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Is the ocean warming up because too little dust is blowing over from the Sahara?

Lately, the North Atlantic Ocean has been more than just hot. It has been anomalously, weirdly hot. On Sunday, the ocean’s average surface temperature was 74 degrees Fahrenheit, or 23 degrees Celsius — a number normally seen a month from now, in late July. The Atlantic was warmer last month than in any previous May since 1850, according to the Met Office, the United Kingdom’s national weather service. Even more impressively, it beat the previous record by more than any previous record, for any month, has been broken. June seems virtually guaranteed to set another all-time high.
This outrageous warmth is primarily caused by climate change. And in climate science, it is generally not good news when a year’s temperature line is so immediately visible above the pack:

The heat wave is particularly intense in the North Atlantic’s eastern half, which runs from Mauritania to Portugal, France, and the British Isles. According to the National Oceanic and Atmospheric Administration, the marine heat wave around the United Kingdom qualifies as a Level 5, or “beyond extreme,” event.
Such warm water would normally give rise to enormous hurricanes. And the western Atlantic has been off to a productive start, creating Tropical Storms Brett and Cindy earlier this month. But since the western Atlantic, which borders North America and the Caribbean, has been chillier, those storms have been unable to survive the journey across the ocean and have been torn apart by wind shear.
Under other circumstances, a marine heat wave of this magnitude would be dangerous for underwater animals and plants — but perhaps a curiosity for land-dwelling humans. Of course, any anomaly of this magnitude — more than two standard deviations above the trend — is extremely concerning and might raise fears that the planet has entered some kind of new normal. The Atlantic’s outrageous warmth has also attracted wider attention because it raises one of the most controversial questions in climate science: Did we accidentally stop geoengineering the oceans?
Three years ago, the United Nations agency that regulates shipping mandated that cargo ships switch from the high-sulfur form of fuel that they were previously using to a cleaner, lower-sulfur type of fuel. When burned, sulfur creates a pollutant called sulfur dioxide, which causes haze, acid rain, and health problems. The mandate worked: Ships have moved away from high-sulfur fuels, which has significantly cut aerosol emissions.
Which seems like an environmental-policy success story. Except that Leon Simons, a researcher at the Dutch chapter of the Club of Rome, argues that it was a grave mistake. Aerosol pollution reflects the sun’s rays back into space: It’s not wrong to see it as a form of solar-radiation management, or geoengineering. Aerosol emissions cool the planet by about 0.5 degrees Celsius, or about 1 degree Fahrenheit, according to the Intergovernmental Panel on Climate Change. (Aerosol pollution doesn’t just refer to sulfur dioxide, but to any small particle of a solid or liquid that is larger than a molecule but small enough to float in the air.)
When ships began burning low-sulfur fuel, they reduced some of this net cooling effect — even as they kept pouring carbon dioxide and other climate pollution into the atmosphere. Simons asserts that this inadvertent end to geoengineering is partially to blame for the ongoing heat wave afflicting the world’s oceans.
Other researchers are far less certain. Brian McNoldy, a senior research scientist at the University of Miami, told me that the low-sulfur timeline doesn’t add up. Cargo ships had to stop using high-sulfur fuels by January 1, 2020, and sulfur dioxide and aerosols only persist in the atmosphere for a few days or weeks. Those cooling aerosols rained out two and a half years ago. So why did the Atlantic Ocean start cooking in February of this year?
“I don’t totally buy the low-sulfur fuels. It doesn’t explain the past two or three months becoming abruptly record-breaking,” he said. “It might be a driver, but it’s not the reason.”
He explains the North Atlantic heat wave by looking to two other far more weather-related factors. First, he said, the Sahara Desert is generating less dust than it normally does. Every spring and summer, winds moving across northern Africa toss up enormous amounts of sand and dust from the Sahara — so much that it creates a recognizably beige haze over the North Atlantic. Like any other aerosol, that Saharan dust reflects sunlight and cools the Earth’s surface.
In a normal year, so much of that dust would have been kicked up by now that it would have blown all the way to South Florida, according to Michael Lowry, a meteorologist at ABC 10, a Miami news station. But this year, winds haven’t picked up as much dust, and the first major Saharan dust haze only appeared in the past week or so. The satellite DSCOVR picked up the first images of that dust storm on Saturday:

With less dust to reflect the sun’s rays, more have reached the ocean — and warmed its surface.
