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Ice melt is creating many geopolitical dangers, thanks largely to a familiar foe.

The Arctic is becoming dangerously destabilized.
This is true in a literal sense. The north’s precipitous loss in glacial ice sheets, permafrost, and sea ice will have global ripple effects. Should the “Earth’s air conditioner” become perennially iceless, as scientists fear could happen as early as 2050, the fallout has the power to trigger worst-case scenarios around the world: Sea levels could rise in New York City, monsoon rains could swamp Lagos, Nigeria, and precious forest cover in Puerto Maldonado, Peru, could dwindle to nubs. Each glacier that collapses is another tick of the time-bomb.
But it’s also true in a more metaphorical sense: Arctic ice melt is creating many geopolitical dangers, thanks largely to a familiar foe: Russia.
The Kremlin controls 50 percent of the Arctic coastline. But isolated from the other countries encircling the North Pole due to its war of aggression in Ukraine, Russia has retreated from any sort of Arctic cooperation. That has left experts fearful not only of scientists’ ability to stay on top of the impacts of climate change, but also that the warming region might give Russian President Vladimir Putin a pretext to break more international rules.
For the last 15 years, Russia has jockeyed for Arctic control — from aggressively building its military capabilities, to scaling up its shipping capacity, to even unlawfully planting a flag along the North Pole seabed and claiming the land as its own. But it was still hemmed in by the Arctic’s web of laws and accords.
These laws, unfortunately, are quite vulnerable to ice melt.
Maritime claims, upheld by entities like the International Maritime Organization, for example, are one way for states to protest rule-breaking in the region. But melting sea ice has opened up previously frozen zones, threatening to undermine laws like Article 234 of the United Nations Convention on the Law of the Sea, which gives coastal states special rights to ice covered areas. “If the ice melts, do you still have that legal basis?” said Rebecca Pincus, the director of the Polar Institute at the Wilson Center.
Valuable shipping lanes are also emerging in the north, encouraging Russia to further engage in a two-fold strategy: mass resource extraction to underpin its national wealth and taking “the most extreme position possible on its right to control all foreign navigation through the internal waters of the [Northern Sea Route],” as Cornell Overfield wrote recently in Foreign Policy. However, this state of affairs might not last long. “As sea ice continues to retreat in the Arctic, it will become possible for ships to navigate outside of the Russian zone through the central Arctic Ocean and bypass the Russian coastline entirely,” Pincus said. “That will shift the balance of the, I guess you could say, ‘power’ to a certain extent.”
These central Arctic Ocean shipping routes will not be open for decades and pose a number of operational challenges along the way, she explained. But when they do, it would allow ships to navigate outside Russian waters, reducing the potency of Russia’s de facto control along the Northern Sea Route, further isolating a country that sees the icy region as a part of its power projection.
Meanwhile, Russia is essentially alone among its neighbors.
Mathieu Boulègue, a consulting fellow in the Russia and Eurasia Programme at Chatham House, told me a bifurcation is emerging in the north, where a singled-out Russia has recused itself from the Nordic-North American camp — a once-staid Arctic 8 now made into an awkward, asterisked Arctic 7. With Finland having joined NATO this month, and Sweden close behind, Russia might see itself as not just alone, but surrounded. Experts fear that spells trouble.
“More human activity and more military activity will lead to more accidents, more incidents, more miscalculation, and therefore more tension,” said Boulègue. “Now that the signs are on the wall, we can't really ignore them anymore.”
The United States and other countries rimming the Arctic are carefully initiating exploratory military exercises in the region to see how they can navigate safely and effectively in newly-melted territories. Because of how remote the Arctic is, accidents and emergencies are exponentially harder and more expensive to triage. The latest U.S. Arctic strategy promises to increase its military presence there, too, in order to keep pace with the Russian military presence. But experts warn that neither technology nor policy in a territorially hostile area could keep up with the speed of these melting passages. Indeed, they say it would take the West at least 10 years to catch up with Russia’s military in the region. This opens up dangers for Russia to do just about anything it’d like to, including seizing new territory and setting up military bases in contested areas.
