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Our deliver-everything era is crashing into a hotter planet.

When my phone dinged with the delivery notification, I raced outside to get the package into my apartment. I was not afraid of parcel theft, but of the sauna-like temps outside. One of 2023’s unbearable summer heat waves had descended upon Los Angeles, and my wife’s package of cosmetics contained creams and solutions with very specific instructions about how they should be safely stored. They weren’t the kinds of things you want to leave out in the sun as the thermometer approaches 100.
This year’s record-setting temperatures come at a time when Americans have fully embraced the power of online shopping. We have just about everything delivered — not just the durable goods that have always been sent through the mail, but perishable items like makeup, medicine, and meal prep kits. That adds up to a lot of extra deliveries happening during the dog days of a climate-changed summer.
The first thing to worry about are the men and women in the trucks. While office workers can turn up the air conditioning to mitigate extreme summer temperatures, delivery drivers spend their sweltering days getting in and out of vehicles that may or may not have AC. This summer, a U.S Postal Service letter carrier in Texas died while working on a day with a heat index in excess of 110 degrees Fahrenheit. Media reports have found drivers from parcel services like UPS and FedEx who say they suffer heat exhaustion from working in a truck with only a small fan to keep them cool, or are afraid to spend too much time in the vehicle’s unventilated cargo hold on a hot day.
Those organizations are now making changes to counter the increasingly dangerous summers. UPS reached a deal with its union to put AC in new trucks bought after January 1, 2024, and to retrofit old ones with solutions such as heat shields. In some areas, USPS has considered changing its delivery schedule, allowing drivers to start earlier in the morning to beat the afternoon heat.
These changes should help to protect drivers. But what about their deliveries? Packages sent during summer spend plenty of time in hot distribution centers and in the blistering backs of trucks where drivers fear to tread. If nobody’s home when the delivery comes, boxes spend hours or days in sweltering outdoors temperatures. The phenomenon has led to many social media conversations in which users ask one another whether their boxes full of delicate fragrances or HelloFresh meal prep kits are still safe to use or eat after long exposure to this insufferable summer.
Meal kits are shipped in temperature-controlled packaging meant to endure a day or two outside, with insulation and cold packs in place to keep food from warming up in transit and spoiling before it ever gets in the fridge. Abigail Dreher, the associate director of corporate communications for HelloFresh, told me that the company already optimizes how temperature-resistant it makes its packaging based on climate. Somebody receiving the ingredients to make golden chicken schnitzel in Tucson, Arizona will have their food packaged with more cold-keeping power than someone who, say, orders a kit for chicken wings in Buffalo.
As summer temperatures around the nation rise, though, shippers will need to use more and more insulating materials. “We test for temperatures up to 115 degrees Fahrenheit,” Dreher says, “and every year we plan for a 3-degree Fahrenheit average increase in temperatures, which increases the amount of cold-packaging going to hot destinations used year over year.” So far, however, HelloFresh has been able to offset this increase in packaging by using less insulation for meal kits bound for colder places.
That’s good news for sustainability, because while many insulating layers used for shipping are curbside-recyclable, some must be thrown away — including those gel packs used to keep shipments cold. “We are continuously searching for biodegradable/compostable alternatives to our gel packs,” Dreher says. “However, we do not yet have a solution that can be sourced at the scale which we need.”
The same trend goes for not only food but any contents that must be temperature-controlled. Medication, says GoodRx, “can change physically or chemically” when moved or stored in extreme temperatures. Medicines like insulin that must stay cool come in cold packaging, and many temperature-sensitive drugs are shipped with color-changing test strips or some other safeguard meant to tell the recipient whether the contents have been exposed to extreme temps.
The most likely outcome is that more shoppers will be caught in no-man's land upon opening their packages. If that meal kit delivery has sat under the sun for hours — and the steak inside is still cool, thanks to the packaging, but maybe not as cold as it once was — should you still cook and eat it? If that box of medicines endured a day in the 100-degree heat, but doesn’t look any different, should you take them, or send them back? A sea of judgment calls await.
