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“We all need to get our heads wrapped around more fire, in more places, at more times of the year.”

When I initially set out to interview Justin Angle, one of the authors of This Is Wildfire: How to Protect Yourself, Your Home, and Your Community in the Age of Heat, I’d expected we’d mostly be talking about California.
The forthcoming book is a practical guide and a history of living in the age of wildfires, and has been an invaluable resource in my own reporting on the subject. Written with environmental journalist Nick Mott, This Is Wildfire springs from the co-authors’ six-part 2021 podcast Fireline, and is shrewdly scheduled to be published on August 29, when western fire season really starts to pick up (you can preorder the book here).
Though midsummer is often considered “peak wildfire season,” it is September and October that are “far more destructive and burn through many more acres” due to the abundance of dried-out vegetation and blustery autumnal winds, the Western Fire Chiefs Association writes. In fact, the 2018 Camp Fire — the most deadly and destructive wildfire in California’s history — didn’t start until early November. But last week, as a benchmark for modern wildfire devastation, the Camp Fire was surpassed by the horrific wildfires in Maui; so far, there are 96 confirmed fatalities, a number that authorities expect to rise as search efforts continue.
When I spoke to Angle at the end of last week, we were both still reeling from the news. Our conversation touched on why the tragedy in Hawaii is “shocking but not surprising,” the practicalities of home-hardening and evacuation preparedness, and how Americans will need to come together to learn to live with wildfire. Our conversation has been lightly edited and condensed for clarity.
This Is Wildfire feels like a natural progression from your podcast, Fireline, but I wanted to go back before that, to when you first became interested in wildfires. What was — if you’ll excuse the pun — the spark?
It might not seem obvious; I’m a business school professor at the University of Montana. But when I moved here in 2012, it was a particularly bad fire and smoke year and I’d never really been exposed to those things in my life. Living through it for the first time, I quickly learned that fire plays a large role not only in the ecosystem here in the northern Rocky Mountains but also in the culture. Missoula is an epicenter for so much important fire work, whether it’s the smokejumper training center and the base, the Rocky Mountain research lab, or the Forest Service and the University of Montana College of Forestry and Conservation doing some really important fire science.
Many of the people I was meeting were prominent players doing important work on fire. So I set out to understand it myself and quickly realized that there seemed to be a lack of general understanding in the community. You know, you read about wildfires and there will be all kinds of vocabulary and jargon, “type three this,” “type one this,” “incident response team,” all sorts of stuff that seemed like gobbly-gook to the average person. It seemed like there was a need for a general explainer. And I was a podcaster — I’d been doing a current affairs radio show for a few years at the time — and I thought about doing a single episode [on wildfire] and quickly realized that, wow, this is a much bigger project that needs journalistic treatment. I’m not trained in journalism so I teamed up with Nick [Mott], who’s an outstanding journalist, and we made Fireline together.
This has been a strange fire year so far, from the smoke event on the East Coast in June to the deadly fires in Maui this week. I have the uneasy sense that your book is going to be increasingly relevant to people who live beyond the traditional borders of the American West in the coming years. As an expert on the topic of wildfire, what are you making of all this?
It’s shocking but not surprising. If you think back to a very formative moment in our country’s relationship with fire, that was the Big Blowup in 1910 when 3 million acres burned [in the inland Northwest]. The smoke from that event blanketed New York City and caused a lot of folks living in that area to think a lot more about wildfire. So maybe we’re witnessing a similar moment where the smoke effects reach more people.
Fiery images in the media this time of year are common, but seeing it in a place that’s unusual, that people don’t associate with burning to the extent they’re seeing now — maybe it breaks through and helps. I mean, one of the big themes of the book is trying to help people imagine and grasp how they can be a part of solutions moving forward. Maybe this is a little motivation for people to, you know, not necessarily wake up, that might be too pejorative a framing, but for fire to be more on the radar screen and for folks to think, Oh, this is a thing that I should be more cognizant of and be thinking about protecting myself and my family from.
One of the really scary things we saw in the Maui fire was how little time people had to evacuate, in part because the fire spread so quickly and unpredictably due to the high winds. In writing a guide for wildfires, what did you want your readers to understand about what they should do in the seconds and minutes after getting an evacuation alert?
