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This weekend, millions of Americans were reminded that we are living in extraordinary times. At moments, it almost seemed like you could feel our place in the great continuum of history — at once stretching backward to those who came before us while also extending forward, onward, to those who’ve been passed the torch.
I am talking, of course, about the Twister sequel.
Twisters touched down in theaters last Friday, nearly 30 years after its precursor was released on LaserDisc and VHS with a message from the FEMA administrator to “never try to outdrive a tornado.” For Hollywood reboots and the meteorological sciences both, three decades is an eon; Twisters’ lead actress, Daisy Edgar-Jones, was born two years after Twister premiered, and while Helen Hunt’s Jo had dreamed of improving tornado warning times in the mid-1990s, the Millennial storm chasers in Twisters own drones and plausibly discuss snuffing out the storms entirely. (Speaking of warnings: There are spoilers ahead.)
Twisters is a movie that loves science and shows its work. Director Lee Isaac Chung reportedly consulted researchers from the National Oceanic and Atmospheric Administration and elsewhere to get the basic facts right, and in the opening minutes of the film, the screenplay debunks the common “one Mississippi” method of calculating a storm’s distance (in case you’re not familiar, here’s an explanation); casually references Lagrangian mechanics; and features a memorable PSA on why you should never use an overpass for shelter during a tornado. Twisters protagonists work for, or use taxpayer-funded technologies from, NOAA, the National Weather Service, and the military — a particularly meaningful inclusion at a time when government-funded science is under open threat by one of the leading candidates for highest office.
Even Twisters’ lack of focus on climate change is relatively accurate: While it might feel odd for there not to be an obvious climate nod in a weather disaster movie, scientists still haven’t demonstrated a strong correlation between global warming and tornadoes. Suggesting otherwise might actually have done more damage to public understanding by blurring the line between a frightening enough reality and Hollywood fiction in the name of topical relevance.
Still, Twisters does take some dramatic liberties. At one point, a weaker EF1 tornado breaks the blade off a wind turbine, which probably wouldn’t happen. The most egregious liberty, however, comes at the end of the film, when a tornado runs through an oil and gas refinery and wreaks havoc on the town of El Reno, Oklahoma. “The shelters are full; we’ve got to get everyone to the movie theater!” one character shouts when it becomes clear El Reno is on the verge of catastrophe. (I bet Warner Bros. loved that one.) But at just the moment when the tornado rips out the wall of the theater, turning the defacto shelter full of innocent people into the suck zone, Edgar-Jones’ character Kate is able to deploy a technology that decreases the moisture inside the twister, making it instantly collapse and dissolve.
To be clear, this is about as scientifically accurate as a Sharknado. Though the mechanics are real — Kate shoots the tornado with silver iodide, currently used in cloud seeding, to induce moisture, then saps the storm of water using sodium polyacrylate — the amount of absorbent material required to actually “tame” a tornado would be impossible to deploy. A twister also wouldn’t vanish instantly even if enough chemicals somehow could disrupt its moisture content. As Kevin Kelleher, a scientist who consulted on both Twister(s), told The New York Times, it would likely take closer to 15 to 20 minutes for a storm to — again, theoretically — collapse.
What is more interesting than Twisters’ dubious tornado-taming technique, though, is that it’s a rare positive example of geoengineering in an American film. Prior to Friday, the most memorable example of geoengineering in a widely seen movie was in Snowpiercer, where an attempt to correct global warming goes so awry that Chris Evans is forced to live on a train and eat babies. (This is a safe space from discussion of Geostorm.)
Twisters never reaches the point of exploring the ethics or potential downsides of Kate’s geoengineering experiment, and the credits roll over magazine and newspaper articles lauding her for “Taking Weather Science by Storm.” But Chung, the director, doesn’t let the moment pass entirely unremarked upon, either. The movie showing in the theater when the tornado hits El Reno is Frankenstein — perhaps our most famous parable about the hubris of playing God.
Movies don’t need to be accurate to be good, but Twisters nevertheless makes research and data the objective, nerds the hot heroes, and real-life scientists the background extras. In keeping with its dedication to science, it also takes geoengineering out of the realm of the dystopic; while there are plenty of people still staunchly opposed to climate modification, it is also no longer “one of climate science’s biggest taboos,” as my colleague Robinson Meyer has written.
Far more importantly, though, Twisters is a blast. It never tries to be anything more than what it is: a popcorn-worthy romantic disaster movie. Accuracy is just the cherry on top for us weather nerds in the audience; as one character rightly puts it: “Smile man — science is fun.”
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Investors are only just now starting to digest what the proposed cuts will mean, especially for energy storage.
Is Wall Street too sanguine about the House of Representatives’ proposal to gut the Inflation Reduction Act? When the House Ways and Means Committee unveiled its language on the law on Monday — phasing out tax credits, implementing strict restrictions on business relationships with Chinese companies, and altering when projects are eligible for credits — some investors responded to the cutbacks by driving up the prices of some clean energy stocks.