Another possibility: higher shipping costs. Merchants who sell heat-sensitive products already have a variety of temperature controlled shipping options at their disposal, from specialized hardy containers to keep cargo at room temperature or colder to real-time temperature monitoring to “cold chain centers” to keep items cool while they await distribution. In addition, sellers may be tempted to choose faster shipping options to minimize the in-transit exposure to summer temperatures — costs that, no doubt, will be passed on to the home shopper.
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Current conditions: The Pacific is facing a traffic jam of storms, with Hurricane Karina, Tropical Storm Lowell, and Tropical Storm Marie all raging at once • Temperatures in Charlotte, North Carolina, America’s secondary banking capital after New York, are nearing 100 degrees Fahrenheit amid a regionwide heatwave • Tropical Storm Edouard knocked out power from more than 81,000 households in Texas and Louisiana.
Call it the scramble for Caracas. For the first time since the dawn of the 21st century, the South American nation with the world’s largest known oil reserves is open for business to Americans. Eight months after U.S. forces arrested former dictator Nicolás Maduro in his home and Washington backed his vice president, Delcy Rodriguez, as the new leader, Venezuela is becoming a hotbed for American energy companies. On Wednesday, Chevron announced plans to double its production in Venezuela with a $7 billion investment. “We were trying to work at what I call Trump speed,” Secretary of Energy Chris Wright said at a signing ceremony at the Miraflores Palace, according to The Wall Street Journal. “President Trump didn’t want a nudge or a slow drift in a positive direction. He wanted to see as fast as possible a transformation in Venezuela.”
The energy equipment behemoth GE Vernova, meanwhile, inked its own deal to repair large portions of Venezuela’s power grid, Bloomberg reported.

U.S. exports of liquified natural gas averaged 17.4 billion cubic feet per day in the first six months of this year, 23% more than the same period in 2025, according to the latest analysis by the U.S. Energy Information Administration. The agency projected that overseas sales will mostly stay flat through the end of the year before rising to 18.7 billion cubic feet per day in the first half of 2027. The world demands lots of gas right now. The biggest impediment to selling more is capacity. New and expanded export terminals “boosted LNG exports at the fastest rate since the United States began large-scale exports in 2016,” EIA found.
While natural gas and gasoline are different fuels entirely, the boom in the export market for one has come during a domestic price surge for the other. Diesel is selling for $5.69 per gallon, according to AAA data. Regular gas is now averaging $4.12 per gallon nationwide. But diesel is particularly worrying. As my colleague Matthew Zeitlin wrote last month, “now is the worst time for diesel to get expensive,” since it’s a critical moment in farmers’ growing seasons when tractors and other equipment need fuel.
The fashion industry, particularly the cheaply-made fast-fashion brands, are notorious for pollution. Typically that comes in the form of dyed rivers and microplastics from polyester fibers. But the planet-heating gases coming from the apparel sector are on the rise. Emissions climbed 6.3% in 2024, following a 7.5% spike the previous year, according to a new report by the Apparel Impact Institute. That, according to Bloomberg, increased fashion’s emissions by roughly a gigaton, or “about the same as the entire climate footprint of Japan.”
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SB Energy, the division of the Japanese giant Softbank that’s focused on building the infrastructure for artificial intelligence, is seeing such a boom it’s going public. Chip behemoth Nvidia is backing the deal to start trading the stock on the Nasdaq. “The reason Nvidia is on our part of the equation here is that, you know, helps us to unlock things like investment-grade financing. It helps to ensure the project is a success,” SB Energy CEO Rich Hossfeld told CNBC.
Still, the company cautioned that it “may face community opposition, local moratoria, and hyper-local dissent, including growing public resistance to AI and AI-related infrastructure.” Polling from Heatmap Pro last month showed that three-quarters of Americans now oppose data centers in their backyards.