Second, the weather over the North Atlantic has been unusually stagnant. The wind plays a big role in warming up or cooling down the ocean surface: When winds push the oceans around a lot, surface water tends to mix with deeper water and the air, producing a cooling effect; when winds slacken, the sea sits stagnant and heats up.
The winds have been still lately. There’s a “large-scale blocking pattern” in the jet stream that is preventing storms from moving across the North Atlantic, and generally discouraging winds from pushing around the sea surface, McNoldy said.
The cause of all this stagnation is an atypically weak “Azores High,” a quasi-permanent high pressure system that sits over the North Atlantic throughout the year. It hasn’t drawn in Saharan dust or generated winds to push ocean water around, turning the western Atlantic into the planetary equivalent of a kiddie pool on a hot day. “It’s allowing the ocean to really cook,” McNoldy said.
The warmth is now so pronounced that even a change in weather won’t drive it out for some time. Even if the circumstances causing the warming were to fade now, McNoldy told me, the ocean is “not gonna get back to normal any time soon.”
That could eventually cause problems for folks in the Americas. Right now, the western Atlantic is generating storms like it’s the late summer, while the cooler eastern Atlantic is tearing them apart. Were the eastern Atlantic to get just a little warmer, it might let those storms survive or even strengthen them — leading to an unusually strong hurricane season.
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Rates were up 17% year over year in June, according to the latest Electricity Price Hub update, with another increase on the way.
With higher temperatures come higher electricity bills. Whether through higher seasonal charges or greater usage, Americans across the country were paying more for electricity in June.
In Virginia, the epicenter of the data center boom, the typical household electricity bill was $192 in June, up from $172 in June of last year, according to the latest data from the Heatmap and MIT’s Electricity Price Hub. Rates, meanwhile, were about 18 cents per kilowatt-hour, compared to just over 15 cents in June of last year, a 12% hike. Rates were also up from the end of last year, when they were about 15.5 cents.
The rate increase is largely due to prices set by Virginia’s largest utility, Dominion. Its rates are up 8% so far this year, according to MIT researchers, and 17% over the past 12 months, the result of a base rate increase that took effect at the beginning of the year. The average base rate alone is up 7.5% year over year for the average Dominion customer.
But that’s not all: The fuel portion of the bill is rising $8 a month for the typical customer, Dominion said according to local media reports, as a result of rising costs. The fuel charge went into effect at the beginning of July. Already, Dominion customers are paying about $78 per month for the generation portion of their electricity bill, according to Heatmap-MIT data.
The price hike will likely increase pressure on Dominion as it seeks to sell itself to Florida utility and energy developer NextEra in a $67 billion deal announced in May.
Earlier this week, Virginia's lieutenant governor Ghazala Hashmi sent a detailed letter to the State Corporation Commission, Virginia’s utility regulator, with 64 questions about the proposed merger. She said the deal “carries unprecedented implications for Virginia’s consumers and regulatory landscape.”
Hashmi asked regulators to extend their review of the deal beyond the six-month period mandated by its utility regulations, writing that “forcing this process into the six-month timeline will render an already inadequate period completely unworkable.”
In May, when the deal was announced, NextEra said it would provide over $2 billion of bill credits over two years to Dominion customers in Virginia, North Carolina, and South Carolina, which Dominion executives estimated would add up to $10 per month over the two years.
On the India-Australia uranium deal, a U.S. general’s warning, and Chicago’s VPP
Current conditions: China and Taiwan are bracing for Super Typhoon Bavi to make landfall as possibly the strongest storm either country has faced in years • Utah’s Babylon fire has torched at least 103,000 acres already, and was just 25% contained as of this morning • New York City faces flooding as the thunderstorms that began yesterday continue into Saturday.

When the heat dome roasting the Eastern United States hit a peak last week, I told you that PJM Interconnection could hardly keep up with its own forecasts for demand. While the nation’s largest power grid operator had projected summertime demand for electricity would top out at 156 gigawatts, analysts last week predicted PJM’s load during the heat wave would hit the all-time record set in 2006 of just under 166 gigawatts. On July 2, it far surpassed even that: The 13-state grid set a new all-time system record of more than 168 gigawatts of demand, the grid operator confirmed Thursday. Wind and solar played major roles in supplying the power needed to avoid blackouts. “Solar, wind, and demand-side solutions showed up in a big way during this heatwave to keep the lights on and homes cool,” Jon Gordon, a senior director at the industry group Advanced Energy United, said in a statement. “Deploying more of these solutions, as well as energy storage, would help PJM avoid needing to call on so many expensive and dirty backup diesel generators and peaker units in the future.”