“We're seeing some pretty aggressive, unprofessional, and unsafe behavior by the Russian military in regards to American military assets [in the Arctic],” said the Wilson Center’s Pincus. “Think about that level of risk-taking and aggression on the part of the Russian military and now extrapolate that to, for example, a naval exercise that is contesting Russian claims to waters in the Arctic. That gives me pause and argues for great care.”
Beyond the threat of Russia’s mounting military capabilities in the region, Arctic cooperation has also suffered more generally from Russia’s absence. The Arctic Council is a Nobel Prize-nominated diplomatic forum that convenes the Arctic 8, six non-Arctic states, and a cadre of non-governmental observers which include Arctic Indigenous communities. This preeminent intergovernmental venue had to suspend all of its programming after the start of the war in Ukraine. It has only picked up projects since June of last year that do not require cooperation with Russia. Norway is set to assume the chair of this forum come May, but will have to tread delicately if it means to keep Russia within the Council’s orbit.
“The accession by Finland and Sweden to NATO will strengthen security and stability in Northern Europe, including in the Arctic. While security related aspects will understandably become more important, we must ensure that we do not lose sight of the broader issues in Arctic cooperation,” said Finnish Ambassadors Petteri Vuorimäki and Anne Mutanen in a statement to Heatmap.
These so-called broader issues not only impact high-level powers in the Arctic, but also those who are native to the region. Today, six Arctic Indigenous NGOs hold a non-voting status in the Arctic Council, making it one of the world’s only multilateral forums where national government officials sit at the same table as Native leaders.
Many of the six Arctic Indigenous communities who participate in the Arctic Council have ancestral lands that extend into Russia. Leaders among the Indigenous Saami people, for instance, fear that while Arctic states are busy ironing out tension spurred by Russia and its war, their priorities — from phasing out ecologically harmful heavy fuel oil, to prioritizing climate-resilient infrastructure, to recognizing land rights agreements which enable important climate science research, to triaging the potential displacement of Indigenous communities amid coastal erosion and sea ice melt — may take a back seat. “It's not said straight; it's a feeling underlying there that they have more important things to deal with,” said Gunn Britt-Retter, head of the Arctic Environment Unit of the Saami Council, which represents the Saami people spread across Norway, Sweden, Finland, and parts of Russia.
And then there’s another way Russian isolation is punishing the world: science. The world’s leading scientists desperately need access to this corner of the world to establish what they call a “ground truthing,” — basically an up-close understanding of what they’re only seeing now via satellites.
As Tim Lydon warned in The Atlantic last April, “cooperation with Russian scientists has ground to a halt.” Things haven’t improved over the past year. In February, French scientist Jérôme Chappellaz told the Arctic Institute that Russia’s absence from the international scientific community has led to an “environmental emergency.” Field sites have been cut off, data can’t be shared among climate experts based elsewhere, and scientific endeavors have been significantly scaled down.
Russian isolation is being felt everywhere in the Arctic. With global shipping, climate science, international cooperation, and adversarial militaries involved, the rest of the world might also feel the repercussions if something doesn’t change soon.
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A new scientific report on the state of the industry shows a growing gap between what we can do and what we need to do.
The gap between the world’s current capacity to remove carbon dioxide from the atmosphere and the amount we’ll need to remove to materially address climate change is so large, it's hard to fathom crossing it. Now, a new report warns that the chasm is widening.
The third State of Carbon Dioxide Removal report, published on Tuesday, finds that while carbon removal research and deployment has advanced significantly in the past two years, it is still not growing quickly enough to reach the scale required to support the Paris Agreement temperature limits. Carbon emissions, meanwhile, have continued to rise globally, raising the amount of carbon removal required in turn.
“We’re seeing a lot of signs that there’s still growth happening,” Morgan Edwards, an assistant professor of public affairs at the University of Wisconsin, Madison, and one of the authors, told me. “But we need to see a step change in both early indicators like investment and also actual deployments” between now and 2030, in addition to serious emission reductions, she said.
The State of Carbon Dioxide Removal is a project between researchers at the University of Wisconsin, Madison, the University of Maryland, the University of Oxford, the Potsdam Institute for Climate Impact Research, and the German Institute for International and Security Affairs. The latest report collates a wide range of indicators to assemble a detailed portrait of progress in the sector, from the number of research papers and patents published, to project deployments, costs, and investment, to voluntary purchases and policies.
