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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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The automaker had a decent second quarter, but projects its best-ever year-end performance, as we wrap up a busy week in the energy economy.
This is an edition of Heatmap Daily, an evening review of the day’s news written by our executive editor. Sign up for it here.
We are now well into the quarterly earning season, and this week we got a bead on some of the energy and climate economy’s biggest stories. Here’s what stuck out to me:
Oil companies had a blow-out quarter. As my colleague Matthew Zeitlin wrote today, oil and gas companies cashed in on the global price surge triggered by the Iran war. Their refining businesses did particularly well. But their results also revealed that global oil demand continues to fall — at least for now.
Some data center bets are starting to pay off. As I wrote on Wednesday, Microsoft had a bonanza quarter, and its Azure cloud business — which allows other companies to rent its data centers — grew faster than Wall Street expected.
That matters because America’s biggest tech companies have spent the past few years transforming into industrial firms, building massive new infrastructure and driving up U.S. electricity demand — and that strategy, contrary to some expectations, seems to be working for now.
Rivian is optimistic. The most important U.S. electric vehicle maker not run by Elon Musk released their second quarter results on Thursday night. The outlook was … decent!
The company delivered almost 12,200 vehicles last quarter. This was Rivian’s best period for sales since the third quarter of last year, when every EV maker’s results were juiced because the Inflation Reduction Act’s EV leasing tax credit expired.
Crucially, this was our first look at Rivian’s sales since it started delivering its more affordable (and well-reviewed) crossover, the R2. That vehicle started going out to customers at the very end of the quarter in mid-June, so we only get a snippet of those deliveries in this number.
More heartening, I think, is Rivian’s forward guidance. It now expects to deliver 65,000 to 70,000 vehicles this year, which implies it will deliver an average of more than 21,000 over the next two quarters. That would make Q3 and Q4 of this year its best sales periods ever.
RJ Scaringe, the company’s CEO, said that R2 sales conversions were running “meaningfully higher” than the company projected. The company still lost $379 million last quarter, but that was much better than analysts had projected.
We last checked in on Rivian when they sold new stock earlier this month to fund collateral for an Energy Department loan that will let them build a second factory in Georgia. On the call yesterday, executives confirmed they expect to start drawing on that loan in early 2027, part of what it painted as a healthy cash flow picture. For all the optimism, though, investors seemingly remain skeptical: Its stock fell 8% today.
It’s 2022 all over again. A war has broken out involving (at least) one large oil-producing country, raising both prices and oil company profits.
Chevron reported Friday a quarterly profit of $12.1 billion, its highest quarterly profit ever. ExxonMobil also announced a blowout quarter on Friday. Its $14.5 billion profit was its highest since the Russian invasion of Ukraine in 2022 (when it posted an almost $20 billion profit in the third quarter). These announcements followed Shell’s Thursday earnings report, which revealed a profit of almost $10 billion, close to double its previous quarter earnings and in range of its 2022-vintage quarters.
What does this mean for decarbonization?
1. It’s refining, stupid.
The story across the oil majors was largely one of getting more profit out of its existing assets, particularly in their refining business.
Shell, for example, said that they were running their refineries at over 100% capacity and that it had shifted production to jet fuel, which had been in especially short supply following the American and Israeli attack on Iran and subsequent closure of the Strait of Hormuz.
The company said it had “significantly higher” trading profits, likely from the volatility of commodity prices due to the start and stop nature of the war. Exxon said that it had “a second-quarter record for diesel production,” and that its chemicals business saw its margins jump by around 180% as its North American facilities were able to count on a steady stream of hydrocarbon feedstocks, unlike rivals in Asia.
“The unprecedented reduction in refining capacity – with nearly 9% of global capacity offline across Russia, China, and the Middle East – limited the supply of gasoline, diesel, and other products,” Exxon said. “As a result, refining margins reached record levels in the quarter.”
Meanwhile Chevron said it was refining over one million barrels of oil per day with “more than 97 percent” utilization.
While this constrained global refining capacity is largely due to military conflict in the Middle East and Russia, refinery capacity has been basically flat in many developed economy markets for decades. In the United States, the newest large refinery was built in 1977, an indication that while the U.S. transportation and energy system is still dominated by fossil fuels, there isn’t much appetite for the billions of capital investment needed to expand capacity for refining gasoline. So, while profits can surge in the short term, it doesn’t necessarily mean blue skies for oil companies.
2. Oil demand is actually falling — for now
Chevron noted that sales of refined products had actually fallen by 4% in the United States and 13% internationally. While in the short run this is likely due to higher prices, it is consistent with falling forecasts for oil demand.
While the International Energy Agency’s “current policies scenario,” which forecasts demand based on a snapshot of existing policies, sees a slow and steady rise through 2050, its “stated policies scenario” based on the trajectory of policy and commitments around energy and climate, sees oil demand peaking at levels slightly about the status quo by around 2030. In the medium run, the IEA said that “Forecast growth of [two million barrels per day] in 2027 results in a two-year pace of expansion well below historical trends.”
BP even announced layoffs of hundreds of employees, according to an internal message seen by Reuters.
This can help explain why, despite the strong profits, investors do not seem particularly jazzed about the oil giants — ExxonMobil and Chevron shares are only up slightly since the beginning of the war in Iran.
3. The high profits are already stoking public outrage
Everyone knew oil prices had risen since the war in Iran began — they could see it at the pump. But the confirmation that the war has spurred record or near-record profits has been fresh meat for environmental groups that want a faster energy transition.
“The mugging at Mar-a-Lago just keeps getting worse. The president said he would sell out Americans to oil and gas CEOs for a billion dollars in campaign donations. Now we know he owns millions of dollars worth of their stock. Those same companies are profiting from Trump’s war of choice, which has killed and injured U.S. service members, and left consumers struggling to stay afloat,” former Washington Governor Jay Inslee said in a statement blasted out by the communications group Climate Power.
