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On mass coronal ejections, China tariffs, and the Panama Canal

Current conditions: Central Florida could see severe storms today • The cicadas are out in St. Louis • Kenya’s president declared today a public holiday to mourn the 238 people who have died in recent flooding.
The National Oceanic and Atmospheric Administration (NOAA) Space Weather Prediction Center has issued a rare “severe geomagnetic storm watch” due to intense explosions on the sun that are spewing solar material toward Earth. This week a “large sunspot cluster” that’s about 16 times the diameter of Earth has produced at least five mass coronal ejections, huge bursts of plasma and magnetic fields that can damage satellites and disrupt electrical grids. They will start to hit Earth today and could continue to do so through the weekend. NOAA is advising operators of satellites and grids to prepare. On the plus side, the event could mean people as far south as Alabama will be able to see the Northern Lights.


Looking ahead to next week: On Tuesday, President Biden is expected to announce new China tariffs targeting “strategic sectors” including electric vehicles, batteries, and solar cells, according to Bloomberg. Existing levies will remain in place. Biden wants to “contrast his approach” with that of former President Trump heading into the November election, Reuters added. Trump has proposed sweeping tariff hikes on China that some analysts say would boost inflation. But both candidates no doubt want to be seen as tough on China, which largely dominates in global EV sales and is a major producer of cheap solar and battery tech. The Biden administration is worried “that Chinese dominance of the global market for these essential technologies would harm the U.S. economy and national security,” as Somini Sengupta explained for The New York Times.
Earlier this week, climate envoy John Podesta sat down with his Chinese counterpart Liu Zhenmin to discuss climate issues ahead of COP29 later this year. No word yet about what came out of those talks…
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And speaking of Trump, a bombshell Washington Post report details the goings on at a Mar-a-Lago dinner where the former president rubbed shoulders with oil executives and lobbyists last month. Unnamed sources say Trump told the wealthy attendees to raise $1 billion to help him take back the White House, and in return, he promised to:
Biden campaign spokesman Ammar Moussa told the Post that “Donald Trump is selling out working families to Big Oil for campaign checks. It’s that simple.”
Heatmap’s Jeva Lange reported recently on how allies of Big Oil pumped more than $6.4 million into Trump’s joint fundraising committee in just the first three months of 2024 — on pace to surpass the $6.9 million the industry contributed in all of 2023.
Water levels are rising in the lake that supplies the Panama Canal, and authorities say they expect the passage to be back to its full operating capacity by early 2025. The canal is one of the world’s biggest shipping routes, moving some $270 billion worth of cargo every year. But a record prolonged drought in the region has reduced the number of daily crossings over the last year or so. Increased rainfall means the drought is beginning to ease, and authorities will start slowly permitting more traffic over the coming months.
As Reuters reported, U.S. liquified natural gas exporters are jostling for some of those additional slots, and the canal’s administrator Ricaurte Vasquez is exploring how to reasonably accommodate them. “They have very big aspirations in which they would like to have a canal dedicated to them,” Vasquez said, “but that is not possible, since this is a canal that should be open to every type of commerce internationally.”
The canal authorities have been exploring ways to safeguard against future droughts brought by a warming climate. One suggestion involves creating a “dry canal” that would move cargo using existing infrastructure like roadways, railways, and ports. The president-elect Jose Raul Mulino this week said he would speed up permitting for building new water reservoirs by 2030.
The amount of carbon dioxide in Earth’s atmosphere jumped in March, marking the biggest year-over-year increase ever recorded. According to UC San Diego’s Scripps Institution of Oceanography, the global average concentration of CO2 in March was 4.7 parts per million (ppm) higher than in March last year, which is a greater leap than the previous highest increase of 4.1 ppm recorded in 2016. “We sadly continue to break records in the CO2 rise rate,” said Ralph Keeling, director of the CO2 program at the institute. “The ultimate reason is continued global growth in the consumption of fossil fuels.”
