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We didn’t know it was coming. We didn’t know where it came from. We still can’t nail its climate change connection.

What happened?
No, seriously — what happened?
Last week, the American megalopolis, that string of jewels on the old Atlantic coast, found itself shrouded by wildfire smoke. New York City’s air turned ashen and dun, then glowed a supernatural amber. For the first time in who-knows, sightseers standing at the U.S. Capitol Building could not see the Washington Monument, a mile and change down the Mall.
You could list the sports games canceled or flights delayed, but what was oddest about the event was the sheer ubiquity of it. This was one of the few news stories I can remember where you could look up from whatever article you were reading and see the story itself, softly lapping at your window.
And then it was gone. By Friday, the haze had blown out to sea.
It was, in retrospect, a strange time — deeply strange, humblingly strange, strange before almost any other quality. More than 128 million Americans were under an air-quality alert on Wednesday night — roughly the population of Germany and Spain combined — but scarcely 36 hours earlier, nobody had known to prepare for anything worse than a moderate haze. The country’s biggest wildfire-pollution event on record arrived essentially out of nowhere.
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One of the main modes of journalism today — but also, frankly, one of the main frames of our whole cultural apparatus, from TikToks that lightly gloss Wikipedia articles to rampant right-wing conspiracism — is that of the explanation. Everyone explains what’s happening to each other, as it happens, at all times, and therefore makes the world seem rational, empirical, and less frightening. Yet with the wildfire smoke, what is so striking is how little we understood. Nearly every important step in the story was misapprehended as it happened.
We didn’t know that the smoke was coming, for instance. On Tuesday morning, meteorologists predicted that the same moderate haze that has hung around all season would again hit the East Coast. The New York Department of Environmental Conservation put out an alert saying that the air quality index, or AQI, might rise to 150 across the state.
They did not forecast — nobody, as far as I can tell, did — that the worst air pollution in decades would soon wallop the state. By Tuesday night, New York City’s AQI had already reached 174, according to Environmental Protection Agency data. As I walked home in D.C., I could see tendrils of visible smoke hugging the upper stories of apartment buildings.
This prediction failure gave the ensuing response a halting, confused quality. How could such a massive event come out of nowhere? Not until Thursday afternoon — when the smoke had nearly passed — did the federal government advise its workers that they could telework or take vacation time to avoid the bad air. On Friday, New York closed in-person schools, just in time for blue sky to return.
I find it hard to blame them. This was an unprecedented event in part because the fires were so far from where they affected. Everyone had seen the videos of smoke besieging Portland and San Francisco in 2020, but back then, the fires had been near those cities — a couple hundred miles away at most. Where was the smoke coming from now? The Adirondacks were fine. Vermont was’t burning.
Here, we misunderstood again. Many outlets — including this one, at first — initially reported that the smoke came from Nova Scotia, where large and destructive fires had raged the week before. But those fires had been doused over the weekend by some of the same weather pattern that was now ferrying smoke to us. In fact, the smoke had come from the boreal forests of northern Quebec, more than 500 miles from New York City.
Why were these fires raging? Not even Canadians could give a good answer. With fires in Alberta and Nova Scotia gobbling attention and resources, the Quebec fires had seemingly been an afterthought until their smoke blew into Toronto and Ottawa, which happened only a few hours before it arrived in New York. Suddenly, a secondary event had become the main event.
On Wednesday, I talked to a Canadian climatologist who seemed hazy about why Quebec was burning in the first place. “I think this situation is kind of similar to Nova Scotia,” he told me, blaming that province’s warm, dry spring for the blazes. But this explanation — which appeared in many outlets — was only somewhat true: While Quebec had suffered a warm May, it was not in drought.
We did not understand why these fires are burning — and honestly, we still don’t. President Joe Biden said that the smoke provided “another stark reminder of the impacts of climate change.” I am not so sure. There’s no doubt, to be clear, that climate change will make wildfires worse across North America: The Intergovernmental Panel on Climate Change says that hot, dry “fire weather” will increase throughout the 21st century. But, again, Quebec is not in drought. As for today, no climate-change signal has appeared in eastern Canadian wildfire data. Their connection to climate change is far less clear cut than it is in, say, California’s blazes.
Yet neither would I condescend to someone who does blame climate change here. When something like this happens, how can you not cite the planet’s biggest ongoing physical transformation? If climate change makes flukey weather more likely, shouldn’t we at least consider it being responsible for some of the flukiest weather in decades? The thing about unprecedented events is that you lack precedent for them.
Not that we completely lack an example for this. In 1780, the sun was blotted out across New England. Nocturnal animals came out; people fretted in the streets and abandoned their work; the Connecticut state legislature considered adjourning for doomsday. Not until a decade ago did we finally learn that the “dark day” was caused by Canadian wildfire smoke drifting south.
