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If you’re of a certain age, you probably remember the hole in the ozone layer. Like Joseph Kony and Livestrong wristbands, the obsession over O3 now feels like a cultural artifact, thanks to ozone depletion being one of the rare success stories of international environmental cooperation. Since the world banned chlorofluorocarbons under the Montreal Protocol in 1987, the holes over the North and South poles have steadily recovered.
Today, if you hear about “ozone” at all, it’s much more likely to be from an air quality alert on your phone. Unlike the stratospheric ozone that we were all so concerned about in the 1980s and 1990s, which makes up a protective layer around the planet that insulates us from the sun’s cancer-causing ultraviolet rays, “tropospheric” or “ground-level” ozone is mainly man-made. In fact, when people throw around the word “pollution,” what they’re probably talking about is ground-level ozone, which is created by a chemical reaction between nitrogen oxides (highly reactive gases produced by burning fuels) and volatile organic compounds (organic compounds that easily evaporate under normal environmental conditions and can be found in vehicle exhaust as well as scented personal care products like deodorants, lotions, and bug sprays), plus sunlight. This chemical reaction usually occurs when cars, refineries, power plants, and other industrial sources emit pollutants into the environment during a hot, clear day. You probably know the result by its other name: smog.
Ozone is a climate issue not just because it is yet another concerning consequence of burning fossil fuels. According to some estimates, high levels of ground-level ozone pollution could grow in frequency by three to nine additional days per year by 2050 because of the gas’s close relationship with intense sunlight and high temperatures. While ozone dissipates fairly quickly once those conditions go away, it can build up while they last. Hot days, which are increasing in the U.S., also coincide with weak winds and stagnant air — conditions that allow ozone to accumulate in one place.
When the temperatures start to rise, here’s what you need to know and what you can do to protect yourself and others from ozone pollution.
Different pollutants cause concern at different concentrations. The Air Quality Index is designed so that, in theory, a level of “100” corresponds to the point at which people in sensitive populations might start to be affected by the pollutant in question. (To learn more about how the AQI is calculated, you can read our explainer here).
That said, “The evidence has clearly been increasing that lower levels of ozone — levels well below the current standard of 70 parts per billion — are causing more health impacts,” Katherine Pruitt, the national senior director of policy at the American Lung Association, which is campaigning to strengthen the standard to 55 to 60 parts per billion, told me.
As Pruitt explained, ozone is a caustic irritant and can corrode metals. Breathing it in can cause inflammation in anyone, “from vulnerable children and elders to even the fittest elite athletes,” Pruitt said, adding that it is, “at some level, like getting a sunburn on your lungs.” Anyone who spends time outside is vulnerable to ozone, but the more sensitive groups — including children; the elderly; people with asthma, chronic heart disease, and other diseases; and pregnant women — are at a higher risk. They might already be paying more attention to the AQI levels in their area, and will potentially notice that they need to slow down and limit exertion during “yellow” or “orange”-level ozone events.
In the short term, ozone pollution can cause coughing, shortness of breath, and a lowered immune response, on top of aggravating any preexisting lung conditions or diseases. But Pruitt stressed to me that “living in places that have high levels of ozone day in and day out, for months and years, can cause respiratory diseases, nervous system disorders, metabolic disorders, reproductive problems, and mortality. It’s not just a cough and a wheeze on one bad air day.”
Ozone requires two main ingredients: the burning of fossil fuels and other chemicals, and sunlight. While ozone concentrations can be high in communities with a lot of industry and freeways nearby, ozone is “not really so much a roadway problem; it’s more of what we call an ambient air pollutant,” Pruitt said. Ozone can travel far away from where it was produced, in other words.
There are some rules of thumb, though. The places with the highest emissions and most appropriate atmospheric conditions for ozone pollution are “increasingly the western U.S. and the Southwest,” Pruitt said. The top four worst cities for ozone on the 2024 State of the Air report by the ALA were all in California, led by Los Angeles and Long Beach.
Since the passage of the Clean Air Act in 1963, other regions of the country have been doing much better, including the Southeast, mid-Atlantic, and Northeast. (Bangor, Maine, had the cleanest air in the report.)
Because ozone is so strongly related to sunlight, it does not cause indoor air pollution to the same extent as wildfire smoke (which, if you’re keeping score, is a PM2.5 pollutant). “Because it’s so reactive, it gloms onto your furniture and your walls and stuff, once it gets inside,” Pruitt said of ozone. To protect yourself, you can just stay indoors and run your air conditioner.