The unusual jump is due partly to the El Niño event and an “unusual dip” in March 2023. But the records show that the rate of growth is generally increasing as we continue to burn fossil fuels. Keeling added that a very high growth rate could continue for several more months. “This recent surge shows how far we still need to go to stabilize the climate system,” he said. “Stabilization will require that CO2 levels start to fall. Instead, CO2 is rising faster than ever.” Back in 2022, NOAA confirmed that modern CO2 concentration levels match those not seen since 4 million years ago, when “sea levels were between 5 and 25 meters higher than today, high enough to drown many of the world’s largest modern cities.”
“Now that I’ve seen a glimpse of what’s going on in China, the Western manufacturers, particularly the American ones, don’t seem like they’re trying at all.” –Kevin Williams writing for Inside EVs about his trip to the Beijing Auto Show, where he realized just how advanced China’s EVs really are.
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The focus on affordability could put the party in a bind.
It’s bad when gas prices are high.
This was close to the consensus explanation for the size and scale of the Democratic victory on Tuesday, with even Donald Trump admitting it in his own way, telling Fox News, “We actually have the greatest economy … but because of the gasoline price, people don’t see it as much as they would have without it.”
In exit polls, 87% of respondents told NBC they were somewhat or very concerned about the price of gas and diesel. Annie Andrews, who had perhaps the most shocking Senate win of the night (at least at the time of publication) in South Carolina, called for suspending state and federal taxes on diesel and gasoline.
At first blush, this may seem awkward for advocates who want more aggressive action on climate change. After all, decarbonization requires moving towards electrified mass transit and personal transportation — not lowering gas prices.
But climate groups were happy to point to high gas prices as an explanation for the Republican humiliation at the polls. “Republicans backed Trump at every turn, blocking cheaper clean energy and supporting a war that drove up gas prices. Tonight, that record cost them,” Climate Power President Lori Lodes said in a statement.
And it wasn’t just gas! Scott Colom, who may yet pull off the most shocking upset when all races are called, ran a viral ad slamming his Republican opponent Cindy Hyde-Smith for her suggestion that, in response to high beef prices, Mississippians should realize there are “so many proteins to choose from.” We’re a long way from the notorious Green New Deal factsheet and its lament that “we aren’t sure that we will be able to fully get rid of, for example, emissions from cows.”
For Democrats and climate advocates, the midterm wave is a clear sign that their approach to energy policy — and politics — has been proven out. “This was the affordability election,” Climate Cabinet Executive Director Caroline Spears said in a press call Wednesday. “Utility bills, electricity prices, gas prices, affordability came up over and over and over on the doors.”
Americans’ outrage over high gas and electricity prices provides the perfect opportunity to pivot to advocating for increased deployment of renewable power, the thinking goes. “These are winning issues, and we proved that big time last night, because simultaneously everything we do to get people cheaper energy, we’re also getting them cleaner energy,” former Washington Governor Jay Inslee said on the Climate Cabinet call. “It’s our responsibility and our advantage to add some discussion of climate when we lead with the discussion of cost in these clean energy systems,” he added.
But some Democratic strategists were more cautious, seeing some of the most notable Democratic victories as vindicating a strategy of being more open to the oil and gas industry.
Adam Jentleson, founder and president of the Searchlight Institute, said in a statement that Democrats benefitted from adopting “heterodox” positions, pointing specifically to James Talarico “embracing the fossil fuel industry as critical to the Texas economy.” Bobby Pulido, another victorious Texas Democrat supported by Searchlight, has defended the oil and gas industry as a major job provider in his South Texas district.
“Voters gave us a mandate to focus on affordability,” Jentleson told me. “There are things we can do that tackle both carbon emissions and affordability, starting with permitting reform. Let’s focus on those priorities.”
While Democrats on the trail spoke little about decarbonizing the electric grid by 2035 or reaching net zero by 2050, all the happy talk in the world about how “cheap is clean and clean is cheap” won’t resolve real conflicts and tradeoffs when it comes to energy and fossil fuels. The Bipartisan American Affordability and Jobs Act, which several analysts say will lower energy costs compared to the baseline, has already split the Democratic Party — with the main line of criticism being that it’s too friendly to fossil fuel projects.
Climate advocates are convinced they can turn dissatisfaction with expensive gasoline into support for non-emitting alternatives powered by renewable energy. Any new Democratic administration would immediately face pressure to not just support renewables deployment, but also to restrict oil and gas exploration and production and the construction of new fossil fuel infrastructure, thus potentially raising prices and hurting the domestic industry.
