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And how ordinary Americans will pay the price.
No one seems to know exactly how many employees have been laid off from the National Oceanic and Atmospheric Administration — or, for that matter, what offices those employees worked at, what jobs they held, or what regions of the country will be impacted by their absence. We do know that it was a lot of people; about 10% of the roughly 13,000 people who worked at the agency have left since Donald Trump took office, either because they were among the 800 or so probationary employees to be fired late last month or because they resigned.
“I don’t have the specifics as to which offices, or how many people from specific geographic areas, but I will reiterate that every one of the six [NOAA] line offices and 11 of the staff offices — think of the General Counsel’s Office or the Legislative Affairs Office — all 11 of those staff offices have suffered terminations,” Rick Spinrad, who served as the NOAA administrator under President Joe Biden, told reporters in a late February press call. (At least a few of the NOAA employees who were laid off have since been brought back.)
Democratic Representative Jared Huffman of California, the ranking member of the House Natural Resources Committee, said in recent comments about the NOAA layoffs, “This is going to have profound negative consequences on the day-to-day lives of Americans.” He added, “This is something that [Elon Musk’s government efficiency team] just doesn’t even understand. They simply have no idea what they are doing and how it’s hurting people.”
There is the direct harm to hard-working employees who have lost their jobs, of course. But there is also a more existential problem: Part of what is driving the layoffs is a belief by those in power that the agency is “one of the main drivers of the climate change alarm industry,” according to the Project 2025 playbook. As one recently fired NOAA employee put it, “the goal is destruction,” and climate science is one of the explicit targets.
NOAA is a multifaceted organization, and monitoring climate change is far from its only responsibility. The agency researches, protects, and restores America’s fisheries, including through an enforcement arm that combats poaching; it explores the deep ocean and governs seabed mining; and its Commissioned Officer Corps is one of the eight uniformed services of the United States, alongside the Army, Marines Corps, and Coast Guard. But many of its well-known responsibilities almost inevitably touch climate change, from the National Hurricane Center’s forecasts and warnings to drought tools for farmers to heat forecasts from the National Weather Service issued on hot summer days. Cutting climate science out of NOAA would have immediate — and in some cases, deadly — impacts on regular Americans.
And it’s likely this is only the beginning of the purge. Project 2025 calls for the complete disbanding of NOAA. Current agency employees have reportedly been told to brace for “a 50% reduction in staff” as part of Elon Musk’s government efficiency campaign. Another 1,000 terminations are expected this week, bringing the total loss at NOAA to around 20% of its staff.
Here are just a few of the ways those layoffs are already impacting climate science.
NOAA collects more than 20 terabytes of environmental data from Earth and space daily, and through its paleoclimatology arm, it has reconstructed climate data going back 100 million years. Not even Project 2025 calls for the U.S. to halt its weather measurements entirely; in fact, Congress requires the collection of a lot of standard climate data.
But the NOAA layoffs are hampering those data collection efforts, introducing gaps and inconsistencies. For example, staffing shortages have resulted in the National Weather Service suspending weather balloon launches from Kotzebue, Alaska — and elsewhere — “indefinitely.” The Trump administration is also considering shuttering a number of government offices, including several of NOAA’s weather monitoring stations. Repairs of monitors and sensors could also be delayed by staff cuts and funding shortfalls — or not done at all.
Flawed and incomplete data results in degraded and imprecise forecasts. In an era of extreme weather, the difference of a few miles or degrees can be a matter of life or death.
In the case of climate science specifically, which looks at changes over much longer timescales than meteorology, “I think you could do science with the data we have now, if we can preserve it,” Flavio Lehner, a climate scientist at Cornell University who uses NOAA data in his research, told me.
But therein lies the next problem: the threat that the government could take NOAA climate data down entirely.