The world currently removes approximately 2.2 billion tons of carbon from the atmosphere each year through intentional human activity, the authors found, which is equivalent to about 5% of annual global carbon dioxide emissions. Nearly all of that carbon removal happens through what the authors deem “conventional” methods, which include planting trees, improved forest management, soil sequestration on farms and grasslands, and coastal wetland restoration.
Less than 1% of the 2.2 billion tons comes from “novel” methods such as direct air capture, bioenergy with carbon capture, enhanced weathering, and biochar, the most common method. Novel carbon removal increased from 1.4 million tons in 2023 to 2 million tons in 2025, with biochar responsible for most of that. In total, novel forms of carbon removal have to grow to 70 million by 2030 and 360 million by 2035 for the world to achieve net zero and begin to reverse warming back down to 1.5 degrees Celsius this century, the authors found. And that’s assuming the emissions curve starts to bend dramatically downward.
“The gap will continue to grow if we do not pursue immediate and ambitious emissions reductions today,” Edwards said. Though the Paris Agreement’s 1.5-degree goal looks to be receding further out of reach, she stressed that net-zero emissions implies significant carbon removal, regardless of what temperature target you’re aiming for.
No matter how you look at it, getting to 70 million tons by 2030 would require a major shift. Right now, the most optimistic expectation for how much the carbon removal industry will grow by that point, based on corporate announcements, is about 42 million tons per year by 2030, according to the report. The capacity in the pipeline from projects that are under construction, however, amounts to just 8.4 million by 2030. At the country level, only about a third of national climate strategies even mention novel carbon removal methods, and overall carbon removal ambition among countries would have to double to close the 2030 gap.
This isn’t impossible — other technologies have achieved comparable growth rates. The report’s authors estimate that carbon removal would have to scale at speeds similar to solar power and electric vehicles. Unlike those singular solutions, however, carbon removal consists of many different technologies that intersect with a range of industries — oil and gas drilling, farming, forestry, mining — and therefore may not scale as linearly. Also, unlike EVs and solar, carbon removal isn’t a useful product with an obvious market. It’s a public good, like waste management — and an expensive one, at that.
Carbon removal funding is also highly concentrated, the authors warn, making the industry vulnerable to sudden shifts in policy and investment appetite. For example, Microsoft alone has made more than 80% of carbon removal purchases to date; then in April it confirmed it was pausing procurements, leaving behind major uncertainty over who, if anyone, will fill its role in the market. Similarly, most government funding for pilot projects to date has concentrated in three countries — the U.S., Sweden, and Denmark — but more recently the U.S. has dismantled much of its support.
The industry is also concentrated in terms of deployment. Biochar and bioenergy with carbon capture account for almost all of the 2 million tons of novel removals the authors identified. Direct air capture facilities removed just 1,500 tons in 2025, according to the report. All of that came from Climeworks’ two facilities in Iceland — Orca and Mammoth — and it’s significantly less than the roughly 40,000 tons these facilities were designed to capture each year. (While there are a few other direct air capture plants operating, they have not yet had any removals certified by a third party, and so were not included in the estimate.)
There are some bright spots in the report. Research funding, scientific publications, demonstration projects, public policies, and private investment in carbon removal are all trending up. It’s just that the results of these efforts — in terms of patents, projects under construction, and the amount of carbon being removed — are uneven.
While the report is a valiant effort to assess how far carbon removal has come, the overall picture remains deeply uncertain. That word, “uncertain,” appears over and over, applying to such questions as:
The authors emphasize the need for more research, public policy, and funding to narrow these uncertainties — especially on the demand side of the equation.
“Both demand and supply side policies are important for innovation, but much of the policy we’ve seen for CDR today has been more supply-side focused,” said Edwards. “There’s a need for a strong signal to companies who are developing these technologies and implementing CDR on the ground that the demand will be there.”
On Anthropic’s IPO, home energy rebates, and French rare earths
Current conditions: The most powerful storm to hit Western Australia in 49 years has deluged the capital of Perth • Temperatures in the Arizonan metropolis of Phoenix are climbing to 103 degrees Fahrenheit today, and will stay around that level all week • South Georgia Island, a British overseas territory near Antarctica in the Atlantic, is bracing for heavy snow.
