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A tale of two coal economies, one post-industrial, one industrializing.

For those living near the Port of Baltimore, the transportation and storage of coal on its way from mines in the Appalachian Mountains to far-flung foreign kilns is “a mundane but ever-present imposition,” Chloe Ahmann, a Cornell University anthropologist, told me. Ahmann once worked as an elementary school teacher in Curtis Bay, a residential neighborhood adjacent to the working port, and wrote a book on the area’s post-industrial present.
“There are stories going back generation,” she said. “Coal dust covering everything in the neighborhood — bicycles, porches, windowsill. People wipe coal dust off their windows as a daily ritual.”
With the collapse of the Francis Scott Key Bridge and subsequent shutdown of the port, that coal now has nowhere to go for the foreseeable future. Baltimoreans don’t want it, but its intended recipients thousands of miles away in India most certainly do.
“The top recipient of U.S. steam coal shipped from Baltimore by far over the past five years has been India, where the brick manufacturing industry has been a major customer,” the U.S. Energy Information Administration said in a report on the impacts of the bridge disaster. In January alone, the Port of Baltimore exported almost a million tons of coal to India, up almost three-fold from January of last year, according to Argus, a commodity data provider. In total, 17 million tons of thermal coal — the type used in power plants and brick kilns — left the U.S. via Baltimore in 2023, S&P Global found by analyzing Census Bureau data.
India is the world’s second largest consumer of coal after China, and coal accounts for over 70% of India's emissions from burning fuel, according to the International Energy Agency. (In contrast, coal accounts for a fifth of the United States’ emissions from combustion.) About a quarter of India’s emissions come from industry, much of which uses coal in its processes, including steelmaking, and cement and, yes, brick manufacturing.
Brickmaking in India is often done on small scales by local producers, but even so, its energy consumption is “comparable to the organized construction industries such as cement and steel,” according to research published in Nature India. Many of those bricks are used to build homes, part and parcel of the country’s astounding economic growth. Along with its steel and cement industries, brickmaking has transformed India — whose inflation-adjusted per capita GDP of around $1,800 in 1990 would have made it one of the world's poorest countries today — into the third-largest carbon dioxide emitter in the world.
The same brick industry that produces the literal building blocks of India’s homebuilding sector is also responsible for immensely damaging particulate pollution. The combination of coal and biomass used to fire brick kilns is responsible for around 75 million tons of carbon dioxide emissions — comparable to the total emissions of Washington State, Arizona, or the 2021 California wildfires — and 100,000 tons of black carbon emissions, according to the Climate and Clean Air Coalition.
Air pollution in South Asia is one of the largest public health problems in the world. India, Pakistan, Nepal, and Bangladesh all ranked in the bottom 10 of 180 countries for air quality, according to the Yale University Environmental Performance Index. In 2019, air pollution was estimated to account for around 1.7 million premature deaths in India. “Brick kilns, involving the burning of low-grade coal, are one of the major sectors that contribute to air pollution in South Asia,” a World Bank report said, with the brick industry making up over 90% of particulate emissions in some South Asian cities and 15% of the most dangerous small particulate emissions in Delhi.
In a story that will be familiar to much of industrial and post-industrial America, these industrial processes are both an important economic engine and an obvious detriment to health locally and are contributing to the climatic changes that are already having devastating effects in South Asia. Efforts to regulate the brick industry have already run into complaints that efficiency requirements will be too expensive for cash-strapped businesses and will result in lower employment in the sector.
In the vertiginous world of globalized capitalism, different regions using the same resource — the Appalachian coal mines, the Baltimore port, and the Indian brick manufacturers — can all at the same time be at different stages of industrialization and post-industrialization, with differing attitudes toward the coal that powers and pollutes them. In South Baltimore, the people living with the dust from the coal pier no longer sees any positive relationship between industrial activity and their own well-being, Ahmann told me.
The Baltimore and Ohio railroad, which has been part of the rail conglomerate CSX since 1980, began construction in 1827 and has long shipped coal from West Virginia and other Appalachian states to the East Coast. Baltimore’s Curtis Bay neighborhood, where Ahmann lived, is adjacent to a coal pier operated by CSX. “It’s an iconic local scene, right by a local playground, stone throw from several elementary schools and homes,” Ahmann said, making the neighborhood both “heavily industrialized and very much a lived-in place.”
