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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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A new paper from Energy Innovation and GridLab lays out some options for Governor Gavin Newsom — or whoever comes next.
California’s continued progress on climate change may depend on whether the state can find a way to bring down its high electricity rates, which hurt the economics of cleaner technologies like electric vehicles and heat pumps and make climate action more politically difficult.
Ahead of the upcoming governor’s race, the clean energy research firms Energy Innovation and GridLab convened a group of more than 20 local electricity experts to develop a policy roadmap for the state’s next administration to reduce energy costs. They published the findings on Thursday, describing a number of opportunities for policymakers to better manage utility spending and more fairly allocate costs among utilities, residents, and communities.
“There is so much work to be done to correct for and address the underlying forces that have led to consistent rate increases over the last 25 years,” Mike O’Boyle, the senior director for policy and strategy at Energy Innovation, told me. There are also no quick fixes, he added. Instead, the report offers directional solutions rather than specific policy proposals, recognizing that it will take years of sustained leadership to make progress.
By far the most significant force driving California’s high rates, especially over the past decade, is the cost of responding to and preventing catastrophic wildfires. The state Public Advocate’s office recently found that the wildfire-related share of the average customer’s bill is 14% to 19%, or $21 to $41 per month.
Just before the Labor Day weekend, Governor Gavin Newsom faced a showdown with the legislature over his proposal for how to reallocate wildfire liability. For weeks, Newsom had been pushing lawmakers for a package that would reduce the amount of money utilities would be on the hook for after their equipment sparks a wildfire. One of his priorities was to outlaw subjugation, a mechanism by which insurance companies sue utilities to recover the cost of paying out wildfire claims. Newsom was responding to pleas from utilities warning that their credit would be downgraded unless the state reduced their share of the risk. Lower credit ratings would mean increased borrowing costs and, ultimately, higher electricity rates.
The full details of Newsom’s package were never released to the public, but it saw major pushback from insurance companies and victims groups who framed it as a "utility bailout.” Eventually, with just a few days left on the legislative calendar, the governor and legislature put out a compromise bill. It did nothing on subrogation, but it would have blocked hedge funds from buying up and reaping profits from insurance claims, and blocked bonuses for C-suite utility officers when the company sparks a fire.
Despite the supposed compromise, the bill died on the floor of the Assembly. Speaker Robert Rivas said it “does not yet deliver the relief, accountability or meaningful reform that Californians deserve” and vowed to go back to work to “deliver real results.”
Lawmakers may have been convinced by the market’s quick reaction to the bill. The Monday after it was released, California utility PG&E’s stock dropped 20%, while Edison International, which owns Southern California Edison, saw a drop of 23%. Last Wednesday, after the deal had fallen apart, PG&E announced that it would defer $2 billion in capital spending for the next year. In a pre-recorded video, the company’s CEO Patti Poppe discussed how far the company has come since its 2019 bankruptcy, praising its recent track record of no ignitions and innovative investments in grid modernization, but said it was “unable to fund the continued transformation at our current pace. When risks go up, lenders charge more.”
The issue Newsom was trying to address stems from the fact that California assigns full liability to utilities when their equipment sparks a wildfire, regardless of whether the incident was the result of negligence. That’s only one part of the problem, however. The other is that the state leans heavily on utilities to do the majority of its wildfire prevention work, rather than spreading out the responsibility across a broader array of residents and communities. The liability policy also amplifies the second issue, as it creates a perverse incentive for utilities and their regulators to try to reduce the risk of sparking a fire to as close to zero as possible, no matter the cost.
Electricity ratepayers cover both the liability utilities face after a fire as well as the cost of all of that risk reduction — but they spend far more on the latter. Between 2019 and 2024, utility regulators authorized the state’s three private electric companies to recover $40 billion in wildfire-related costs from its ratepayers. Just a third were liability-related costs, such as insurance premiums and payments into a fund utilities can draw on to cover settlements with victims. The rest was mitigation.
