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On modernizing permitting, IRA funds, and a revolt at BP

Current conditions: Central and northeast New Mexico will face “extremely critical fire conditions” over the next two days • Thousands of Iraqis are suffering from respiratory problems caused by a severe sandstorm • Temperatures could hit 120 degrees Fahrenheit in Balochistan, Pakistan, during a heat wave this week.
On Tuesday, President Trump signed a memorandum ordering the “maximum use of technology in environmental review and permitting process for infrastructure projects of all kinds.” The order also directed the Council on Environmental Quality, which oversees the implementation of the National Environmental Policy Act, to put together a process for modernizing technology in environmental reviews. Thomas Hochman, the director of infrastructure policy at the Foundation for American Innovation, a center-right think tank, celebrated the move by the Trump administration, writing on Twitter “it’s high time to eliminate paper-based reviews, modernize permitting technology (which is often as old as the laws themselves), and experiment with different permitting tools.”
In February, Trump also signed an executive order that gutted CEQ’s authority to oversee NEPA, a move Sierra Club’s senior attorney Nathaniel Shoaff called “rash, unlawful, and unwise.” As my colleague Katie Brigham has written, in theory that order would expedite “projects such as solar farms and clean energy manufacturing facilities; in reality, under the Trump administration, the benefits could redound to fossil fuel infrastructure first and foremost.”
A federal judge has ordered the Trump administration to immediately lift its freeze on billions of dollars tied to the Inflation Reduction Act and the Infrastructure Investment and Jobs Act. In her ruling, Judge Mary McElroy of the U.S. District Court for the District of Rhode Island, a Trump appointee, called the pause “arbitrary and capricious,” and added that federal agencies such as the White House’s Office of Management and Budget “do not have unlimited authority to further a president’s agenda, nor do they have unfettered power to hamstring in perpetuity statutes passed by Congress during the previous administration.”
The lawsuit was brought by conservation and nonprofit groups that had received grants under the two laws, although McElroy’s order will apply to all frozen IRA and IIJA grants in the country. “Today’s ruling marks a crucial victory for the rule of law and ensures these vital resources will flow to the people and projects Congress intended to support,” Skye Perryman, the president and CEO of Democracy Forward, one of the plaintiffs, said in a statement.
A group of BP shareholders, including UK pension provider National Employment Savings Trust and the financial services company Legal & General, announced they will vote in opposition to the re-election of the company’s chairman, Helge Lund, later this week. The move follows BP’s retreat from its goal of dramatically cutting oil and gas production after the company recorded its highest profits ever.
“While it’s disappointing to see BP rowing back on their climate pledges, what’s particularly worrying is they haven’t gone back to shareholders and given us a chance to vote on such a significant decision,” Diandra Soobiah, NEST’s head of responsible investment, told The Guardian last year. L&G, a 1.8% stakeholder in BP, added that it is “deeply concerned” about the retreat toward oil and gas and away from renewables investment. The decision to oppose Lund is, however, “largely symbolic,” Net Zero Investor writes, noting that the chairman has already announced plans to step down next year. BP’s annual general meeting will be held on Thursday.
Environmental Protection Agency Administrator Lee Zeldin announced Tuesday that the EPA is launching a probe into the geoengineering startup Making Sunsets, citing alleged violations of the Clean Air Act. The small South Dakota-based company uses balloons to release sulfur dioxide into the atmosphere in order to reflect the sun and offset warming caused by carbon dioxide; it finances the operation by selling credits for each gram of released SO2. Geoengineering — and Making Sunsets more specifically — remain highly controversial, with many environmental experts calling it a “bad idea.” But Daniele Visioni, a climate scientist specializing in aerosols, wrote on Bluesky that while Making Sunsets’ “stunt was silly … I won’t enjoy seeing them attacked by a government that, at the same time, pretends ‘clean coal’ is a thing while pearl-clutching about ‘polluting our air’ with 10 grams of sulfate.”
The United States’ exports of petrochemical feedstocks to China are at risk due to the trade war touched off by President Trump — “yet another example of how Trump’s second term could prove ironically disastrous for the oil and gas industry,” my colleague Matthew Zeitlin wrote for Heatmap yesterday. The U.S. exported 83 million barrels of the natural gas product ethane to China in 2024, which the country processes into plastics that are often exported back to the United States. But “U.S. energy flows to China are done unless Beijing and D.C. come to an agreement,” Gregory Brew, an analyst at the Eurasia Group, told Zeitlin. “China is already looking to buy more crude from OPEC states to make up for losing U.S. [imports]” — and natural gas liquids, including ethane, “are sure to follow.”

Humans have observed a colossal squid in its natural habitat for the first time ever. Though science has known about Mesonychoteuthis hamiltoni’s existence since discovering arm fragments in the stomach of a sperm whale in 1925, researchers captured the first images of a foot-long juvenile in its home waters nearly 2,000 feet below the surface of the southern Atlantic Ocean.
