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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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Governor Kathy Hochul says the state won’t approve new artificial intelligence data centers for one year.
We have our first state-level data center moratorium.
New York Governor Kathy Hochul has paused data center development in the state for one year, signing an executive order on Tuesday that prevents the state from approving permits for new large-scale computing facilities.
The order targets what Hochul called “hyperscale data centers,” which she defined as those that can consume 50 megawatts of electricity or more.
“New York will lead the way in creating the strongest standards in the nation for data center development, ensuring that when companies succeed because of New York, New Yorkers succeed too,” the governor said.
The state will spend the next year finalizing a program to make sure data centers either build their own power generation or pay a higher rate for electricity. It will also help local governments negotiate “community benefits” with data center developers, and it will require projects to complete a more stringent form of environmental review.
Practically speaking, the moratorium doesn’t affect many projects, Heatmap Pro data suggests. Of the eight large-scale data center projects recently proposed in New York state, three have already been canceled, and one was approved last year. The developer behind a potentially million-acre campus — which would have consumed as much as 1,000 megawatts of power — in the upper Hudson Valley canceled the project last month after the town imposed its own moratorium.
In fact, most of the towns or counties where an AI data center would be most attractive in New York have already banned or restricted the projects in some way, our data shows. Eight municipalities in New York have banned data center development outright, while three have passed a restrictive ordinance of some kind.
If anything, the new moratorium is more lenient than developers might have expected. Last month, the New York state legislature passed a bill that would have blocked approvals for data centers larger than 20 megawatts for a year. Hochul is sidestepping that legislation by issuing this executive order.
Perhaps the most important context: Hochul faces a re-election campaign this fall. The order reminds me of when she paused New York City’s congestion pricing program just before it would have gone into effect in June 2024 — which was, if I may be blunt, another election year. I was sharply critical of her decision then and considered it among the worst climate policy betrayals of the Biden era; everything I’ve learned since suggests that the tolling plan really was in peril. But lo, several months later — a few weeks into November, as it happens — Hochul and state lawmakers revived the scheme. The policy finally began in 2025 and has been a roaring success.
To be clear, I don’t think Hochul will reverse this one-year moratorium in December. But I suspect that it’s unlikely to get extended beyond its initial 12 months, in part because so many towns and cities have already passed their own restrictions. (Or perhaps that makes its eventual extension more likely.) Whether other Democratic-run states follow her lead, though — especially those where more data centers are likely to get built — is another question.
Microsoft says it bought nearly 3,500 acres of land near Cheyenne from the family of Wyoming Senator Cynthia Lummis.
The family of one of Congress’ biggest Big Tech boosters has reportedly sold thousands of acres of land to Microsoft for a new data center.
Late Monday night, the city council in Cheyenne, Wyoming approved a measure necessary for Microsoft to connect a new data center campus to city services, including water access. The council’s action annexes almost 3,500 acres that was owned by relatives of the state’s junior senator, Cynthia Lummis. A Microsoft representative testified to the council that the company acquired the land on June 26.
Honestly, it’s a surprise that the land annexation — reportedly one of the largest single additions of land to the city’s control in its history — was even approved. Just last week I confirmed local reports that officials had traced rare bacteria in the city’s municipal wastewater system to another data center project overseen by a subcontractor for Meta. This incident led the city to ban data center developers indefinitely from disposing wastewater from closed-loop cooling systems into the municipal wastewater system.
The land annexation was approved in the wee hours of the night by a 7-3 vote, after a nearly eight-hour marathon session of the city council that also included other much smaller land swaps for the Microsoft project. The state representative for the area where the property sits, Republican Ann Lucas, testified against the measure. Many Cheyenne residents who spoke in opposition to the project referenced the Meta-linked incident, and a handful of neighbors of the future data center complex got together to testify against it.
“I oppose this annexation, but I understand that Senator Lummis has a right to request it, just like she did for the land that my house is on,” testified Peggy Gates, who lives in a residential community called Sweetgrass that is adjacent to the property. “My sincere question to the city council is, why is it necessary for this annexation and rezoning vote to be completed tonight?”
Patrick Collins, Cheyenne’s mayor, told her the city faced a choice: either move forward with an annexation that would put the property under its control and let it connect to municipal services, or Microsoft would have to go its own way under solely county control.
“It’s a good question,” Collins replied from the dais. “I would guess if we postponed it for three months, people would say we should postpone it longer. At some point we just have to vote and say yes or no and give the people who want to develop that piece of property clearer direction of whether they can be in the city or not in the city. They already own the land. They’re either going to do it in the city or outside the city. We’re trying to give them direction as to how they should make their plan. Should they drill [water] wells or use city water and sewer?”
How much money the Lummis family may make from the data center land deal has not yet been made public, nor have the ways in which the senator or her family could profit. The family has reportedly held much of this land going back to the 1940s, and it now sits in the name of companies such as Arp and Hammond Hardware, Old Horse Pasture Inc., and Lummis Livestock Company LLC.