Though data collection is in many cases mandated by Congress, Congress does not require that the public have access to that data. Though NOAA’s climate page is still live, the Environmental Protection Agency has already removed from its website the Keeling Curve tracker, the daily global atmospheric carbon dioxide concentration measurement that Drilled notes is “one of the longest-running data projects in climate science.” Many other government websites that reference climate change have also gone dark. Solutions are complicated — “downloading” NOAA to preserve it, for example, would cost an estimated $500,000 in storage per month for an institution to host it.
“At the end of the day, if you’re a municipality or a community and you realize that some of these extreme weather events are becoming more frequent, you’ll want to adapt to it, whether you think it’s because of climate change or not,” Lehner said. “People want to have the best available science to adapt, and I think that applies to Republicans and Democrats and all kinds of communities across the country.” But if the Trump administration deletes NOAA websites, or the existing measurements it’s putting out are of poor quality, “it’s not going to be the best possible science to adapt moving forward,” Lehner added.
I wouldn’t want to be a NOAA scientist with the word “climate” attached to my title or work. The Trump administration has shown itself to be ruthless in eliminating references to words or concepts it opposes, including flagging pictures of the Enola Gay WWII airplane for removal from the Defense Department’s website in an effort to cut all references to the LGBT community from the agency.
“Climate science” is another Trump administration boogey-word, but the NOAA scientists who remain employed by the agency after the layoffs will still have to deal with the realities of a world warmed by the burning of fossil fuels. “Ultimately, what we’re dealing with are changes in our environment that impact ecosystems and humans, and whether you think these changes are driven by humans or not, it’s something that can now be seen in data,” Lehner told me. “From that perspective, I find it hard to believe that this is not something that people [in the government] are interested in researching.”
Government scientists who want to track things like drought or the rapid intensification of hurricanes going forward will likely have to do so without using the word “climate.” Lehner, for example, recalled submitting a proposal to work with the Bureau of Reclamation on the climate change effects on the Colorado River during the first Trump administration and being advised to replace words like “climate change” with more politically neutral language. His team did, and the project ultimately got funded, though Lehner couldn’t say if that was only because of the semantics. It seems likely, though, that Trump 2.0 will be even stricter in CTRL + F’ing “climate” at NOAA and elsewhere.
Climate research will continue in some form at NOAA, if only because that’s the reality of working with data of a warming planet. But scientists who don’t lose their jobs in the layoffs will likely find themselves wasting time on careful doublespeak so as not to attract unwanted attention.
Another major concern with the NOAA layoffs is the loss of expert knowledge. Many NOAA offices were already lean and understaffed, and only one or two employees likely knew how to perform certain tasks or use certain programs. If those experts subsequently lose their jobs, decades of NOAA know-how will be lost entirely.
As one example, late last year, NOAA updated its system to process grants, causing delays as its staff learned how to use the new program. Given the new round of layoffs, the odds are that some of the employees who may have finally figured out how to navigate the new procedure may have been let go. The problem gets even worse when it comes to specialized knowledge.
“Some of the expertise in processing [NOAA’s] data has been abruptly lost,” Lehner told me. “The people who are still there are scrambling to pick up and learn how to process that data so that it can then be used again.”
The worst outcome of the NOAA layoffs, though, is the extensive damage it does to the institution’s future. Some of the brightest, most enthusiastic Americans at NOAA — the probationary employees with under a year of work — are already gone. What’s more, there aren’t likely to be many new openings at the agency for the next generation of talent coming up in high school and college right now.
“We have an atmospheric science program [at Cornell University] where students have secured NOAA internships for this summer and were hoping to have productive careers, for example, at the National Weather Service, and so forth,” Lehner said. “Now, all of this is in question.”
That is hugely detrimental to NOAA’s ability to preserve the institutional knowledge of outgoing or retiring employees, or to build and advance a workforce of the future. It’s impossible to measure how many people ultimately leave the field or decide to pursue a different career because of the changes at NOAA — damage that will not be easily reversed under a new administration. “It’s going to take years for NOAA to recover the trust of the next generation of brilliant environmental scientists and policymakers,” Spinrad, the former NOAA administrator, said.
