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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 trio of powerful climate hawks are throwing their weight against the SPEED Act.
Key Senate Democrats are opposing a GOP-led permitting deal to overhaul federal environmental reviews without assurances that clean energy projects will be able to reap the benefits. Winning these lawmakers’ support will require major concessions to build new transmission infrastructure and greater permitting assistance for renewable energy projects.
In an exclusive joint statement provided Tuesday to Heatmap News, Senate Energy and Natural Resources ranking member Martin Heinrich, Environment and Public Works ranking member Sheldon Whitehouse, and Hawaii senator Brian Schatz came out against passing the SPEED Act, a bill that would change the National Environmental Policy Act, citing concerns about how it would apply to renewable energy and transmission development priorities.
“We are committed to streamlining the permitting process — but only if it ensures we can build out transmission and cheap, clean energy. While the SPEED Act does not meet that standard, we will continue working to pass comprehensive permitting reform that takes real steps to bring down electricity costs,” the statement read.
As I wrote weeks ago, there’s very little chance the SPEED Act could become law without addressing Senate climate hawks’ longstanding policy preferences. Although the SPEED Act was voted out of committee in the House two weeks ago with support from a handful of Democratic lawmakers, it has yet to win support from even moderate energy wonks in that legislative body, including Representative Scott Peters, one of the Democratic House negotiators in bipartisan permitting talks. Peters told me he would need to see more assurances dealing with the renewables permitting freeze, for example, in order for him to support the bill.
Observers had initially expected a full House vote on the SPEED Act as soon as this week, but an additional hurdle arose in recent days in the form of opposition from House conservative Republicans, led by Representative Chip Roy. The congressman from Texas had requested additional federal actions targeting renewables projects in exchange for passage of the One Big Beautiful Bill Act, which effectively repealed the Inflation Reduction Act. What followed was a set of directives from the Interior Department that all but halted federal solar and wind permitting. Roy’s frustration with the SPEED Act concerns a relatively milquetoast nod to renewables permitting problems that would block presidents from rescinding already issued permits. This upset appears to have delayed a vote on the bill in the House.
There’s an eerie familiarity to this moment: Almost exactly one year ago, the last major attempt at a permitting deal, authored by Senators Joe Manchin and John Barrasso, died when then-Majority Leader Chuck Schumer declined to bring it up for a vote in the face of opposition from the House. Unlike the SPEED Act, that bill offered changes to transmission siting policy that even conservative estimates said would’ve hastened the pace of national decarbonization.
Having Schatz, Heinrich, and Whitehouse — the three most powerful climate hawks in Congress — throw their weight against the SPEED Act casts serious doubt on the prospects for that legislation becoming the permitting deal this Congress. It also exposes an intra-energy world conflict, as it appears to position these lawmakers in opposition to American Clean Power, an energy trade group that represents a swath of diversified energy companies and utilities, as well as solar, wind, and battery storage developers.
Last week, ACP joined with the American Petroleum Institute and gas pipeline advocacy organizations to urge Congress to pass the SPEED Act. In a letter to House Speaker Mike Johnson and Minority Leader Hakeem Jeffries, ACP and the fossil fuel industry trade groups said that the legislation “directly addresses” the challenges facing their interests and “represents meaningful bipartisan progress toward a more stable and dependable permitting framework.” The only reference to potential additions came in a single, vague line: “While the SPEED Act makes important progress, there are additional ways Congress can facilitate the development of reliable and affordable energy infrastructure as part of a broader permitting package.”
This letter was taken by some backers of the renewable energy industry to be an endorsement without concessions. It was also a surprise because just days earlier, American Clean Power responded to the bill’s passage with a vaguely supportive statement that declared “additional efforts” were needed for “transmission infrastructure,” without which “energy prices will spike and system reliability will be threatened.” (It’s worth noting that the committee behind the SPEED Act, House Natural Resources, has no authority over transmission siting. No other proposal has yet emerged from Republicans in that chamber for Republicans to address the issue, either.)
One of the renewables backers taken aback was Schatz, who took to X to sound off against the organization. “Congratulations to ‘American Clean Power’ for cutting a deal with the American Petroleum Institute, but to enact a law both the house and the Senate have to agree, and Senators are finding out about this for the first time,” Schatz wrote in a post, which Whitehouse retweeted from one of his official X accounts.
In a subsequent post, Schatz said: “I am not finding out about the bill’s existence for the first time, I am tracking it all very closely. I am finding out that ACP endorsed it as is without anything on transmission, for the first time.”
By contrast, the statement from the three senators aligns them with the Solar Energy Industries Association, which sent a letter from more than 140 solar companies to top congressional leaders requesting direct action to fix a bureaucratic freeze on permit-related activity that has already helped kill large projects, including Esmeralda 7, which was the largest solar mega-farm in the United States.
