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An energy-efficient home needs energy-efficient lightbulbs and air conditioners and refrigerators and other gadgets to fill it up. But it all starts with the structure itself. That’s why we recommend you take a good, hard look at your walls, ceiling, floors, windows, doors, roof, and electrical wiring as a first step towards decarbonizing your home life. (Embarking on a renovation? Heatmap has a guide for that.)
When you add air sealing and insulation, get energy efficient windows, or a cool roof that reflects heat back into the environment, you’re either preventing heat from entering or escaping. This stabilizes your indoor air temperature, thereby reducing your heating and cooling loads, which account for 55% of a household’s total energy use, on average. Making these improvements is not only good for the environment, it’s also a boon to your quality of life. Plus, it allows you to get the most bang out of one of Heatmap’s other favorite decarbonization upgrades: replacing your furnace with an electric heat pump, which operates most efficiently in a well-insulated home.
And lest we forget the electrification upgrades, they’re certainly a different beast than the aforementioned ways to seal up your house. But adding new electrical circuits is a prerequisite to installing energy-efficient appliances such as electric stoves, dryers, heat pumps, heat pump water heaters, or EV chargers. And depending how much space is on your electric panel, you might need to upgrade that too.
None of the investments mentioned here (often referred to as weatherization upgrades) will directly decarbonize your space. Insulating your attic won’t free you from fossil fuels, and installing new wiring doesn’t actually electrify anything in and of itself, although they will lower your energy-related emissions. But what these renovations do do is prime you to consume less energy at home just keeping yourself comfortable.
“The weather that you can expect to see where you live is changing over time and changing in a pretty unpredictable manner,” Michael Gartman, a manager at RMI on their carbon-free buildings team, told me. “The benefit of weatherization, unlike some of the other decarbonization measures that you might be thinking about, is it really just shelters you from whatever that change means over time.”
None of this sounds very thrilling, I know. These types of upgrades certainly won’t lead to the same oohs and ahhs that you’d get for buying a shiny new electric vehicle or induction stove. “You often can't see weatherization after it's been completed, and even if you can, I don't think many people are going to be taking guests into their basement and pointing at their floor joists and saying, look at all that insulation,” Gartman told me.
Probably not, but once folks spend some time inside your house, the benefits will become apparent in cooler summer days and cozier winter nights — and lower energy bills. “Even if it’s not sexy, that's something that you're going to feel every year that you're in your home,” Gartman said.
These upgrades that you’re considering — and the attendant reductions in energy use — will have impacts that ripple out beyond your home’s walls and onto the grid at large. After all, residential energy consumption makes up 21% of total energy use in the U.S., and 15% of total emissions.
“Weatherization can reduce peak demand on the grid, which reduces the likelihood of the grid going down in the coldest winter nights or hottest summer days,” Gartman told me. This makes the grid greener, too, as utilities often meet demand spikes by calling on fossil fuel sources such as gas plants, which can ramp up and down quickly. A smoother demand curve can thereby increase the share of renewables in the mix. And in the case that the grid does fail and the power goes out, a fully weatherized home is a safer home, protecting you and your family from the elements for as long as possible.
Depending on what weatherization measures you go with, as well as your specific circumstances, your savings could eventually surpass your upfront costs. The upgrade that’s most likely to pay for itself is air sealing and insulation, which can lead to energy bills that are 10% to 20% smaller, leading to net savings in just a few years. The Green Building Alliance says cool roofs — which are not suited to every environment — can also pay for themselves in as little as six years. And while complete window replacements are a particularly pricey upgrade, if you opt for storm windows that are installed on top of an existing window, you could see payback as soon as three years time post-installation.
No matter what you choose to do, the absolute best time to do it is when prices are low — and when it comes to energy efficiency upgrades, the discounts have arrived. “A lot of energy performance improvements to houses right now are on sale, and they're going to be on sale until the end of the decade,” Eric Werling, former national director of the Department of Energy’s Zero Energy Ready Homes program, told me. He’s referencing the $1,200 federal tax credit for weatherization, which is available now, and the home efficiency and electrification rebates that will be rolling out this year and next.