The milestone comes as PJM is scrambling to rewrite its rules, as Heatmap’s Matthew Zeitlin has covered, to figure out how to bring more generation online and allow more large power users such as data centers to patch onto the system.
Fervo Energy just drilled another well for its flagship Cape Station project in Utah. This one, as Matthew wrote yesterday, is 19,448 feet deep, includes a 7,500-foot lateral span underground, and took just 21 days to drill. While that time matches the same number of days the project’s Phase I wells required, this one is, on average, nearly 35% deeper, with a 50% wider lateral extension. “Today, we are drilling deeper, hotter wells that will produce multiples more [megawatts] per well than our Project Red pilot, and we are doing it in a fraction of the time,” CEO Tim Latimer said in a statement.
In the race to build out more nuclear power, China is far and away in first place, with more than three dozen reactors under construction. Trailing in second is India, with about half a dozen. But New Delhi wants more, as evidenced by last winter’s legal reform to open the subcontinent’s atomic power industry to exports for the first time in nearly decades, which I told you about back in December. Unlike other countries that build first and find fuel later, India is devoid of major uranium reserves, which is partly why its government is so keen on thorium fuel. Until that works out, however, New Delhi is locking down other supplies. On Thursday, Prime Minister Narendra Modi inked a deal with the Australian government to increase India’s imports of uranium. The agreement, signed in Melbourne yesterday morning, does not specify the volumes of metal India plans to import. The deal’s significance goes beyond just reactor fuel. India is infamously one of the biggest countries to refuse to sign the global Treaty of Non-Proliferation of Nuclear Weapons, and in fact was the first nation to develop an atomic weapon after the pact was agreed among most countries on Earth. Australia, a major uranium miner, previously refused to sell fuel to any country that wasn’t a signatory to the treaty. But Canada eased its rules to ink a uranium deal with India in March. While the Associated Press noted that Australia’s “leaders historically ruled out” such a deal with New Delhi, “Canberra’s position has eased.”
In the U.S., meanwhile, the Nuclear Regulatory Commission this week continued its regulatory overhaul efforts by proposing the biggest changes to how the agency applies the National Environmental Policy Act in years. Under the new NEPA rule, the NRC would streamline permitting, eliminate the need to submit a draft of a project’s environmental impact statement, and add new exemptions to conducting environmental reviews.
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The series of equity deals President Donald Trump struck with individual mining companies to bolster the U.S. government’s portfolio of domestic producers of critical minerals certainly made members of the Biden administration jealous. But the U.S. Army’s former chief operating officer says a huge policy gap remains. Speaking on a podcast from The Northern Miner, Flynn, who previously commanded the U.S. Army Pacific, suggested Trump’s approach was too piecemeal. “One of the central problems is we tend to fund a mine, a processor, or a technology as a standalone project versus trying to pull a consortium of projects together, a consortium of companies and leaders together, that combine skilled workers, equipment, metallurgists, transportation needs, and customers,” Flynn said, hanging on that last word in an apparent attempt to emphasize the “Trump mineral paradox” I was telling you about yesterday. “I’m not sure that’s what our plan is.” He added that he’s “being critical now” because mining projects require five- to 10-year funding commitments. “This is what China did to build their system out,” he said. “That’s what they did a number of years ago. We’re almost taking a page out of their book.”
The proposal Chicago’s utility Commonwealth Edison put out for a battery-based “scheduled dispatch virtual power plant” has won state approval. On Wednesday, Utility Dive reported that the Illinois Commerce Commission gave the company the green light last week to replace the more limited VPP proposal the ComEd pitched last year, which was scrapped after the state passed legislation to support the expansion of battery storage capacity across northern Illinois. The new VPP program “is an important step in bolstering the potential of customer-sited energy resources to make the grid more resilient during periods of peak demand while helping customers receive additional value for their support at a time when supply costs are rising,” Andrew Plenge, ComEd’s vice president of strategy and energy policy, said in a press release. The VPP is poised to go live next year.