In short, “cheap is clean and clean is cheap” isn’t an axiom, but an argument that needs to be won.
On Democrats’ very good night, Russian uranium, and a cane toad plague
Current conditions: Heavy rainfall in Florida and the Southwest caused flooding that forced local officials to enact emergency Election Day measures to make accommodate voters • Temperatures are up to nearly 90 degrees Fahrenheit amid a major rainstorm in Puerto Rico, the most populous U.S. territory, where the limits of federal representation mean there was no election yesterday • The eastern Pacific basin has broken multiple records with 24 named storms and 13 hurricanes so far, and nearly four weeks before the season ends.

In 2010, then-President Barack Obama introduced the term “shellacking” into the American political lexicon when he described the depth of Democrats’ loss in the midterm elections. Sixteen years later, Democrats are the ones doing the shellacking. The party surged to victory in places long considered deep-red GOP strongholds. Kansas elected Adam Hamilton as its first Democratic U.S. senator in 94 years. Texas hadn’t elected a Democrat statewide in 32 years, yet gave the party a U.S. Senate seat and the governor’s mansion. South Carolina’s incoming Democratic senator is its first since 1998. Hours before polls closed in the nation’s westernmost reaches, Democrats had won control over both the House of Representatives and the Senate.
Ahead of the vote, I spoke to half a dozen experts on what we should expect from the new Democratic Congress. Among the energy policies the party will want to enact: Restrictions on data centers, a restoration of renewable energy tax credits, and the creation of a new tax credit to support batteries. Among the issues expected to see congressional probes: Trump’s gutting of climate rules, funding cuts for clean energy, deals to kill offshore wind projects, and the redirection of Department of Energy funding from green projects to dirty ones. Aligning with Democrats on the need for clean energy tax credits wasn’t enough to save many Republicans in blue and purple states. At least nine Republicans who signed at least one public letter calling on the Trump administration to preserve tax credits for renewables lost reelection Tuesday night, including Jen Kiggans of Virginia, Juan Ciscomani of Arizona, Gabe Evans of Colorado, David Valadao of California, Mike Lawler of New York, Thomas Kean Jr. of New Jersey, Mariannette Miller-Meeks of Iowa, and Ryan Mackenzie and Rob Bresnahan, both of Pennsylvania.
To go deeper into the outcomes of the election, check out these stories by my colleagues:
Strange bedfellows are coming together to form the Responsible Data Center Development Collaborative. In an election night scoop, The Hill reported that green groups such as the Sierra Club, the League of Conservation Voters, and the Natural Resources Defense Council were working with Microsoft, Amazon, Meta, and Google to develop “a common national framework for responsible data development.” The document, leaked to the publication, details the need for “durable economic development,” “more affordable, reliable, and emissions-free energy,” and “community agency and support for responsibly developed projects.” Other parties involved in the effort include the U.S. Chamber of Commerce, Anthropic, Nvidia, and Oracle.
The world’s biggest banks, meanwhile, are once again making more money from green energy projects than fossil fuel ones. For a fifth straight year, according to a Bloomberg analysis published Tuesday, the 2025 revenue from servicing debt on climate-related financing topped $3 billion, eclipsing the $2.9 billion from deals for oil, gas, and coal producers.
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The U.S. is racing to replace the Russian enriched uranium that fuels roughly a quarter of its fleet of civilian nuclear plants before federal law bans imports at the end of next year. Industry sources tell me that utilities have about enough fuel to get through the end of the decade before the absence of Russian uranium starts forcing reactors to shut down. Some still expect Trump to find a way to intervene, like when he unilaterally relaxed sanctions on Russian diesel last month. But the few U.S. uranium enrichers that survived the 1990s and 2000s, when cheap imports put much of the domestic industry out of business, are scrambling to erect new centrifuges and pump out more fuel. A new player, the Peter Thiel-backed General Matter, is on track to begin construction as early as next year, as I reported last week. On Monday, Urenco USA, the American subsidiary of the European enrichment giant, announced that it had churned out its first shipment of LEU+, the higher-enriched version of low-enrich uranium that U.S. utilities are pioneering. The Kremlin, however, is beefing up its own operations to maintain its share of the global market. On Tuesday, NucNet reported that Russia planned to build a new facility to process uranium from two mining sites in Zabaikalsky Krai, a landlocked federal jurisdiction in the Russian Far East covering much of the area once known as Transbaikal. The two deposits, located more than 3,700 miles from Moscow, are part of one of the largest volcanic-hosted uranium clusters in the world. Russia is developing the new processing plant in hopes of shoring up its supplies for export.
