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“I pulled the data for the past 18 years, and it’s almost off the charts.”

Air pollution in New York and across the eastern United States, driven by an outbreak of wildfires across Quebec and Nova Scotia, has reached the worst level since 2005, when modern records began, according to a Stanford economist.
“I pulled the data for the past 18 years, and it’s almost off the charts,” Marshall Burke, an economist who specializes in climate change and an associate professor at the Stanford Doerr School of Sustainability, told me.
Surveying the dangerous haze that stretched across the country on Tuesday, he said it could conceivably be one of the worst days for air pollution even before the 2000s. Rarely have so many people been exposed to so much particulate matter, or PM2.5, a toxic haze of microscopic soot and ash that is linked to early death and can penetrate the blood-brain barrier. (It’s called PM2.5 because it measures 2.5 or fewer microns across.)
New York City’s air pollution index — which spiked to more than 200 on Tuesday, a level considered “very unhealthy” for all groups — was comparable to a “pretty bad event that we’d get on the West Coast,” he said. But it is unheard of for such toxic air to afflict such a densely populated part of the country. In the late evening, New York briefly had the worst air quality of any city on Earth, beating Delhi, India, and Doha, Qatar.
Burke has published widely on climate change’s costs, studying how rising temperatures might affect crop yields, suicide, and the outbreak of wars. But on Tuesday evening, he said that the economic impacts of wildfires — and their voluminous smoke output — might be one of the biggest unknown dangers of climate. Our conversation also touched on the heinous health effects of wildfire smoke, especially for women and children. It has been edited and condensed for clarity and readability.
That’s a great question. We’ll have to see how long it lasts. A lot of the West in 2020 — really, in California — basically had what you guys are having but for a month. Sometimes it wasn’t quite as acute, but often we got days and days of stuff about as bad as what you guys are having. So I think it’s a hopefully very short-run vision of what some of the rest of the country has dealt with.
But the important part here is the number of people getting exposed. You get days in the West where, like, Missoula, Montana, is hit pretty hard. Or in the 2020 event, we had parts of California get hit pretty hard for weeks. But today we’re talking about the most populated parts of the country just getting hammered. So in that sense, it’s pretty anomalous — it’s different from the Western events where you have unpopulated areas getting dosed.
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People have been studying the health impacts of wildfire smoke for a while — and it’s interesting. You would think we would have a pretty precise answer, but we still don't have a great one.
That’s mainly because these levels of air pollution are so high they induce some weird behaviors. So people actually notice the smoke, and they respond in a way that shapes health outcomes.
So you see some things you would expect. Respiratory hospitalizations or emergency department visits go way up — that’s been shown by a lot of groups. And that’s caused by asthma, that’s COPD, that’s bad stuff.
But other stuff changes — car wrecks go down, there are fewer fractures, people don’t break their legs playing soccer. Basically, what economists would call avoidance behavior pushes back in the other direction pretty substantially. So on really bad days, it’s this funny mix of worsened respiratory outcomes and declines in other, “non-smoke-related” visits.
That said, there are demonstrable negative health impacts for vulnerable groups. And all the research suggests we should draw the circle wider and wider in terms of what we call “vulnerable groups.”
Any pregnant moms — if my wife or anyone I knew was pregnant right now — I would be texting them to stay inside and sit by an air filter. We see very large impacts on preterm birth for moms who are exposed while their kids were in utero. Like I said, my daughter has asthma, so on days like this, she gets to blow it out on the iPad sitting next to the air filter.
So part of the story is not nuanced. If you’re a vulnerable group, it’s a good time to protect yourself.
There is also an ongoing debate about whether wildfire-sourced PM2.5 is better, worse, or the same as PM2.5 from fossil fuel combustion. Some early evidence suggests it’s maybe a lot worse for respiratory function — I’m not fully convinced myself but it could be true. We see a lot of nasty stuff in wildfire smoke. We see heavy metals that get aerosolized, all this stuff that’s in your sink when houses burn, that gets aerosolized. But I think broadly, the PM2.5 literature is a good guide for what’s happening.
For me, it's so important to mention the backdrop, which is just this remarkable policy success in improving air quality. And it was driven by bipartisan public policy that was really good and really worked. You can look at papers on this: You just don’t get bad air-pollution days anymore on the East Coast. They’re gone. They just don’t exist.
Yeah, the Clean Air Act, exactly. And that is being so quickly undone in the West by wildfires. Less so in the East — we saw fingerprints of it last year — but this is going to be a big event, and it’s going to change our estimates a lot. So this really nice progress that we had made is just being rapidly eroded now, and I thought that was just a West Coast story, but maybe now it’s happening in the East too.