Climate change is a global problem, and NOAA has historically worked with partner agencies around the world to better understand the impacts of the warming planet. Now, however, the Trump administration has ordered NOAA employees to stop their international work, and employees who held roles that involved collaboration with partners abroad could potentially become targets of Musk’s layoffs. Firing those employees would also mean severing their relationships with scientists in international offices — offices that very well could have been in positions to help protect U.S. citizens with their research and data.
As the U.S. continues to isolate itself and the NOAA layoffs continue, there will be cascading consequences for climate science, which is inherently a collaborative field. “When the United States doesn’t lead [on climate science], two things happen,” Craig McLean, a former assistant administrator of NOAA for research, recently told the press. “Other nations relax their own spending in these areas, and the world’s level of understanding starts to decline,” and “countries who we may not have as collegial an understanding with,” such as China, could ostensibly step in and “replace the United States and its leadership.”
That leaves NOAA increasingly alone, and Americans of all political stripes will suffer as a result. “The strategy to erase data and research, to pull the rug from under activism — it’s time-tested,” Lehner, the Cornell climate scientist, said. “But that’s where it’s very infuriating because NOAA’s data is bipartisanly useful.”
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On xAI, residential solar, and domestic lithium
Current conditions: Indonesia has issued its highest alert level due to the ongoing eruption of Mount Lewotobi Laki-laki • 10 million people from Missouri to Michigan are at risk of large hail and damaging winds today • Tropical Storm Erick, the earliest “E” storm on record in the eastern Pacific Ocean, could potentially strengthen into a major hurricane before making landfall near Acapulco, Mexico, on Thursday.
The NAACP and the Southern Environmental Law Center said Tuesday that they intend to sue Elon Musk’s artificial intelligence company xAI over alleged Clean Air Act violations at its Memphis facility. Per the lawsuit, xAI failed to obtain the required permits for the use of the 26 gas turbines that power its supercomputer, and in doing so, the company also avoided equipping the turbines with technology that would have reduced emissions. “xAI’s turbines are collectively one of the largest, or potentially the largest, industrial source of nitrogen oxides in Shelby County,” the lawsuit claims.
The SELC has additionally said that residents who live near the xAI facility already face cancer risks four times above the national average, and opponents have argued that xAI’s lack of urgency in responding to community concerns about the pollution is a case of “environmental racism.” In a statement Tuesday, xAI responded to the threat of a lawsuit by claiming the “temporary power generation units are operating in compliance with all applicable laws,” and said it intends to equip the turbines with the necessary technology to reduce emissions going forward.
Shares of several residential solar companies plummeted Tuesday after the Senate Finance Committee declined to preserve related Inflation Reduction Act investment tax credits. As my colleague Matthew Zeitlin reported, Sunrun shares fell 40%, “bringing the company’s market cap down by almost $900 million to $1.3 billion,” after a brief jump at the end of last week “due to optimism that the Senate Finance bill might include friendlier language for its business model.”
That never materialized. Instead, the Finance Committee’s draft proposed terminating the residential clean energy tax credit for any systems, including residential solar, six months after the bill is signed, as well as the investment and production tax credits for residential solar. SolarEdge and Enphase also suffered from the news, with shares down 33% and 24%, respectively. You can read Matthew’s full analysis here.
Chevron announced Tuesday that it has acquired 125,000 net acres of the Smackover Formation in southwest Arkansas and northeast Texas to get into domestic lithium extraction. Chevron’s acquisition follows an earlier move by Exxon Mobil to do the same, with lithium representing a key resource for the transition from fossil fuels to renewable energy sources “that would allow the company to pivot if oil and gas demands wane in the coming decades,” Bloomberg writes.