While the Maryland government trumpets direct and indirect employment at the port of around 15,000 people, that’s about half the number that worked there in 1970.
“It’s no longer the case that industry is a major employer in South Baltimore,” Ahmann said. “It’s not like it was 40 years ago, when everybody knew somebody whose livelihood was attached to industrial production in this place.” Instead, people in the area “cobble together lives from low-wage service jobs,” she said. Overall, manufacturing employment in Maryland has been roughly cut in half since 1990.
In late 2021, a CSX coal facility in Curtis Bay exploded, damaging nearby homes and spreading tremors for miles. Following the blast, a coalition of community groups and the Maryland Department of the Environment investigated particulate pollution in Curtis Bay and found coal dust “present throughout the community,” with coal dust coming from the terminal itself, as well as train and truck traffic.
“We should not have open air coal piers period, and certainly not in a residential area behind a playground,” Ahmann said.
Among the many fears locals are nursing as the Key Bridge lies in ruins is that the coal will simply pile up at the port as long as it remains blocked. “These piles are going to grow every day,” Ahmann told me, describing it as “stark visual evidence of the untenability of this situation.”
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On transmission corridors, China’s Russian reactor, and long-duration energy storage
Current conditions: Tropical Storm Cristobal formed in the Atlantic yet poses no real threats to land, unlike another budding storm gathering strength in the southern Caribbean • Powerful storms spurred derecho winds that spawned tornadoes across the Midwest and left 800,000 without power yesterday morning • Britain’s Met Office issued an amber weather warning as temperatures across eastern England soared to nearly 100 degrees Fahrenheit.

In the waning days of the Biden administration, the Department of Energy set about clearing one of the biggest bottlenecks to expanding America’s aging electrical grid: Literally expanding the grid. You don’t need to have read excellent books like Russell Gold’s Superpower or features like my colleague Robinson Meyer’s deep dive into the SunZia saga to know that building transmission lines is a huge challenge in the United States. To address this, the Biden-era agency proposed three National Interest Electric Transmission Corridors — essentially a series of projects in mostly red and purple states that could now enlist the federal government’s help to speed through the typical hurdles in getting approvals from so many jurisdictions and landowners across hundreds of miles of a power line’s route. Not anymore. On Wednesday evening, the Trump administration announced the cancellation of all three corridors, declaring projects that would likely have helped shore up the grid amid surging demand from data centers to be part of Democrats’ “Green New Scam.”
“Transmission policy must serve the American people — not special interests or a climate-alarmist agenda that drives up costs, worsens reliability, and disregards the concerns of local communities,” Secretary of Energy Chris Wright said in a statement. Still, his agency pointed to billions in loans it’s offered to utilities for grid upgrades and a study, released last month, highlighting what the Trump administration sees as the country’s future transmission needs. The rescission doesn’t necessarily mean the projects linked to the corridors are dead. When the Energy Department first announced the corridors in December 2024, the agency stressed that the designation didn’t guarantee federal approvals, merely speed projects on the pathway to getting answers. Those include NextEra Energy’s 73-mile Lake Erie Connector between Canada and Pennsylvania, two projects in the Southwestern Grid Connector Corridor, and the Transmission and Renewables Interstate Bulk Electric Supply Project in the Tribal Energy Access Corridor.
When Elon Musk announced plans last year to build out 100 gigawatts of solar manufacturing capacity, analysts and industry watchers scratched their heads. That’s more than double the amount of panels the U.S. installs each year at a time when photovoltaic factories face fierce competition from overseas competitors — namely China — and withering support domestically with the end of the federal tax credit designed to spur demand for American-made solar. Yet Musk is charging ahead with what Tesla has dubbed Project Crystal Sun. In a document submitted to Texas regulators, the company said it was “currently evaluating the feasibility of constructing its solar cell manufacturing facility at various locations across multiple U.S. states.” That includes the Lone Star State, to which Musk decamped from California. “Should Tesla make the decision to develop the proposed project in another state, Texas would miss the opportunity to attract billions of dollars in investment, help create thousands of full-time jobs for its residents, and become a hub for domestic solar cell manufacturing in the U.S.,” Tesla stated in the filing.