The Energy Innovation and GridLab report puts aside thorny questions about wildfire liability and focuses on addressing this mitigation side of the issue with three overarching recommendations.
First, California needs a better way to evaluate the cost-effectiveness of different types of wildfire mitigation. Part of the issue is that when a utility says it needs to spend $200 million on tree trimming in Lake Tahoe, for example, regulators don’t have the tools to assess whether there’s a more cost effective alternative. Maybe $100 million on tree trimming with another $20 million for other kinds of community hardening would provide the same amount of risk reduction.
Second, the state could better leverage public finance, for example by expanding the use of ratepayer-backed bonds to pay for wildfire mitigation. California started down this path in a big utility package passed last year, authorizing utilities to borrow $6 billion from ratepayers through 2035 — a lower-cost form of finance than investor equity. Utilities are spending $9 billion per year on wildfires, however, so that measure was a drop in the bucket.
Third, the state should more equitably spread the responsibility of mitigating wildfire risks, re-allocating some costs from ratepayers to taxpayers and at-risk communities. Utilities spend $9 billion a year on wildfire-related costs, but the state’s Department of Forestry and Fire Protection’s most recent mitigation budget was just $440 million. “The reality is that the status quo of ratepayers paying for all this is untenable,” O’Boyle said. Utility-led mitigation focuses on preventing ignitions, but it doesn’t address factors unrelated to electric infrastructure that can worsen a blaze, such as overgrown forests, development near wildlands, and brush surrounding homes.
While the fracas around Newsom’s compromise package focused on the liability aspects, the bill would have also taken small steps toward some of these recommendations. It required CalFIRE to develop standards for wildfire risk reporting data and incorporate them into community risk reduction metrics — a move toward better evaluations of the most cost-effective measures.
It also would have required the state’s Natural Resources Agency to create a comprehensive statewide community wildfire preparedness strategy, provide support for counties to develop protection plans that align with the strategy, and base state support on communities’ annual progress updates.
We’ll see if any of that gets salvaged. While the legislative session is officially over, Newsom could still call a special session to get a wildfire bill done this year.
This is what we’re tracking in energy and climate over the next four months — and beyond.
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’re in the last third of 2026. In yesterday’s newsletter, I looked at the biggest planned upcoming events in climate and energy policy that we’re tracking at Heatmap for the rest of this year.
Today, I want to look at some of the biggest questions that I’m pondering for the rest of the year.
What will the AI backlash mean for data centers and energy demand?
In just the past 24 hours, existential concerns about artificial intelligence has gone mainstream. Even though AI engineers have warned that the technology could trigger some kind of mass fatality event — or even human extinction — for years, the resignation of Sam Coxon from Anthropic seems to have broken through into a new tier of public awareness. “We really do earnestly believe AI could kill all humans! I personally think it is >10% within the next decade,” Evan Hubinger, an Anthropic employee, posted on X after Coxon’s resignation broke.
It’s unscientific, but I’ve seen more celebrity Instagram posts, vertical videos, and concerned messages from friends about AI doom in the past day than I have in weeks. Senator Bernie Sanders is now holding a bipartisan meeting next week to discuss the “extraordinary dangers” posed by AI, according to Axios.
We already know that the public detests AI data centers. But so far the data center story has been somewhat severable from the AI story — voters, politicians, and journalists could talk about the AI infrastructure buildout separately from the tales of, say, AI allegedly solving century-old math problems. Will that remain the case? Or will the two stories merge? If that happens, will politicians and AI safety experts start to encourage (or even empower) the data center backlash because it might slow down AI’s overall development? What will that mean for the politics of infrastructure, electrification, and load growth — and will it cut greenhouse gas emissions?
What will happen in Iran, how high can oil go, and what will it mean for the energy system?
President Donald Trump has never been “looking for long term” in Iran, yet his war continues to drag on without an obvious or easy resolution. It has dragged energy prices up with it.