In its message to Congress, the trade association made plain that while the SPEED Act was a welcome form of permitting changes, it was nowhere close to dealing with Trumpian chicanery on the group’s priority list.
We’ll have more on this unfolding drama in the days to come.
One longtime analyst has an idea to keep prices predictable for U.S. businesses.
What if we treated lithium like oil? A commodity so valuable to the functioning of the American economy that the U.S. government has to step in not only to make it available, but also to make sure its price stays in a “sweet spot” for production and consumption?
That was what industry stalwart Howard Klein, founder and chief executive of the advisory firm RK Equities, had in mind when he came up with his idea for a strategic lithium reserve, modeled on the existing Strategic Petroleum Reserve.
Klein published a 10-page white paper on the idea Monday, outlining an expansive way to leverage private companies and capital markets to develop a non-Chinese lithium industry without the risk and concentrated expense of selecting specific projects and companies.
The lithium challenge, Klein and other industry analysts and executives have long said, is that China’s whip hand over the industry allows it to manipulate prices up and down in order to throttle non-Chinese production. When investment in lithium ramps up outside of China, Chinese production ramps up too, choking off future investment by crashing prices.
Recognizing the dangers stemming from dysfunction in the global lithium market constitutes a rare area of agreement between both parties in Washington and across the Biden and Trump administrations. Last year, a Biden State Department official told reporters that China “engage[s] in predatory pricing” and will “lower the price until competition disappears.”
A bipartisan investigation released last month by the House of Representatives’ Select Committee on Strategic Competition between the United States and the Chinese Communist Party found that “the PRC engaged in a whole‐of‐government effort to dominate global lithium production,” and that “starting in 2021, the PRC government engaged in a coordinated effort to artificially depress global lithium prices that had the effect of preventing the emergence of an America‐focused supply chain.”
Klein thinks he’s figured out a way to deal with this problem
“They manipulated and they crushed prices through oversupply to prevent us from having our own supply chains,” he told me.
It’s not just that China can keep prices low through overproduction, it’s also that the country’s enormous market power can make prices volatile, Klein said, which scares off private sector investment in mining and processing. “You have two years, up two years down, two years up, two years down,” he told me. “That’s the problem we’re trying to solve.
His proposal is to establish “a large, rules-based buffer of lithium carbonate — purchased when prices are depressed due to Chinese oversupply, and released during price spikes, shortages, or export restrictions.”
This reserve, he said, would be more than just a stockpile from which lithium could be released as needed. It would also help to shape the market for lithium, keeping prices roughly in the range of $20,000 per ton (when prices fall below that, the reserve would buy) and $40,000 to $50,000 per ton, when the reserve would sell. The idea is to keep the price of lithium carbonate — which can be processed as a material for batteries with a wide range of defense (e.g. drones) and transportation (e.g. electric vehicles) applications — within a range that’s reasonable for investors and businesses to plan around.
“Lithium has swung from like $6,000 [per ton] to $80,000, back down to $9,000, and now it’s at $11,000 or $12,000,” Klein told me. “But $11,000 or $12,000 is not a high enough price for a company to build a plan that’s going to take three to five years. They need $20,000 to $25,000 now as a minimum for them to make a $2 billion dollar investment.” When prices for lithium get up to “$50,000, $60,000, or $70,000, then it becomes a problem because battery makers can’t make money.”
Both the Biden and Trump administrations have taken more active steps to secure a U.S. or allied supply chain for valuable inputs, including rare earth metals. But Klein’s proposed reserve looks to balance government intervention with a diverse, private-sector led industry.
The reserve would be more broad-based than price floor schemes, where a major buyer like the Defense Department guarantees a minimum price for the output from a mine or refining facility. This is what the federal government did in its deal with MP Materials, the rare earths miner and refiner, which secured a multifaceted deal with the federal government earlier this year.
Klein estimates that the cost in the first year of the strategic lithium reserve could be a few billion dollars — on the scale of the nearly $2.3 billion loan provided by the Department of Energy for the Thacker Pass mine in Nevada, which also saw the federal government take an equity stake in the miner, Lithium Americas.
Ideally, Klein told me, “there’s a competition of projects that are being presented to prospective funders of those projects, and I want private market actors to decide, should we build more Thacker Passes or should we do the Smackover?” referring to a geologic formation centered in Arkansas with potentially millions of tons of lithium reserves.
Klein told me that he’s trying to circulate the proposal among industry and policy officials. His hoped is that as the government attempts to come up with a solution to Chinese dominance of the lithium industry, “people are talking about this idea and they’re saying, Oh, that’s actually a pretty good idea.”