Anthropic, the artificial intelligence giant behind the chatbot Claude, filed the first documents to the Securities and Exchange Commission to make its stock market debut. The company submitted a confidential S-1, meaning that — unlike the recent SpaceX filing — the details aren’t yet publicly available. By doing so, Anthropic has “the option to go public after the SEC completes its review,” the company wrote Monday in a blog post. The number of shares to be offered and the price “have not yet been set.” The IPO could have big energy implications. Unlike some hyperscalers, who have pushed back against the public blowback to data centers, Anthropic vowed three months ago to pay to offset electricity price hikes from its server farms, as I previously wrote. Coupled with the news yesterday morning that Iran had broken off negotiations with the U.S. to end the conflict blocking the Strait of Hormuz, Monday offered clear evidence of what Heatmap’s Robinson Meyer described as the electricity economy “having its moment.”
Here are a couple more data points: Later on Monday, Berkshire Hathaway, the investment company formerly run by Warren Buffett, announced plans to invest $80 billion into Google owner Alphabet’s data center buildout. Meanwhile, Mike Schroepfer, the former chief technology officer of Facebook parent Meta Platforms, raised $250 million for his climate-tech venture capital firm Gigascale, Bloomberg reported.
On Monday, the Department of Energy released its long-awaited guidance on how to use the remaining home rebate programs left intact after Republicans repealed broad swaths of the Inflation Reduction Act. Unsurprisingly, the program — which had a complicated rollout — initially meant to support deployment of electric heating is now no longer available for homeowners hoping to switch from gas to electric.
“Make no mistake: This is part of a coordinated strategy to boost fossil fuel profits at the expense of working families,” Tony Sirna, the deputy policy director of buildings at the progressive climate group Evergreen Action, said in a statement. “These home electrification rebates were a lifeline for families who otherwise could not afford to upgrade their homes and escape rising energy costs. Gutting them ensures millions of households remain captive customers of greedy gas utilities now poised to saddle ratepayers with up to $1.4 trillion in costs for pipelines that will ultimately be underused or entirely unnecessary.”
Allow me to break with journalistic convention and lead with the dog-bites-man story: China, already the world leader in building its own nuclear reactors, just installed the containment dome on its latest reactor at the Lianjiang nuclear power plant in Guangdong province, World Nuclear News reported. This is a vital step toward completing construction, though not unusual in a country with a whopping three dozen commercial fission reactors underway.
And now for the man-bites-dog. The United Kingdom, whose nuclear industry has long suffered the same anemia as that in the United States, just reached a major milestone on its long-delayed Hinkley Point C nuclear site in southwest England. On Monday, NucNet reported that the second reactor pressure vessel had been lifted into place by the world’s largest crane.
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A federal judge in Denver halted the Trump administration’s effort to carve up Boulder’s National Center for Atmospheric Research by handing over a supercomputing center to the University of Wyoming. The 38-page injunction, detailed in the Colorado Sun, called the move by the National Science Foundation to divest from the supercomputing center “arbitrary, capricious, an abuse of discretion, or otherwise not in accordance with law.” Senior U.S. District Judge R. Brooke Jackson argued that his decision was necessary because a lawsuit filed in March by the University Corporation for Atmospheric Research was likely to succeed, and “too much damage had already been done to the supercomputing center’s operations.”
The U.S. wants to quit Chinese minerals. But mining all those metals domestically is virtually impossible. As a result, one of the two big rare earths champions in which the Trump administration took an equity stake is now looking to Europe. On Monday, USA Rare Earth announced plans to invest more than $204 million into producing rare earths and magnets made from them. The deal, per Mining.com, builds off a previous agreement to acquire a stake in the French rare-earth processor Carester for $47 million.
France isn’t the only country netting some green investment. On Monday, Italian oil giant Eni announced its own bet on battery manufacturing. The company reached a deal for a joint venture with Seri Industrial Group to develop an integrated industrial supply chain for lithium-iron-phosphate batteries. The deal will close by the end of this week. Eni said the deal “adds another piece to the puzzle of completing the supply chain from critical minerals to the production of energy storage.”