Things were also looking rosy for wind turbine manufacturers. Shares in Vestas closed nearly 20% higher on Wednesday after turbine orders bounced back, giving the company the liquidity to buy back its own stock. New orders for its turbines climbed from 2 gigawatts during the second quarter of 2025 to 3.35 gigawatts during the same period this year, the Financial Times reported.
The storms that barreled across the Midwest this week not only downed power for more than 800,000 people, they also left drivers without access to fuel. On Wednesday, the Northwest Indiana Times reported that gas stations in the region were running dry. “Today, we heard that this was open, and this is like the only thing that is open,” Mike Siedentopf, a resident of the Northwest Indiana town of Munster, told CBS News.
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The flagship reactors in China’s nuclear buildout are the Hualong One and the CAP1400, each of which borrows heavily from America’s Westinghouse AP1000. But it’s useful to remember that Beijing is diversifying its atomic fleet. One of the next reactors likely to enter into commercial operations is now Unit 7 at the Tianwan nuclear power station on China’s Yellow Sea coast. On Wednesday, NucNet and World Nuclear News reported that the plant had loaded its first fuel assembly into position in the core of the new reactor. This marks the first time fuel has been loaded into a next-generation Russian reactor in China. Like the AP1000 and China’s versions of it, Rosatom’s VVER-1200 is a third-generation pressurized water reactor, meaning it uses the standard technology for fission with state-of-the-art safety and cooling upgrades. CNNC, the plant’s operator, said it expects to begin commercial operation later this year.
With the battery market booming, the race to commercialize long-duration storage technologies has yielded plenty of attention-grabbing ideas. Form Energy’s approach is proving particularly magnetic for investors. The West Virginia-based startup is seeking to bring rust-powered batteries that last 100 hours to market. On Wednesday, the company unveiled a $750 million Series G financing round, bringing the total equity it’s raised so far to over $2 billion. Its iron-air batteries, which charge through a “reversible rusting” process, have already attracted deals with Google, utility Xcel Energy, and data center giant Crusoe.
Meanwhile, a company commercializing compressed air storage technology just raised another $230 million. Hydrostor uses electricity to compress air and store it in underground hard-rock caverns using water displacement. When the grid needs power, the stored air is reheated and expands, spinning a turbine that generates emissions-free electricity. The Canadian startup pulled in more funding from the Canadian government’s investment fund, Goldman Sachs, and Canada’s pension funds. Another backer in this round is the oilfield services giant Baker Hughes. “The grid needs bankable long-duration energy storage that can be deployed today to enable affordable and reliable electricity for all, and Hydrostor’s continued fundraising success is a testament to the potential of our A-CAES technology to get us there,” Hydrostor CEO Curtis VanWalleghem said in a statement.
A Dr. Phil-linked expedition to find oil in Greenland has been delayed as the island nation’s government rejects the consortium’s right to drill. On Wednesday, the United Kingdom’s 80 Mile exploration company announced the delay in its plans. “While we are disappointed that the timing of the Jameson drilling program has been impacted, the company remains fully committed to advancing this highly prospective project,” 80 Mile executive director Rod McIllree told the Financial Times.
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.
El Niño is here.
The world’s largest ocean slipped into the weather pattern in the spring, according to the National Oceanic and Atmospheric Administration, and the sea surface is now significantly warmer than average in one important region. When you chart ocean temperatures on a map, the “El Niño tongue” (yes, that is what scientists call it) clearly appears:

It might be more accurate to describe El Niño as something that happens to the planet, though. The Pacific occupies about one-third of Earth’s surface. When that third becomes unusually warm, it transforms weather around the world, driving wetter conditions in California, Central America, and South America; and drier weather in Asia, Africa, and Australia.
So far, so normal. El Niño is a standard fluctuation in the Earth’s climate system; we experienced the last one in 2023 and 2024.
But that is roughly where what’s normal about this year’s El Niño ends.
For one, this El Niño is far more intense than we should expect at this time of year. In an El Niño, the Pacific’s average temperature usually rises through the end of December or so; the phenomenon’s original name in Spanish, El niño de Navidad, alluded to the surprising arrival of warm currents in South America around Christmas. In the modern satellite era, the warmest El Niño ever measured happened in 2015, and ocean temperatures peaked at 3.1 degrees Celsius in November and December of that year. We called that a “Super El Niño” for just how abnormal it was.