The global crude benchmark has now edged above $100. Gasoline costs more than $4.20 a gallon on average in the United States (and far more in Europe), and diesel is even more expensive. According to an ongoing estimate from Brown University researchers, the war has now cost Americans more than $100 billion due to energy inflation since it began. Hostilities have seemed to intensify in the past few days; Iran fired missiles at U.S. Navy ships and the United States responded by destroying oil tankers.
This has been generally bad for European economies, which are to some degree still recovering from the triple shock of Covid, energy inflation from Russia’s invasion of Ukraine, and China’s ongoing export boom. At the same time, the Iran war has broadly vindicated China’s energy strategy, which has used electrified technology, strategic stockpiling, and a coal, solar, and battery-dependent power grid to reduce economic dependence on seaborne liquid fuels. (China’s greenhouse gas emissions actually fell in the second quarter because of a drop in the country’s oil consumption.)
The most urgent question here, of course, is whether President Trump will find a way to end the war that he began earlier this year — and how expensive oil and liquified natural gas will get in the interim.
But an end to the war will trigger another set of questions about what this energy shock will mean for energy, climate, and industrial policy going forward. Shocks like these tend to dominate national strategy for years or decades after they happen; Thailand’s government announced last month that it’s backing off LNG imports in favor of renewables. Will we start to see a wider set of countries do the same? Will more countries build strategic oil stockpiles, driving up oil demand in the short term? And will more middle- and low-income countries embrace Chinese-made electric cars in the name of boosting energy security and cutting their oil dependence?
Will the U.S. get bipartisan permitting reform?
The most important political question this year — if you are a normal person — is whether Democrats will take over the House of Representatives and even the Senate in the upcoming midterm election. But we aren’t normal people here at Heatmap. And the midterm elections will, for us, only commence the year’s most interesting political moment.
Right now, lawmakers from both parties say they are trying to reach a deal on bipartisan permitting reform. Such a bill would make it easier to build transmission lines, renewable energy, and some fossil fuel infrastructure, as well as presumably restraining the president’s extralegal war on solar and wind. It could even make it easier for the government to build public infrastructure of all sorts.
We haven’t seen the text of such a deal yet — although my Shift Key interview with Daniel Palken, a permitting expert at Arnold Ventures, offers a lot of clues to its potential content. So it remains an open question whether lawmakers can reach a deal in November and shepherd it through a lame-duck Congress before the end of the year.
If they can, it could enable a future president to conduct a faster and more aggressive clean energy or infrastructure buildout than was previously imaginable. If they can’t, then it will be hard to imagine when such a deal might ever come together, as it has failed to congeal under almost every partisan combination of a president and Congress.
Will 2026 be the hottest year ever?
Back in the spring, climate scientists assigned low odds to the probability that 2026 would become the hottest year ever measured. Since then, though, a monstrous El Niño has clawed out of the Pacific Ocean, nudging up global temperatures and contributing to America’s record-breaking summer.
2026 now has a greater than 33% chance of eclipsing 2024’s hottest-year-on-record title, according to a late July estimate from Carbon Brief; the odds have probably risen further since then. Either way, 2026 will probably come in about 1.5 degrees Celsius warmer than the pre-industrial average — and 2027 is very likely to be even hotter.
Are we entering a post-Trump, post-2010s energy and climate era — and what will it look like?
President Donald Trump is about as unpopular as he has ever been, and on a range of issues, he seems to be losing touch with the American public. Simply by dint of being the country’s most prominent political figure for most of the past 10 years, he has become an establishment politician. He now champions AI, data centers, and the Iran War, for instance, while Americans seem skeptical of all three (at best).
In the next several months, these trends are all likely to intensify: Trump is likely to lose control of Congress — at least according to the polls and the betting markets — and a new presidential election will begin, one in which he will probably not be running.
