approximately $70 billion by 2035, and that this would represent some $2.1 trillion in revenue potential over 30 years.
The company is already producing 3 megawatts at its Nevada Project Red site for the Nevada grid as part of a deal with Google. It also expects to begin generating power from the Cape Station site “by late 2026,” according to the filing, and get up to 100 megawatts “by early 2027.” In total, Fervo has “658 megawatts of binding power purchase agreements,” which it says represents ”approximately $7.2 billion in potential revenue backlog.”
Beyond that, Fervo says it has 2.6 gigawatts “in advanced development,” and “over 38 gigawatts” in “early-stage development,” where it’s still doing feasibility studies to “validate and confirm the path toward commercial development.”
Fervo says that the energy produced from its Cape Station facility will come in at around $7,000 per kilowatt. That’s already cheaper than “traditional and small modular nuclear power,” which the Department of Energy has estimated costs $6,000 to $10,000 per kilowatt, the filing says. Fervo is aiming to get the total project costs down to $3,000 per kilowatt, at which point it says it would outcompete natural gas without any of the price volatility due to fuel costs going up and down.
But Fervo’s upfront spending is still immense. Fervo says that it expects some $1.2 billion in capital expenditure this year, of which only $125 million is going toward the first phase of its Cape Station project, which it has said would deliver 100 megawatts of power. (Meanwhile, the $940 million it expects to spend on the second phase, which is due to be 400 megawatts, is mostly unfunded.) The company says the public offering will fund “project-level capital expenditures,” as well as land holdings and general corporate expenditures.
Google comes up some 36 times in the document, most times in reference to the “Geothermal Framework Agreement” Fervo signed with the hyperscaler this past March. The S-1 describes the deal as a “3-gigawatt framework agreement … to advance and structure potential power offtake opportunities for current and planned data centers in both grid-connected and alternative energy solutions.” This deal, the company says, “establishes a structured process for the development of geothermal projects across specified regions of the United States,” and could involve the offtake by Google of up to 3 gigawatts of Fervo-generated electricity by the end of 2033.
What the framework is not is a power purchase agreement. One of the risk factors Fervo lists in the IPO document says, “The GFA is a non-binding agreement, and does not obligate Google to purchase power from us.” Instead, it is “a binding framework under which we may propose geothermal development projects to Google, but it does not obligate Google to accept any project, execute any power purchase agreement or provide us with any project financing.”
The agreement also places limits on Fervo, including from whom it can accept investment or financing. (The deal outlines a “broad category of entities defined as competitors,” which are all no-nos.) Overall, the company says, the arrangement gives Google “significant priority over our near-term development pipeline and may limit our flexibility to pursue alternative commercial, strategic, or financing arrangements that would otherwise be available to us.”
Upon going public, the company will have two shares of stock: Class A shares available to the public, and Class B shares owned by its founders, chief executive officer Tim Latimer, and chief technology officer Jack Norbeck. These Class B shares will have 40 times the voting rights of the class A shares and will allow Latimer and Norbeck to “collectively continue to control a significant percentage of the combined voting power of our common stock and therefore are able to control all matters submitted to our stockholders for approval.”
These arrangements are familiar with venture-backed, founder-led software companies. Alphabet and Meta are the most prominent examples of large, publicly traded companies that are under the effective control of their founders thanks to dual class share structures. Tesla, rather famously, does not have a dual class share structure, which is why CEO Elon Musk convinced his board to award him more shares so that he would maintain a high degree of influence over the company.
While other technology companies such as Stripe pile up billions in revenue without any near term prospects of going public, Fervo largely has spending to report on its income statement.
In 2025, the company reported just $138,000 in revenues with a $58 million net loss; that’s compared to a $41 million net loss in 2024. The revenues were “ancillary fees associated with rights to geothermal production at Project Red,” the company said. “This type of revenue is not expected to be significant to our long-term revenue generation, as we have not yet commenced large-scale commercial operations.”
And there’s more spending to come.
Fervo expects that the second phase of its Cape Station project will “require approximately $2.2 billion in capital expenditures through 2028,” which it hopes to pay for with project-level financing.
Fervo said it is “continuing to evaluate the effect of the OBBB” — that is, the One Big Beautiful Bill Act, which slashed or curtailed tax credits for clean energy companies — and that it wasn’t able to “reasonably” estimate the effect on its financial statements by the end of last year. The company does say, however, that it “may benefit from ITCs and PTCs (including the energy community and domestic content bonuses available under the ITC and PTC, in certain circumstances) with respect to qualifying renewable energy projects,” referring to the investment and production tax credits, which acquired a strict set of eligibility rules under OBBBA. It cautioned that the current guidance regarding tax credit eligibility is “subject to a number of uncertainties,” and that “there can be no assurance that the IRS will agree with our approach to determining eligibility for ITCs and PTCs in the event of an audit.”
The company also disclosed that earlier this month, it reached a deal with Liberty Mutual, the insurance company “to sell and transfer tax credits generated at Cape Station Phase I,” taking advantage of a provision of the law that allows credits to be sold to other entities with tax liability, and not just harvested by investors in the project.