But what if you want or need to go out? Because ozone is a gas rather than a particle, HEPA filters and face masks won’t protect you. Instead, Pruitt said that you can time your errands, tend to your garden, and exercise when the sunlight is the weakest — mornings, especially, tend to be less demanding on the lungs during ozone events.
The Clean Air Act of 1963 requires the Environmental Protection Agency to review the national ambient air quality standards for ozone (as well as several other pollutants) every five years. “It almost never actually does it every five years” though, Pruitt said. “Sometimes advocates have to sue them to get them to move things along.” The EPA completed its last review in December 2020, with the Trump administration maintaining the 70 parts per billion standard set in 2015. Attacks on the Clean Air Act would likely resume if Trump retakes office.
Aside from agitating for stricter clean air standards, there are measures you can take to protect others from ozone events. The simplest is not to contribute any more nitrogen oxides and volatile organic compounds to the environment than you otherwise have to when ozone levels are high. Avoid driving or idling your car; top off your tank during the coolest parts of the day, such as after dark; minimize your electricity use; and set your air conditioner no lower than 78 degrees.
In the long term, reducing ozone pollution will mean “choosing greener products for cleaning and personal care, so that we’re not producing volatile organic compounds,” Pruitt told me. The National Oceanic and Atmospheric Administration previously found that in New York City in 2018, “about half” of the ambient volatile organic compounds it measured were produced by people, not vehicle exhaust. (Here’s a guide to reducing VOCs from your rotation.)
Additionally, “transitioning to zero-emission technologies so we're not burning fossil fuels” will help limit ozone pollution, Pruitt said. The difference can be pretty significant: A study from the University of Houston published earlier this month found that by switching to electric vehicles, New York and Chicago could prevent 796 and 328 premature pollution-related deaths per month, respectively. Counterintuitively, the study found that more EVs on the roads could increase mortality in Los Angeles due to a corresponding increase in secondary organic aerosols caused by complicated dynamics between nitrogen oxides and volatile organic compounds and the city’s unique geography. “This underscores the need for region-specific environmental regulations,” the authors said.
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The attacks on Iran have not redounded to renewables’ benefit. Here are three reasons why.
The fragility of the global fossil fuel complex has been put on full display. The Strait of Hormuz has been effectively closed, causing a shock to oil and natural gas prices, putting fuel supplies from Incheon to Karachi at risk. American drivers are already paying more at the pump, despite the United States’s much-vaunted energy independence. Never has the case for a transition to renewable energy been more urgent, clear, and necessary.
So despite the stock market overall being down, clean energy companies’ shares are soaring, right?
Wrong.
First Solar: down over 1% on the day. Enphase: down over 3%. Sunrun: down almost 8%; Tesla: down around 2.5%.
Why the slump? There are a few big reasons:
Several analysts described the market action today as “risk-off,” where traders sell almost anything to raise cash. Even safe haven assets like U.S. Treasuries sold off earlier today while the U.S. dollar strengthened.
“A lot of things that worked well recently, they’re taking a big beating,” Gautam Jain, a senior research scholar at the Columbia University Center on Global Energy Policy, told me. “It’s mostly risk aversion.”
Several trackers of clean energy stocks, including the S&P Global Clean Energy Transition Index (down 3% today) or the iShares Global Clean Energy ETF (down over 3%) have actually outperformed the broader market so far this year, making them potentially attractive to sell off for cash.
And some clean energy stocks are just volatile and tend to magnify broader market movements. The iShares Global Clean Energy ETF has a beta — a measure of how a stock’s movements compare with the overall market — higher than 1, which means it has tended to move more than the market up or down.
Then there’s the actual news. After President Trump announced Tuesday afternoon that the United States Development Finance Corporation would be insuring maritime trade “for a very reasonable price,” and that “if necessary” the U.S. would escort ships through the Strait of Hormuz, the overall market picked up slightly and oil prices dropped.
It’s often said that what makes renewables so special is that they don’t rely on fuel. The sun or the wind can’t be trapped in a Middle Eastern strait because insurers refuse to cover the boats it arrives on.
But what renewables do need is cash. The overwhelming share of the lifetime expense of a renewable project is upfront capital expenditure, not ongoing operational expenditures like fuel. This makes renewables very sensitive to interest rates because they rely on borrowed money to get built. If snarled supply chains translate to higher inflation, that could send interest rates higher, or at the very least delay expected interest rate cuts from central banks.