Now, I don’t think this is going to happen every year for you guys on the East Coast. I don’t think the data suggests that yet. But it’s not going to happen never — it’s going to be more common.
They were never going to originate in the East Coast, almost surely. Wildfire smoke might affect the East Coast, but it was going to come from somewhere else.
Exactly. And I think honestly that’s what you should still expect. Although the forecast for the next couple of days suggests there’s pretty high fire risk across a bunch of the Northeast, so it’s not out of the question. We could see some starts in the Northeast that could contribute to the smoke, but certainly that's not the case right now.
I think that the modal case is going to be one that looks a lot more like what we’re seeing today, where you get big Canadian fires blowing in. But that just makes the air-pollution problem harder, because now we have a transboundary problem.
So what do we do? Do we sue the Canadians? Do we buy them off?
The way I think about it is that the Clean Air Act was built on one main fact, which is that local pollution concentrations depend on local emissions. So if you regulate local emissions, you improve local air quality. And that worked really well for a while.
But that logic no longer holds. Look at the Canadian fires — number one, it's not a point source, and number two, it doesn't stay locally. We’re not equipped to deal with this, and we have dug ourselves a massive hole in terms of a century of putting out fires that have just made this problem a monster.
My pitch for a while on the West Coast has been that wildfire smoke is going to be one of the main — if not the main way — we encounter climate change viscerally. I'm sure it’s going to get hot, but these episodic events that sit with us and really disrupt our activity, this is going to be one of the most widespread ways we encounter it.
But I would not have told that story for you guys on the East Coast. And this is still one very historic event, so I’m not ready to tell that story, but I’m going to draw the boundary a little wider next time I give a talk on this.
That’s exactly right. None of the existing monetized economic costs of climate change — like when we come up with the social cost of carbon or any of that stuff — wildfires are not in there at all. So this is fully un-costed in all the sort of headline climate-change cost numbers that we have.
Certainly, folks are making the links, and if you read the National Climate Assessment then wildfires are in there, but in terms of monetizing the cost, you're 100% right. We have not done that. Honestly, this is a big push in my groups to try to do it back to that, try to monetize these, and I think they're going to be really big.
When we've done back of the envelope estimates, they suggest the costs are at least as large as heat, potentially. Especially if we get more events like the one today.
The effects go beyond that too. There are all these papers now that show cognitive decline when exposed to air pollution and wildfire smoke. We can look at test-score data and in smokier years, kids do worse on tests. The effects are individually small, but you add them up across schools and across counties and they get pretty big.
The question is, is there catchup, right? In terms of learning losses, we would have to follow people for longer than we’re able to right now. But they certainly last within the year. So if I’m exposed in September, and I take a test in April, I can still see the effects of the wildfire.
We see that in our data. Now, we can’t nail the cognitive channel [as being at fault here] — like, it could be because you didn't go to school. But mostly schools don't close during smoke events, and so it’s consistent with the cognitive channel. But maybe the next year you learn what you missed and, you know, we can’t rule that out.
I think the more proven long-term outcomes is the relationship between in utero exposure and later-in-life outcomes. That’s been shown for other air pollutants, and I don’t think there’s any reason to think it’s not true for wildfire as well. In-utero exposure has this lifelong, negative imprint, including on earnings and cognitive function.
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The interior secretary and former North Dakota governor used to praise liberty. Now he is betraying it.
One thing has long stood out about U.S. Interior Secretary Doug Burgum: Even before he ran for office, he talked a lot about freedom. It’s really striking, even for a Republican.
Perhaps you don’t know Burgum’s story. He grew up a shaggy-haired boy in tiny Arthur, North Dakota. In 1983, he mortgaged a part of his family farm to fund a software company, Great Plains Software. The company was a success, and it made him wealthy as a young man.
Burgum talked about the startup — and the new technology industry to which it belonged — as something nobler and higher than just a hustle. The software industry, he told lawmakers in 1998, helped make the people who participated in it free because it helped them flourish. “Part of the appeal of this industry is the freedom to succeed or fail based solely on one’s own abilities,” he said. He was known as a good boss.
Microsoft bought his company, making Burgum a billionaire. He stayed there for a few years, then became an investor and a real estate developer. In 2016, he ran to be North Dakota’s governor and won by a landslide.
Observing Burgum for a few years now, I’ve seen him talk about freedom in a few ways. He is a federalist. Although he praised the First Amendment’s liberties, which he describes as inherent and God-given, he speaks often about the Tenth Amendment, too — the part of the Bill of Rights that says powers not delegated to the federal government are retained by the states and the people.
