Climate
AM Briefing: Yet Another Wind Attack
On tax credit deadlines, America’s nuclear export hopes, and data center flexibility
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On tax credit deadlines, America’s nuclear export hopes, and data center flexibility
On copper chaos, a solar surge, and transformer hopes
On COP30 jitters, a coal mega-merger gone bust, and NYC airport workers get heated
On TVA’s new nuclear deal, plastics talks’ ‘abject failure’, and powerless Puerto Rico
On the third anniversary of the signing of the Inflation Reduction Act, Heatmap contributor Advait Arun mourns what’s been lost — but more importantly, charts a path toward what comes next.
On the worsening transformer shortage, China’s patent boom, and New York’s nuclear embrace
On a billion-dollar mineral push, the north’s grim milestones, and EV charging’s comeback
Current conditions: The Southeastern U.S. is facing flash floods through the end of Thursday • Temperatures in Fez, Morocco, are forecast to hit 108 degrees Fahrenheit • Wildfires continue to rage across southern Europe, sending what Spain’s environment minister called a “clear warning” of the effects of climate change.
President Donald Trump on Wednesday named David Rosner, a centrist Democrat, as the new chairman of the Federal Energy Regulatory Commission. Since joining the commission in June 2024, Rosner focused the panel on the nation’s growing electricity demand from data centers and pushed for greater automation of the engineering process to connect power plants to the continent’s various grid systems. “Getting grid interconnection moving faster is essential to ensuring reliability,” Rosner told E&E News in March. “We’re starting to learn about these new tools and platforms that just make this work faster, smarter, saves us time, solves the reliability and affordability problems that are facing the country.”
The Bipartisan Policy Center, where Rosner previously worked as a staffer, hailed his promotion as a positive step. “Chairman Rosner’s strong understanding of the energy challenges facing our country, and demonstrated record of bipartisan work to address those challenges, make him well-suited to carry out the responsibilities of FERC chairman,” David R. Hill, the executive vice president of the group’s energy program, said in a statement.
Lithium production in Chile's Atacama Desert, one of the world's main sources.John Moore/Getty Images
The Energy Department announced at least $925 million in funding for five proposed programs to bolster the country’s domestic supply of minerals. “For too long, the United States has relied on foreign actors to supply and process the critical materials that are essential to modern life and our national security,” Secretary of Energy Chris Wright said in a press release. “The Energy Department will play a leading role in reshoring the processing of critical materials and expanding our domestic supply of these indispensable resources.”
That funding includes:
The Trump administration has made bolstering America’s critical minerals industry one of its signature energy policy priorities. Though as Heatmap’s Matthew Zeitlin has written, it has also gone out of its way to annihilate sources of domestic demand for these minerals, especially in the wind energy and electric vehicle industries.
In Alaska, an overflowing glacial lake north of Juneau triggered the Mendenhall River to surge to a record height, flooding the state’s capital city. The problem has been growing for years as climate change in the nation’s most rapidly-warming state accelerates the volume of ice melt. In 2023, floodwaters eroded Mendenhall’s banks, causing homes to collapse, according to the Alaska Beacon. In 2024, the news outlet reported, “the flood was the worst yet.” The flood peaked Wednesday afternoon at nearly 17 feet, damaging hundreds of homes.
Across the border, meanwhile, the more than 700 active fires blazing in Canada have already made this the country’s second-worst fire season on record. The largest fire, the Shoe fire in Saskatchewan, has been burning across 1.4 million acres — an area larger than the Grand Canyon National Park in Arizona — since May 7, The New York Times reported.
In an executive order on his first day back in office, Trump singled out the $5 billion National Electric Vehicle Infrastructure program, directing his Department of Transportation to pause and review the funding, with an eye toward cutting it entirely. Earlier this week, the Federal High Administration completed its review and issued a new guidance that, as my colleague Emily Pontecorvo wrote yesterday, “not only preserves it, but also purports to ‘streamline applications,’ ‘slash red tape,’ and ‘ensure charging stations are actually built.’”
“If Congress is requiring the federal government to support charging stations, let’s cut the waste and do it right,” Transportation Secretary Sean Duffy said in a press release. “While I don’t agree with subsidizing green energy, we will respect Congress’ will and make sure this program uses federal resources efficiently.” The statement, Emily noted, is out of sync with the administration’s other actions to throttle the adoption of EVs: “Only time will tell whether the new guidance is truly a win for EV charging, however. It’s a win in the sense that many EV advocates feared the agency would try to kill the program or insert poison pills into the guidance. But it’s unclear whether the changes will speed up NEVI deployment beyond what might have happened had it not been paused.”
A researcher has designed a new centimeter-square device that could help probe the “ignorosphere,” a layer of ultra-thin air that has largely escaped exploration by balloons, aircraft and satellites. The contraption uses technology similar to a weathervane encased in a low-pressure chamber that will spin when exposed to light. “You don’t really believe it until you see it,” Ben Schafer, a physicist at Harvard University in Cambridge, Massachusetts, told Nature.