Rob gets into the latest state-level policy developments with Heatmap’s own Emily Pontecorvo.
When New York passed its first major climate law in 2019, climate advocates hailed the work as a milestone: The Empire State vowed to cut its carbon emissions by 40% by 2030, as compared to their 1990 levels, giving it some of the world’s most ambitious subnational climate policy. But last week, Governor Kathy Hochul and the state legislature moved to rewrite key provisions in that law, weakening deadlines and redefining its emissions math.
What happened? And would New York have ever been able to hit its 2030 goal? On this episode of Shift Key, Rob is joined by Emily Pontecorvo, a founding staff writer at Heatmap. They discuss how New York has changed its targets, why it has altered its approach to natural gas, and whether state-level climate goals can survive an age of affordability politics.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.
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Here is an excerpt from their conversation:
Robinson Meyer: The other thing they did was this accounting change around how the state law considers methane. Can you talk a little bit about that?
Emily Pontecorvo: So, one of the things that made the New York climate law especially ambitious was they created in the law this rule that they were going to account for methane very differently than the way that almost any other state and most of the rest of the world does. And I’m sure listeners know, but methane is another greenhouse gas. It’s much more powerful than carbon dioxide, but it doesn’t stay in the atmosphere as long. It breaks down more quickly.
And so when you’re trying to kind of convert all greenhouse gases into one number, a carbon dioxide equivalent, there’s different ways to do that. You can measure methane on its effect on the atmosphere on warming over a 20-year period, which will make it look very, very strong because it’s strongest during that period. Or you can measure it over a 100-year period. These are the two common ways of doing it. And while much of the rest of the world uses the 100-year global warming potential of methane, New York was using the 20-year, which meant that all of New York’s methane emissions from landfills, from natural gas, those emissions had a much bigger effect on the state’s overall emissions. So it made the overall emissions seem higher on paper than if New York had used this other, 100-year global warming potential.
And there was actually a second thing that New York did that was unique, which is the state said, we’re not just going to account for the methane emissions that happen within our economy, within our borders. We’re also going to take ownership and take responsibility for methane from upstream from the natural gas that we use. So New York gets a lot of its natural gas from Pennsylvania, from West Virginia. And so New York is keeping on its own books the methane that’s leaks out of the drilling and pipelines and other infrastructure in those other states.
And so the big change in the budget deal was one, that New York was no longer going to include those emissions upstream in its own ledger. And two, that it’s going to switch to this 100-year accounting global warming potential. And so those two things combined, it really just takes a lot of carbon dioxide equivalent, or it takes a lot of methane off of New York’s books and makes the distance between now and the 2030 goal look a lot smaller.
Meyer: Stepping back, methane, as we’ve been saying, is a short-lived greenhouse gas. It’s extremely potent when it’s first released into the atmosphere, and then it quickly breaks down into carbon dioxide. And what’s interesting about it is that if you look at a molecule of methane, it is actually going to trap far more heat.
So methane, CH4, it will eventually oxidize down and break down into CO2. A singular molecule, the carbon in a molecule of methane, is going to trap more heat over its lifetime as an emission in the atmosphere in its CO2 form than in its CH4 form. And that’s because CO2 is extremely long-lived in the atmosphere. Basically, methane lasts 20 years in the atmosphere or so. It has this somewhat unstable and changing rate of decay in the atmosphere, but it’s not going to last longer than 100 years. And then CO2 will last roughly 1,000 years in the atmosphere. It essentially has a geological time scale in the atmosphere.
So methane’s going to matter way more later on as CO2. But as the U.S. energy system has come to rely more on natural gas, and therefore, as methane emissions have gone up, because methane is the largest component of natural gas, there was an effort to basically ... I don’t want to say make the methane emissions look worse, but like, try to capture — I think the counterargument here was that a lot of short-term warming seems to be coming from methane, and so therefore we should make methane look worse in the accounting than it might if we took a totally kind of apolitical, long-termist, geological accounting scale.
You can find a full transcript of the episode here.
Mentioned:
How New York Is Weakening Its Climate Law, by Emily Pontecorvo
LA Times: After heated debate, California updates key climate limit. Critics say it’s a retreat
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Music for Shift Key is by Adam Kromelow.