That idea, he said while running for the Republican presidential nomination in 2023, was something national Republicans too often forgot. “When I see the Republican Party try to get into things where we’re also overreaching, it also goes against this principle. There isn’t a one-size-fits-all federal rule — it should be returned to the states,” Burgum said.
Even his criticism of President Joe Biden’s “green fantasy energy policies” was rooted in this understanding of freedom. It wasn’t just that Biden’s policies limited consumer choice, he said, but that they empowered freedom’s enemies. They kept U.S. oil in the ground while encouraging Americans to buy electric vehicles and critical minerals from China.
“To defeat those adversaries, we must have a leader who understands the power of free societies and free markets,” he said.
Burgum didn’t win the 2024 nomination, and he wasn’t — as some hoped — picked for vice president on the ticket, either. But he won control of Trump’s energy agenda. Today, Burgum not only runs the Interior Department, but also chairs the National Energy Dominance Council, an ad hoc body that oversees energy and environment policy.
He’s kept talking about freedom in his new role — and he connects liberty to the eternal human struggle to flourish. “Human flourishing in this world has always been dependent on affordable and reliable energy,” he told Stanford students last year.
Which is why I was astounded to see this post last week:
Now, Burgum is a light-hearted guy, and obviously, we’re meant to chuckle. It’s a joke. Alaska and Washington, D.C., are part of the “old interior,” but Greenland’s capital, Nuuk, is the “new interior” — future American territory.
Burgum defended himself on Fox News last Thursday. “Who knew that posting a factual map of Alaska and Greenland would be triggering to those folks who do not fully understand the importance of Greenland and the strategic nature of protecting the United States of America?” he said.
Burgum is wrong. His map was not factual: Greenland is not part of the American interior; it is part of Denmark. To describe it as the “interior” of America should humiliate Burgum’s liberty-loving soul. But what we can tell from this tweet is that Burgum is mentally preparing himself for a terrible betrayal of the values and ideas he once celebrated.
What would that betrayal be? Nothing less than the open theft of Greenlanders’ most fundamental freedoms. On Fox, Burgum said that Trump wanted to “buy” Greenland — but this is such a twisting and abrasing of the truth as to make a patriot yelp. Trump desires Greenland by any means, and he is willing to use the military to bully Denmark and the Greenlandic people into selling their sovereignty.
This is not friendly commerce between two equals, as a free market requires, but rather petty and corrupt gangsterism. Trump is shoving a gun in Denmark’s face, muttering, We can do this the easy way or the hard way. Burgum claims to see nothing wrong with this degeneracy.
He should. Less than two years ago, Burgum praised the Constitution and “the historic and aspirational vision presented by our Founding Fathers.” That cohort’s insight — the reason we remember its members now, despite their flaws — was that the most fundamental political freedom is political self-determination. “All men are, by nature, equal and free,” wrote James Wilson, one of only six men to sign both the Declaration and the Constitution. “No one has a right to any authority over another without his consent: all lawful government is founded on the consent of those who are subject to it.”
Yet Burgum would help establish Trump’s authority over more than 55,000 Greenlanders without their consent and over their objections — a government that would reek of illegality from its birthpangs. And Burgum would be its midwife. The Office of Insular Affairs, which he oversees as part of the Interior Department, manages America’s territories and freely associated states, such as Puerto Rico and Palau. Greenland could soon fall under its purview, too. Burgum could easily become Greenland’s colonial governor, its federal subjugator.
All lawful government is founded on the consent of those who are subject to it. I have been to Greenland. It is an austere and beautiful country, home to a population of independent and freedom-loving people who want to prosper, raise their families, farm, hunt, thrive, and flourish. It should sound familiar: Greenlanders are not so far from Burgum’s old North Dakota constituents.
Either Burgum will now see the resemblance and desist from Trump’s corrupt attack on liberty, democracy, and the principle of self-government itself — either he will block it, delay it, never defend it in public or in private, and never joke about the wicked betrayal of an ally again — either he will review and revise the resignation letter in his desk drawer — either he will, in other words, act as a free man, or he should stop lying to Americans about his love of freedom and admit that he now believes instead that might makes right — that Donald Trump’s word is law, or close enough to it — and clarify for us, at last, that he has already become one of the president’s moral degenerates.
“Ronald Reagan famously told us, ‘Freedom is never more than one generation away from extinction,’” an earlier version of Doug Burgum once told us. It was 2024, and he was running for president, addressing Republicans in Florida. His political prospects had never looked better.
Burgum paused for a second. He wanted the audience to think about the quote — to stick with Reagan’s words.