First off, be tuned in to all those sources of information. Be signed up for evacuation notices and air quality notices. How that information is disseminated varies a lot from locality to locality. It’s often organized at the county level, but it’s hard to give a one-size-fits-all recommendation; you really have to investigate it in your own area. But that’s absolutely worth the effort, it’s critical.
In the book, we talk about a simple thing called a go bag. If you live in wildfire-prone lands, or any place where natural disaster is a risk — and that’s almost everywhere now — have a go bag with your essential items ready to go. If you need to scramble out the door in moments, it’s ready with your critical items. And it helps put you in that mindset of preparedness.
The other thing for homeowners, with a wind-driven fire — in Maui, I don’t know exactly how much of this occurred — but one of the biggest risks to homes is floating embers finding a weak spot in your home, whether that’s some pine needles in your gutter, or a wooden roof, or some spare wood under your deck. Understand the risks to your home and how they manifest and the work you can do to make your home safer. That could provide a margin of safety and protection that, as a homeowner, you have a lot of control over. Understand how home ignitions work and how they can be prevented with sound maintenance and in some communities, better zoning and better construction and better materials. Some of it is very much accessible to the individual and some of it is going to take more change at the system and policy level.
How close to your home does a wildfire have to be in order to be considered a threat? When should someone start to follow the progress and alerts?
I would advise any distance, and what I mean by any distance is a couple of considerations. If a fire is throwing smoke into your breathing air, then you should be paying attention, you should be in tune with the air quality ratings and how that has an effect on your health, and you should be moderating your activities according to the air quality.
The studies on embers and how far they can float — it’s up to two miles in some of the studies, although some of these fires are creating more intense wind systems. I don’t think I’d want to put a number on it. If there’s a fire within 20 miles of my home, I’m paying attention to it for sure. It’s most likely throwing smoke my way and these fires can spread really fast.
Understanding not only the distance away, but: What are the prevailing wind patterns? What’s the landscape like between your home and the fire? And how much vegetation is there? What areas of defense are there — existing burn scars or areas that have been thinned from previous work by the Forest Service? What sort of access does the Forest Service and other agencies have to that area? So a few different things make it hard to say, like, “This is the number,” but if you’re getting smoke from a fire, generally speaking, it’s close enough for you to be paying attention.
In the book you write, “When [fire is] on the news, it’s nearly always an enemy — something wreaking havoc that we must put an end to.” How should people who write about and cover wildfires rethink the narrative?
Fire is a scary thing and it’s a scary thing for good reason: It can cause tremendous loss of life and property. But I think the notion that it’s always this terrible thing that we have to eradicate from the natural world is, one, incorrect, and two, impossible.
We got really good at suppressing fire for a really long time — so much so that the public expected it to be this thing that the government did for us. Clearly, seeing by the intensity of many of these fires we’re experiencing, that is no longer the case. These fires, if they get out of hand, nobody can control them.
And the other piece of that is: A certain amount of fire is needed. We actually need more fire at the right times of the year in the right places to create more balance in the ecosystem. Our forests will be more resilient to fire; there will be better species health. Some species of trees and animals require fire to germinate, to be healthy. And so I think framing fires as an enemy, as this imminently scary thing, has had some consequences that we now need to think through a little bit more and with a little bit more complexity.
How do you tell the difference between a good and bad fire?
A fire that can burn without creating any risk to human values, homes, and life; a fire that can rejuvenate a forest, clean out the understory, thin out the trees, and create defensible space for future fires to run into or for firefighters to base operations out of — they’re called “resource benefit fires” by the agencies. The takeaway is that not all fire is bad: some are good and in general, we need more of them.
We need to accept that, and also be more accepting of smoke from prescribed fires at different times than we expect it. Here in Missoula, people commonly expect August to be a smoky time of the year and we brace ourselves for it. But sometimes when we get smoke in May, people get cranky, people get upset, and they might even get a little PTSD. Like, “Oh my gosh, is my summer gonna be ruined.” And you know, the truth of the matter is maybe some smoke in those times, when it’s safer to do prescribed burns, is something we need to adapt to. A lot of times, the smoke from prescribed burns or lower-intensity fires is much less concentrated and much shorter in duration. So cumulative exposure to smoke — even though any exposure can have consequences — might lead to better air quality in general if it is spread across a wider period of time.
That was one of the parts of the book that was both very surprising to me and also a lightbulb moment. I can’t remember what the quote was exactly, but it was something along the lines of, like, You’re going to have smoke one way or the other. Do you want it from a megafire, and to have that horrible choking thick smoke, or from a lower intensity burn?
