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We’re now a quarter of the way through the 21st century, and it’s indisputable that climate is one of the most important stories of our time. That’s our philosophy here at Heatmap, but just about everything around us illustrates it, too — from government policy and tech to movies and reality TV.
And of course — or maybe, especially — books.
It’s been about 17 years since the term “cli-fi” (or “climate fiction”) was first coined, and in the meantime, books that touch on climate themes in both fiction and nonfiction have taken off like the Keeling Curve. In 2025, we’ll be reading novels that imagine life in San Francisco after years of deluge and investigative reports into subjects such as how companies have gotten away with dumping forever chemicals into the environment for so long. There will be new natural histories to dive into — on the desert, forests, prairies, and even on the chemical compound CO2 — as well as new frames of thinking about climate change and how we approach its solutions.
Because so many 2025 books will touch on climate themes, I’ve set aside a section of honorable mentions at the end of this list that are also worth checking out. The division doesn’t indicate quality; I chose the primary 18 based on my subjective excitement and to showcase different genres, publishers, and authors. It might be in the appendix that you find a book on the topic you’re personally most excited about (Arctic exploration? Solar geoengineering? Florida-set family dramas?) for next year.
Finally, if you want to see all these books in one place or judge them by their (excellent) covers, you can browse our curated list on Bookshop here.
The U.S. government’s Fifth National Climate Assessment section on the Southwest reads like an apocalyptic horror story: “Heat-related mortality,” “increased wildfire risks,” and “longer and more severe droughts” all make it into the opening few paragraphs. The truth is that the hottest and driest region of the United States is home to 60 million people, many of whom will have to adapt to a more extreme future in the coming years. In New Mexico-born journalist Kyle Paoletta’s debut book, American Oasis, he traces the allure of places like Albuquerque, Phoenix, El Paso, and Las Vegas back to the Athapaskan migration from the sub-Arctic around 1100 BCE and through the heydays of Arizona Highways, a magazine from the 1950s, while also charting what lies ahead for those who are drawn to making the desert, however impossibly, their home. Preorder it here.
Speaking of the American desert, on the fiction side of things this winter comes Madeleine Watts’ latest novel, Elegy, Southwest. Watts made a name for herself as a writer of cli-fi after the release of her 2021 novel, The Inland Sea, set against the backdrop of Australia’s fires and floods, and she returns this year with a road trip novel that follows Eloise, a doctoral student studying the Colorado River and climate change. As part of her research, Eloise flies to Las Vegas for a road trip through the Southwest with her husband, Lewis, to whom the novel is addressed. Along the way, Eloise begins to believe she’s pregnant, while Lewis struggles with the fresh grief of losing his mother. As Watts told an interviewer of her process for The Inland Sea, “I wanted to write … about what it’s like to live in the experience of a changing climate that is not always a tangible part of your day-to-day but that’s already there – it’s in the air all around you.” Expect a similar treatment this go-round. Preorder it here.
Eric Puchner’s new novel, Dream State, is the story of two marriages set over 50 years. With the book opening in 2004, that naturally requires some speculation about the future — in this case, the future of “a rapidly warming Montana.” As The Indypendent writes in an early review, “The looming climate crisis — declining snowfall, depleted wildlife, raging seasonal wildfires, and abnormally warm temperatures — is writ large in the book, forming a blistering backdrop, highlighting newfound restrictions on what both residents and short-term visitors can now see and do in the area.” The novel has earned praise from Pulitzer Prize-winner Adam Johnson, who called it “a masterpiece,” as well as author Lynn Steger Strong, who has a climate book of her own on the list below. Preorder it here.
Four years ago, Argentinean author Agustina Bazterrica burst onto Americans’ radars with the English-language translation of her 2017 novel Tender Is the Flesh, a book that imagines a future in which animals have become toxic to humans, leading us to resort to industrialized cannibalism. (Critics have described it, vividly, as “splatterpunk.”) This year, Bazterrica turns her attention from factory farming to the climate catastrophe, telling the story of a member of a “Sacred Sisterhood” cloistered in a mysterious convent who is prompted to reflect on her life outside its walls when a new acolyte arrives. Don’t expect Bazterrica to soften her critiques of capitalism here, though it’s not all doom and gloom; early readers have said The Unworthy “ends on a light note of hope.” Preorder it here.