To put it in the modern parlance of today’s youth: Japan’s nuclear sector used to mog most of its peers in East Asia. When the 2011 Fukushima accident occurred, Japan got the ick on atomic energy. Now it’s once again ascending to nuclear maxing — er, nuclearmaxxing. On Wednesday, NucNet reported that a high-level Japanese council chaired by the prime minister adopted a new policy that calls for “maximum use” of atomic energy in the country.
Russia, meanwhile, is leaning into floating nuclear power plants. The country launched the world’s first small modular reactor in 2019 aboard the Akademik Lomonosov, a Siberia-bound barge designed to carry a power plant. In May, I told you that Rosatom was considering building more. On Wednesday, World Nuclear News reported that the Kremlin-controlled nuclear company is establishing a facility specifically designed to produce floating nuclear plants.
Maersk is going old school. The shipping giant just signed a deal to install the first wind sail on a container ship as the shipping industry looks for ways to get off heavily-emitting bunker fuel. The sail, according to the Financial Times, is a 115-foot rotor designed by the British company Anemoi to function without taking up a lot of space in the areas where containers go.
The Pacific Northwest fire season is about to get even worse.
I turned on the heat this week for the first time since spring. Tuesday started out mild, damp, and overcast here in Seattle — the kind of weather the city still conjures in the popular imagination, even if about 50 days a year now are warmer than they used to be because of climate change. Summers here may be getting longer, but this morning felt truly like fall, and in the uninsulated shed where I do most of my writing, I briefly turned on the space heater to stave off the nip.
The same slow-moving low-pressure system responsible for the moody weather in the Puget Sound region will also go far in curbing the state’s wildfires, per Tuesday’s update to the National Wildland Significant Fire Potential Outlook. It’s almost obscenely good luck: September is historically one of the worst times of year for wildfire in the Pacific Northwest, after the summer’s high temperatures have dried out all the fuels but before the autumn rains arrive.
Worse still, though, is the tax on wildland firefighters. They call the month “Snaptember” because the physical and mental health effects of a long firefighting season begin to catch up with the more than 21,000 of them currently on assignment. That is especially true in a year like 2026, the worst fire season in the Pacific Northwest in 30 years. Nationwide, more than 8.2 million acres have burned, 164% of the 10-year average for this point in the year. The National Preparedness Level has sat at its highest level, 5, since mid-July, meaning that fire resources, personnel, and the seasonal hires who make up the bulk of the workforce are stretched to their absolute limit. There is no breathing room — 68 fires ignited yesterday alone, following 140 new ignitions on Monday. Some of the crews fighting the country’s biggest fires have come from as far away as New Zealand to help out.
The good news: The wet start to the month will drop the Pacific Northwest from above-average to normal fire potential for the first half of September, offering a much-needed break. But the brief weather pattern won’t undo August’s damage, including below-average rainfall across the region and the spread of “exceptional drought.” Temperatures ran as much as 8 degrees above average in parts of Oregon, and in southwest Idaho, an abundance of dried juniper, grasses, and shrubs has created, in fire-industry parlance, “an above-average fully cured fine fuel crop” — in normal terms, that means there’s a lot of tinder ready to burn. The entire state of Washington is under a precautionary burn ban until the end of the month.
What follows could be truly nasty. “Outlooks favor above-normal temperatures with no indication of a sustained wet pattern, meaning drying may quickly resume once the early September systems depart,” Tuesday’s report reads. Making matters worse, “Historical analogs and past transitions into El Niño,” such as the one we’re in now, “suggest an elevated likelihood of at least one moderately strong east‑wind day in September, further reinforcing opportunity for new significant fires to arise when lightning or human ignitions occur.” A similar situation — east, downslope winds and summer-cured dry fuels — compounded into the disastrous September fires of 2020, which burned over 11% of the entire Oregon Cascades ecoregion. (While El Niño historically produces above-average temperatures and lower rainfall in the Northwest in the fall, the greatest impacts will like come after the report’s outlook period.)