That’s a quote the Forest Service uses commonly and it’s attributable, to the best of my knowledge, to Mark Finney, a scientist based out here in Missoula. He basically says: “How do you want your smoke and when do you want it?” I mean, you’re going to get it regardless.
One of the things we talked about in the book is the relationship between the climate and fire; higher temperatures mean more fire. If you were to look at the historical relationship between temperature and fire, we’re actually in a fire deficit. You would expect to see more fire right now. That’s largely attributable to our suppression. So that doesn’t necessarily mean what we’re seeing in Maui is the new normal, but I think we all need to get our heads wrapped around more fire, in more places, at more times of the year.
A major theme of This Is Wildfire is that we need to tackle these problems as a community, even when that runs against the rugged individualism and libertarian bent of much of the rural West. Are you optimistic that wildfires are something we can come together on?
I think so, mostly because I think we have to. The fire doesn’t care who you voted for if comes for you and your home. And though there is a sense of rugged individualism in the West, there’s also often a spirit of community, particularly in rural areas.
There are things that people can do at the individual level that we outlined in the book about making sure your home ignition zone is resilient to fire. But your efforts need to be part of a community effort. And that can just increase the need for neighborly relations and making fire more salient in community conversations. I’m optimistic that there is a pathway to more communication and coordination.
Where it gets a little thornier, I think, and where I’m still optimistic but maybe not as optimistic, is: Are we going to be able to have more productive conversations around zoning and building policies and saying, “Hey, is it a good idea to build in that place? Is it a good idea to rebuild in that place? Is that appropriate?”
Historically, particularly with wildfire, we’ve not done a good job of asking the hard questions of whether or not we should build in a certain place and how we should build in a certain place. We’re starting to see more and more of it with hurricanes and tornadoes in a variety of states with a variety of political sentiments, so I am optimistic that it can be done with fire and hopefully some of the fire events that we’re having are going to motivate the necessity for those types of hard conversations.
If there’s one thing readers walk away from your book understanding, what would you want that to be?
That not all fires are bad. Some are really beneficial and we actually, on balance, need more fire in the system. And doing so well, I think, gets us to a healthier place on a variety of levels.
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A new dashboard from the Sustainable AI Group, founded by artificial intelligence alums, estimates the relative energy intensity of proprietary tools.
The rise of artificial intelligence is driving an historic surge in electricity demand that’s boosting fossil fuel use and threatening climate progress. All this electricity doesn’t power AI in some generalized, always-on way, though. Data centers’ energy consumption is a function of the millions of individual queries users submit to AI programs such as Claude and ChatGPT.
When it comes to how efficiently models process those queries and generate responses, AI models are not interchangeable. Some are more like gas guzzlers, others more like Priuses. When a user engages an AI chatbot or AI agent, however, there’s essentially no way for them to know which kind of vehicle they are stepping into. They may know which company built it, and even the precise model name and number, but no AI company has published information about how much energy one model uses compared to another.
In the absence of corporate disclosure from the big three proprietary AI developers — Anthropic, OpenAI, and Google — researchers with the Sustainable AI Group, a research and advisory company, developed a backdoor method to estimate and compare the amount of energy these developers’ models consume. They published their findings on Tuesday in an interactive dashboard that ranks AI programs by energy intensity.
“We think this is an important next step to get some science-based information out there to help folks start making better decisions,” Boris Gamazaychikov, the CEO of the Sustainable AI Group, told me. “We also hope that if the model providers think that this is really wrong, that they can come out and prove it with some actual data.”
In general, the researchers found that larger, higher-capability models, such as Anthropic’s Opus and OpenAI’s Sol, used nearly four times as much energy on average as smaller, nimbler models from those companies, Haiku and Terra. Newer iterations of each model also weren’t necessarily more efficient than their predecessors.
While the group has yet to evaluate the latest models that hit the market during the research period, so far the researchers found that for the same task, the least efficient models can consume more than 30 times the energy of the most efficient models. They also found a significant difference between “chat” sessions, where a user asks an AI chatbot a question, and “agentic” sessions,” where a user asks the AI to perform a series of tasks. A typical agentic session used 27 times more energy, on average, than a typical chat session conducted using the same AI model.