Which isn’t to say that Trump will lose his grip on the Republican Party or its voters — nor that his actions in the coming years will be lawful, or even Constitutional. But nevertheless if you squint, you can begin to imagine what a post-Trump political era might look like, and it is quite different from the epoch that we have just lived through. It is an era where voters will likely be more worried about inflation and the cost of living than unemployment and economic growth. It is an era where Democrats will be looking to play up economic populism and where the federal deficit might matter again. It is an era where Millennials will be in their prime earning years, where politicians will fear a backlash to industrial policy and infrastructure buildout, and where America’s role in the world will remain unsettled.
It is, in short, not at all like the era that gave us the Green New Deal or the other energy and climate policy of the early 2020s; even if a recession hits and employment becomes a major concern once again, then the resulting political environment might look more like 1992 (or even 1937) than 2008. We are, in short, entering a new era — one we’re excited to watch, develop, and cover here at Heatmap.
Current conditions: Hurricane Lowell came within 40 miles of making landfall over Hawaii, knocking out power in much of Kaua’i • The Atlantic hurricane season, which hit its climatological peak this week, is now trending toward a record low amount of storm activity • After months of heat, an unusual cold front is arriving in Central Europe, threatening flooding from the temperature whiplash.

Back in 1986, the writer Marc Reisner painted a bleak picture of the future of the reservoirs that helped fulfill America’s Manifest Destiny, spread Anglo civilization westward, and quench the thirst of farms, people, and their lawns. His classic Cadillac Desert: The American West and Its Disappearing Water predicted that the hydrological system would be thrown into disarray as sediment filled in reservoirs, leaving croplands parched and water scarce. A startling new Bloomberg analysis of scant federal reservoir data suggests that future is fast approaching. Compiling 140 sediment surveys from the Bureau of Reclamation of 105 unique dams, the newswire found that nearly one in three are more than 10% full of sediment. That’s only an average. Montana’s Fresno Reservoir is roughly 29% full of sediment, “displacing enough water to last nearly one-third of the state’s residents for a year.” Wyoming’s Buffalo Bill Dam, meanwhile, “has lost most of its hydroelectric generating capacity due to sediment.” An engineer who oversaw sediment work at the Bureau of Reclamation estimated that the U.S. has already lost up to 44% of its per capita water storage since a peak in the 1970s. “People back in the ’60s and ’70s figured, ‘Well, the next generation can figure that out,’” Randle told the publication. “But now, fast-forward to the present, there aren’t any great solutions.”
The finding comes just months after the Western U.S. suffered what my colleague Jeva Lange called “a once-in-a-4,433-year heat wave” with consequences that “will linger well past the high temperatures.”
In 2020, when activists sought to block individual gas or oil pipelines as a way to spur decarbonization, then-New York Governor Andrew Cuomo bowed to months of protests by blocking the state’s approval of water permits for a major gas pipeline under New York Bay. The project, known as the Northeast Supply Enhancement pipeline, would have carried gas from the fracking fields of Pennsylvania to the nation’s most densely populated and increasingly energy-starved region. In the meantime, demand for gas has soared, particularly as New York and Massachusetts shut down major nuclear stations and the offshore wind buildout began stalling even before President Donald Trump launched what my colleagues have repeatedly described as a “war” on turbines. When Trump returned to office, now-New York Governor Kathy Hochul compromised with the new administration by agreeing to work together to move forward with the mothballed pipeline plans. Last November, New Jersey followed suit by approving the water permits for the project on the same day New York did. Williams broke ground in April.
But bipartisan consensus is no guarantee against this nation’s process rules for environmental permitting. On Tuesday, the Third Circuit Court of Appeals rejected the New Jersey Department of Environmental Protection’s water certifications. Prior to the decision last year, New Jersey’s state agency held only one public hearing, prompting a lawsuit from a coalition of green groups. NJ Sierra Club, one of the leading litigants, hailed Tuesday’s ruling as “a massive victory over the fossil fuel industry.” The decision “tells us what we already knew, the DEP couldn’t prove that NESE will not harm our water quality and waterways,” Anjuli Ramos-Busot, NJ Sierra Club’s director, said in a statement. When I emailed Williams to ask about the ruling last night, spokesperson Cherice Corley told me the company was “reviewing the court’s decision.”