Drought now covers 57% of the country, and other regions could also pop off this month, further drawing on limited resources. The report highlighted northern California, the southern Plains, the Lower Mississippi Valley, and Florida as other regions with above-average fire potential heading into September. In the Southern Area in particular, which includes Texas, Oklahoma, Arkansas, Louisiana, Mississippi, and southwestern Alabama, the suppressed Atlantic hurricane season has resulted in extreme drought “second only to the last very strong El Niño of 2015,” the report found. Above-average significant fire potential could “very well continue” as late as November.
By then, at least, the Northwest will have “probabilities for more organized storm systems,” particularly beginning in the second half of October, when precipitation will hopefully pick back up. Imagine that: Looking forward to the winter drizzle, which was once the great drawback of living in the Northwest.
But by the time Snaptember is through with us, I worry that those cold, dark, wet days of December will feel far away yet.
Current conditions: Tropical Storm Edouard is making landfall over Texas and Louisiana, bringing flooding as it moves inland • Already facing a southwest monsoon, or habagat, the Philippines is now staring down Tropical Storm Pilandok • Intensifying flooding in South Sudan’s Sudd, the largest wetlands in Africa, is displacing families by the droves.
Oil prices surged north of $90 per barrel Tuesday as the United States exchanged fire with Iran amid the ongoing fight to control the Strait of Hormuz. West Texas Intermediate, the U.S. benchmark, rose nearly 2% to $91.74 per barrel. Europe’s Brent crude measure closed less than 2% higher at just below $97. Murban crude, the yardstick for oil out of Abu Dhabi, soared nearly 8% to over $106 per barrel. In a post on Truth Social, President Donald Trump said he was “not trying to force Iran to the bargaining table.” Rather, “I couldn’t care less if they sign a worthless, to them, agreement,” he continued. “I like our position now much better, with almost total control of the Hormuz Strait, and their economy totally collapsing.” Referring to the U.S. military as the “American terrorists,” the Tasnim News Agency, a semi-official outlet associated with Iran’s Islamic Revolutionary Guard Corps, reported that Tehran “had previously warned and promised” that “the Iranian armed forces will respond decisively and extensively to any aggression against our country’s territory and interests.”
Meanwhile, the Group of 20 — the club of 18 rich economies, plus the European Union and African Union — concluded its latest meeting with a joint statement that affirmed the necessity of central bank independence, called out energy affordability in the age of AI, and admonished “non-market economies” with “excessive and persistent external surpluses” that distort the global market. China didn't like that, U.S. Treasury Secretary Scott Bessent told CNBC, issuing a dissent.
If the sun were blasting onto all the solar panels in China all at once, the overall electricity output would top that of every one of the country’s coal plants firing at the same time. It’s a major milestone, Bloomberg reported, highlighting just how extensively Beijing has glazed its fields, foothills, and urban rooftops with photovoltaic panels in recent years. But the achievement comes with an asterisk. “No matter how you feel about solar or coal as an energy source, CAPACITY is not ENERGY,” energy analyst Nicholas Birkhead wrote in a post on X. “These solar capacity numbers way overstate the energy mix, which is what matters! I really wish we’d all just publish capacity numbers after they’re adjusted for capacity factor.” In other words: As significant as this seems, China is still burning a whole lot of coal more frequently than the midday sun is shining.
Last year, upward of $440 billion flowed into solar worldwide, while $540 billion went to upstream oil drilling. It’s a sign, according to a new report from McKinsey, that “markets are financing both fossil fuels and low-carbon energy simultaneously” and that “the system is not replacing one fuel type with another but rather building them in parallel.” Moving forward, the consultancy cautioned, policymakers and planners need to assess not just the cheapest available options for new generation but what best supports the performance of the entire energy system. Just look at what Ontario did when deciding to move forward with what’s expected to be North America’s first small modular reactors. Instead of looking at the upfront cost of the generating assets alone, the province-owned Ontario Power Generation considered the whole cost of transmission and backup generation that would have come in the fine print of choosing wind turbines over nuclear reactors. The example, as my colleague Matthew Zeitlin wrote, highlights the problems with levelized cost of energy, the widely used measure of the overnight costs of building new generation assets: “Everyone’s favorite energy metric is wrong.”