Charlotte McConaghy’s follow-up novel to her critically acclaimed 2020 debut, Migrations, is set on a fictional research island, Shearwater, located between Australia and Antarctica. Dominic Salt, the caretaker of the island’s seed vault, has called the refuge home for the past eight years — ever since fleeing Australia’s accelerating natural disasters, hoping to find a safer place to raise his three children. But with rising sea levels now threatening the island, Dominic and his family have just seven weeks left before they plan to move on. Just before their departure, Dominic’s oldest daughter discovers a woman who has shipwrecked on shore, and the tension — and mystery — starts to grow. Wild Dark Shore has earned a starred review from Kirkus, which calls it a “terrific thriller.” Preorder it here.
Climatologist, World Weather Attribution co-founder, and 2024 Trailblazing Women in Climate laureate Friederike Otto does not mince words about who is most impacted by extreme weather — and who needs to be involved in the solutions. “If we leave the issue of climate change to white men, it’ll continue to be treated as a physical problem with technological solutions,” she has said, adding, “The more diverse the people working on it, the closer we get to implementing these solutions and making progress on climate change.” Her new book, Climate Injustice, elaborates on her thesis further, using the stories of real people in the Global South to illustrate how exploitation, sexism, and colonialism have created a crisis with unequal impacts. Preorder it here.
Everyone who works in the climate space is familiar with the question posed in the title of this book. Entomologist Douglas W. Tallamy is one of the leading proponents of the native gardens movement, and in How Can I Help?, he answers a query implied in his own earlier book, 2009’s Bringing Nature Home: that “unless we restore native plants to our suburban ecosystems, the future of biodiversity in the United States is dim.” How Can I Help? is structured to address some of the most common questions Tallamy encounters during his lectures about how individuals can become directors of their own miniature national parks at home. Despite the daunting challenge of biodiversity loss, Tallamy offers actionable ideas for helping the planet, with conservation beginning in your backyard. Preorder it here.
If I had to make one prediction for 2025, it’d be that we will hear a lot more about per- and polyfluoroalkyl substances — that is, the “forever chemicals” commonly known as PFAS. The chemicals are found in everything from our dental floss to our clothes, but perhaps most disturbingly, they’re also found in our drinking water. In Poisoning the Well, The Hill staff writers Sharon Udasin and Rachel Frazin follow how PFAS got into our environment in the first place — a story of corporate greed and cover-ups that will be familiar to anyone aware of the fossil fuel playbook. Preorder it here.
Journalist Malcolm Harris’ last book was an “encyclopedic,” 700-page history of the city of Palo Alto, which became a fixture of best-of-the-year lists after it came out last February. Hot on its heels is Harris’ follow-up, What’s Left (which slow readers will be relieved to hear is less of a time commitment, at 320 pages). Harris’ intention with his new work is to explore “our remaining options for saving the world,” all of which involve varying degrees of collective action but which escalate from “progressive” to “socialist” to “revolutionary.” It’s one that you can be sure will have people talking. Preorder it here.
Alan Weisman’s hugely successful 2007 book, The World Without Us, speculated about humanity’s legacy if we suddenly disappeared. (Slate named it in 2019 as one of the 50 best nonfiction books in the past quarter-century.) Now, Weisman turns his attention to helping us stick around. “I am working on a book with kind of a vast topic, which is what are humanity’s best and most realistic hopes for getting through this very difficult century that we have,” he told Bangladesh’s Business Standard in 2022, while visiting the country during the research stage of his new project, Hope Dies Last. Weisman’s book took him all over the world — including the Korean de-militarized zone, the Netherlands, and the Marshall Islands — as he looked to speak with people across disciplines and professions about how we can approach our future. Bill McKibben has described the result as “a nonfiction companion to Kim Stanley Robinson’s Ministry for the Future.” Preorder it here.