But even with this years-long sale, we know that the upfront costs can be tough to shoulder. So don’t feel pressure to drop thousands in the name of decarbonization right now. If you stay in your spot long enough, you’ll eventually need to undertake at least a few home improvement projects. “Anytime anybody does a renovation project or fixes a problem in the house,” Werling told me, “I implore them to think about, is there an opportunity for me to make improvements to the house that will pay for themselves in utility cost savings, but also improve the health and safety and comfort of the house that we live in?”
You’ll find the answer is often yes, and we encourage you to let your friends, family, and neighbors know about it. Because while we trust that you, as a reader, care deeply about the climate, you don’t actually need to give a hoot to benefit from energy efficiency upgrades. As Werling put it, “It's just not about energy, and it's just not about the climate. It's about your home.”
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Heat kills more Americans than any other extreme weather event in the United States. But wildfire smoke — while not strictly “weather” — appears to kill even more. Current excess death estimates put American heat mortality at about 10,000 people per year, or possibly as high as 12,000. Recent studies on wildfire PM 2.5 exposure suggest a mortality of double that: 24,000 all-cause deaths every year.
Needless to say, wildfire smoke is definitely not something you want to inhale if you can avoid it. (And really, you should try to.) But for the 115 million Americans in the Great Lakes and Northeast regions of the country who’ve been exposed to hazardous air from the fires in Ontario and Minnesota this week, there’s a chance that the damage is already done. According to a wildfire smoke mortality estimation tool from Cornell University’s School of Public Health and the Northeast Regional Climate Center, the total mortality for this smoke event could already be as high as 424 people so far, including nearly 100 in Michigan and more than 50 in both New York and Wisconsin.
Alistair Hayden, an assistant professor of practice in Cornell’s Department of Public and Ecosystem Health, stressed to me that the tool is a “first draft,” and that his team is still working on getting it peer-reviewed. “We intend it as a hypothesis that people can test in the coming weeks or months to confirm our numbers,” Hayden told me. “I’m really hoping to be proven wrong.”
But Hayden also emphasized that while the West Coast might historically be where many smoke-related deaths have occurred, “this is the third out of four years [in the Northeast] that we’re having the smoke, so it seems like something we should be planning for,” he said. “It reminds me of that saying: ‘Fool me once, shame on you. Fool me twice, shame on me.’”
Admittedly, the smoke this week is a bit of a freak occurrence. A cooler-than-average sea surface pattern across the North Pacific, known as a negative phase of the Pacific Decadal Oscillation, helped produce weak low-pressure areas in the northwestern part of the United States, which in turn allowed for heat domes to develop across the Southwest and Plains. After one did just that earlier this month, the hot, high-pressure dome then shifted north, where it developed “dryness across Canada, followed by the lightning-producing thunderstorms,” Chad Merrill, a senior meteorologist at AccuWeather, told me. Then, boom: widespread fires.
“It is very unusual to have a combination of an El Niño and a negative phase of the Pacific Decadal Oscillation,” Merrill went on. “That’s one of the unusual factors this year, which contributed to the heat dome being farther north in that particular position.” The heat dome and jet stream then worked together to direct the thick smoke down into some of the most populous regions of Canada and the U.S.
That’s what makes this particular smoke event so bad. Were the smoke blowing over remote regions of Canada, as it would under more usual conditions, “then the big cities and the Great Lakes wouldn’t experience the smoke; it would have gone north toward the Hudson Bay and then Greenland,” Merrill said. In fact, the Canadian fire season is tracking below average overall; it’s the meteorological conditions that made this week’s smoke events, as one outlet put it, “the perfect storm.”