The Sustainable AI Group was founded by Sasha Luccioni, the former AI and climate lead at the open source AI platform Hugging Face, and Gamazaychikov, who previously led AI sustainability at Salesforce. In their earlier roles, the two collaborated on a project called AI Energy Score, which is similar in spirit to the Environmental Protection Agency’s EnergyStar program for home appliances. They developed a method to directly measure the energy efficiency of “open-weight” AI models, or those that fully disclose their inner workings, and published the results in a public leaderboard.
Luccioni and Gamazaychikov founded the Sustainable AI Group because they wanted to give AI users, particularly large corporate users, the tools to understand the relative emissions impacts of proprietary AI models. Gamazaychikov told me that Salesforce had tried to get energy-use data from its AI providers for years to no avail.
Their first hire was Nidhal Jegham, a graduate student at the University of Rhode Island who published a landmark paper last year called “How Hungry is AI?” Jegham and his co-authors developed a method to estimate the energy, water, and carbon effects of proprietary models at the level of a single prompt or query. The paper was accepted by the journal Communications of the Association for Computing Machinery, and the peer-reviewed version will come out in January.
The approach the Sustainable AI Group developed builds on both Jegham’s paper and the AI Energy Score project. The work began with testing open-weight models to see how they perform in realistic deployment configurations and directly measuring their energy consumption. From there the researchers identified mathematical relationships between various open models’ energy use and other measurable statistics, such as their size.
The next step was to take those statistical relationships from the open-weight models and apply them to similarly-sized proprietary models. The problem is, no one knows how “big” proprietary models are. The size of an AI model usually refers to the number of parameters it contains, i.e. the quantity of numerical representations of what the model has learned that it uses to produce a response.
“When we have a closed model, we don't have the model size. We don't have the deployment conditions. We don't have anything, so we need to find things we can observe from this closed model that can reflect its size,” Jegham explained to me. One key discovery, he said, was that “knowledge retention,” or how well the model can remember factual information, is a strong predictor of model size. A company called Artificial Analysis tests models for knowledge retention, so the researchers compared those results to model size for open models and applied the same statistical relationship to estimate the size of closed models.
This is a simplified explanation — there were many other variables and data points that went into the Sustainable AI Group’s estimates. The researchers also had to develop a separate methodology to evaluate Google’s models, since those mostly run on the company’s proprietary “tensor processing units,” rather than the Nvidia chips the researchers’ initial measurements were based on.
The group’s main findings are based on a per-token estimate of each model’s energy use, i.e. the energy required to process the smallest units of data that an AI deals with. Every time you type a question into a chatbot, the model breaks down the words into smaller bits — i.e. tokens — each just a few characters long, usually. The model also first formulates its response in tokens before translating it to text, an image, or whatever you’re requesting; input tokens are less energy-intensive than the tokens the models spit out. The Sustainable AI Group reports each of its per-token estimates as a range to reflect uncertainty.
For now, the firm is keeping its per-token estimates behind a paywall, but it has already started to use them to advise corporate clients in estimating their AI-related emissions, Gamazaychikov said. For example, he mentioned working with Etsy to help the online retailer develop a “model router,” essentially some software that routes a given query to the most appropriate model for the task, taking into account carbon and cost. It’s also partnering with the corporate emissions accounting platform Watershed to explore how to integrate its model-specific energy numbers into Watershed’s system.
Instead of displaying per-token energy use, the Sustainable AI Group’s public dashboard ranks models’ energy intensity per “typical” session, whether chat or agentic. It defines a typical chat session as “a short back-and-forth” with “a question, an answer, and a follow-up or two to refine or clarify it,” whereas a typical agentic session is “an hour or two of the assistant reading files, making changes and checking its own work across a project.” There are also results for a “heavier” or “lighter” session — generally tasks that take more or less time or require greater or fewer back-and-forths with the AI.
The least efficient AI model for both a typical chat and agentic session, per the dashboard, is Anthropic’s Claude Fable 5. A typical agentic session uses 76 watt-hours, according to the Sustainable AI Group’s estimate, or about the amount of electricity it would take to charge four smartphones, per Department of Energy estimates. The most efficient model for a typical chat session was Claude Haiku 4.5, while the most efficient model for a typical agentic session was Open AI’s GPT-5 nano.
Jegham said the point of the dashboard is not to villainize particular companies or models or to argue that more efficient models are superior. He acknowledged that a more complex task may require a larger model, and a larger model is likely going to be more energy intensive than a smaller one.