In 1999, 24-year-old environmentalist Terence Unity Freitas traveled to Colombia to support the Indigenous U’wa people in resisting Occidental Petroleum, which was interested in drilling to extract some 1.5 billion barrels of oil from beneath the cloud forest. During what was supposed to be a weeklong visit, Freitas was kidnapped by the Armed Revolutionary Forces of Colombia (better known as FARC) along with two other Americans; their bodies were later found, bound and shot, just over the border in Venezuela. Twenty years later, Abby Reyes — the author of this memoir and Freitas’ partner at the time of his death — was recognized as a victim in Colombia’s truth and reconciliation process, resurfacing old griefs, reflections, and questions. “I bring the reader along in my demand for truth before the tribunal while awakening our collective awareness of what the truth demands of all of us in this era of ecological collapse and social transformation,” Reyes has said of her book. Preorder it here.
In Susanna Kwan’s debut novel, Awake in the Floating City, San Francisco is almost entirely underwater. Years of Biblical rain mean most people have already evacuated, but Bo — who lost her mother to the waters — lingers long past when sensible people have fled. Then one day, she receives a note from her neighbor, Mia, a 130-year-old woman who doesn’t want to leave the city, either; together, the two become the last people left in San Francisco. “What post-apocalyptic vision dares be so gorgeous?” marvels the author Meng Jin in one of the book’s early blurbs. Preorder it here.
Identical twin sister arborists teach the Women’s Tree Climbing Workshop. While that sounds like the beginning of a fairy tale, it’s the delightfully real-life starting point of journalist Marguerite Holloway’s Take to the Trees. “I was there to be in trees and to better understand them,” she writes of her attendance at the climbing workshop. “Trees and forests are facing existential threats because of climate change, but it can be a struggle to grasp the extent of the danger.” While not all of us have the time, ability, or inclination to take to such “gut-lurching” heights to learn more, we can read Take to the Trees, which records Holloway’s experience overcoming her fears and learning to appreciate the threat to American forests. Preorder it here.
Natural history is one of my favorite genres, and I’m especially excited for Sea of Grass by Minnesota Star Tribute journalists Dave Hage and Josephine Marcotty about one of the more neglected ecosystems of the genre: the American prairie. The grassland, which makes up a vast swath of the inner United States, is an incredible self-sustaining marvel — and nearly as biodiverse as a tropical rainforest. Yet many people today still either share European settlers’ disinterested view of the landscape or adopt a purely utilitarian one — which is why, after 200 years of plows, drainages, and nitrogen fertilizers, the effects have been “catastrophic.” Still, plenty of people who live on the prairie understand the importance of protecting such a special ecosystem, and Hage and Marcotty follow the effort to work alongside the land, not just against it. Sea of Grass earned a coveted blurb from McKibben, in which he calls the book “well worth the read.” Preorder it here.
We’ve been attempting to predict the weather for as long as humans have existed. Satellites, radars, and computers helped us make a significant leap forward from the days of farmer’s almanacs, but advances in artificial intelligence, drones, and the proliferation of home weather stations have created previously unimaginable opportunities for accuracy. (It’s a tech frontier we’ve covered quite a bit here at Heatmap, as well). In his book, Journalist Thomas E. Weber dives into the wild — and wildly important — world of forecasting, which will hit shelves just in time for hurricane season. Preorder it here.
Climate scientist and Shift Key guest Kate Marvel structured her highly anticipated first book around nine different emotional lenses for looking at climate change. That might seem like an odd angle for a scientist, since researchers are specifically taught not to bring emotion into their work. Still, she contends that just as there is no one way to feel about climate change, there is no one emotion we can tap to guide our response to it, either. From hope to pride to love, Marvel urges readers to get deep into their feels in Human Nature, which also touches on “Greek mythology,” “witches,” “geophysical fluid dynamics,” and “romantic comedies” — though according to Marvel, you won’t find “despair” in its pages. A 120,000-copy initial print run suggests the publisher, Ecco, believes this one will be a hit. Preorder it here.
Addressing climate change will require us to address how we eat, which accounts for a third of our carbon emissions. How to ameliorate that is one of the most significant questions we’re currently staring down as a species — and the topic of journalist and Heatmap contributor Michael Grunwald’s next book. Though the answers he finds might not always fit into our comfortable narratives — Grunwald recently ruffled feathers with a related piece for The New York Times defending industrial agriculture’s high yields on small parcels of land as our “best hope” — We Are Eating the Earth seems certain to reshape how its readers think about food, policy, and our thrice-daily consumptions. I can’t wait to be challenged by it. Preorder it here.