Wildfire smoke in the region is not historically anomalous, however. A 1903 article in The New York Times describes a “yellow day” similar to smoky events in 1894, 1881, and earlier. But large-scale burns in Canada’s dense, remote boreal, which produce more smoke, are increasing. Though it’s difficult to attribute any one wildfire directly to climate change because of the complex nature of such events, we do know that fire weather is becoming more common with the warming of the atmosphere from greenhouse gas emissions. As modeled by Zeke Hausfather in the Friday edition of his newsletter The Climate Brink, “hotter, drier seasons burn the most” in Canada — and “recent years cluster there” as the country has outpaced the global average in warming.
But as Hausfather also writes, “While overall area burned is the climate-linked trend, who breathes the smoke on a given week in July is mostly driven by the weather.” This is similar to the way that, though it may be a quiet year in the Atlantic, it only takes one hurricane making landfall in the right (or wrong) spot for the season to be remembered as catastrophic.
On the other hand, as foolish as it might be for the Central Plains and East Coast to still believe smoke is the exclusive domain of Westerners, it is also a mistake to assume smoke only comes from without. As I reported earlier this year, the Eastern half of the country has seen a 10-fold jump in the frequency of large burns over the last 40 years. Nowhere is safe from the smoke.
Planning and preparation, then, should be paramount. But as Grist learned last month, there are no established Air Quality Index numbers that would trigger the postponement, relocation, or cancellation of, say, a FIFA World Cup game, including the final, which is set to be played in New Jersey on Sunday. White House officials are reportedly meeting with FIFA’s president on Friday to discuss contingencies, given the unhealthy air quality in the region.
Which brings us back to Hayden’s modeling. He offered a note of optimism in that research by Stanford’s Sam Heft-Neal and his colleagues indicates that emergency room visits do not rise in tandem with increasing wildfire smoke. “As smoke gets bad, the health impacts get bigger. But then as smoke gets worse and worse, the amount of health impacts actually goes down, measured for emergency room visits,” Hayden said. “The idea is that people modify their behavior in higher smoke” — say, by staying indoors, wearing masks, or canceling outdoor events.
It’s time to treat smoke as an East Coast phenomenon, in other words. Doing so will save lives. “Will [smoke events] become more frequent in the future? Most likely we will see a recurrence,” Merrill, the meteorologist, told me. “How often they happen is yet to be determined.”
Utility watchdog Jamie Van Nostrand argues that National Grid’s recent “rate stabilization proposal” is a way to charge customers more money while bypassing the regulatory process.
When National Grid, the natural gas utility that serves New York City and Long Island, proposed a one-year rate freeze last month, Governor Kathy Hochul celebrated it as a victory for affordability.
“I’m pleased to announce National Grid and the Department of Public Service found a way to hold the line on rate hikes for nearly 2 million gas customers,” she wrote on social media.
“New Yorkers don’t deserve gratuitous rate hikes. We’re fighting at every turn to stop them.”
But if “holding the line” for a year means accepting higher rates the following year, is it really a win for customers?
Jamie Van Nostrand, a former utility lawyer and regulator who served as the chair of the Massachusetts Department of Public Utilities through last fall, dug into the details of National Grid’s proposal and was alarmed by what he saw. In Van Nostrand’s view, it’s actually a delayed rate hike dressed up as a rate freeze, designed to avoid the scrutiny that comes with an official request.
To be fair, National Grid did not use the words rate freeze in its filing with the Public Service Commission, instead referring to the plan as a “rate stabilization proposal.” The Catch-22 is that during this year of stabilized rates, the company wants to continue — and actually increase — its capital spending, then bill customers for the work the following year with interest and a return on equity.
Infrastructure spending is the only part of the natural gas business that utilities earn a profit on, so they have an incentive to overdo it. Normally, regulators review such capital expenditures in year-long proceedings called rate cases to ensure the added costs to ratepayers is worth it. But here, National Grid is asking regulators for prompt approval “without material modification.”