The residential solar company Sunrun traded up on Tuesday by 8.6%, and the American solar manufacturer First Solar was up over 22%. (Stock movements on Monday were largely in response to the pause of the U.S.-China trade war, also announced that morning.)
“The early drafts of a Republican tax and spending bill weren’t as bad for renewables as feared,” wrote Barron’s. Morgan Stanley analysts used the same language — “not as bad as feared” — in a note to clients on the text. “Industry was bracing for way worse,” Don Schneider, the deputy head of public policy for Piper Sandler and a former Republican staffer on the Ways and Means Committee, wrote on X.
While many analysts — and, to be honest, journalists at Heatmap — have issued dire warnings about how the various provisions of the Ways and Means language could together make much of the IRA essentially impossible to use, even before the tax credits phase out, investors on Wall Street and in Washington seem to have shrugged them off. Some level of cutting was all but inevitable, and “not as bad as it could have been” is reason enough to celebrate — plus there’s also “it’ll probably change, anyway.”
There’s something to this. A group ofmoderate Republicans criticized the language on Wednesday as too restrictive, specifically citing changes to three overarching features of the tax credits: when projects would be eligible for tax credits, where companies are able to source components and materials, and whether companies are allowed to freely buy and sell tax credits generated by their projects. (Wouldn’t you know it, these complaints largely echo what Heatmap has written in the past few days.)
In the Senate, meanwhile, Republican Kevin Cramer of North Dakota, said that the text as written would be too damaging to advanced nuclear and enhanced geothermal generation. The phase-out timelines in the Ways and Means language are “too short for truly new technologies,” Cramer told Politico.
Pavan Venkatakrishnan, an infrastructure fellow at the Institute for Progress, told me that he expects the bill to evolve in a way to meet the concerns of Senate Republicans like Cramer.
“Given considerations both political and procedural, like the more flexible reconciliation instructions Senate Finance is afforded relative to House Ways and Means and the disproportionate impact current text entails for technologies Republicans traditionally favor, like nuclear, geothermal, and hydropower, I think it’s fair to say that this text will change over the coming weeks,” he said.
Finally, days after the Ways and Means committee made its thinking public, Wall Street seems to be catching on to the implications. The new foreign entities of concern rules pose a particularly huge danger to the renewable energy sector, according to Jefferies analyst Julien Dumoulin-Smith, and especially to energy storage, which would be the key provider of reliability on a renewable-heavy grid. Energy storage looks to account for almost 30% of new generator additions this year, according to the Energy Information Administration.
“We think the market got it wrong for storage,” Dumoulin-Smith wrote in a note to clients. The market has yet to “digest and fully interpret the implications of proposed tariff and tax policy, which as currently written do not bode well for storage,” he said. The foreign sourcing language “is more restrictive than initially thought, with some industry stakeholders calling the proposal a near repeal on IRA.”
The storage supply chain is intensely entangled with China. Many companies, including Tesla,have been forced to disclose to investors just how reliant they are on China for their storage businesses.
China alone accounted for 70% of battery imports in 2024, according to industry analysts at BloombergNEF, over $14 billion worth. About a quarter of the metals used in battery manufacturing — especially graphite — came from China, BNEF figures show. For specific battery chemistry like lithium iron phosphate, which is popular for stationary storage products, the supply chain is essentially 100% Chinese.
Wall Street revenue and profit estimates “do not adequately capture the extent of risks” facing the U.S. storage industry, Dumoulin-Smith wrote. The storage company Fluence’s stock fell around 1.5% today, and is down over 5.5% since close of trading on Monday, as the market began to digest the House language.
It is possible that the foreign sourcing rules will be loosened and phase-outs for tax credits and transferability lengthened, Venkatakrishnan told me, but not in a way that would endanger the overall structure of the bill. Cuts to the Inflation Reduction Act are a key source of revenue for the Republican bill-writers to ensure as many of the tax cuts they want can fit within the budgetary scope they’ve given themselves.
“Any adjustments will be made with an eye toward ensuring budgetary offsets are sufficient to enable success of the broader enterprise,” Venkatakrishnan said. In other words, as much as some lawmakers may want to see these tax credits preserved, ultimately, they’ve got to pass a bill to ensure Trump’s tax cuts stick around.
And more of the week’s biggest conflicts around renewable energy projects.
1. St. Lawrence County, New York – It’s hard out here for a 2-megawatt solar project in upstate New York.
2. McKean County, Pennsylvania – Swift Current Energy is now dealing with an insurgent opposition campaign against its Black Cherry wind project.
3. Blair County, Pennsylvania – Good news is elsewhere in Pennsylvania though as this county has given the go-ahead for a new utility-scale Ampliform solar project, the BL Hileman Hollow Solar project.