Yet the Pacific is already more than 2.6 degrees Celsius (or nearly 5 degrees Fahrenheit) above normal — making this the third strongest El Niño ever measured in the satellite era — and it is only August. We still have four months to go, and this El Niño is already a record-smasher. More ominously, models expect that this El Niño could eventually grow to more than 4 degrees Celsius, or 7 degrees Fahrenheit, above normal.
What will that mean for the world? According to a recent Science study, the average El Niño can cost the global economy more than $3 trillion. The world is richer now than it was a decade or two ago, which should make it better able to withstand disaster. But this El Niño is so far out of sample that it’s hard to know what it could do.
And perhaps more importantly — as the climate scientist Zeke Hausfather, the guest of our new episode of Shift Key says today — it will offer a kind of preview of what the planet’s normal climate will resemble a decade from now. This El Niño is likely to push 2027’s average temperature above 1.5 degrees Celsius, the nominal threshold at which countries hoped to limit warming as part of the Paris Agreement (although, as you’ll hear, it is slightly more complicated than that).
Which is all to say: I encourage you to listen to our new episode, which is available on Apple, Spotify, or RSS. (A transcript is also available for Heatmap subscribers.) We tackle questions including:
There’s one thought that I didn’t include in the episode, however. Since late 2023, political discussion of climate change has decreased. This isn’t a phenomenon limited to any one faction of the Democratic Party — the progressives Abdul El-Sayed and Zohran Mamdani have downplayed climate policy roughly as much as, say, moderates like Mary Peltola and James Talarico have — but it is a clear trend. The American media’s coverage of climate change has declined during the same period. This “climate hushing” is not because politicians stopped caring per se, I think, but because nobody is sure how to talk about the issue in a politically useful way anymore, especially after the “climate = jobs” rhetoric that underpinned the Biden administration’s policy failed to retain voters in 2024.
I don’t believe (and think that political science has disproven) that extreme weather can “awaken” the public to climate change. Even against a gradually warming baseline, the weather — and public attention — shift far too often for that. But media coverage is loosely responsive to events. When the super El Niño of 2015 and 2016 smashed the then-record for the hottest year ever measured, it helped initiate a new era of public and elite concern about climate change. That El Niño’s heat waves, wildfires, and mass coral bleaching previewed the far worse disasters of the decade that followed. This El Niño’s disasters and broken temperature records could be worse — and even less ignorable.
On copper prices, nuclear’s jellyfish woes, and Leo DiCaprio’s Chilean NIMBYism
Current conditions: The death toll from Colombia’s earthquake has risen beyond 250 • A severe thunderstorm flipped a car in Columbus, Ohio, as a large system swept across the Midwest • A partial solar eclipse is set to occur the Northeast.

David Crowley, a moderate Democrat and local official in Milwaukee, narrowly defeated Francesca Hong, a leftist state lawmaker and former ramen chef, in the Democratic gubernatorial primary in Wisconsin last night. The race marked one of the most significant tests of Democratic voters’ willingness to elect a member of the ascendant Democratic Socialists of America, now the most popular socialist group in U.S. history. Her campaign promised to make childcare and school lunches free, repeal anti-union laws, and give renters more protections against eviction. She also pitched what she called her “control-alt-delete” plan to eliminate tax credits for data centers and put a statewide moratorium on permits for new artificial intelligence facilities.
Ahead of Tuesday’s primary, the AI developers Vantage, Oracle, and OpenAI announced a $60,000 community investment in Port Washington, which my colleague Jael Holzman described as “the most controversial data center development area in the state.”
Just last week, the Trump administration agreed to pay the energy giant RWE more than $1.2 billion to abandon an offshore wind project, the latest in a series of deals in which taxpayers hand over billions to not receive new sources of clean electricity they badly need. On Tuesday, Senators Alex Padilla, the California Democrat, and Angus King, the independent from Maine, introduced a bill that would give companies that reject Trump’s payouts an expedited route to more development. “The Trump Administration is doing everything it can to kill California’s offshore wind future, handing energy companies billions of taxpayer dollars to walk away from projects that would have powered millions of homes,” Padilla said in a press release. “This bill makes sure their destructive approach doesn’t waste what’s already been invested so we can get these leases back to work, create the jobs Trump killed, and keep energy bills low for working families instead of letting his war on renewables cost Californians even more.”
