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On a billion-dollar mineral push, the north’s grim milestones, and EV charging’s comeback

Current conditions: The Southeastern U.S. is facing flash floods through the end of Thursday • Temperatures in Fez, Morocco, are forecast to hit 108 degrees Fahrenheit • Wildfires continue to rage across southern Europe, sending what Spain’s environment minister called a “clear warning” of the effects of climate change.
President Donald Trump on Wednesday named David Rosner, a centrist Democrat, as the new chairman of the Federal Energy Regulatory Commission. Since joining the commission in June 2024, Rosner focused the panel on the nation’s growing electricity demand from data centers and pushed for greater automation of the engineering process to connect power plants to the continent’s various grid systems. “Getting grid interconnection moving faster is essential to ensuring reliability,” Rosner told E&E News in March. “We’re starting to learn about these new tools and platforms that just make this work faster, smarter, saves us time, solves the reliability and affordability problems that are facing the country.”
The Bipartisan Policy Center, where Rosner previously worked as a staffer, hailed his promotion as a positive step. “Chairman Rosner’s strong understanding of the energy challenges facing our country, and demonstrated record of bipartisan work to address those challenges, make him well-suited to carry out the responsibilities of FERC chairman,” David R. Hill, the executive vice president of the group’s energy program, said in a statement.

The Energy Department announced at least $925 million in funding for five proposed programs to bolster the country’s domestic supply of minerals. “For too long, the United States has relied on foreign actors to supply and process the critical materials that are essential to modern life and our national security,” Secretary of Energy Chris Wright said in a press release. “The Energy Department will play a leading role in reshoring the processing of critical materials and expanding our domestic supply of these indispensable resources.”
That funding includes:
The Trump administration has made bolstering America’s critical minerals industry one of its signature energy policy priorities. Though as Heatmap’s Matthew Zeitlin has written, it has also gone out of its way to annihilate sources of domestic demand for these minerals, especially in the wind energy and electric vehicle industries.
In Alaska, an overflowing glacial lake north of Juneau triggered the Mendenhall River to surge to a record height, flooding the state’s capital city. The problem has been growing for years as climate change in the nation’s most rapidly-warming state accelerates the volume of ice melt. In 2023, floodwaters eroded Mendenhall’s banks, causing homes to collapse, according to the Alaska Beacon. In 2024, the news outlet reported, “the flood was the worst yet.” The flood peaked Wednesday afternoon at nearly 17 feet, damaging hundreds of homes.
Across the border, meanwhile, the more than 700 active fires blazing in Canada have already made this the country’s second-worst fire season on record. The largest fire, the Shoe fire in Saskatchewan, has been burning across 1.4 million acres — an area larger than the Grand Canyon National Park in Arizona — since May 7, The New York Times reported.
In an executive order on his first day back in office, Trump singled out the $5 billion National Electric Vehicle Infrastructure program, directing his Department of Transportation to pause and review the funding, with an eye toward cutting it entirely. Earlier this week, the Federal High Administration completed its review and issued a new guidance that, as my colleague Emily Pontecorvo wrote yesterday, “not only preserves it, but also purports to ‘streamline applications,’ ‘slash red tape,’ and ‘ensure charging stations are actually built.’”
“If Congress is requiring the federal government to support charging stations, let’s cut the waste and do it right,” Transportation Secretary Sean Duffy said in a press release. “While I don’t agree with subsidizing green energy, we will respect Congress’ will and make sure this program uses federal resources efficiently.” The statement, Emily noted, is out of sync with the administration’s other actions to throttle the adoption of EVs: “Only time will tell whether the new guidance is truly a win for EV charging, however. It’s a win in the sense that many EV advocates feared the agency would try to kill the program or insert poison pills into the guidance. But it’s unclear whether the changes will speed up NEVI deployment beyond what might have happened had it not been paused.”
A researcher has designed a new centimeter-square device that could help probe the “ignorosphere,” a layer of ultra-thin air that has largely escaped exploration by balloons, aircraft and satellites. The contraption uses technology similar to a weathervane encased in a low-pressure chamber that will spin when exposed to light. “You don’t really believe it until you see it,” Ben Schafer, a physicist at Harvard University in Cambridge, Massachusetts, told Nature.
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France’s deadliest heat wave since 2003 killed more than 2,700 people — and possibly as many as 5,700.
More than 5,700 excess deaths were recorded in France during this summer’s record-breaking heat wave, the country’s health agency announced today. That makes the event — which ran, by the official reckoning, from June 17 to July 2 — the country’s deadliest heat wave in more than 20 years.
That’s in line with other estimates we’ve heard. EuroMOMO, a network of European public health agencies that track excess mortality, found that the continent saw more than 10,000 excess deaths during the same period. Roughly 90% of those victims were older than 65, it said. (France’s cohort seems similar: Adults older than 75 made up about two-thirds of the victims, the government said.)
These numbers are staggering — and much larger than some astute Heatmap readers might anticipate. If you read my colleague Jeva Lange’s piece on why it’s so hard to estimate heat deaths last week, she cited a much smaller estimate: Roughly 2,700 died in France during the most recent heat wave. That tally came from Christopher Callahan, an Indiana University scientist who studies climate change’s economic and social costs.
Why is there such a gap between the figures? I emailed Callahan to find out. He shared a few thoughts. First, he uses a different (and theoretically more rigorous) method than the French government: “Our approach uses a statistical relationship between temperature and mortality to explicitly quantify how many additional deaths are associated with a given day’s temperature,” he wrote. “France’s report of excess deaths is just based on how many more people died in late June compared to previous Junes - but we don’t know if those people died because of the heat or some other factor.” (Carbon Brief recently published a Q&A on these varying approaches.)
That might mean his estimate is right, in which case France has misidentified roughly nearly 3,000 deaths. But it could also mean his model, which is trained on data from 2004 to 2019, is “missing something,” he said, like a post-Covid change to public health risk. Last year, Callahan and his colleagues used a similar model to estimate deaths from France’s worst-ever heatwave, a 2003 episode that overwhelmed morgues and killed about 16,000 people. Even 23 years ago, global warming helped make that disaster larger than it needed to be: Some 6,000 of those deaths were due to climate change, their paper found.
Either estimate of the 2026 heat wave, of course, is shattering. As Jeva wrote, even the lower figure would mean the 2026 heat wave killed as many people as died in three years of French homicides. But the divergence in estimates tells us something else too: Even as climate change breaks records and alters our world, we’re never going to quite agree on where it ends and normal randomness begins.
The AI data center boom does not seem close to ending. Google’s parent company, Alphabet, announced its second quarter results this evening, and it beat Wall Street’s expectations, nearly quadrupling its profit on a year-over-year basis. Among the drivers: Its cloud business grew 82% compared to the same quarter last year. (As I’ve written, that rapid growth is helping to turn Alphabet and other hyperscalers into light industrial firms.)
The company’s AI bets seem to be paying off so far — so Google is now planning on spending even more on data centers, energy infrastructure and AI development this year than it once anticipated. It raised its estimates of 2026 capital expenditure to $195 billion to $205 billion, which is above earlier projections and twice as much as it spent in the same category last year. 2027 could be even bigger, it signaled. The company’s shares fell slightly on the news in after-hours trading, but from an energy and climate wonk perspective, the message is clear: For now, the AI demand surge transforming the power sector — and the real economy — continues to chug along.