The ranking is also flawed in that it assumes every model delivers responses with the same amount of verbosity. In reality, some models may use more words, and therefore more tokens, to answer the same question. Jegham gave the example of Anthropic’s Sonnet and Opus models: Sonnet is less energy intensive per token, but it typically requires more tokens for the same task, so sometimes it’s more energy intensive than Opus. The dashboard doesn’t reflect these differences.
While energy intensity is the core of the dashboard’s function, it also includes estimates of each model’s carbon emissions per session. That calculation opens up many more cans of worms, since actual emissions depend on where in the country the hardware that’s processing the AI session is located and what’s powering it. There’s no easy way to know which data center is processing a given AI request. Instead, the dashboard offers users the option to toggle between different emissions intensities to reflect different scenarios — a data center powered by behind-the-meter natural gas plants, for example, versus one located on a relatively clean grid.
A typical agentic session with Claude Fable 5 powered by a behind-the-meter gas plant emits roughly 52 grams of CO2, it says, while a heavy session emits just over 200 grams — equivalent to driving about half a mile in a gasoline-powered vehicle.
I reached out to OpenAI and Anthropic to ask why they don’t publish energy intensity data, whether there are barriers to doing so, and whether they have plans to do so in the future. A spokesperson from OpenAI told me the company relies “on infrastructure partners to operate the data centers that run our models, so we don’t directly collect the underlying energy data. That’s an important consideration in how we assess and provide this information.” Anthropic declined to comment.
Google, on the other hand, has published an energy use estimate for “the median Gemini Apps text prompt in May 2025,” but has not provided an update for subsequent model versions. In response to my request for comment, the company reiterated statements from Cooper Elsworth, a senior technical manager for AI energy, which Google shared with me for a previous story on Watershed’s efforts to calculate AI-related emissions. He said there is no industry consensus for how to measure and disclose the environmental footprint of frontier AI models. He also echoed OpenAI’s comments, noting that gathering accurate energy use data requires “highly advanced measurement infrastructure,” which not all AI providers have access to.
“We believe there is immense value in aligning the industry on comparable metrics to fairly compare and incentivize action,” he said.
Current conditions: Last weekend’s nor’easter caused up to $13 billion in damages across the Mid-Atlantic and Northeast regions of the United States • Hurricane Nolo shut down a major highway on Hawaii’s Big Island • A heat dome forming over eastern Africa is driving temperatures in Juba, the impoverished capital of South Sudan, past 100 degrees Fahrenheit.
At last, right after hopes dimmed, we have a deal. Senate negotiators reached a bipartisan agreement on a package of federal permitting reforms, locking in what Politico described as “the contours of long-sought legislation to speed up approvals for new energy projects in the U.S.” Democratic negotiators Senators Martin Heinrich of New Mexico and Sheldon Whitehouse of Rhode Island told the news outlet they were withholding endorsements of a final deal as “the last five yards” of the agreement are hammered out. Whitehouse cautioned that he needed “more clarity from the Trump administration” on what their easing of the blockade on wind and solar approvals would mean. Neither Democrats nor Republicans released text of the bill, which both parties said should come out this week.
The Nuclear Regulatory Commission is set to issue only its second construction permit for a novel type of nuclear reactor in decades. At 11 a.m. EDT, the agency is scheduled to give the Tennessee Valley Authority the go ahead to begin building what could be the nation’s first commercial small modular reactor, a 300-megawatt unit at the federally-owned utility’s Clinch River site. The project is one of two the Department of Energy is financing to support deployment of third-generation SMRs, a technology based on existing large-scale reactors but shrunken down to force developers to buy more and help the industry bring down the cost of atomic power through repeatedly building the same design. (The second one is Holtec’s expansion of the Palisades nuclear plant in Michigan.) The permit comes six months after the NRC gave TerraPower, the Bill Gates-backed fourth-generation nuclear developer, the green light to start constructing its liquid sodium-cooled reactor at the site of an old coal plant in Kemmerer, Wyoming. The unit planned at Clinch River is a BWRX-300, a boiling water reactor from GE Vernova Hitachi Nuclear Energy that borrows from the technology behind roughly a third of the American nuclear fleet. Boiling water reactors, pioneered by General Electric in the mid-20th century, traditionally represented a competitor to the more dominant pressurized water reactor invented by Westinghouse. By the time Clinch River comes online, North America may already have its first BWRX-300 in operation in Canada, where Ontario Power Generation is building the first reactor at its Darlington plant. TVA has said it plans to bring its debut BWRX-300 online by the end of 2033 at the latest. Yet, despite the forthcoming permit, no start date for construction has been announced.