Which suggests that this might be a once-in-250-year event. But maybe it’s not any more. Maybe with climate change, it’s a once-a-century event. Or a once-in-a-decade event. For now, the sample size is two.
So I wonder: If it wasn’t climate change, would it matter? The pandemic has already taught us that indoor air quality matters, that unseen particles floating in the air can do serious harm. No matter what happens with the climate, Canada is too large and unpopulated to fight every wildfire; neither can it manage the same kind of labor-intensive forest management that California might attempt. East Coasters should come away from our own dark days with new compassion for people out West — and those across the world — who must deal with wildfire smoke on a seasonal basis, not to mention the fires themselves. Regardless of climate change’s role in this fire, it makes wildfires more likely: We should continue to try to decarbonize as fast as we can.
But as for local policy, perhaps our aims should be humbler. We now know (again) that a great cloud of wildfire smoke can blow up on the East Coast at any moment and poison our air. We don’t need to know everything to protect ourselves and our neighbors from that. Air filters cost hundreds of dollars, but not thousands; in new multi-family buildings, they are built into the ventilation system itself. Perhaps the right lesson from this outbreak should be to change our expectations, and think of indoor air filtering like brushing your teeth — a habit essential to our hygiene, to be used by all, and to be provisioned for those who cannot afford one at the public expense.
Maybe that’s prudent climate adaptation. Or maybe — in the wake of COVID, Canadian smoke, and who-knows-what-comes-next — it’s just new common sense.
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On British nuclear, Puerto Rican water, and the U.S. solar supply chain
Current conditions: Dolly is no longer a tropical storm, but the remnants of the system are set to drench the northern Caribbean, especially the Leeward Islands, the British and U.S. Virgin Islands, and eastern Puerto Rico • One person died and at least 14 hikers are missing in flash floods in the Grand Canyon that forced airlifts on Sunday • In the Pacific, Tropical Storm Karina is rapidly strengthening into a hurricane, but it’s unlikely to make landfall anywhere.
The United States has brokered what President Donald Trump called “the biggest oil deal in world history” with Venezuela, securing majority control over more than 65 million barrels of the South American nation’s proven supply of crude. In a post on his Truth Social network Friday evening, Trump said the agreement would “more than double American oil reserves” and “substantially lower gas prices for all Americans, long into the future, while helping to continue to set Venezuela on a course toward tremendous success and great prosperity.” Appearing on national television for a six-minute address, Venezuela’s interim President Delcy Rodríguez, who took power after the U.S. captured former leader Nicolás Maduro in a night-time raid nearly nine months ago, said the pact would allow Caracas to earn more than $209 billion in revenue and become “an energy powerhouse.” While “everyone knows our country has the biggest oil reserves in the world,” she said, “having resources underground isn’t enough.” She added, according to The Guardian’s translation: “It’s no use having our oil resources underground, only to appear in statistics or bookkeeping.” The deal is good news for the string of U.S. oil refineries on the Gulf coast that were designed for the heavy crude that comes out of Venezuela. As it stands, my colleague Matthew Zeitlin wrote last week, “America’s oil refineries are going all out.”
For all the fears stirred up by Central Intelligence Agency Director John Ratcliffe’s recent surprise visit to Moscow — remember, the last two times an American spy chief went to Russia, it was to try to dissuade the Kremlin from invading Ukraine or commit the first war-time nuclear bombing since World War II — the country doesn’t seem particularly ready to, as The Wall Street Journal reported, risk war with Washington by attacking a North Atlantic Treaty Organization country. Russia’s gasoline production fell to about 70% of domestic consumption levels in August following a series of Ukrainian drone attacks that forced major refineries offline, two industry sources told Reuters.
In June, New York led Northeast states in filing a lawsuit against the Trump administration, challenging the deals the Department of the Interior struck with offshore wind developers to pay out billions in taxpayer-funded “settlements” in exchange for abandoning the already-stalled turbine projects. Now California has filed its own lawsuit over what Attorney General Rob Bonta called the administration’s “blatantly unlawful” buyout of wind leases off the state’s coast. “The Trump administration’s backroom buyout with Golden State Wind to stop offshore wind development in favor of gas and oil drilling is, unfortunately, a classic playbook for them to line the pockets of their Big Oil donors,” Bonta said in a statement. “Let’s be clear: California will continue to aggressively fight back against the Trump administration’s outrageous abuse of taxpayer dollars to abandon offshore wind investments that could have delivered union-paying jobs and reliable clean energy to Californians.” The California Energy Commission, which joined the lawsuit, called the Interior Department’s efforts to curb offshore wind development “reckless” in the face of rising electricity demand. Adding to the malcontent over President Donald Trump’s most fruitful effort yet to kill off a specific clean energy sector that has drawn his ire since before he entered politics, my colleague Robinson Meyer noted earlier this month that the deals — more of which have come since the California settlement — are all for projects that were unlikely to move forward anyway.