Hyundai is so committed to developing clean hydrogen that the South Korean automaker is now building America’s leading green steel project in Louisiana. But if skeptics of the fuel think that’s billions of dollars thrown in the toilets, just wait until they hear about the company’s newest facility. On Thursday, Hydrogen Insight reported that the company had opened its HTWO Energy Cheongju plant at a public waste treatment facility with the goal of producing 500 kilograms of hydrogen per day from sewage sludge broken down in an anaerobic digester and refined through two additional processes. “At a time when energy security is important, this is significant in that it establishes a system for directly producing and supplying energy using urban infrastructure,” Lee Ho-hyun, second vice-minister of the Ministry of Climate, Energy and Environment, said in a statement.
Plus, the Trump administration appointed a new “beacon of rational thought.”
We got a look at another major tech company’s latest energy and carbon emissions data — and it’s a doozy. On Wednesday, Microsoft released its annual sustainability report, giving us another year’s worth of energy and emissions data for a company that Heatmap’s annual insiders poll once judged to be one of the best hyperscalers for climate change.
The headline: Microsoft’s climate pollution surged last year. Its carbon emissions increased 25% year-over-year, the biggest single-year rise since at least the pandemic. The company emitted the equivalent of 21 million tons of carbon dioxide in 2025, under standard measurement methods. (It emitted slightly less under its own bespoke measurement system, which counts fuel credits and customer energy use differently.)
Electricity, which the company is buying in larger amounts than ever before to power AI data centers, is driving a good share of that increase. In 2024, carbon pollution produced by generating electricity (as well as from making chilled water and steam) was responsible for 2% of Microsoft’s total corporate carbon footprint. In 2025, that same category made up 13% of its overall emissions. The company’s power use rose by more than 24% over the same period.
That means Microsoft’s power use isn’t rising as fast as other companies’. Google’s most recent sustainability report said its own electricity consumption leapt 37% during the same period.
The report suggests, too, that Microsoft is increasingly wary of local fights over data center development — and how water has come to play an outsize role in those battles. The company reports that 2025 was the first year ever that it “replenished” more water on global scales than it withdrew. But “the next phase of our work is increasingly local,” write Brad Smith, the company’s vice chair and president, and Melanie Nakagawa, its chief sustainability officer. That line is clearly in reference to water, specifically — Smith and Nakagawa add that the company hopes to “restore more water to the watersheds where we operate than we withdraw” — but it could also cover the widespread local opposition to data centers that has exploded over the same period.
There’s one more thing to flag about this report: Although it just came out, it covers Microsoft’s 2025 fiscal year, which began in July 2024 and ended more than a year ago. That means it’s inherently an out-of-date view — it shows us what Redmond was doing as the AI and data center boom got underway, but not what it’s doing now. We’ve known for some time that the company is struggling to meet booming AI power demand while maintaining its power commitments; it paused carbon removal buying in April and revised its own clean energy commitments in May.
I should add that Microsoft would prefer that we look at other numbers in the report. First, under its in-house measurement scheme, the company says it released only 20 million tons of carbon pollution over the past year, a figure that appears in its top-line charts. Second, Microsoft estimates that it would have done even more harm to the climate — producing 34 million tons of climate emissions — if not for its corporate policies of buying zero-carbon electricity, using renewable fuels, and improving the energy efficiency and carbon footprint of its XBox game consoles and Surface tablets.
We asked Microsoft for a follow-up interview, but unfortunately they didn’t make anyone available. I’ll be back tomorrow to look at Microsoft’s report in context with other hyperscalers.
Speaking of a sudden rise in gaseous emissions, the Trump administration today named a new leader of the federal government’s marquee in-house climate research office, the U.S. Global Change Research Program. Per Politico, the new top dog is Matthew Wielicki, a UCLA PhD who (1) has a Substack, (2) refers to himself (in the third person) as a “beacon of rational thought” and “professor in exile” on said Substack, and (3) has suggested on X that climate change belongs in the “Department of Imaginary Problems.”
What can I say? Back during President Trump’s first term, his administration tried to bury the publication of the National Climate Assessment by dumping it on a holiday weekend. Now it seems to have taken another strategy. All I can say is, Dr. Wielicki, from one beacon of rational thought to another: I look forward to following your work.