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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.”
Rob checks in on this season’s supercharged ocean temperatures with climate researcher Zeke Hausfather.
Every few years, the Pacific Ocean’s surface waters become especially warm near the equator, a climatic phenomenon known as El Niño.
El Niño is a normal part of the climate system, but even in a normal year, it can trigger extreme weather around the world. Forecasters are worried that the current El Niño — which just began a few weeks ago — is going to be anything but normal. Models suggest that we could soon see the hottest El Niño ever measured, with unpredictable and catastrophic effects for ecosystems and societies around the world.
What does that mean? And why does this El Niño look so bad? On this episode of Shift Key, Rob is joined by Zeke Hausfather, a climate research lead at Stripe and a research scientist at Berkeley Earth. They discuss what forecast models are saying about this El Niño, why it gives us a glance at the future, and whether climate change itself is accelerating.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
You can also add the show’s RSS feed to your podcast app to follow us directly.
Here is an excerpt from their conversation:
Robinson Meyer: How much, at this point, are we in an El Niño that is record-breaking? Like, how much do we see in observations, physical observations of the ocean or the atmosphere and the rest of the climate system, and how much do we think from the models that it is going to get even hotter?
Zeke Hausfather: So the way that we track the strength of an El Niño — there’s a few different ways to track it. But the most common one is from this particular region of the tropical Pacific called the Niño 3.4 region, which is sort of like about a third of the way into the Pacific off the coast of Chile, right around the equator. And that’s where this tongue of warm water forms during El Niño events. That’s sort of the characteristic signal of El Niños. And temperatures in that region, as of today, are at 2.8 degrees centigrade above normal, normal meaning the average of the last 30 years. So it’s sort of a sliding window that tries to remove some of the human-caused warming.
Robinson Meyer: Are we comparing temperatures from that region to another region? Or they’re just in that region two or more degrees above normal?
Zeke Hausfather: So it’s a good question. The traditional way that El Niño has been defined is to just compare that region to itself, but with a 30-year moving average applied to remove the effects of human-caused warming. There is another metric that was introduced by NOAA last year called the Relative El Niño Index, which is a variant where you sort of subtract out the average over the tropical ocean as a whole from that region, so you’re looking at the difference between that region and the rest of the tropics.
There’s pros and cons of that approach. Arguably, it removes the human warming signal a bit better, but it also can overly penalize really strong El Niño events that reach outside of that region because they start warming the whole tropics. So anyway, the details are technical, but the point on the observations is that we’re already seeing a very strong event occurring there today. You know, temperatures as of today, when we’re recording, August 10, are 2.8C above normal. To put that in perspective, the strongest ever anomalies we’ve recorded, at least daily in the satellite record since the 1980 or so, were in 2015, 2016, and those were about 3.1 degrees above normal. And so as of today, by itself, it would be the third strongest El Niño signal ever recorded in that region.
But what’s different is that El Niño almost always peaks near the end of the year. So if you look at all the El Niño events on record, there’s been one or two that have peaked in October, but the vast majority peak in November or December, and a couple as late as January. It’s a very persistent pattern of these events. And so the fact that it’s only the beginning of August now and we’re already at this extremely high level, we’re essentially running two to three months ahead of any other El Niño on record in terms of how quickly it’s developing, which is one of the reasons why we’re increasingly convinced that this is going to be a record-setting event. It’s going to blow any event we’ve seen previously out of the water. And if you look at the latest models that came out this morning, actually, it’s good timing. They’re predicting a peak of around 4C in the Niño 3.4 region, which will be, you know, more than a degree above the previous record and could end up being the strongest El Niño in 500 or 1,000 years. We don’t have great proxy estimates going back, but, it certainly is something well outside of anything we’ve seen since records began in 1850.
Robinson Meyer: The swimmer Katie Ledecky swims a race sometimes in the Olympics and she’ll be out swimming and then behind her there’s a computer-generated line which is the current world record, and she’s way out in front of the current world record, and you’re watching her and then she does she turns around in the pool and then the world record is behind her. That is the current El Niño. This is the Katie Ledecky-style El Niño.
You can find a full transcript of the episode here.
Mentioned:
NOAA’s El Niño page and the relative El Niño index
An Assessment of Earth's Climate Sensitivity Using Multiple Lines of Evidence, the 2020 paper where Zeke was a coauthor
Zeke’s blog post on AI emissions: The real energy use of agentic AI
John Bistline’s post on AI emissions at Watershed
Heatmap’s coverage of AI emissions: A New Guesstimate for Corporate AI Emissions
This episode of Shift Key is sponsored by ...
Discover the Yale Clean and Equitable Energy Development online certificate program at the Yale Center for Business and the Environment. In this fully online, 5-month program, you’ll learn from leading experts, develop practical skills, and grow a powerful network. Visit cbey.yale.edu to learn more and apply.
Music for Shift Key is by Adam Kromelow.