“Establishing domestic and resilient lithium supply chains is essential not only to maintaining U.S. energy leadership but also to meeting the growing demand from customers,” Jeff Gustavson, the president of Chevron New Energies, said in a Tuesday press release. The Liberty Owl project, which was part of Chevron’s acquisition from TerraVolta Resources, is “expected to have an initial production capacity of at least 25,000 tonnes of lithium carbonate per year, which is enough lithium to power about 500,000 electric vehicles annually,” Houston Business Journal reports.
The Federal Emergency Management Agency prepared a memo titled “Abolishing FEMA” at the direction of Homeland Security Secretary Kristi Noem, describing how its functions can be “drastically reformed, transferred to another agency, or abolished in their entirety” as soon as the end of 2025. While only Congress can technically eliminate the agency, the March memo, obtained and reviewed by Bloomberg, describes potential changes like “eliminating long-term housing assistance for disaster survivors, halting enrollments in the National Flood Insurance Program, and providing smaller amounts of aid for fewer incidents — moves that by design would dramatically limit the federal government’s role in disaster response.”
In May, FEMA’s acting administrator, Cameron Hamilton, was fired one day after defending the existence of the department he’d been appointed to oversee when testifying before the House Appropriations subcommittee. An internal FEMA memo from the same month described the agency’s “critical functions” as being at “high risk” of failure due to “significant personnel losses in advance of the 2025 Hurricane Season.” President Trump has, on several occasions, expressed a desire to eliminate FEMA, as recommended by the Project 2025 playbook from the Heritage Foundation. The March “Abolishing FEMA” memo “just means you should not expect to see FEMA on the ground unless it’s 9/11, Katrina, Superstorm Sandy,” Carrie Speranza, the president of the U.S. council of the International Association of Emergency Managers, told Bloomberg.
The Spanish government on Tuesday released its report on the causes of the April 28 blackout that left much of the nation, as well as parts of Portugal, without power for more than 12 hours. Ecological Transition Minister Sara Aagesen, who heads Spain’s energy policy, told reporters that a voltage surge in the south of Spain had triggered a “chain reaction of disconnections” that led to the widespread power loss, and blamed the nation’s state-owned grid operator Red Eléctrica for “poor planning” and failing to have enough thermal power stations online to control the dynamic voltage, the Associated Press reports. Additionally, Aagesen said that utilities had preventively shut off some power plants when the disruptions started, which could have helped the system stay online. “We have a solid narrative of events and a verified explanation that allows us to reflect and to act as we surely will,” Aagesen went on, responding to criticisms that Spain’s renewable-heavy energy mix was to blame for the blackout. “We believe in the energy transition and we know it’s not an ideological question but one of this country’s principal vectors of growth when it comes to re-industrialisation opportunities.”
Metrograph
“It seems that with the current political climate, with the removal of any reference to climate change on U.S. government websites, with the gutting of environmental laws, and the recent devastating fires in Los Angeles, this trilogy of films is still urgently relevant.” —Filmmaker Jennifer Baichwal on the upcoming screenings of the Anthropocene trilogy, co-created with Nicholas de Pencier and photographer Edward Burtynsky between 2006 and 2018, at the Metrograph in New York City.
Shares in Sunrun, SolarEdge, and Enphase are collapsing on the Senate’s new mega-bill draft.
The residential solar rescue never happened. Shares in several residential solar companies plummeted Tuesday as the market reacted to the Senate Finance Committee’s reconciliation language, which maintains the House bill’s restriction on investment tax credits for residential solar installers and its scrapping of the tax credit for homeowners who buy their own systems.
The Solar Energy Industries Association, a solar trade group, criticized the Senate text, saying that it had only “modest improvements on several provisions” and would “pull the plug on homegrown solar energy and decimate the American manufacturing renaissance.”
Sunrun shares fell 40% Tuesday, bringing the company’s market cap down by almost $900 million to $1.3 billion, a comparable loss in value to what it sustained the day after the passage of the House reconciliation bill. The stock price had jumped up late last week due to optimism that the Senate Finance bill might include friendlier language for its business model.