I reached out to National Grid for comment on Van Nostrand’s critique. In response, a representative referred me back to the company’s press release.
Van Nostrand is now the policy director at the Future of Heat Initiative, a nonprofit working to improve utility regulation on the path to decarbonized heating. The group is concerned about utilities investing billions into natural gas delivery at the same time many states, including New York, are pushing to switch to electric heat pumps, which risks sticking the remaining gas customers with higher bills. Rate cases are essentially the only venue to challenge this spending, hence Van Nostrand’s ire.
I spoke to him about the hidden details in National Grid’s proposal and what a “good” rate freeze might look like. Our conversation has been lightly edited for length and clarity.
When did National Grid last have a rate increase and what’s the context for this rate stabilization proposal?
In 2024, the New York Public Service Commission approved a three-year rate plan which runs through the end of March in 2027. So what National Grid would have done is file a rate case in May of this year in order to have a new rate take effect in April of 2027. Essentially, what they say they’re doing is trying to extend that three-year rate plan for a fourth year. They’re saying, “We want to avoid having to file a full rate case” — which they audaciously and presumptuously say is going to result in rate increases for customers that are greater than the rate of inflation.
And what is in the proposal?
What jumps out at me are two things. One is, when they did this three-year rate plan, 2024 to 2026, they had certain expenses that they said were one-time, non-recurring expenses — a three-year amortization of $250 million. That three-year amortization expires on March 31. That would result in a $250 million rate decrease for customers. But by avoiding the rate filing, the rates are going to continue to reflect the amortization of costs that they are no longer authorized to recover.
They’re basically saying, “Rather than giving it back to customers, we’re going to keep collecting it and find other things to spend the money on.” So by avoiding the rate filing, they’re avoiding having to give the money back to customers and acting like they’re doing us a favor.
But didn’t you just say that the alternative to this rate freeze proposal is a big rate increase?
Yes, but they would have to prove their costs. These are closely scrutinized rate filings. The other piece I was going to mention is there’s $1.7 billion of additional capital spending. They’re saying, “We’re going to keep spending money,” actually spending more money in the next year than they are currently spending. They’re going to increase the level of spending on infrastructure investments without having to go through the process of proving, why are these expenditures necessary? Are you overspending? Is there a cheaper alternative?
Regulators need to closely scrutinize natural gas company infrastructure spending. They want to spend billions of dollars replacing pipes because that’s where they make money. They put it in their rate base and they earn a return on it.
Does the proposal at least allude to what they’re planning to spend the $1.7 billion on?
Oh yeah, it’s more pipe replacement. It’s a continuation of what they’ve been spending, it’s just more. And the point is, when they approved their rate plan, the parties to the rate case got to look at what they were spending in 2024, 2025, 2026, and they signed off on it. And here they’re saying, “Here’s our spending for 2027. It just builds on what we’ve already been spending, it’s just there’s more of it.” But there’s not the same review, other than I guess that there’s going to be a comment proceeding where parties can file comments on this proposal. But they don’t have to put out evidence and sworn testimony and be subjected to cross examination and discovery. It’s like, “Here’s what we’re gonna do. Take it or leave it.”
Is the idea that the $1.7 billion will be recovered through a future rate increase?
They’re just going to defer those costs and have ratepayers pay it beginning April 2028 with interest at 9%. It goes right into their rate base, and they’re going to earn a return on that. That means they’re going to collect $150 million more from customers to cover the return on that $1.7 billion they’re spending.
This is not uncommon when utilities propose rate freezes. Utilities go, “Our costs aren’t actually going down, our costs are continuing to go up, so we’re just going to keep spending money like we otherwise would have. But rather than raise rates contemporaneously, we’re going to put them in this little account and wait until the end of the rate freeze, and then we’re going to raise rates and add on the interest because the customers didn’t pay these costs when we incurred them.” Utilities love the concept of a rate freeze. I’ve never seen anybody quite so audacious as this proposal, where they’re not just doing that, they’re doing a whole bunch of other stuff to make this far sweeter for shareholders.