The profits also spurred advocates to redouble calls for windfall profit taxes. “It’s fair to put a windfall profits tax on inordinate windfall profits rather than cut off children’s food programs,” Rhode Island Senator Sheldon Whitehouse told the Associated Press. Whitehouse introduced a bill in March that would impose taxes on oil companies in the event of price surges.
And even President Trump, whose presidential campaign was buoyed by donations from the oil and gas industry, called for an investigation into retail gasoline prices last month.
Since 2022, fossil fuels have moved back to the center of the world economy as concerns about shortages, price spikes, and availability have helped push concerns about climate change to the margins of policymaking. However, when oil companies are making more money than ever, it means an uptick in public concern or scrutiny. In the long run, oil companies have to worry about decarbonization; in the short run, they’ll have to worry about their customers.
What’s the deal with all those “America Connects” videos?
The data center lobby is launching a big PR blitz on television and social media, racking up millions of views on evidently AI-generated content boasting economic impacts from new projects and hitting against criticism around energy and water use.
In an interview with me Wednesday, Data Center Coalition CEO Josh Levi explained how and why his organization – the largest and most prominent data center trade group – stood up an “evolving” national advertising campaign called America Connects.
Like me, up until now, you might’ve interacted with the campaign’s materials without knowing it. For weeks I’ve been getting texts from people in my life who know I write about data centers asking if I’d seen these ads on TV streaming platforms and social media sites boasting benefits from data centers, or pushing back on complaints about energy and water use. Most of the videos were quite similar, appeared to be generated using AI (with no AI labeling), and were racking up millions in views and impressions.
“Our paychecks, our hospitals, our national security – all run through data centers,” states one voiceover in a YouTube ad targeted at the Longhorn State with more than 12 million views as of today.
“In Texas, they’re doing more than keeping us connected. Data centers support high-paying jobs and pay billions in taxes. Money that can lower your bills, make schools and roads better and communities safer. And new technology means data centers consume minimal water while funding new power generation for everyone. Data centers: built in Texas. For Texas.”
These videos each are hosted on channels named for specific campaigns in individual states. In Georgia, it’s called Connected Georgia. There’s a Texas Connects, an Indiana Connects, and a Pennsylvania Connects. At least eight state campaigns are happening right now and I’m told more should be expected in the near future. Each state campaign has a near-identical website with links to their promoted videos, statistics about state-level tax contributions, and employment from data centers, and a somewhat modern-looking red, white, and blue design with moving graphics on the landing page.
But finding out who was behind these videos and websites took a lot of digging. None of the state campaign websites have contact information and they were all registered by a proxy firm that gets web addresses for entities that want to remain anonymous. Most of the advertising itself was opaque; it’s not easy to research TV commercial spends and Google doesn’t disclose how much a company or person pays to promote individual ads. But there were signs of significant spending, as Meta’s Facebook and Instagram advertising disclosures revealed to me there was five-figure spending on static images, resulting in millions of potential impressions.
Eventually I was able to figure out what was going on. Each of the state campaigns also described themselves online as nonprofits but in fact, there is one nonprofit. It initially formed for the first state campaign, Virginia Connects. Its public 2024 tax disclosures show the campaign was formed by Levi and others working with the Data Center Coalition. On the DCC’s website, the trade group does have a landing page for what it calls “America Connects” and directs people to each state campaign but, as of today, the organization describes them as “regional coalitions” they “partner” with on “helping educate and engage citizens, policymakers, and other stakeholders on the data center industry, its benefits, and key issues including energy, water, economic development, and community engagement.”
In our interview, Levi explained these state campaigns aren’t just partners – they’re creations of a single nonprofit he said was “stood up” by the trade group named America Connects, and it began in 2024 through the Virginia Connects campaign. America Connects is now “a vehicle by which the broader community can engage and participate” in what Levi described as “broader industry messaging” that isn’t “just project by project.” It’s a direct response, Levi said, to the lack of any industrywide PR offensive challenging the mountain of public opposition to data centers shown in poll after poll. (With the exception of that one Meta ad campaign.)
“What we have heard very clearly is that a lot of the partners we work with, but also a lot of the voices from the public at large, is that the industry broadly needs to do a better job communicating. A better job talking about what we do, how we do it, and about the positive benefits of what localities can expect from data center development,” Levi said.
Levi told me the core of the group is at least three people: himself; Allison Gilmore, the chief operating officer of the DCC; and Kevin Hughes, the group’s treasurer and the chief external affairs officer at the data center developer STACK Infrastructure. He said I should expect “an expansion on the board” but declined to say who or what companies. Part of the team also includes LINK Public Affairs, a communications firm based in Virginia that helped on the initial campaign in the state.
I asked how an industry-backed campaign like this would help with the backlash. “Silence breeds mistrust, fundamentally. It is critically important as we see continuing conversations around the data center industry – what it does, what it doesn’t do, how it does – is part of informing those conversations,” Levi replied. “It is important the industry not be silent and be an active contributor in terms of the public dialogue around data centers. This is that.”
The DCC wouldn’t tell me how much is being spent on the America Connects campaign and it’s impossible to know from what’s publicly available.
Here’s what Levi would say about the money: that America Connects is funded by the data center “ecosystem generally,” including developers, companies within the supply chain, and “workforce voices.” But Levi wouldn’t even confirm if they were spending more than they had in just the Virginia campaign, which sort of logically has to be the case if they’ve expanded this effort.
“White it’s maybe not a satisfying answer, we will spend what we have to when it comes to ensuring we reach people where they are. But I’m not able to provide any kind of concrete number for you.”