“Sometimes people remember that [line],” he said, “but they forget the second part of the quote, and I think it’s the most important: ‘Freedom must be fought for and protected, or we’ll spend our later years telling our grandchildren what it was like when America was free.’”
To fight and protect freedom — what would such an act demand of Doug Burgum in this moment, when a president is threatening America’s neighbors and trying to impose the very definition of unfreedom on its friends? Burgum was a thoughtful politician once: an independent and heterodox leader who loved liberty and wanted to see Americans flourish. Will he now do his duty to America and the world? Or will he push the country and its imperial subjects — no longer free citizens — into an unfreedom that will aggrieve and impoverish us well into our grandchildren’s lives. The choice is his. He has his freedom, now let him use it.
Mikie Sherrill used her inaugural address to sign two executive orders on energy.
Mikie Sherill, a former Navy helicopter pilot, was best known during her tenure in the House of Representatives as a prominent Democratic voice on national security issues. But by the time she ran for governor of New Jersey, utility bills were spiking up to 20% in the state, putting energy at the top of her campaign agenda. Sherrill’s oft-repeated promise to freeze electricity rates took what could have been a vulnerability and turned it into an electoral advantage.
“I hope, New Jersey, you'll remember me when you open up your electric bill and it hasn't gone up by 20%,” Sherrill said Tuesday in her inauguration address.
Before she even finished her speech, Sherrill signed a series of executive orders aimed at constraining utility costs and expanding energy production in the state. One was her promised emergency declaration giving utility regulators the authority to freeze rate hikes. Another was aimed at fostering new generation, ordering the New Jersey Board of Public Utilities “to open solicitations for new solar and storage power generation, to modernize gas and nuclear generation so we can lower utility costs over the long term.”
Now all that’s left is the follow-through. But with strict deadlines to claim tax credits for renewable energy development looming, that will be trickier than it sounds.
The One Big Beautiful Bill Act from last summer put strict deadlines on when wind and solar projects must start construction (July 2026), or else be placed in service (the end of 2027) in order to qualify for the remaining federal clean energy tax credits.
Sherrill’s belt-and-suspenders approach of freezing rates and boosting supply was one she previewed during the campaign, during which she made a point of talking not just about solar and battery storage, but also about nuclear power.
The utility rate freeze has a few moving parts, including direct payments to offset bill hikes that are due to hit this summer and giving New Jersey regulators the authority “to pause or modify utility actions that could further increase bills.” The order also instructs regulators to “review utility business models to ensure alignment with delivering cost reductions to ratepayers,” which could mean utilities wind up extracting less return from ratepayers on capital investments in the grid.
The second executive order declares a second state of emergency and “expands multiple, expedited state programs to develop massive amounts of new power generation in New Jersey,” the governor’s office said. It also instructs the state to “identify permit reforms” to more quickly bring new projects online, requests that regulators instruct utilities to more accurately report energy usage from potential data center projects, and sets up a “Nuclear Power Task Force to position the state to lead on building new nuclear power generation.”
This combination of direct intervention to contain costs with new investments in supply, tough language aimed at utilities and PJM, the electricity market New Jersey is in, along with some potential deregulation to help bring new generation online more quickly, is essentially throwing every broadly left-of-center idea around energy at the wall and seeing what sticks.
Not surprisingly, the orders won immediate plaudits from green groups, with Justin Balik, the vice president of action for Evergreen States, saying in a statement, “It is refreshing to see a governor not only correctly diagnose what’s wrong with our energy system, but also demonstrate the clear political will to fix it.”
On Greenland jockeying, Brazilian rare earth, and atomic British sea power
Current conditions: A geomagnetic storm triggered by what’s known as a coronal mass ejection in space could hit severe levels and disrupt critical infrastructure from southern Alabama to northern California • After weekend storms blanketed the Northeast in snow, Arctic air is pushing more snow into the region by midweek • Extreme heat in South America is fueling wildfires that have already killed 19 people in Chile.
Over the weekend, President Donald Trump once again ratcheted up pressure on Denmark and the European Union to consider his bid to seize Greenland. In a post on Truth Social, the president announced punitive 10% tariffs on Denmark, Norway, Sweden, France, Germany, the United Kingdom, the Netherlands, and Finland starting on February 1, with plans to raise the levies to 25% by June. “We have subsidized Denmark, and all of the Countries of the European Union, and others, for many years by not charging them Tariffs, or any other forms of remuneration,” he wrote. “Now, after Centuries, it is time for Denmark to give back — World Peace is at stake!” In response, the EU has threatened to deploy its economic “big bazooka.” Known formally as the anti-coercion instrument, the policy came into force in 2023 to counter China’s attacks on Lithuania, and involves the imposition of sweeping trade sanctions, ousting the aggressor nation’s companies from the world’s second-largest market, and ending intellectual property protections. Economists told the Financial Times that a trade war over Greenland would risk sparking the worst financial crisis since the Great Recession.