The NRC, meanwhile, has sought to advance plans to restart the functional reactor at Constellation Energy’s Christopher Crane Clean Energy Center, the facility formerly known as Three Mile Island. Last week, the agency issued an environmental assessment finding no significant impact from plans to begin generating electricity at the plant again. While America’s attempt at restarting a permanently shuttered reactor for the first time are largely going according to plan, regulators are investigating what the Detroit Free-Press described as a “mishap” in the handling of fuel for Holtec’s Palisades nuclear plant in Michigan, which could come online in a matter of weeks. The company said nuclear fuel rods “tipped” during installation, halting the refueling process and forcing plant operators to return to the NRC for approval to retrieve the assembly from within the reactor vessel.
Arevia Power marketed itself as a renewable energy powerhouse led by solar industry veterans. Now, my colleague Jael Holzman reported yesterday, the company is making data centers and gas turbines central to its business. “Arevia is an energy company that delivers reliable and affordable electricity to the communities and utilities we serve,” Ricardo Graf, the company’s chief development officer, told her via email, acknowledging that “in some cases, that energy may be solar; in others, it may be gas.” He added that “yes, we also develop data center projects, but ones with accompanying power solutions to ensure ratepayers are not impacted by the data center’s energy needs.”
The shift in focus comes right as American solar offers a major new business opportunity. Solar panels are aging, and newer technologies are as much as 70% more efficient than those designed and built two decades ago. “All across the United States, solar panels are withering on the vine. Equipment installed 10 to 15 years ago is still capturing sunlight and pumping out electricity, but significantly less of it than when the cells were new,” my colleague Emily Pontecorvo wrote yesterday about a new report examining the potential to swap out the country’s existing panels for new ones. “This is not a story about decline, however, but about growth. America’s aging solar farms represent an opportunity to expand clean energy capacity without using more land — and potentially without having to wait years for new projects to get through the grid’s interconnection queue.”
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The TVA isn’t the only government-owned utility making progress on clean power plants. The New York Power Authority — the state electrical company that then-Governor Franklin Delano Roosevelt established in the 1930s and later used as a model for New Deal investments such as the TVA — said Monday that it will take a 51% stake in a 240-megawatt solar plant in the state’s rural northern reaches, according to the Watertown Daily Times. The Rich Road solar farm in Canton, near the Canadian border, will follow a model promoted by progressive legislators with a bill meant to encourage the state to finance and own renewable projects to speed up decarbonization of the grid. Governor Kathy Hochul, a Democrat, has used that authority to support her plans to build at least 1 gigawatt of new nuclear power through NYPA. (That effort, as I told you yesterday, has drawn some blowback from left-wing Democrats who oppose nuclear energy.) EDF Power Solutions North America, a subsidiary of the French electrical giant, will own the other 49% share of the project, which is set to begin construction next year. Once completed, the facility is expected to provide credits to low-income New Yorkers to lower bills.

When I used to think about the Rhine River, the first thing that came to mind was a song off my favorite album from high school. Written and performed by Beirut, the stage name of an American guy who galavanted around Europe making folksy songs that sounded straight out of an American teenager’s romantic notion of an Old World beer hall, the song was called “Rhineland.” Over mournful horns and a plunky mandolin, the song repeats a refrain: “Life, life was all right on the Rhine,” bringing to mind some kind of bucolic interwar existence in an ill-fated era of European history. Two decades later, I can’t tell which has changed more, me or the place I was imagining. The correct answer is probably “both,” but the clearest answer today is the latter. Levels at a key gauge of the mostly German waterway dropped to 1.2 inches below the threshold ship operators use to determine how much cargo their vessel can safely carry down the river without risking damage or running aground, Bloomberg reported. Despite a slight recovery on Monday, the cost of shipping diesel from Rotterdam to Karlsruhe hit a record €260 per ton (equal to just under $296), after more than doubling this month amid the aftershocks of the summer’s record heat waves and droughts.
The latest trouble comes as the Trump administration weighs the merits of a ban on diesel exports. At Heatmap’s Climate Week event last Wednesday, Secretary of Energy Chris Wright ruled out such a step. But Trump said he was “very seriously” considering the step, despite warnings from Goldman Sachs that doing so would raise prices in Europe.