Instead the Finance Committee proposal would terminate the residential clean energy tax credit for any systems, including residential solar, six months after the bill is signed. The text also zeroes out investment and production tax credits for residential solar when “the taxpayer rents or leases such property to a third party,” a common arrangement in the industry pioneered by Sunrun.
Sunrun’s third party ownership model well predates the Inflation Reduction Act and is about as old as the company itself, which was founded in 2007. The company had been claiming investment tax credits for solar before the IRA made them tech neutral. The company began securitizing solar deals in 2015 and in a 2016 securities filling, the company said that it had six deals where investors would be able to garner the lease payments and investment tax credits.
“Ain’t no sunshine for resi,” Jefferies analyst Julien Dumoulin-Smith wrote in a note to clients on Tuesday. “Overall, we view Senate's version as a negative” for Sunrun, as well as SolarEdge and Enphase, the residential solar equipment companies, whose shares are down by about 33% and 24% respectively.
“If this language is not adjusted before the bill passes the Senate floor,” Morgan Stanley analyst Andrew Perocco wrote in a note to clients, “we believe Sunrun, SolarEdge, and Enphase will trade towards our bear cases.”
Morgan Stanley had earlier estimated that cutting off home solar from tax credits would lead to a “85% contraction in residential solar volumes” due, in many cases, to solar products no longer resulting in savings on electricity bills.
That’s because the ability to lease solar equipment (or have homeowners sign power purchase agreements) and then claim tax credits sits at the core of the contemporary residential solar model.
“Our core solar service offerings are provided through our lease and power purchase agreements,” the company said in its 2024 annual report. “While customers have the option to purchase a solar energy system outright from us, most of our customers choose to buy solar as a service from us through our Customer Agreements without the significant upfront investment of purchasing a solar energy system.”
This means that to claim tax credits for the projects, they have to be investment tax credits, not home energy credits. These credits play a role in Sunrun’s extensive business raising money from investors to finance solar projects, which can then be partially monetized via tax credits.
Fund investors “can receive attractive after-tax returns from our investment funds due to their ability to utilize Commercial ITCs,” the company said in its report. The financing then “enables us to offer attractive pricing to our customers for the energy generated by the solar energy system on their homes.”
Without the ability to claim investment tax credits, Sunrun could be left having to charge higher prices to homeowners and face a higher cost of capital to raise money from investors.
“Last night’s draft text confirms the Senate intends to abruptly repeal tax credits available to homeowners who want to go solar – effectively increasing costs and limiting choice for countless Americans,” Chris Hopper, chief executive of Aurora Solar, said in an emailed statement.
On the Senate Finance Committee’s budget proposal, the NRC, and fossil-fuel financing
Current conditions: A brush fire that prompted evacuations in Maui on Sunday and Monday is now 93% contained • The Des Moines metro area issued its first-ever ban on watering lawns due to record nitrate concentrations in nearby rivers • For only the fourth time since 1937, Vancouver, British Columbia got no rain at all in the first half of June. The dry streak may finally break tonight.
The Senate Finance Committee published its portion of the budget reconciliation bill on Monday night, including details of its highly anticipated plan to revise the nation’s clean energy tax credits. Though the Senate version slightly softens the House’s proposed phase out of tax credits, “the text would still slash many of the signature programs of the Inflation Reduction Act,” my colleagues Emily Pontecorvo and Robinson Meyer write in their breakdown of the bill. Other changes to be aware of include:
There’s more, too, which you can read here.
President Trump fired Chris Hanson, a Democrat and his first-term appointee to the U.S. Nuclear Regulatory Commission, on Friday. Trump “terminated my position … without cause, contrary to existing law and longstanding precedent regarding removal of independent agency appointees,” Hanson said in his announcement, published Monday. Since the creation of the NRC, which regulates nuclear power, no commissioner has ever been fired from the body.
