Sign In or Create an Account.

By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy

Climate

Overheard at New York Climate Week 2025

From the notebooks of Heatmap’s reporters and editors.

Talking about renewables.
Heatmap Illustration/Getty Images

The three letter acronym I heard the most during New York Climate Week wasn’t EPA, COP, NDC, or GHG. It was PJM. The country’s largest electricity market — the PJM Interconnection, which reaches into 13 states, including Pennsylvania, Ohio, Virginia, and Michigan — has become the poster child for data center growth, clogged interconnection queues, and political backlash to rising electricity prices. Nearly every conversation I have about PJM includes a preamble about how nerdy and impenetrable the whole field of wholesale electricity markets is. Even so, it’s quickly becoming a central preoccupation of the political system, especially in states like New Jersey, where electricity prices have become a central issue in the gubernatorial campaign. — Matthew Zeitlin

As expected, this climate week featured lots of chatter about artificial intelligence — both the pros and the cons. On Tuesday, I attended an actual debate on the topic hosted by Deloitte, titled “AI for Sustainability: Friend of Foe,” which asked four participants to argue for or against a strongly worded motion: “AI is humanity’s best hope for tackling climate change.” To be frank, I disagreed with the premise before either side launched into their arguments, as did many others in attendance. When the audience was polled ahead of time, 49% disagreed, 36% were undecided, and 15% agreed.

The AI advocates — Riaz Raihan of Trane Technologies and Jen Huffstetler, HP’s chief sustainability officer — did share a few striking figures. Raihan, for instance, noted that Trane’s AI platform can make HVAC systems up to 25% more efficient. If that tech were deployed worldwide, it would save significantly more power than all the world’s data centers currently consume. But it was ultimately David Wallace-Wells of the New York Times who expressed the sentiment that I found most compelling when he cited the very human problems that keep renewable energy projects stuck in interminably long interconnection queues for years.

“What is it that’s stopping that renewable power from getting online. Is it a lack of intelligence? Is it too limited, too scarce intelligence? Or is it the human challenges, the concrete, real-world challenges? How do we deal with politics? How do we deal with land use? How do we prioritize what we’re doing in this world?” Ultimately, the audience appeared persuaded by his arguments, too — as well as those of his co-debater, Sarah Myers of the AI Now Institute. When the debate was over, 78% of the audience disagreed with the motion, 16% agreed, and 6% remained undecided. — Katie Brigham

At this point, I think we’re used to the idea that the artificial intelligence boom is creating more demand for electricity — and that this higher demand is helping renewable developers during what would otherwise be a tough moment. One theme that stuck out to me at New York Climate Week, though, is how much the surge in Big Tech investment is harmonizing what used to be otherwise regional markets.

Because a relatively small number of companies are driving such a large share of electricity capex, utilities across the country — who would normally do business with residential developers or small-to-medium-sized industrials — are now working with the same few tech firms. Those firms have the same sorts of demands everywhere. And because those tech firms are so flush with cash (and so far from achieving their climate goals), they are becoming important buyers for early-stage climate tech products. In that way, the AI boom — whose first-order labor effects have been quite concentrated in the San Fransisco area — is already transforming the U.S. economy. — Robinson Meyer

Here at Heatmap, we promise to bring you the “inside story of the race to fix the planet.” I’m biased, of course, but I think we tend to deliver, and my colleague Emily Pontecorvo certainly did this week with her story on the obscure accounting debate that has the potential to reshape our emissions future for years to come. We’re talking specifically about the Greenhouse Gas Protocol, the primary standard-setting body for corporate carbon accounting, which is in the process of revising its guidelines for how companies should report the emissions from the electricity they consumer, otherwise known as scope 2 emissions.

While it hasn’t cracked the headlines in many places, Amazon Director Sustainability Policy told the crowd at our Heatmap House event on Wednesday that it was on everyone’s minds all week — and indeed, it came up over and over again during our “Up Next in Tech” session. I’ll spare you the details of the debate (though you should definitely read Emily’s story), but suffice it to say that it comes down to some pretty profound questions about why we count emissions in the first place. Is it to help consumers make informed choices? Or is it to help decarbonize the global economy? — Jillian Goodman

Green

You’re out of free articles.

Subscribe to access Heatmap’s expert analysis of climate change, clean energy, and sustainability. Save $57 on an annual subscription, just $156 $99/year.
To continue reading
Create a free account or sign in to unlock more free articles.
or
Please enter an email address
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Ideas

How to Unlock Republican Support for Climate Action

GOP lawmakers know climate change is real. But they lack political incentives to do anything about it.

Painting an elephant.
Heatmap Illustration/Getty Images

The New York Times recently profiled former Senate Majority Leader Bill Frist and his increasing engagement on climate change. Many of the online comments accused him of hypocrisy. Why, they asked, did he only become concerned about climate change after leaving Congress?

It’s an understandable question.

Keep reading...Show less
Green
AM Briefing

EU Backs DAC

On British oil, Claude’s friend request, and Russian nuclear

Carbon removal.
Heatmap Illustration/Climeworks

Current conditions: Tropical Depression Two is set to strengthen into Tropical Storm Bertha as the system widens over the Gulf Coast from Texas to Tampa Bay, Florida • Temperatures will top 112 degrees Fahrenheit in Khartoum, the capital of war-ravaged Sudan • Canadian wildfire smoke may have largely cleared in the Northeastern United States, but nearly 900 blazes are still burning, and Chicago is still under an air quality warning.

THE TOP FIVE

1. Britain’s incoming prime minister sticks to a controversial ban on oil and gas exploration

Feel the Burnham. Carl Court/Getty Images

Keep reading...Show less
Yellow
Daily Briefing

What Worries Me Most About This Wildfire Smoke

We didn’t know days like this could happen. Then we learned how bad they really are.

Wildfire smoke.
Heatmap Illustration/NOAA

When I woke up this morning in Chicago, the Air Quality Index was in the 300s, and I could barely see the top of the skyscraper across the street. The weather app on my phone featured a little image of a man wearing a World War I-style full-face gas mask. That’s fun, I thought. I didn’t know it could do that.

I went downstairs. Old photographs of the city were hanging in the hotel lobby — girls playing in bathing suits next to the lake — and I realized that the haze shrouding the old Lakeshore Drive condos was in fact haze, smoke, particulate matter, and not a lens artifact. It really used to be that smoky all the time, back before the Clean Air Act. Then I glanced up and saw that the haze out the window was far worse than the century-old pollution in the picture.

Keep reading...Show less
Blue