As far as I can tell, this is the first major data center deal ever involving a sitting member of the U.S. Congress. Lummis is also the “crypto queen” of the Senate, known as a policy thought leader in all things technology, artificial intelligence, and the digitization of human existence. She’s recently waded into the data center debate: In mid-June, after Microsoft disclosed its intent to acquire the Lummis properties, the senator introduced a bill requiring the Federal Energy Regulatory Commission to quickly craft new regulations making it easier for data centers using 100 megawatts or more to connect to the existing electrical grid.
Lummis announced in December that she will not be seeking re-election. Her office did not respond to requests for comment.
Microsoft told me in a statement that the senator’s connection to this land played no role in selecting this site for their project: “This expansion reflects our continued long-term investment in Cheyenne and builds on more than a decade of growth in the region. Senator Lummis’ political standing had nothing to do with our decision to continue growing in Cheyenne,” the company said.
“Geologic hydrogen” companies make up a hefty portion of the latest Activate Fellowship class, announced Tuesday morning — a reliable harbinger of investments to come.
The hype around clean hydrogen has come in waves, with investors and policymakers betting that the versatile molecule could help decarbonize everything from fertilizer production to long-haul shipping and heavy industry. Different production methods have come in and out of vogue: Around 2020 it was using carbon capture and storage, then electrolysis powered by clean electricity and subsidized by generous tax credits in the Inflation Reduction Act. More recently, venture capitalists have poured money into the search for naturally occurring deposits hidden underground.
So far, none of these approaches has delivered cheap, low-carbon at any kind of scale. Yet enthusiasm for this latest frontier — so-called geologic hydrogen — has continued to build.
Much of that excitement stems from an even newer concept, alternately known as engineered geologic hydrogen or engineered mineral hydrogen. This is the idea that if naturally occurring hydrogen deposits — which require a precise mixture of geologic conditions — prove too rare or difficult to find, scientists can engineer those subsurface conditions themselves, producing this valuable molecule straight from the earth wherever the right iron-rich rocks are found. Essentially, the approach trades exploration risk for engineering risk.
“I think it’s really a natural evolution,” Sophie Broun, CEO of the seed-stage engineered hydrogen company Anning Corporation, told me. “It’s the evolution that we’ve seen play out from oil and gas — conventional to unconventional — from geothermal to [enhanced geothermal systems], and now we’re seeing it in geologic hydrogen.”
Broun is a member of the new class of Activate Fellows announced on Tuesday morning. The two-year fellowship provides early-stage founders with funding for research and development, as well as a network of fellow founders, mentors, investors, and corporate partners. It’s helped seed cohorts of companies that have gone on to form brand new industries, from clean cement startups Brimstone and Sublime Systems to thermal energy players Antora Energy and Electrified Thermal Solutions.
Dan Recht, Activate’s chief fellowship officer, thinks that the nascent geologic hydrogen industry — which includes both natural and engineered deposits — is next. “This process of seeing these up and coming sectors and industries is routine for us at Activate,” he told me. “At the end of our selection process we now have a pretty good sense of, oh, the U.S. is going to have a geologic hydrogen industry.”
Of the 50 fellows selected this year, nine work in energy. Of those nine, three are hydrogen companies: geologic hydrogen startups Anning and Hydrify, as well as Brint Tech, which is developing hydrogen leak detectors. Anning is squarely an engineered hydrogen company, aiming to stimulate the production of the molecule underground using an undisclosed technology, while Hydrify is building tools to better locate where natural hydrogen deposits already exist.
Like Broun, Recht sees a clear parallel with the geothermal industry, where Fervo Energy is manipulating the subsurface to create the conditions necessary for geothermal power production and Zanskar is using artificial intelligence models to identify previously overlooked conventional geothermal resources. Anning could become the Fervo of hydrogen, while Hydrify could be its Zanskar, he told me. The parallels also extend beyond the companies themselves: The drilling techniques that underpin geothermal development — largely adapted from the oil and gas industry — stand to be just as critical to unlocking geologic hydrogen, which could give this emerging tech a similar bipartisan appeal.
Natural hydrogen company Koloma is by far the best capitalized startup in this space, having raised around $400 million from big-name backers such as Breakthrough Energy Ventures, Amazon’s Climate Pledge Fund, and Khosla Ventures. That said, it has yet to publish any results indicating it’s discovered commercially significant new deposits. That relative silence from the industry’s biggest player has helped fuel the dreams of the even-more-nascent engineered players such as Anning, Vema Hydrogen, Addis Energy, GeoKiln and Eden GeoPower, who think they can achieve quicker, more consistent breakthroughs.
“By being able to deploy the engineered solution, we’re able to be repeatable and scalable, and ultimately, that’s what customers and infrastructure providers need,” Broun told me. Being able to produce hydrogen closer to where it’s actually used could slash transportation costs, often one of the most expensive parts of the hydrogen value chain as the gas typically must be compressed or liquified before transport. “Being able to place that engineered system at a location that’s much more within your control, I think that that is a far stronger or more appealing business case in many cases,” she explained.
