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Climate

The Texas Panhandle Is on Fire

On the massive blazes, BYD's next move, and South Fork Wind

The Texas Panhandle Is on Fire
Heatmap Illustration/Getty Images

Current conditions: Hundreds of people hunkered down in Chicago O’Hare’s emergency shelter during severe storms • Volcanic ash delayed flights out of Mexico City • The tree pollen count in Washington, DC, has been extremely high.

THE TOP FIVE

1. Large wildfires burn out of control in Texas

Massive wildfires are burning in the Texas Panhandle, fueled by strong winds and dry conditions. At least four fires have scorched more than 500,000 acres so far in areas surrounding Amarillo, and the flames have crept into neighboring Oklahoma. The biggest blaze is the Smokehouse Creek Fire, which remains out of control. Some communities have been evacuated, others are sheltering in place. Texas’ Hutchinson County was experiencing power and water shortages. Much of Texas experienced record-breaking heat at the start of this week, prompting red flag warnings.

X/pmcelligott

2. BYD not interested in entering ‘confusing’ U.S. market

The world’s top-selling EV maker apparently has no interest in bringing its cars to the U.S. In an interview with Yahoo! Finance, Stella Li, CEO of BYD Americas, called the U.S. market “interesting,” but said it was too messy to be worth a great investment from the Chinese carmaker. “U.S. market is a little bit slow down on electrification and a lot of confusing,” Li said, adding: “Everything is complicated. Politics are complicated ... and it's confusing for the consumer, and then they don't know which to choose.” Meanwhile, in China, “the message is strong. If you are not investing for electric car, you are out. You will die. You have no future.”

The news dovetails nicely with an opinion piece penned by Heatmap’s Robinson Meyer yesterday in The New York Times, in which he says American automakers need to recognize that “Chinese companies now understand aspects of EV manufacturing better than their American counterparts.” Even if BYD stays out of the U.S. for now, Meyer notes Chinese automaker Geely is preparing to sell the small, all-electric Volvo EX30 SUV in the U.S. for $35,000, and BYD’s cheap EVs still threaten global sales of American cars. “In the short term, American automakers — even the homegrown electric-only carmakers like Tesla and Rivian — must be shielded from a wave of cheap cars,” Robinson wrote. “But in the long term, Mr. Biden must be careful not to cordon off the American car market from the rest of the world, turning the United States into an automotive backwater of bloated, expensive, gas-guzzling vehicles.”

3. Biden administration announces funds for clean energy projects in rural America

The Biden administration will devote $366 million to funding 17 clean energy projects across rural and remote parts of America with the goal of improving access to electricity and reducing energy bills. At least 12 of those projects will serve Native American tribes. The Department of Energy estimates that 21% of Navajo Nation homes and 35% of Hopi Indian Tribe homes remain unelectrified, and even if homes do have electricity, they frequently experience outages. The projects vary in cost and scope: Some aim to install solar panels and battery storage and microgrids, others focus on new hydroelectric facilities. There are heat pump initiatives and EV charging stations. The projects have to submit a plan demonstrating how they will benefit the local community and will undergo negotiations with the Office of Clean Energy Demonstrations before they’re given the green light. The funding was made available through the Bipartisan Infrastructure Law.

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  • 4. Coffee farmers in Costa Rica try to adapt to climate change

    Coffee farmers in Costa Rica, threatened by a lack of rain brought on by climate change, are changing their farming practices to adapt, according to AFP. One farmer said he has been planting fruit trees around his coffee plants because the shade and humidity they foster helps create a “microclimate,” and their fallen leaves help fertilize the soil below. “We have increased production,” said Jesus Valverde. At the same time, the Coffee Institute of Costa Rica is trying to develop new coffee plant hybrids that are more resistant to the changing climate. One estimate suggests rising global temperatures threaten half the world’s coffee crops. The coffee industry supports more than 25,000 families in Costa Rica.

    5. South Fork Wind project installs last turbine

    The final turbine has been installed at New York’s South Fork Wind farm, meaning America’s first large-scale offshore wind farm in federal waters is complete. The project consists of 12 turbines that can provide clean power to 70,000 Long Island homes, eliminating up to 6 million tons of carbon emissions annually. “We are working toward full power,” a South Fork Wind spokesperson told renews. The project started sending power to the grid in December.

    THE KICKER

    Apple has reportedly abandoned its plans to build an electric car. Tesla CEO Elon Musk responded to the news with two emojis:

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    Politics

    Exclusive: Local Opposition to Data Centers Explodes in 2026

    The number of data centers canceled after pushback set a record in the first quarter of the year, new data from Heatmap Pro shows.

    Peeling off a data center.
    Heatmap Illustration/Getty Images

    Data centers are getting larger and larger. But even so, few are as large as the Sentinel Grove Technology Park, a proposed data center near Port St. Lucie, Florida.

    The proposed facility — which became known as Project Jarvis — was set to be built on old agricultural land. It would use up to 1 gigawatt of electricity, enough to power a mid-size city, and bring in up to $13.5 billion in investment to the county.

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    The SEC building.
    Heatmap Illustration/Getty Images

    Current conditions: The East Coast’s Acela corridor is cooling down this week, with temperatures dropping from 85 degrees Fahrenheit in Philadelphia yesterday to the 60s for the rest of the week • Cape Agulhas is under one of South Africa’s Orange Level 6 warnings for damaging winds and dangerous waves • Floods and landslides in Brazil’s northern state of Pernambuco have left six dead and thousands displaced.


    THE TOP FIVE

    1. SEC moves to scrap climate rules — and quarterly reporting

    The Securities and Exchange Commission has advanced a measure to formally end Biden-era climate disclosure rules for publicly-traded companies. The regulator sent the proposal to the White House’s Office of Management and Budget for review on May 4, according to a post on a government website first spotted by Bloomberg. The Wall Street watchdog’s 2024 disclosure rule mandated that publicly traded companies report on the material risks climate change poses to their business models, including the financial impact of extreme weather. Some large companies would have been required to disclose Scope 1 emissions, which are produced by the firm’s own operations, and Scope 2 emissions, which are produced by companies with which the firm does off-site business such as electricity. The rule had already been watered down before its finalization to remove Scope 3 emissions, which come from suppliers up and down the value chain and from customers who use a product such as oil.

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    Podcast

    Why John Arnold Is ‘Very Optimistic’ Permitting Reform Will Pass This Year

    Rob talks with the billionaire investor and philanthropist about how energy, Chinese EVs, and why he’s “very optimistic” that Congress will pass permitting reform this year.

    John Arnold.
    Heatmap Illustration/Getty Images

    If you work around climate or clean energy, you probably know about John Arnold. Although he began his career as a natural gas trader, Arnold has since become one of the country’s most important clean energy investors. He’s the chairman of Grid United, a transmission development firm undertaking some of the country’s most ambitious power line projects, and he is an investor in the advanced geothermal startup Fervo. He and his wife Laura run the philanthropic organization Arnold Ventures.

    On this week’s episode of Shift Key, Rob talks with Arnold about the current energy chaos and what might come next. They discuss Arnold’s first trip to China, whether Congress might pass permitting reform this year, and what clean energy companies should learn from the fossil fuel industry.

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