Until 1991, the United States produced the majority of the uranium its reactors (and atomic war machine) needed. Then came “megatons to megawatts.” Under the pithily named program, the U.S. took a victory lap after winning the Cold War by agreeing to import virtually any reactor fuel Russia made from disassembled weapons. American power plants received cheap fuel, a chaotically marketizing Russia found a market for some of its most coveted materials, and the world averted nuclear apocalypse. The only problem is that, contrary to the rhetoric of the time, history didn’t end. What nearly did end was domestic production of uranium and reactor fuel as Russian imports put American suppliers out of business. Nearly four decades later, the U.S. has banned Russian imports, and the exemptions to the prohibition end in 2028. The good news is that the U.S. is stepping up. In 2025, uranium concentrate production totaled 2.1 million pounds of triuranium octoxide — the base component for reactor fuel, known as yellowcake. That, according to the latest U.S. Energy Information Administration analysis, is the most since 2017 and more than triple the volume produced in 2024. But it’s still far from enough for energy independence. U.S. power plants used nearly 47 million pounds of yellowcake in 2025, down from just under 56 million pounds in 2024. Regardless of whether all the reactors currently underway move forward, that number is going up. New supply is coming. On Friday, developer Anfield Energy told The Northern Miner that it’s seeking to raise at least $50 million in financing in the coming months to refurbish and reopen Utah’s Shootaring Canyon mill, one of only three licensed, permitted, and constructed uranium mills in the U.S.

The U.S. supply boost could also benefit the United Kingdom, which is working with Washington on spurring along its own nuclear renaissance. A new YouGov poll released Friday found nuclear power to be Britain’s preferred future electricity source, with 21% of Britons saying it should be prioritized, compared to 19% for solar and 18% for offshore wind. Just over half of the voters surveyed doubted renewables alone could provide enough electricity to meet the nation’s power demand and lower costs. That’s despite nearly 50 gigawatts of onshore wind in the development pipeline across Great Britain, according to Renewables Now.
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Britons’ doubts over renewables come as England’s water network heaves under the stress of a severe “flash drought” that Bloomberg said “is showing no signs of easing,” forcing water companies to truck supplies in and call for emergency restrictions. At least 30 million now face a temporary ban on using hoses and outdoor pipes.
Nearly 200,000 households and businesses are still without steady access to running water in Puerto Rico, where drought has collided with an aging aquifer system that leaks, by some estimates, more than half its supply of freshwater. Climate change reduced rainfall in America’s most populous non-state territory by 9% between May and July of this year, according to a new study by more than 20 scientists worldwide. The conclusion, the San Juan-based Centro de Periodismo Investigativo reported, is that drought “will persist and worsen.”
Earlier this month, as my colleague Emily Pontecorvo and I reported, the Trump administration tossed solar manufacturers a lifeline, raising tariffs on imported panel components in a bid to help factories compete with imports after Republicans’ sweeping tax law eliminated the federal incentives for developers to buy American-made photovoltaics. Since then, analysts have debated whether the minimum prices set in the Department of Commerce’s policy are sufficient to spur new investments in the production of solar cells. At least one company is announcing a project. In a post on LinkedIn last week, Oklahoma City-based Nextnova Solar unveiled plans for a 2-gigawatt solar cell factory in its home state. The company expects to bring the facility online in November and begin mass production in March 2027, according to PV Tech, which noted the possibility to expand to 5 gigawatts of annual production sometime in the future.
Meanwhile, the Minnesota-based manufacturer Heliene is preparing for a trial run of panels using American-made glass. The company has 1.3 gigawatts of crystalline silicon module capacity production, and recently formed a partnership to secure more locally sourced wafers and cells. But U.S.-made glass “has so far been a key missing element,” PV Tech reported in a separate story. Heliene’s pilot run will use glass from Ohio-based Stewart Glass. “As U.S. module manufacturing has been growing, there has been no supply of non-iron content glass,” Heliene CEO Martin Pochtaruk told the trade publication. “Being able to use glass versus importing glass is also part of de-risking the geopolitics of imports from Asia, and that’s why it’s so important.”
In the U.S., we are still working our heads around building out a charging network that can comfortably keep electric cars fueled up from coast to coast with the same ease as a vehicle that can just fill up at a gas station. In China, auto giant BYD is now rolling out its ultra-fast chargers, which can restore a vehicle’s battery as quickly as you can fill up a gas tank. Just a few months ago, BYD marked its 5,000th Flash Charger deployment. Now it’s up to 10,000 across 300 different centers, InsideEVs reported last week, cribbing from the Chinese news site IT Home.