Anning raised a pre-seed round last year, and is now raising a $6 million seed round, which would put it more or less on par with other early players in the engineered hydrogen subsector. Vema has raised the most thus far, bringing in an oversubscribed $13 million seed round last February from a group of climate-focused investors including Extantia Capital and Propeller, and is now raising its Series A.
Vema drills its wells into iron-rich rock formations known as ophiolites, then injects water and a proprietary catalyst to trigger serpentinization, a natural geochemical reaction between water and iron minerals that produces hydrogen gas. While this process would typically unfold over millions of years, Vema says it’s aiming to speed up that reaction by a factor of 10,000 to generate commercial quantities of hydrogen on a human timeframe. The resulting hydrogen gas would then flow back to the surface through the well, where it would be purified before its delivery to customers.
The company’s senior vice president of operations, Colin McCulley, told me he expects that it can all be done for less than $1 per kilogram, the so-called “magic number where you start to compete with petroleum-derived hydrogen.” And Vema’s CEO, Pierre Levin, told TechCrunch that once the startup dials in its tech, the price will eventually drop to less than 50 cents per kilogram, making it definitively the cheapest form of hydrogen yet developed.
The company is currently conducting pilot testing in Quebec, home to the well-mapped Thetford Mines ophiolite deposits. But while Vema has yet to release any early results from this pilot, it’s already laying the groundwork for rapid commercialization. Late last year, Vema signed a conditional 10-year offtake agreement with the off-grid data center power startup Verne to supply up to 36,000 metric tons per year of hydrogen, with delivery expected to begin “as soon as 2028.” Then last week, the startup inked a nonbinding memorandum of understanding with Montreal-based sustainable aviation fuels developer SAF + International Group to supply 4,000 tons of hydrogen annually, also beginning “in approximately 2028.” The group will make that fuel at a facility co-located with Vema’s planned Quebec production site to minimize transport costs.
A report shared with me last month from the Cleantech Group, a San Francisco-based market intelligence and advisory firm, cast some doubts on that timeline, however. It called the 2028 target “over aggressive,” given that Vema will need to build a first of its kind facility to fulfill its deals with Verne and SAF + International Group.
“This is the Earth. This isn’t like your lab space where you can exactly control the pressure and temperature and conditions that exist downhole,” Diana Rasner, author of the report and the firm’s group lead for materials and chemicals, told me. “You’re going into territory you can’t see, or that you don’t know how it behaves day to day, let alone like on the scale of what you would think hydrogen production needs to be.”
Even McCulley admits that it’s a stretch, telling me that, “If we have realistic complexity in our project, it will be difficult to deliver on this timeline.” But he thinks the ambition is essential to demonstrate near-term demand and secure commitments for larger projects down the road. He expects the industry to really hit its stride between 2035 and 2040, by which point he says Vema could be looking at a fourth or fifth large-scale commercial project at costs competitive with fossil fuel-derived hydrogen.
But Vema is now facing competition from startups pursuing markedly different approaches to the same problem. Because heat is a natural accelerant of serpentinization, a company called GeoKiln is forgoing chemical catalysts altogether in favor of underground electric heaters designed to stimulate and speed up hydrogen production. Meanwhile, Eden GeoPower plans to apply high voltage electricity to fracture surrounding rocks, which also releases heat and exposes fresh reactive rock surfaces.
Then there’s Addis Energy, which is betting that ammonia production offers a stronger commercial proposition. Hydrogen is often an intermediate molecule in the process of producing ammonia, which is widely used in fertilizers and has become newly interesting for low-carbon shipping fuel. Addis aims to skip that conversion step entirely by injecting water, its own proprietary catalyst, plus a nitrogen-containing compound into the subsurface, triggering a chemical reaction that directly produces ammonia — a molecule that’s simple to transport using existing shipping infrastructure.
Eden raised a $12 million seed round in 2023, backed by a mix of oil and gas industry investors and sustainability-focused funds, while Addis raised a $8.3 million seed round late last year led by climate tech VC At One Ventures.
But investing in the space, Rasner told me, isn’t something everyone in the VC community is comfortable with these days. “It’s not to say that they didn’t believe in it,” she said of investors who did eventually pull the trigger. But it certainly wasn’t an easy decision. As promises of affordable, low-carbon hydrogen production have come and gone, there’s an undeniable aura of uncertainty around the industry, a feeling that has only grown stronger since the Trump administration curtailed clean hydrogen subsidies and froze funding for the previous Biden administration’s hydrogen hubs initiative.
With natural hydrogen players such as Koloma yet to deliver on their early momentum, Rasner told me many would-be backers are approaching the sector with a general attitude best summarized as, “You’re going to be able to do the thing that a lot of the big names in this space haven’t been able to prove out yet, but on your own terms? What’s the catch?”
Recht, however, naturally has a more optimistic outlook. The subsurface has long supplied the minerals that underpin our modern economy, and now it’s increasingly being tapped for geothermal energy as well. In his view, it’s only natural that it might be able to deliver the long-promised hydrogen economy.
“It turns out we’re really good at digging stuff up out of the ground cheaply. If you look at what has humanity decided to do with the past century, it’s to get good at that.”