Science journalist Peter Brannen’s last book was about the five times life on our planet almost ended in mass extinctions. His follow-up, The Story of CO2 Is the Story of Everything, will zero in on the collection of molecules that have allowed life to exist in the first place. Of course, the great irony of carbon dioxide is that while it has made our planet habitable, fluctuations in its presence in the atmosphere are also responsible for things like almost killing our ancestors all off in an event known as the Great Dying — and now, of course, we have put our thumb on that scale. By looking backward, often by many millions of years, Brennen gives us a glimpse of our future. You’ll definitely want to preorder this book, if only because it will look great on the shelf next to Brennen’s other Eric Nyquist-designed cover. Preorder it here.
The Edge of Water, by Olufunke Grace Bankole (Feb. 4), a novel about a Nigerian immigrant to New Orleans whose destiny is shaped by a hurricane; Ends of the Earth Journeys to the Polar Regions in Search of Life, the Cosmos, and Our Future, by Neil Shubin (Feb. 4), about what we can learn about life and our future from our world’s most extreme landscapes; Dimming the Sun: The Urgent Case for Geoengineering, by Thomas Ramge (March 4), which makes the case for solar geoengineering to turn down the heat on a warming planet; Bad Nature, by Ariel Courage (April 1), an ecological disaster road-trip novel with a patricide plot; Shelter and Storm: At Home in the Driftless, by Tamara Dean (April 8), a memoir about living through the era of climate uncertainty; The Float Test, by Lynn Steger Strong (April 8), a family drama set against the backdrop of a sweltering Florida summer; Atomic Dreams: The New Nuclear Evangelists and the Fight for the Future of Energy, by Rebecca Tuhus-Dubrow (April 8), about the political reversal over nuclear’s place in the energy transition; Phytopolis: The Living City, by Stefano Mancuso (April 22), about how we can adapt our cities, greenly, to the challenges of the future; Carbon: The Book of Life, by Paul Hawken (March 18), about the element both responsible for life and perhaps the biggest threat against it; A Year of Compassion: 52 Weeks of Living Zero-Waste, Plant-Based, and Cruelty-Free, by Colleen Patrick-Goudreau (March 25), about how to protect the planet with small acts of kindness from home; The Lost Trees of Willow Avenue: A Story of Climate and Hope on One American Street, by Mike Tidwell (March 25), a chronicle of record year for climate change as seen on a single Washington, D.C., block; Ocean: Earth’s Last Wilderness, by David Attenborough and Colin Butfield (May 6), the story of one of the planet’s most critical features, co-authored by one of its most beloved natural historians; Arctic Passages: Ice, Exploration, and the Battle for Power at the Top of the World, by Kieran Mulvaney (May 13), about what the age of Arctic exploration can reveal to us about the future of the pole; Hot Takes: Every Journalist’s Guide to Covering Climate Change, by Sadie Babits (June 2), a handbook for incorporating climate science into your reporting.
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The singer’s music spanned genre and generating technology — and asked how to live in a world on fire.
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.
Even as state-level Republicans have started talking about the data center boom more skeptically, the Trump administration keeps hugging it.
The Environmental Protection Agency will ditch a federal rule requiring states to publicize air pollution permits for major new industrial sites, including data centers and off-grid power plants, The New York Times reports. Those are some of the permits that we used in our recent reporting to, for instance, make sense of the scale of the coming gargantuan gas buildout. This policy might make sense as realpolitik in a more subdued development environment, but I don’t understand it when trust in any type of project is so low — and when even a majority of Republicans have turned on local data center development.
We badly need insight into the scale of artificial intelligence energy use right now, but this policy could make things even more uncertain. It reveals, too, just how much President Trump has fallen out of touch with the public.
I was planning on writing about a different topic today — and then Dolly Parton died. The country legend was 80 years old. Her nephew announced her death on social media in a sad, sweet, and lovely video.
What can I say? She was among the most admired living Americans. So voluminous and impressive was her legacy that I don’t even have to stretch much to find an energy or climate angle in it. How many other musicians were born in a home without heat or electricity — but would be eulogized upon their death by the public utility from their Tennessee Mountain Home?