TotalEnergies may be taking up President Donald Trump on his legally sketchy offer of nearly $1 billion to abandon its offshore wind ambitions in the U.S. But the French energy giant — the second-largest European oil company after Shell — sees the energy shock brought on by the U.S. war against Iran as a boon to that very business. CEO Patrick Pouyanne said “high oil prices” are “accelerating electrification,” according to a snippet shared on X by Bloomberg columnist Javier Blas. “We have seen a huge surge in EV sales,” he added, noting that sales are booming well beyond China, in India, Latin America, and Europe. Increased profits from higher crude prices spurred the company to start buying back roughly $5 billion in shares over the next two quarters.
By neutering the Corporate Average Fuel Economy standards, the Trump administration cements the country’s dependence on oil and liquid fuels.
This is Heatmap Daily, a weekday news digest written by our executive editor.
President Trump’s big fuel efficiency rollback is here. This afternoon, the Department of Transportation significantly weakened the Corporate Average Fuel Economy standards, the federal government’s rules that encourage new cars and trucks to get gradually more fuel-efficient over time. Instead of mandating that new cars and trucks hit a target of more than 50 miles per gallon, as the old Biden-era rules had required, new vehicles sold in the U.S. will now need to average only 34.9 miles per gallon.
That target is below the level that most automakers have already achieved in their vehicle fleet. (For reasons too obscure to recount here, the regulatory standard of 34 miles per gallon aligns to real-world gas mileage in the mid-to-high 20s — something my 15-year-old hatchback manages to achieve without much straining.) The new rules also retroactively rewrite the standard back to 2022, meaning that automakers whose fleets once broke the law may now be in the clear.
These changes, in other words, render the fuel economy law, first enacted in 1975, is now moot. But Republicans in Congress had arguably already achieved this last year, when they zeroed out all of the law’s fines for automakers as part of the president’s tax and spending bill. These two changes, taken together, mean that the Trump administration has successfully neutered the U.S. fuel efficiency rules.
We are digging into the rule-making here at Heatmap, and I hope to have more on the documents in the days to come. But one of the lasting ironies of President Trump’s approach to fuel efficiency will be that his own presidency demonstrates its strategic inadequacy.
The Corporate Average Fuel Economy law, after all, did not originate as an environmental policy — climate change had scarcely emerged as a pressing issue in the mid-1970s — but as a national security and economic sovereignty measure. In the aftermath of the oil embargo, American politicians realized that the U.S. economy was far too dependent on oil for its long-term good. This set off a scramble to find new energy sources, prompting a dash back to coal in the electricity sector and a surge in federal R&D spending on alternative energy. (This funding boost eventually created the modern solar, wind, battery, and fracking industries.)
It also led to a successful push to regulate gas mileage. Crucially, this effort did not limit emissions from any one type of vehicle, as the Environmental Protection Administration’s toxic air pollution rules aim to do. Rather, it targeted the average fuel efficiency of cars and light-duty trucks sold in the United States in each model-year. The point was not to regulate any one type of vehicle out of existence, but to increase the country’s overall fuel efficiency over time.
That decades-long effort was never perfect. It created in American statute, for instance, a lasting distinction between cars and trucks, which has bedeviled regulators as SUVs have taken up a larger portion of the new vehicle fleet. But it has also inarguably succeeded: The United States ekes far more value out of every barrel of oil today than it did half a century ago.
Yet the time is ripe to keep making progress. President Trump’s administration has illustrated the persistence of our oil dependence — and the political and strategic problems that it can still engender. Even though the United States has since become the world’s largest producer of oil, the linked and globalized nature of fuel markets means that a supply shock anywhere leads to price hikes everywhere. When an oil crisis arrives — even a largely self-inflicted one, as in the case of the Iran war — then the price of moving things and people rises, the economy suffers, and the president’s popularity falls. Countries can protect themselves from these shocks on a short-term basis by stockpiling oil (as the United States, in fact, does), but they can avoid them only by switching to a far more efficient and electrified transportation system.
President Trump, in other words, may regret the current oil and refining crisis. But by gutting the fuel economy standards — and waging war on electric vehicle incentives more broadly — he is increasing the likelihood that America will face many more crises like it in future years. Consider it his particular gift to his successors.