A long-awaited California bill covering state policy on wildfires, insurance, and utilities collapsed in the state legislature Tuesday. The proposal, called Senate Bill 492, had been the product of intense negotiations between legislative leaders and Governor Gavin Newsom. The deal was released on Saturday and included provisions to speed up payouts to victims of fires and nibbled around the edges of the vast payouts California utilities are forced to make to insurers when their equipment sparks a blaze. The legislators fractured because it failed to address the core issue of California’s strict rules around wildfire liability and insurance, where insurers can sue utilities to recover damages when, for example, a transformer or power line ignites dried brush. Instead, the deal would have tweaked the system, making it harder for insurers to sell claims to investors, pushing out payouts to victims faster, and limiting utility executive bonuses when their companies’ equipment causes a fire. These payouts can drag utilities into bankruptcy, as happened with Pacific Gas & Electric in 2019 following a series of wildfires, and end up elevating electricity rates. “The only solution is to return to fix the entire problem, not part of it,” Newsom said in a statement to Politico.
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Fervo Energy’s stock soared nearly 30% on Tuesday after the next-generation geothermal giant announced its biggest deal yet, to sell nearly 400 megawatts of electricity to Google. When Fervo starts up its Cape Station project in southwestern Utah sometime in 2028, the facility will become the world’s largest enhanced geothermal plant. In enhanced geothermal plants, the underground heat harnessed for power production comes from artificial wells drilled with fracking technology rather than naturally forming subterranean reservoirs of hot water. If Houston-based Fervo can bring down the cost of its drilling, the technology could enable construction of geothermal power stations in vastly more locations than the industry previously believed possible. “Even though right now we don’t have clarity yet on how this will serve a data center … we know that it will be a foundational building block of power generation for a data center presence in Utah,” Lucia Tian, Google’s director of advanced energy technologies, told The Wall Street Journal, which broke news of the deal.
Next-generation nuclear startups, meanwhile, are facing a looming challenge over plutonium. The material, which doesn’t occur naturally, was largely produced in the 20th century for weapons production. Now, however, developers of novel kinds of reactors are angling to use some of the world’s 571 metric tons of stockpiled plutonium for energy production. In a feature on the topic published this week, the Financial Times outlined the split between countries such as the U.S., which I told you in May was giving out plutonium to startups, and the United Kingdom, which opted to bury its material. “It’s like a car that runs on diamonds. Plutonium reserves are about the same size as diamonds around the world, which gives you an idea of how rare this precious element is,” a French official told the newspaper.

The Department of Energy is pumping $12 million into developing and manufacturing technology for solar panels that can be used in space. In keeping with the Trump administration’s skeptical position on the weather limits of wind and solar, the agency pointed out that, “unlike terrestrial solar energy systems, which are subject to regulate interruption by weather and the Earth’s rotation, space PV can deliver near-constant power.” The funding is aimed at projects that will enhance the durability and cost of solar cells for space and develop manufacturing methods that can provide “innovative, high-volume” processes for mass production. “The next frontier for solar PV power generation is in space,” Audrey Robertson, the assistant secretary of energy, said in a statement. “As demand for space-grade PV skyrockets, this investment will establish American leadership in next-generation, space-based PV, bolster our national security, and enhance our economic competitiveness.”
Investors are putting big G’s behind VPPs. Virtual power plants promise to ease stress on grids and direct power that might otherwise have been wasted toward all the new demand coming online. Amid the scramble to supply power to data centers, money is flowing into companies that can harness those distributed assets. On Tuesday, the VPP software maker Light announced a $46 million Series A. That same day, the British distributed energy giant Octopus Energy closed its deal to buy a majority stake in the VPP provider Uplight.