After being appointed by Trump in 2020, Hanson was promoted to chair the commission by President Biden in 2021. His term ended in January, after which he returned to serving on the board, Notus reports. Trump’s decision to fire Hanson comes on the heels of his recent flurry of executive orders aimed at quadrupling U.S. nuclear capacity, including a measure seeking to “simplify and accelerate the NRC’s licensing procedure, giving the body 18 months to issue new rules and guidance designed to shorten the timeline for processing new applications to 18 months at the longest,” as my colleagues Matthew Zeitlin and Katie Brigham explained last month. News of Hanson’s firing was met with “serious dismay” by attendees of the American Nuclear Society conference underway in Chicago, per Katy Huff, an assistant professor at the University of Illinois at Urbana-Champaign. In a statement, ANS argued that a “competent, effective, and fully staffed [NRC] is essential to the rapid deployment of new reactors and advanced technologies.”
Banks increased fossil fuel financing by more than one-fifth in 2024, marking the first time that fossil fuel financing has failed to decline since 2021, a new report by the Rainforest Action Network and other environmental groups found. Among the world’s top 65 largest banks, coal, oil, and gas assets rose by $162 billion, to $869 billion, with JPMorgan Chase seeing the biggest increase of more than a third to $53.5 billion, followed by Citigroup, Bank of America, and Barclays. In a statement to the Financial Times, JPMorgan said it believed its own data “reflects our activities more comprehensively,” and said it provided $1.29 in clean-energy financing for every dollar financing fossil fuels. However, as the report argues, “Banks are abandoning their previously announced emissions reduction targets in favor of temperature trajectories that allow for more fossil fuel finance. Though they may also increase financing of renewable energy, banks’ continued fossil fuel finance entrenches climate chaos and undercuts clean energy development.” Read the full findings here.
Drivers in Europe are becoming more unwilling to consider switching to an electric vehicle, outpacing even the growing reluctance seen in the United States, according to a new survey published by Shell on Tuesday. In Europe, 41% of respondents said they’d consider switching to an EV, down from 48% last year, while in the U.S., the number fell only 3 percentage points, to 31%. “Europe surprised us,” David Bunch, Shell’s chief for mobility and convenience, said, per Reuters. “The single biggest barrier to entry is the cost of the vehicle.”
While Shell — the world’s second-biggest fossil fuel company by revenue and profit — might seem an unlikely source for an electric vehicle survey, the company also has the most extensive EV charging network in the UK. Its findings weren’t all negative, either: in China, interest in buying an electric vehicle was as high as 89%. Additionally, Shell found that nine in 10 EV drivers would consider purchasing an electric vehicle again, and 60% said they worry less about running out of charge than they did a year ago, Bloomberg reports. Separately, International Energy Agency data shows that electric vehicle adoption continues at a healthy pace worldwide, exceeding 17 million sales globally in 2024, or a share of more than 20%.
Global electric car sales, 2014-2024
IEA
The United Kingdom on Tuesday announced its commitment of £7.9 billion, or more than $10 billion, to the nation’s most extensive flood defense infrastructure program in its history. The program will not only include traditional construction, such as flood barriers, but also nature-based solutions like reforestation and wetland restoration, according to Business Green. In its announcement, the government said that for every £1 invested, it expected to prevent £8 in economic damage. “Protecting citizens is the first duty of any government,” Environment Secretary Steve Reed said in a statement, adding, “As our changing climate continues to bring more extreme weather to the nation, it's never been more vital to invest in new flood defences and repair our existing assets.” Separately, the U.K. Treasury also announced Tuesday a plan to spend £1 billion, or about $1.3 billion, on “funding to repair bridges, tunnels, and flyovers that are facing increased impacts from extreme weather and heavier vehicles,” Business Green adds.
Republicans in Los Angeles who don’t have air conditioning are “more likely to consider climate change a human-caused threat and more likely to support individual and government action to address climate change” than Republicans who have central air, a recent study published by the American Meteorological Society found. There was no similar divide among Democrats.