Electricity generation is set to grow 1.1% this year and 2.6% in 2027, according to the latest short-term energy outlook report from the federal Energy Information Administration. Despite the Trump administration’s attacks on the industry, solar power will provide the bulk of that growth. The U.S. is set to add 70 gigawatts of new utility-scale solar in 2026 and 2027, representing a 49% increase in operating solar capacity compared to the end of 2025. While natural gas, coal, and nuclear combined accounted for 75% of all generation last year, the trio’s share of power output in 2027 is on track to slip to 72%. Solar power and wind energy, meanwhile, are set to rise from about 18% in 2025 to 21% in 2027.
Still, the solar industry is struggling to fend off the Trump administration’s efforts to curb deployments of what its top energy officials call unreliable forms of renewable power. As Heatmap’s Jael Holzman wrote last month, the leading solar trade association is pleading with Congress for help fending off a “near complete moratorium on permitting.”
Everybody wants to invest in critical minerals — including the Western Hemisphere’s second center of power. Brazil is angling for a trade deal with the U.S. to mine what the Financial Times called its “abundant but largely untapped rare earth deposits.” With tensions thawing between Trump and the government of leftwinger Luiz Inácio Lula da Silva, officials in the Brazilian administration see a chance to broker an agreement on the metals Washington needs for modern energy and defense technologies. “There’s nothing but opportunity here,” one official told the newspaper. “Brazil’s government is open to a deal on critical minerals.”
Northwest of Brazil, in Bolivia, the new center-right government is stepping up efforts to court foreign investors to develop its lithium resources. The country’s famous salt flats comprise the world’s largest known reserve of the key battery metal. But the leftist administration that ruled the Andean nation for much of the past two decades made little progress toward exploiting the resource under state-owned companies. The new pro-Washington government that took power after the October election has vowed to bring in the private sector. In what Energy Minister Mauricio Medinaceli last week called the government’s “first message to investors,” the administration vowed to honor all existing deals with Chinese and Russian companies, according to Mining.com.
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Last month, I told you about how swapping bunker fuel-burning engines for nuclear propulsion units in container ships could shave $68 million off annual shipping costs. That’s got real appeal to the British. Five industrial giants in the United Kingdom — Rolls-Royce, Babcock International Group, Global Nuclear Security Partners, Stephenson Harwood, and NorthStandard — have formed a new group called the Maritime Nuclear Consortium to boost British efforts to commercialize nuclear-powered cargo ships. “Without coordinated U.K. action, the chance to define the rules, create high-skilled jobs and anchor a global supply chain could be lost to faster competitors,” Lloyd's Register, a professional services company in London that provides maritime certifications, said in a statement to World Nuclear News. “Acting now would give the U.K. first-mover advantage, and ensure those standards, jobs and supply chains are built here.”
On the more standard atomic power front, the U.S. has officially inked its nuclear partnership deal with Slovakia, which I wrote about last week.
Sunrun has come out against the nascent effort to harvest the minerals needed for panels and batteries from metal-rich nodules in the pristine depths of the ocean. Last week, America’s largest residential solar and storage company signed onto a petition calling for a moratorium on deep-sea mining. The San Francisco-based giant joins Google, Apple, Samsung, BMW, Volvo, Salesforce, and nearly 70 other corporations in calling for a halt to the ongoing push at a little-known United Nations maritime regulator to establish permitting rules for mining in international waters. As Heatmap’s Jeva Lange has written, there are real questions about whether the potential damage to one of the few ecosystems on Earth left untouched by human development is really worth it. Trump has vowed to go it alone on deep-sea mining if global regulators can’t come to agreement, as I wrote last year. But it’s unclear how quickly the biggest developer in the space, The Metals Company, could get the industry started. As You Sow, the advocacy group promoting the moratorium, said Sunrun’s signature “brings an important voice from the clean energy sector.”
The home electrification company Jetson, which makes smart thermostats and heat pumps, has raised $50 million in a Series A round. Founded less than two years ago, the company pulled in first-time funding from venture firms including Eclipse, 8VC, and Activate Capital, and saw at least two existing investors put in more money. “Heat pumps have worked for decades, but their cost and complexity have put them out of reach of most homeowners,” Stephen Lake, Jetson’s co-founder and chief executive, said in a statement. “We’re removing the friction by making the process digital, fast, and affordable while fully managing the purchase from start to finish. This funding will help us quickly bring this experience to more homeowners across the U.S. and Canada.”