The bill has one potential flaw, other than the fact that Republicans are unlikely to pass it and President Donald Trump is even less likely to sign it. That, as my colleague Robinson Meyer wrote this week, is that the roughly $4 billion in payouts so far went to projects that were “already dead or dying.” The money spent, in other words, is “for nothing.”
Please read the following two sentences in the tone of the famous scene of Tony Soprano defending Christopher Columbus: In this newsletter, Ea-nāṣir, the Mesopotamian copper merchant from Bronze Age-era Ur whose stone-carved complaints about a subpar metal shipment remain readable millennia later, is a hero. End of story! Why, you might ask? Because we are once again living through an age where copper, the basic building block of all things electric, is in high demand. Copper soared back to within half a cent of its record high Tuesday of nearly $14,000 per metric ton after an outage at a major smelter in Indonesia rattled global prices, Mining.com reported.
The fight over North America’s only major cobalt refinery, meanwhile, is heating up. The mining giant Glencore made a bid for control of Sherritt International, which has taken a beating from U.S. sanctions due to its 50% stake in Moa, a joint venture with the Cuban government. The joint venture’s assets include the Canadian refinery and Moa nickel-cobalt mine in Cuba. The Glencore-backed consortium is up against Gillon Capital, the family office of Ray Washburne, a Republican fundraiser and former Trump official, according to the Financial Times.
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Weeks after Europe’s latest heat wave forced inland nuclear stations to pare down output for lack of cooling water in the continent’s rivers, a “massive influx” of jellyfish has forced France’s EDF to shut down three units at its Gravelines nuclear station and cut power from a fourth. That’s taken at least 3.2 gigawatts of capacity offline, Bloomberg reported, right as temperatures are expected to surpass 104 degrees Fahrenheit in the coming days. The unusually hot temperatures off France’s shores have encouraged jellyfish populations to “bloom,” clogging the pumping stations through which coastal nuclear plants like Gravelines pull in cooling water.
In Egypt, meanwhile, construction crews working on the country’s first nuclear station hit a critical milestone. The containment vessel for the Russian-designed El Dabaa plant’s first unit is nearly completed, according to World Nuclear News.
Digging deep enough into the bedrock around New York City to tap into lava-hot rocks for electricity production is probably still years away, despite the progress that next-generation geothermal companies such as Fervo Energy have recently made. But thermal networks that maintain a steady environment year-round by circulating air at a constant temperature are increasingly popular ways for New Yorkers in private homes outside the city to stay warm in winter and cool in summer. Now the city itself is seeing whether a large-scale version could work for the subway system and municipal buildings. A study is set to begin soon into whether a thermal energy network could be built along subway routes to capture, store, and redirect excess heat that accumulates in the Brooklyn Bridge-City Hall and Chambers Street station complex to municipal buildings above ground. “Radiant cooling technology will absorb heat from the subway platforms and transfer it to geothermal boreholes drilled beneath Chambers Street,” reporter Carlo Cariaga wrote for Think Geo Energy. “This excess heat will then be stored underground until it can be used for supply to nearby municipal buildings during winter.” The contract for the feasibility study is due to be awarded in the fall, with work scheduled to start in early 2027.
“It seems like it’s a good place to test geothermal solutions because it sounds like there is a part of the tracks that isn’t being used, so they don’t have to stop service,” Jack Klein, the citizen researcher who conducted his own gonzo Subway heat study last year, told my colleague Jeva Lange this week.
Leonardo DiCaprio has long been a major donor to environmental causes. But rarely has the actor taken as clear a stance against green development if it comes at any ecological cost as this. On Tuesday, Bloomberg reported that the Oscar winner had told his nearly 60 million Instagram followers that fewer than 1,000 Pehuenche spiny-chest frogs remain in the wild, and that construction of the proposed Chile-Argentina transmission line threatens the amphibians’ habitat. “Conservationists are not asking for the transmission project to be stopped,” the celebrity wrote in the post over the weekend. “They are asking for it to be built where it does not put a Critically Endangered species at even greater risk.”