What else are they doing?
They’re not just extending their rate plan, they’re extending it selectively. For example, there’s a penalty mechanism that if you don’t address a certain number of miles of leak-prone pipe, you’re going to be subject to a penalty. And they are adjusting that target because they’re not meeting it. The same thing with the backlog of leaks. They’re not reducing the backlog of leaks, so they’re raising that target.
That’s a benefit to shareholders because shareholders end up bearing the consequences — you can’t recover the penalty in rates. So you’ve got a couple of mechanisms that are intended to benefit customers by having the system more safe by reducing miles of leak-prone pipe and by reducing a backlog of leaks, and they’re basically walking away from their commitments, making them easier for them to attain and thereby avoiding penalties. It’s resetting the balance between customers and shareholders, and it’s all in the shareholders’ favor. They’re throwing more risk onto the customers.
Do you think that a rate freeze could be structured in a way that is good for ratepayers?
Well, just strictly a rate freeze might not have been that bad a deal. If they really stepped up and said, “We’re going to live by the rates that were set, we’re just going to extend them for another year, and we’re going to suck it up and make it work, and our shareholders are going to bear some of that pain because by God, it’s all about customer affordability.” They’re so far away from doing that.
[At Future of Heat,] we’re all about the infrastructure spending, right? In New York, 75% of your gas bill is the delivery charge, 25% is the commodity. What we’re trying to do is work with the commissions, ask the tough questions. Let’s look at this pipe replacement program. Do you need to replace the pipe? Can you rely on a repair rather than replace it, and really make them prove their case? And they’re saying, “We’re going to spend $1.7 billion, and no, you don’t get a chance to review it because we’re not doing a rate case. We’re just telling you how much we’re going to spend.”
On NRC moves, Blue Energy, and China’s solar and methanol breakthroughs
Current conditions: The World Cup’s final match between Argentina and Spain is set to take place Sunday in New Jersey, where the thick orange haze of Canadian wildfire smoke is still hovering • Temperatures are soaring to 110 degrees Fahrenheit in Ethiopia’s northeast Afar province • Researchers just categorized the first major dust storm of Arizona’s monsoon season, which struck Phoenix earlier in the week, as a Category 3.

On Tuesday, I told you about the United Arab Emirates’ plan to build a new port to bypass the Strait of Hormuz. Iraq and its oil partners are looking westward. The Financial Times reported yesterday that Chevron and Baghdad are in advanced discussions to form a consortium to build and restore a pipeline network through Syria as an alternate route to export oil. The U.S. oil giant is working with the Los Angeles-based TI Capital and an investment group owned by the Syrian-Qatari billionaire Al-Khayyat brothers, who own a major construction company in the Gulf nation and are, according to Bloomberg, “betting big” on Syria’s post-war reconstruction.
It’s yet another sign that, as my colleague Matthew Zeitlin wrote, it’ll be a long time before the Strait of Hormuz returns to normal operations — especially now that the war is back on.
Just two weeks ago, I told you that the Nuclear Regulatory Commission had proposed both overhauling how it measures the risks from radiation exposure and giving more flexibility to developers to prove their reactors operate safely. Now the agency is continuing its regulatory blitz with another rule, posted Thursday to the Federal Register, to smooth the way for license renewals, speed up approvals to begin construction on certain components and structures at new nuclear plants, and provide more guidance for technologies that use coolants other than water.
In Spain, meanwhile, the country’s Nuclear Safety Council gave the country’s oldest nuclear station, the Almaraz plant two hours west of Madrid, the greenlight to continue operating until 2030, according to NucNet. Currently, the Spanish government is pursuing the world’s only active nuclear phaseout policy. Virtually every country that has phased out atomic energy now regrets it. Switzerland and Belgium already reversed course. German politicians complain constantly about what a mistake it was to quit nuclear power. Taiwan, which shut down its last reactor last year, now wants to reopen at least one. Even Italy, the first country to abandon nuclear energy, is now looking to revive the industry.