It’s a big week for carbon capture and sequestration in Europe. On Monday, the continent’s largest CCS facility officially opened at the fertilizer company Yara International’s Sluiskil plant in the Netherlands. At full capacity, the facility will capture and liquify up to 800,000 tons of carbon dioxide annual from an ammonia production plant. Yara said the facility “proves that large-scale industrial decarbonization is possible today.” The European Union’s climate commissioner, Wopke Hoekstra, said “this is exactly the kind of project Europe needs to combine climate ambition with a strong and resilient industrial base.”
That same day, the British startup Cool Planet Technologies christened its 10,000-ton-per-year CCS plant at building material maker Holcim’s cement plant in Lower Saxony, Germany. “We are relying on leading European technology and drawing on the engineering expertise of our technology partners,” Holcim Germany CEO Stephan Hinrichs told the Carbon Herald. “Together in Lower Saxony, we are proving that climate protection and industrial competitiveness can go hand in hand.” Someone may want to tell the incoming far-right rulers of neighboring Saxony-Anhalt.
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If bipartisan consensus on gas infrastructure bows to environmental lawfare in blue states, bipartisan consensus on transmission lines seems equally vulnerable to not-in-my-backyard-ism in states of any color. But there’s at least some bipartisan consensus on doing something about that. On Tuesday, Representatives Scott Peters, a California Democrat, and Gabe Evans, a Colorado Republican, introduced the Certainty in Litigation for Electric Asset Reliability, or CLEAR Act, to “resolve ambiguity in current law so that Department of Energy-coordinated transmission projects follow clear standards.”
“Our grid is too old and too slow to meet our skyrocketing energy demand,” Peters said in a press release. “We can’t wait years for badly needed infrastructure to be built. The CLEAR Act would accelerate the review process for large energy infrastructure projects and establish clear rules for stalled transmission projects.” While permitting reform may bring down the cost of transmission lines, and bring more renewables and other new generation onto the grid, it won’t do much to deal with oil prices, now soaring again as the Iran War drags on. Brent crude — the main European and global metric for oil prices — surpassed $100 per barrel again yesterday. West Texas Intermediate, the benchmark for the U.S. supply, hovered just below $96.
The Department of the Interior is planning to “significantly reorganize” the National Park Service and other bureaus in the agency as part of what The Washington Sun called “the second major shake-up of the nation’s public lands infrastructure” since Trump’s return to office. While the leaked document the publication obtained suggested the agency would avoid layoffs “in the short term,” talking points told officials to “avoid categorical promises; explain notification process” if asked about job cuts.
“We want to reorganize. We want to make things more efficient. You know what? We can do all those things, but how is that actually helping us be a leader and setting an example of how we protect our nation’s natural and cultural resources?” Russell Galipeau, who served as superintendent of Channel Islands National Park for 15 years, told the publication.
The summer of 2023 marked Quebec’s worst wildfire season on record, burning some 4.5 million hectares of boreal forests and darkening the skies of cities such as New York with toxic smoke. A new study by Concordia University researchers is among the first to quantify how the smoke affected wildlife. The research looked at lepidoptera — moths and butterflies — and concluded that the smoke exposure during the larval stage caused significantly higher rates of wing deformities in spruce budworm and forest tent caterpillar moths. “These insects are important because they are considered pests, meaning they have outbreak seasons, where the population density becomes very high,” Rosa Alicia Castillo Salazar, the study’s co-author, said in a statement. “We do not yet know how forest fires and climate change will affect them in the long term. However, there was no significant change in their population the following year.”