And more thoughts on the week’s most notable fights around project development.
1. Pinal County, Arizona – If you can’t build a solar or a wind farm somewhere, it’s really hard to get a data center built there too.
2. St. Joseph County, Indiana – Thousands of miles away from Arizona, a similar division is dominating the fight over whether to enact a 2-year moratorium on data centers in the county home of South Bend.
3. Ingham County, Michigan – The first solar farm fight has been resolved under Michigan’s new renewables siting law.
A conversation with Nevada attorney general Aaron Ford
This week’s conversation is with Nevada attorney general Aaron Ford, the Democratic candidate for governor in the state. His campaign reached out recently asking if I wanted to chat about what he’d want to do on data center and energy policy, which is essentially catnip for a reporter like me. So we hopped on the phone and chatted about his approach to regulation as he seeks to oust the sitting GOP governor Joe Lombardo.
The following conversation was lightly edited and abridged for clarity.
As someone running for statewide office, how do you take into consideration the growing backlash to industrial development? Not just data center development but solar and wind?
I think it's the responsible thing to do and it’s the responsive thing to do to engage in conversation around this issue, understand what people think about it, and try to come up with policies to demonstrate your willingness to accommodate those issues. I’ve been on two statewide tours in the last nine, 10 months all over the state talking to folks. The first time I recall having a conversation about this was at the end of my first statewide tour at the end of last year in a rural county, complaining about a data center coming to a different part of that rural county.
It’s across demographics. Democrats, Republicans, Independents – they’re having concerns about these data centers. They’re swarming into Nevada communities, draining our water, jacking up our energy prices, and using Nevada taxpayer money to do it. So folks have asked for thoughtful consideration on how to do this.
How do you distinguish between the concerns about data centers and the concerns about renewable energy, transmission, maybe even conventional energy sources? Do you separate those conversations or are they all just one big conversation to have?
They’re not mutually exclusive. There are sure to be distinct conversations to be had.
What I have said in my plan is that we’re going to stop the [tax] abatement for future data centers coming here until I can audit the efficacy of these other data centers who’ve received abatements. Joe Lombardo has given out $200 million in abatements and he hasn’t checked to see that they’ve fulfilled their end of the bargain in terms of local hires, their impacts on the environment, and so forth.
What I’m going to do is ensure that [if] they're going to operate here, they’ll have to bring not just their own energy but renewable energy to power their facilities.
If elected, you’d be representing a state that has principal interest in front of the federal government. I’ve been writing about data center development on federal lands including the situation in Boulder City. How do you view engaging with the Trump administration on data center development?
At the outset, what we see happening right now outside of Boulder City is an affront to local control. It’s an affront to a local government and its residents voicing their opposition to a data center and the federal government shouldn’t be able to do an end run around zoning and environmental protections. I’m going to stand up for our sovereignty in that regard. I’ve said time and again that anyone who is serious about improving the lives of Nevadans, this is contrary to that. They are ignoring the will of Nevadans.
When it comes to the situation in Boulder City, what do you think should happen there?
I think the federal government shouldn’t be able to come in and authorize the approval of a data center when the initial authorization was for a solar project. There are two different environmental protection measures that need to be implemented in that regard.
An end run around protections with no notice and opportunity to be heard is tantamount to a coup in this arena. It’s not something that I countenance. I know what I stand for. Certainly I wouldn’t stand by quietly and not do anything.
Walk me through what you want to get done on this topic should you win? What do you want to see the state legislature do?
We’re going to stop the tax abatements, these giveaways to these companies. We need to ensure they’ve lived up to their obligations.
When I’m governor they’re going to have to bring their own clean energy and bring their own water. We live in the desert. We’re going to end evaporative cooling throughout the state.
I’m not new at this. My tenure in public service has been defined by holding public companies accountable. I’ve held them all accountable and I’m going to do the same for data centers should I be elected governor.
My last question for you is about the future. Most conversations happening about data center development are focused on the short term. But five, ten years down the road, where do you think we’re going to end up on this issue?
That’s the real question. Eleven years ago, we had no idea we’d be here. ChatGPT didn’t exist when data centers were first discussed. They were places where the cloud was being held.
So look, we need to have conversations with companies. We need to stay at the forefront of development.We need to stay in conversation with companies to understand where it's going and make sure we’re passing governmental policies that will accommodate the needs of Nevadans. While we can’t predict where we’ll be in five years, we know it won’t look like this today.
We need to be nimble. We need to be responsive. We need to be reactive. Proactive, when we can. All of it at the exact same time.