Meanwhile, Germany is showing signs of the energy vulnerabilities that may have encouraged Russia’s invasion of Ukraine nearly five years ago. In 2021, Germany and much of Western Europe burned through its stores of natural gas to make up for a shortfall of wind power during a “dunkelflaute,” a period in which previously forecasted gusts never blew. That intensified the pain when Brussels was seeking to cut off Russian supplies and the Kremlin throttled the flow of gas into pipelines. On Tuesday, Reuters reported that Germany has entered winter with its lowest gas stocks on record, far below the EU average.
A California court ruled this week in favor of activists seeking to shut down a first-of-a-kind carbon capture project in inland Kern County, north of Santa Barbara. The decision found that the Carbon TerraVault I, which stores CO2 captured from the California Resources Corporation’s Elk Hills cryogenic natural gas-processing facility, broke the California Environmental Quality Act by failing to evaluate, disclose and mitigate potential environmental effects from the facility. The facility, which started running in May, must now halt all operations until it can carry out a new environmental review. “This is a tremendous victory for Kern County communities,” Lupe Martinez, an advocate with the community group Delano Guardians, said in a statement. “We live in one of the most polluted regions in the nation, yet the county and powerful corporations attempted to push forward a project that threatened our air, water, and public health without conducting the proper environmental review required by law.”
It feels almost biblical. One of the world’s biggest mining companies is facing a brutal invasion of toads. Rio Tinto plans to spend $20 million to battle what the Financial Times called “a marauding can toad that is threatening to encroach on Australia’s iron ore-rich Pilbara region.” The company is working with scientists to establish a “kill zone” between the Indian Ocean and the Great Sandy Desert in Western Australia. While the amphibians don’t affect Rio Tinto’s mining operations, an invasive pest that upsets the region’s unique biodiversity threatens to make future permitting harder since regulators will face new pressures to protect endangered native species.
Rep. Jeff Van Drew was defeated by ... another wind opponent.
Democrat Zack Mullock unseated Representative Jeff Van Drew, one of offshore wind’s biggest foes, on Tuesday night in the race for New Jersey’s second district. But while Mullock is a fan of renewable energy, he’s still a man of the south Jersey shore — and unlikely to be a champion for turbines off his coast.
District 2 encompasses the entire lower quarter of the state, covering six coastal counties from Atlantic City down to the tip of Cape May and around to the Delaware Bay. The area is a hotbed for offshore wind opposition, where groups like Protect our Coasts NJ have filed legal challenges against almost every wind project proposed in the region.
After heading to Congress in 2019, Van Drew, who was previously a Democrat, switched parties and became a key ally to this movement. He called for a moratorium on offshore wind development, held hearings on offshore wind “industrialization”, and requested that the Government Accountability Office investigate the industry. He also worked with the Trump administration to block projects that were under construction.
During a debate in late October, Mullock accused Van Drew of flip flopping on wind, arguing that the congressman was a staunch supporter of the industry during his decade-long tenure in the New Jersey legislature. Mullock, who is currently serving his second term as mayor of the city of Cape May, summed up his own position by citing a resolution he signed in 2023 calling for a moratorium on surveying and acoustic testing for offshore wind development pending an investigation into a spate of whale deaths. He signed it due to “concerns” about the environment and commercial fishing, he said.
“I believe very much in our future with renewable energy,” he said. “We need to go full steam ahead with solar panels. And yes we should do wind where it is appropriate, where it doesn't hurt our environment and it doesn't hurt our commercial fishing industry.”
Mullock’s campaign website says he supports federal investments in renewable energy and incentives for energy-efficient homes. He also wants “stricter enforcement of the Clean Air Act and the Clean Water Act,” and to fund coastal resiliency and other “smart infrastructure” projects that protect against climate impacts. He also campaigned in support of a data center moratorium.