Constellation Energy knows a thing or two about what works with nuclear power. So it’s quite notable that the largest operator of civilian reactors in the nation is making a bet on one of the more unique startups hoping to shape the next generation of atomic power stations. Constellation’s venture arm announced a strategic equity investment into Blue Energy, a developer that is pitching itself as a project manager to get small modular reactors built on time and on budget. Unlike most other players in the nuclear game at the moment, Blue Energy isn’t designing its own reactor. The company calls itself “reactor agnostic.” Rather, Constellation said the company would focus instead on building GE Vernova Hitachi Nuclear Energy’s BWRX-300, a 300-megawatt boiling water reactor that is currently one of the leading designs in the U.S. “With demand for near-term power rising, Constellation’s investment will help Blue Energy meet America’s need by making new nuclear development predictable, rapidly scalable, and project financeable for the first time in history,” Blue Energy CEO Jake Jurewicz said in a statement. “This relationship helps us leverage an established operator, proven technology, and innovative, project-financeable deployment models to expand access to nuclear energy.”
Meanwhile, one of the most attention-grabbing startups in the next-generation reactor race is looking at an eye-popping valuation. Led by its 27-year-old CEO Isaiah Taylor, Valar Atomics made waves when it worked with the U.S. military to transport the components for its gas-cooled microreactor by plane. The company is now eyeing a $6 billion valuation, The Information reported last night.
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New York City’s brand-new power line connecting the five boroughs to Quebec’s hydroelectric system is down for repairs in the midst of the summer heat. Hydro-Quebec, the French-speaking province’s state-owned utility, said its teams had “identified a fault with the terrestrial cable” at a location on the U.S. stretch of the route. Governor Kathy Hochul’s office called the outage “unacceptable” in a statement to Gothamist.
Over in Hawaii, Governor Josh Green, a fellow Democrat, signed legislation to adopt a clean fuel standard, making the island state the fifth in the nation to adopt such a policy. The program will come into full effect at the start of 2029, and will use market incentives to reduce the carbon intensity of fuel over time. Texas, meanwhile, is serving as the model for the new bipartisan permitting reform bill my colleague Robinson Meyer broke news of last night.
Chinese panel manufacturer LONGi’s newest solar cell has made a breakthrough in increasing the power conversion efficiency of its panels to 35.5%. That figure was confirmed this week by a European certification test. The cell design is called a crystalline silicon-perovskite tandem cell, which PV Tech described as “widely regarded as a leading technology pathway for next generation” solar panels. A perovskite top cell with a crystalline silicon bottom cell allows the solar panel to tap into both technologies’ efficiencies. By contrast, the efficiency by percentage of energy converted to electricity in thin-film solar cells like those the U.S. manufacturer First Solar sells tap out somewhere in the teens. The more popular crystalline silicon cells that China has dominated have efficiency rates of up to 24%. So LONGi’s announcement represents a significant improvement.
Meanwhile, China’s state-owned pipeline company, PipeChina, successfully shipped two batches of methanol about 125 miles through existing oil pipelines in northwest China. Hydrogen Insight hailed the test as “a record-breaking trial that could transform” a sector long plagued by questions about how to transport fuel. It’s the latest sign, as I told you last month, that Beijing is doubling down on green hydrogen.
Like a Mesopotamian metal merchant of yore, I like to train a keen eye on copper prices in this newsletter. And with good reason: It’s the basic building block of the electrical system, and it’s subject to some wild geopolitical price pressures. Just look at why the price is sliding now. Per Mining.com, the major storms in Chile and the flareup of hostilities in Iran are depressing the market for the metal, which had hit an all-time high earlier this year.