Her music spanned genres and generating technologies. Some of our readers may appreciate her trio with Emmylou Harris and Linda Ronstadt of Neil Young’s environmentalist classic “After the Gold Rush”; others, her takes on lighting — or liquid combustion. But most will enjoy the lead single off her final album, where the studiously apolitical singer confronted the prospect of a burning world: “Now I ain’t one for speaking out much / But that don’t mean I don’t stay in touch,” she sang. “Liar, liar the world’s on fire / What we gonna do when it all burns down?”
In a fluke, the next tropical cyclone to form in the Atlantic basic will — according to the World Meteorological Organization’s 2026 list — be named Dolly. Let’s hope it puts on a show but doesn’t find any islands in its stream.
The New Mexico facility aims to achieve net energy gain by 2030.
Three-year old startup Pacific Fusion broke ground on Tuesday on what it says will be the world’s first fusion plant to produce more energy than it consumes. The company is aiming to achieve this milestone, known as net facility gain, by 2030. If successful, it would provide the first real-world demonstration that the physics underpinning commercial fusion can work at facility scale.
To date, fusion tests have only achieved scientific net gain — when a reaction produces more energy than was used to ignite it. But that metric ignores the substantial energy lost at other points in the system — whether that's converting stored power into a laser beam or electric current or sustaining powerful magnetic fields to hold the fusion plasma in place. For example, Lawrence Livermore National Lab first achieved scientific breakeven in 2022, and has since repeated the feat numerous times — something no other reactor has replicated. But its laser system, which compresses and heats tiny pellets of fusion fuel, is only about 1% efficient, meaning it draws orders of magnitude more energy from the grid than the reaction produces.
“They proved that with a big laser, if you drive fusion fuel to a certain pressure, you’re going to get more energy out of the fuel than went into the fuel,” Carrie von Muench, Pacific Fusion’s co-founder and COO told me. Indeed, the startup’s founding was partially inspired by the lab’s 2022 breakthrough, which proved fusion ignition is physically possible. “That’s awesome, but not a practical basis for commercial power if you have to store way more energy in the machine than you get into the fuel.”
Other fusion startups, such as Inertia Enterprises and Xcimer Energy, are pursuing the same technical approach as Lawrence Livermore — called inertial confinement fusion — while working to make the lasers dramatically more efficient. Pacific Fusion, however, thinks there’s a cheaper and more effective path, drawing inspiration from another national lab: Sandia.
Like Lawrence Livermore, Sandia National Laboratories built its fusion machine in large part to study nuclear weapons’ performance and impacts without live testing, helping scientists confirm that the country’s aging stockpile would still act as intended. But the Albuquerque, New Mexico-based lab uses a different approach, known as pulsed-power or Z-pinch fusion. It works by sending extremely fast bursts of electric current through a fusion target, generating a magnetic field that pinches and compresses the fuel and heats it enough to trigger a fusion reaction — all while using far less energy than a laser system.
In 2022, Sandia’s Z-machine achieved what was then the second-best fusion performance ever recorded, as measured by what’s known as Lawson’s triple product — the multiple of plasma density, temperature, and confinement time. That result inspired Pacific Fusion to base its reactor on Sandia’s system, scaling it up significantly, with the goal of delivering roughly two to three times more current than the lab’s machine. And while Sandia’s system is a singular, custom built piece of research equipment, Pacific Fusion plans to cut costs by housing its power system in 156 identical, mass-manufacturable modules that can be shipped, assembled, and swapped out for repairs.
The startup raised a whopping $1 billion Series A in 2024, which von Muench told me should be enough to cover the full cost of this demonstration facility, also located in Albuquerque. General Catalyst led the round, with participation from Breakthrough Energy Ventures, Stripe co-founder Patrick Collison, venture capitalist John Doerr, and others. Investors are doling out the funding in three sets of milestone-based tranches, two of which the company has already unlocked.
The first phase involved building the module’s key components and demonstrating that they met the required specifications, validating the company’s in-house simulation tools, and using those tools to show that its fusion targets could achieve ignition in the demo system. In the second phase, the team assembled and tested a scaled-down prototype module, which delivered 440 gigawatts of peak power. Next up is building a full-scale production module that will produce over a terawatt of peak power.