Current conditions: After a two-inch dusting over the weekend, Virginia is bracing for up to 8 inches of snow • The Bulahdelah bushfire in New South Wales that killed a firefighter on Sunday is flaring up again • The death toll from South and Southeast Asia’s recent floods has crossed 1,750.

President Donald Trump’s Day One executive order directing agencies to stop approving permitting for wind energy projects is illegal, a federal judge ruled Monday evening. In a 47-page ruling against the president in the U.S. District Court for the District of Massachusetts, Judge Patti B. Saris found that the states led by New York who sued the White House had “produced ample evidence demonstrating that they face ongoing or imminent injuries due to the Wind Order,” including project delays that “reduce or defer tax revenue and returns on the State Plaintiffs’ investments in wind energy developments.” The judge vacated the order entirely.
Trump’s “total war on wind” may have shocked the industry with its fury, but the ruling is a sign that momentum may be shifting. Wind developers have gathered unusual allies. As I wrote here in October, big oil companies balked at Trump’s treatment of the wind industry, warning the precedents Republican leaders set would be used by Democrats against fossil fuels in the future. Just last week, as I reported here, the National Petroleum Council advised the Department of Energy to back a national permitting reform proposal that would strip the White House of the power to rescind already-granted licenses.
Back in October, I told you about how the head of the world’s biggest metal trading house warned that the West was getting the critical mineral problem wrong, focusing too much on mining and not enough on refining. Now the Energy Department is making $134 million available to projects that demonstrate commercially viable ways of recovering and refining rare earths from mining waste, old electronics, and other discarded materials, Utility Dive reported. “We have these resources here at home, but years of complacency ceded America’s mining and industrial base to other nations,” Secretary of Energy Chris Wright said in a statement.
If you read yesterday’s newsletter, you may recall that the move comes as the Trump administration signals its plans to take more equity stakes in mining companies, following on the quasi-nationalization spree started over the summer when the U.S. military became the largest shareholder in MP Materials, the country’s only active rare earths miner, in a move Heatmap's Matthew Zeitlin noted made Biden-era officials jealous.
NextEra Energy is planning to develop data centers across the U.S. for Google-owner Alphabet as the utility giant pivots from its status as the nation’s biggest renewable power developer to the natural gas preferred by the Trump administration. The Florida-based company already had a deal to provide 2.5 gigawatts of clean energy capacity to Facebook-owner Meta Platforms, and also plans gas plants for oil giant Exxon Mobil Corp. and gas producer Comstock Resources. Still, NextEra’s stock dropped by more than 3% as investors questioned whether the company’s skills with solar and wind can be translated to gas. “They’ve been top-notch, best-in-class renewable developers,” Morningstar analyst Andy Bischof told Bloomberg. “Now investors have to get their head around whether that can translate to best-in-class gas developer.”
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In October, Google backed construction of the first U.S. commercial installation of a gas plant built from the ground up with carbon capture. The project, which Matthew wrote about here, had the trappings to work where other experiments in carbon capture failed. The location selected for the plant already had an ethanol facility with carbon capture, and access to wells to store the sequestered gas. Now the U.S. could have another plant. In a press release Monday, the industrial giant Babcock and Wilcox announced a deal with an unnamed company to supply carbon capture equipment to an existing U.S. power station. More details are due out in March 2026.
Executives from at least 14 fusion energy startups met with the Energy Department on Monday as the agency looks to spur construction of what could be the world’s first power plants to harness the reaction that powers the sun. The Trump administration has made fusion a priority, issuing a roadmap for commercialization and devoting a new office to the energy source, as I wrote in a breakdown of the agency’s internal reorganization last month. It is, as Heatmap’s Katie Brigham has written, “finally, possibly, almost time for fusion” as billions of dollars flow into startups promising to make the so-called energy source of tomorrow a reality in the near future. “It is now time to make an investment in resources to match the nation’s ambition,” the Fusion Industry Association, the trade group representing the nascent industry, wrote in a press release. “China and other strategic competitors are mobilizing billions to develop the technology and capture the fusion future. The United States has invested in fusion R&D for decades; now is the time to complete the final step to commercialize the technology.” Indeed, as I wrote last month, China has forged an alliance with roughly a dozen countries to work together on fusion, and it’s spending orders of magnitude more cash on the energy source than the U.S.
Founded by a former Google worker, the startup Quilt set out to design chic-looking heat pumps sexy enough to serve as decor. Investors like the pitch. The company closed a $20 million Series B round on Monday, bringing its total fundraising to $64 million. “Our growth demonstrates that when you solve for comfort, design, and efficiency simultaneously, adoption accelerates,” Paul Lambert, chief executive and co-founder of Quilt, said in a statement. “This funding enables us to bring that experience to millions more North American homes.”