On Sierra Club drama, OBBB’s price hike, and deep-sea mining blowback
Current conditions: Tropical Erin is expected to gain strength and make landfall in the Caribbean as the first major hurricane of the season, lashing islands with winds of up to 80 miles per hour and 7 inches of rain • More than 152 fires have broken out across Greece in the past 24 hours alone as Europe battles a heatwave • Typhoon Podul is expected to make landfall over southeastern Taiwan on Wednesday morning, lashing the island with winds of up to 96 miles per hour.
The Department of Energy selected 11 nuclear projects from 10 reactor startups on Tuesday for a pilot program “with the goal to construct, operate, and achieve criticality of at least three test reactors” by next July 4. The Trump administration then plans to fast-track the successful technologies for commercial licensing. The effort is part of the United States’ attempt at catching up with China, which last year connected its first high-temperature gas-cooled reactor to the grid. The technologies in the program vary among the reactors selected for the program, with some reactors based on Generation IV designs using coolants other than water and others pitching smaller but otherwise traditional light water reactors. None of the selected models will produce more than 300 megawatts of power. The U.S. hopes these smaller machines can be mass produced to bring down the cost of nuclear construction and deploy atomic energy in more applications, including on remote military bases, and even, as NASA announced last week, the moon.
Here are the companies:
The Sierra Club terminated executive director Ben Jealous this week, ending a rocky tenure that culminated earlier this summer in votes of no confidence among statewide chapters, Inside Climate News’ Lee Hedgepeth reported. A former chief executive of the National Association for the Advancement of Colored People and the 2018 Democratic nominee for Maryland governor, Jealous’ rise to the green group’s top job in November 2022 seemed like a watershed moment for what is arguably the nation's most prominent environmental groups. The first non-white leader of the 133-year-old organization promised to close the book on the Sierra Club’s internal wrestling with the racist legacy of its founder, John Muir.
But budget cuts, layoffs, and fights with the group’s union marred his time at the helm. In June, the executive committee of the Sierra Club’s Oregon Chapter voted unanimously to request a vote of no-confidence in Jealous from the national organization’s board, citing his hiring of a senior staff member who was registered as lobbyist for the cryptocurrency exchange Crypto.com, The New York Times’ Claire Brown reported. Weeks later, the Missouri Chapter voted unanimously to make the same request. Allies on the board accused Jealous’ critics of a racist “pattern of misinformation, character assassination, and discrimination” against the first Black man to hold the top job. But the board placed Jealous on leave last month and, on Monday, said in a statement that it had “unanimously voted to terminate Ben Jealous’ employment for cause.”
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The price of power purchase agreements in the U.S. has increased by 4% on average since the passage of President Donald Trump’s One Big Beautiful Bill. That’s according to data released this morning by the industry group LevelTen Energy, which called the calculations “the clearest signal yet that the market has already begun to reprice in light of these new risks and headwinds.”
Of the 86 U.S. developers surveyed from the LevelTen Marketplace, 86% said “they are now adapting their approach — either by accelerating construction timelines, reprioritizing project pipelines, or both.” Next Monday, the Treasury Department is due to issue guidance for renewable energy projects accessing federal tax credits, following Trump’s executive order directing the Internal Revenue Service to place new restrictions on solar and wind developers. Industry groups have been “circling the wagons” since the orders release, according to Heatmap’s Emily Pontecorvo, bracing for restrictions that will push up prices for renewables.
The United States is the only major country that hasn’t ratified the United Nations’ 1994 Law of the Sea treaty. Yet the Trump administration has used the country’s “observer” status to push for finalizing a code under the UN-affiliated International Seabed Authority that would allow for permitting commercial mining on the ocean floor. Trump also signed an executive order in April to unilaterally license deep-sea mining if global rules don’t come into effect. At the center of the effort is the Canadian startup The Metals Company, which has designed special machines to harvest mineral-rich nodules on the deep-sea floor. The company and its backers say it’s a cleaner, faster way to increase global mineral supplies than opening more mines on land. But skeptics — including France and China — warn that the rush to industrialize one of the planet’s last untouched wildernesses risks harming fragile and scarcely understood ecosystems, and criticized Washington for threatening to go it alone without international regulations in place.
China was the first country to publicly condemn Trump’s order in April, but Brazil and Panama spoke at last month’s ISA meeting in Kingston, Jamaica, to express support for Beijing’s position, Canary Media’s Clare Fieseler reported from the Caribbean capital.
The sweltering streets of Midtown Manhattan on July 29, 2025. Spencer Platt/Getty Images
Great news for anyone who, like me, is getting increasingly spooked about microplastics: New research in the journal Sustainable Food Technology found that grapevine cane films could be a great alternative to petrochemical plastics. They’re transparent, leave behind no harmful residues, and biodegrade into soil within 17 days. “These films demonstrate outstanding potential for food packaging applications,” Srinivas Janaswamy, an associate professor in South Dakota State University's Department of Dairy and Food Science, said in a press release. “That is my dream.”
Editor’s note: This story has been corrected to reflect the fact that, at the time of publication, Tropical Storm Erin was not yet a hurricane.