“Especially for these well-established approaches to fusion — like inertial fusion, which now has a proven path to scientific gain — the question is, how fast can we execute, and how cost-effectively can we execute successive first-of-a-kind projects?” von Mench told me. For Pacific Fusion, breaking ground on the demo reactor is a clear sign the company is on the right path, she told me. “Getting to this milestone was the first real test of our team’s ability to do that.”
The company says it’s unlocked each funding tranche ahead of schedule, and has now gone from founding to groundbreaking in less than three years. It’s betting that cheaper hardware — that is, swapping expensive lasers for electrical switches and capacitors — combined with mass manufacturable components and a supply chain that avoids rare and expensive materials, will also give it an edge in the race to commercial fusion.
Once it completes the demo reactor, the company will begin work on its first commercial power plant, which von Muench told me should come online by the mid-2030s. But in the meantime, this first reactor could provide a nearer-term revenue stream by helping the Department of Energy’s National Nuclear Security Administration conduct stockpile stewardship research. Pacific Fusion just signed a non-binding memorandum of understanding with the NNSA that opens the door for the agency to use the startup’s machine for national security purposes.
Pacific Fusion’s tech is uniquely suited for such high-stakes testing. That’s because the company’s process, once scaled up, is designed to produce bursts of fusion energy exceeding 100 megajoules — roughly enough to power over 40 houses for an hour, but released in just a fraction of a second. That’s much more energy than either fusion system at Lawrence Livermore or Sandia produces, and would make Pacific Fusion’s demo plant the world’s first "high-yield" facility, capable of recreating the kind of extreme pressure, heat, and neutron conditions produced by a nuclear detonation. The resulting data could then help the government assess how warheads and other components hold up as they age.
Von Muench views this potential government work as a valuable side benefit of the company’s overall approach, rather than a primary or necessary source of revenue. “But nevertheless, building a diversified and valuable business along the way, I think certainly improves the probability of success and the speed with which you can deliver against the fusion power goal,” she told me.
And for those that still doubt that next decade, we’ll actually see real fusion reactors coming online? “I would just say wait and see,” she told me. “We’re building.
Current conditions: A sleepy Atlantic hurricane season just snapped to attention as two tropical storms started forming near the Caribbean and off Africa’s coast • Southern California is bracing for a week of triple-digit temperatures • The Hawk Fire has forced 42,000 people to evacuate an area near Reno, Nevada.

The United States nearly doubled its pipeline of gas-fired power plant projects in the first half of this year, “but uncertainty persists about how and when this capacity gets built,” the watchdog Global Energy Monitor concluded in a new analysis. The country now has 189 gigawatts of planned gas projects, accounting for one-third of the global total. Completing all the plants would cost more than $647 billion. The U.S. is taking unique approaches to expanding its gas fleet, including building what would be the largest power station in the country as a federally-owned gas plant. As my colleague Emily Pontecorvo points out, however, there’s a big asterisk on these numbers: Many of the projects are still in nascent stages of development and may never be built. “When I went through the group’s data to try to identify the 10 biggest gas projects under development that are tied to data centers, it became clear how slippery the whole picture really is,” she says in her write-up of the report, which I highly recommend checking out.
Electric cooperatives, meanwhile, are lobbying to make building more gas plants even easier. Last week, Utility Dive reported, the National Rural Electric Cooperative Association urged the Environmental Protection Agency to exempt more gas plants from emissions rules.
Last month, a report by the Massachusetts Institute of Technology’s Center for Energy and Environmental Policy Research made the case that “the glass is half full” on federal green spending, finding that President Donald Trump’s landmark tax law, the One Big Beautiful Bill Act, preserved 74% of the clean energy gains from the Biden-era Inflation Reduction Act. (You should listen to my colleague Robinson Meyer’s podcast conversation with the author, Lily Bermel, from last month.) Now the Natural Resources Defense Council has come out with the bearish counterargument. The environmental group’s new analysis, out this morning, found that the U.S. will lose between 390 gigawatts and 540 gigawatts of new solar, wind, and battery projects that would have been built before OBBBA’s passage.