4. Allen County, Ohio – The mayor of Lima, a small city in this county, is publicly calling on Ohio senators to make sure that the pending reconciliation bill in Congress ensures Inflation Reduction Act tax credits can still apply to municipalities.
5. Vanderburgh County, Indiana – Orion Energy’s Blue Grass Creek solar project is now facing opposition too, with Orion representatives telling local press they actually expected some locals to be against the project.
6. Otsego County, Michigan – That state forest-felling solar farm that Fox News loved to hate? That idea is no more.
7. Adams County, Illinois – The Green Key solar project we’ve been following in the town of Ursa has received its special use permit from the county after vociferous local opposition.
8. Dane County, Wisconsin – We’re getting a taste of local worry about how the GOP’s efforts to change the IRA could affect municipal energy planning, thanks to the village of Waukanee.
9. Olmsted County, Minnesota – The fight over Ranger Power’s Lemon Hill solar project is evolving into a nascent bid to give localities more control over permitting renewables projects.
10. Cherry County, Nebraska – This county is seeking an investigation into whether Sandhills Energy’s BSH Kilgore wind farm is violating zoning standards after receiving requests from residents who are against the project.
11. Albany County, Wyoming – Bird conservation activists fighting wind projects in Wyoming claim the Interior Department is providing them incomplete information under the Freedom of Information Act about wind turbines and eagle deaths.
12. Santa Fe County, New Mexico – Renowned climate activist Bill McKibben is publicly going on the attack against opponents of an individual solar project, the AES Rancho Viejo solar farm near Santa Fe.
13. Apache County, Arizona – Opponents of the Repsol Lava Run wind project are now rallying around trying to stop transmission for the project.
14. Klickitat County, Washington – The Cypress Creek Renewables solar project we told you last week got fast-tracked by the state Energy Facility Site Evaluation Council? Turns out the county had a moratorium on new solar and anticipated a chance to formally file public comments before that would happen.
Will Sunrise Wind and Revolution Wind get the Trump treatment?
The sharks of opposition are circling the American offshore wind industry, as they await the federal government’s next victims.
This week, we received news that Equinor – developer of the Empire Wind project – is inching towards potentially canceling development after a visit to Washington and the White House yielded little success. In addition, Interior Secretary Doug Burgum told Fox Business that the department is now reviewing all offshore wind permits issued under the Biden administration.
“What people don’t realize, billions of tons of rock are poured into the ocean before they can begin the years of pile driving,” Burgum told Fox Business, claiming the review of offshore wind permits that Trump ordered uncovered new data about Empire Wind “that was never released to the public” showing the approval “lacked total rigor.”
Meanwhile, coastal opponents of wind energy have moved onto other projects: Orsted’s Revolution Wind project near Rhode Island and Sunrise Wind project off New York’s coastline. In petitions to the EPA, two anti-wind groups – Green Oceans and Protect Our Coast N.J. – have asked the agency to rescind key permits for air emissions and water discharges, asserting the federal government moved too fast to get them approved.
In addition, an environmental consultancy hired by Green Oceans called Planet A* Strategies sent a detailed report to Burgum examining “the background, legal requirements, and data used in Federal agency decision-making regarding offshore wind development.” The consultancy claimed it had found actual violations of environmental law and that facts in the report “include material information that may have been omitted or misrepresented by offshore wind project developers and governmental decisionmakers.” Planet A* Strategies is run by Maureen Koatz, a former policy director for the Nuclear Energy Institute and Senate staffer.
Green Oceans has also retained federal lobbyists from two different firms, a noteworthy move for an organization that previously had no obvious government affairs footprint.
It is likely no coincidence that all of these petitions and this report are all being filed right now, as we saw a similar flurry of activity surround Empire Wind before its stop work order was issued. Similar noise occurred in the days before Atlantic Shores lost a key EPA permit, sending work on the project into indefinite hiatus. For this reason, I suspect we will see more actions threatening other permits for offshore wind projects – and will be surprised if that doesn’t happen.
But at least this time there’s a countervailing force, as climate-minded environmentalists now swoop in too. Late Thursday, 10 major environmental non-profits – including NRDC, Sierra Club, Environmental Defense Fund, and the National Wildlife Federation – filed an amicus brief in the lawsuit that was filed by Democrat-led states against Trump’s blanket ban on offshore wind approvals and leases. I obtained a copy of the filing this afternoon from NRDC.
The amicus brief focuses on the argument that Trump’s order and the government’s compliance with it violates the Administrative Procedures Act. This comes after months of relative inaction from the environmental movement, other than a handful of rallies and public statements against the offshore wind ban.
The brief also declares that “when robust environmental review and permitting frameworks are applied, the responsible deployment of U.S. wind power is compatible with wildlife protection, public health, community protection and economic development,” and that the agencies “have taken an abrupt, 180-degree turn in their approach to wind permitting, without acknowledging this about-face, and without providing any justification, let alone a reasoned one.”