“I see a glass much more than half empty,” Amanda Levin, the director of policy analysis at the NRDC, wrote in an op-ed for Heatmap. “The repeal of the key IRA tax credits and other Trump administration policies will result in 637 fewer gigawatts in added clean energy over the next 15 years and cost the average American household $4,500.”
One popular theory of Trump’s motivation for joining Israel in launching a war against Iran is that halting the flow of oil through the Strait of Hormuz would demonstrate China’s vulnerability as a top importer of foreign fossil fuels and America’s strength as the world’s No. 1 producer of oil and natural gas. But China’s actual response proved to be robust. In addition to ramping up domestic production of its own limited reserves of fossil fuels, Beijing deployed more renewables and nuclear reactors, electrified things that once ran on oil or gas, and made real progress on fuels such as hydrogen and its derivatives. Between that and China’s own carbon-cutting goals, last year was likely the peak of the country’s demand for oil, according to the state oil company Sinopec. In an earnings call Monday in Hong Kong, Sinopec Chairman Hou Qijun said demand had already crested, two years earlier than the 2027 peak the company had previously forecast, according to Bloomberg. Keep in mind that only means oil demand is no longer growing. The Chinese economy isn’t exactly on a GLP-1 treatment for crude just yet. In fact, Reuters noted that, on the call, Sinopec said it was now eyeing Brazil and Africa as new sources of oil imports. That’s probably partly why, as I told you last week, American oil giants are setting sights on Africa.
In the meantime, the People’s Republic may finally be sorting out carbon capture and storage. Last week, GD Power’s Jinjie Company issued a tender for engineering design of its 4 million tons per year full-sized CCS project for coal power stations. The project, according to the China Hydrogen Bullet, “is described as the world’s first full-flue-gas carbon capture facility at a coal-fired power plant.”
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Nearly two weeks after a powerful storm took out power for roughly 800,000 households in one of America’s most important industrial clusters, as many as 30,000 in northwest Indiana remained without electricity this past weekend. “My people are being overlooked,” Myles Tolliver, a Gary councilman whose family decamped to Chicago while the power was out, told The New York Times. “Our families are sitting in the dark. We don’t need any more excuses. We need the lights on.” By Monday evening, more than 8,300 households and businesses remained disconnected from the grid, according to data on PowerOutage.us, a tracker website.
The worst outage in the U.S. as of Monday night was in Shelby County, in the southwesternmost corner of Tennessee, where storms knocked out the power for nearly 32,000 households and businesses. Behind that was Washoe County, on the western flank of Nevada, where the aforementioned Hawk Fire damaged power lines.
The Trump administration is working with the British startup Core Power to help build a fleet of nuclear-powered merchant vessels to loosen China’s tightening grip over commercial shipbuilding. In an interview Monday with the Financial Times, U.S. Maritime Administration chief Stephen Carmel announced a public-private partnership agreement with Core Power in a bid to speed up commercialization of nuclear propulsion for ships. “We are not going to beat China by being a cheaper version of China. They have mastered the art of being cheap,” Carmel said. “The way we win in all this is to change the terms of the competition to something that is more favourable to us. So, we don’t compete on trying to be cheap. We compete on technology … and nuclear technology is something we are really good at.”
Vietnam just took a big step toward building its nuclear power station. On Monday, NucNet reported that the fast-growing Southeast Asian nation’s parliament had approved plans for its first commercial nuclear plant, a two-reactor, 2.4-gigawatt plant built by Russia. Hanoi is looking beyond just atomic energy to supplement its surging demand for power. The municipal government in Ho Chi Minh City, the nation’s largest metropolis, is reviewing a feasibility study into developing up to 6 gigawatts of offshore wind, according to offshoreWIND.biz.
The Trump administration fast-tracked a Rare Earth Resources’ plan for an open-pit mine in Wyoming to extract rare earth minerals. Even in a deep-red state that mines more coal than any other in the U.S., the project is getting pushback. “It was kind of hush-hush, in my opinion, as far as not much word about it around Sundance,” Sundance resident Justin Johnson told WyoFile. “All of a sudden, in July when it came to our attention, it’s like, ‘Holy cow. We got little time before the federal deadline to get our comments and concerns to the Forest Service … You would think there’d be a lot more time for the actual owners of public land — the citizens of the U.S. — to have a response to what’s going on.”