Sustained inflation due to high energy prices “likely pushes interest rate cuts out,” Jain told me, which means higher costs for renewables projects.
While in the long run it may make sense to respond to an oil or natural gas supply shock by diversifying your energy supply into renewables, political leaders often opt to try to maintain stability, even if it’s very expensive.
“The moment you start thinking about energy security, renewables jump up as a priority,” Jain said. “Most countries realize how important it is to be independent of the global supply chain. In the long term it works in favor of renewables. The problem is the short term.”
In the short term, governments often try to mitigate spiking fuel prices by subsidizing fossil fuels and locking in supply contracts to reinforce their countries’ energy supplies. Renewables may thereby lose out on investment that might more logically flow their way.
The other issue is that the same fractured supply chain that drives up oil and gas prices also affects renewables, which are still often dependent on imports for components. “Freight costs go up,” Jain said. “That impacts clean energy industry more.”
As for the Strait of Hormuz, Trump said the Navy would start escorting ships “as soon as possible.”
“It is difficult to imagine more arbitrary and capricious decisionmaking than that at issue here.”
A federal court shot down President Trump’s attempt to kill New York City’s congestion pricing program on Tuesday, allowing the city’s $9 toll on cars entering downtown Manhattan during peak hours to remain in effect.
Judge Lewis Liman of the U.S. District Court for the Southern District of New York ruled that the Trump administration’s termination of the program was illegal, writing, “It is difficult to imagine more arbitrary and capricious decisionmaking than that at issue here.”
So concludes a fight that began almost exactly one year ago, just after Trump returned to the White House. On February 19, 2025, the newly minted Transportation Secretary Sean Duffy sent a letter to Kathy Hochul, the governor of New York, rescinding the federal government’s approval of the congestion pricing fee. President Trump had expressed concerns about the program, Duffy said, leading his department to review its agreement with the state and determine that the program did not adhere to the federal statute under which it was approved.
Duffy argued that the city was not allowed to cordon off part of the city and not provide any toll-free options for drivers to enter it. He also asserted that the program had to be designed solely to relieve congestion — and that New York’s explicit secondary goal of raising money to improve public transit was a violation.
Trump, meanwhile, likened himself to a monarch who had risen to power just in time to rescue New Yorkers from tyranny. That same day, the White House posted an image to social media of Trump standing in front of the New York City skyline donning a gold crown, with the caption, "CONGESTION PRICING IS DEAD. Manhattan, and all of New York, is SAVED. LONG LIVE THE KING!"
New York had only just launched the tolling program a month earlier after nearly 20 years of deliberation — or, as reporter and Hell Gate cofounder Christopher Robbins put it in his account of those years for Heatmap, “procrastination.” The program was supposed to go into effect months earlier before, at the last minute, Hochul tried to delay the program indefinitely, claiming it was too much of a burden on New Yorkers’ wallets. She ultimately allowed congestion pricing to proceed with the fee reduced from $15 during peak hours to $9, and thereafter became one of its champions. The state immediately challenged Duffy’s termination order in court and defied the agency’s instruction to shut down the program, keeping the toll in place for the entirety of the court case.
In May, Judge Liman issued a preliminary injunction prohibiting the DOT from terminating the agreement, noting that New York was likely to succeed in demonstrating that Duffy had exceeded his authority in rescinding it.
After the first full year the program was operating, the state reported 27 million fewer vehicles entering lower Manhattan and a 7% boost to transit ridership. Bus speeds were also up, traffic noise complaints were down, and the program raised $550 million in net revenue.
The final court order issued Tuesday rejected Duffy’s initial arguments for terminating the program, as well as additional justifications he supplied later in the case.
“We disagree with the court’s ruling,” a spokesperson for the Transportation Department told me, adding that congestion pricing imposes a “massive tax on every New Yorker” and has “made federally funded roads inaccessible to commuters without providing a toll-free alternative.” The Department is “reviewing all legal options — including an appeal — with the Justice Department,” they said.
Current conditions: A cluster of thunderstorms is moving northeast across the middle of the United States, from San Antonio to Cincinnati • Thailand’s disaster agency has put 62 provinces, including Bangkok, on alert for severe summer storms through the end of the week • The American Samoan capital of Pago Pago is in the midst of days of intense thunderstorms.
We are only four days into the bombing campaign the United States and Israel began Saturday in a bid to topple the Islamic Republic’s regime. Oil prices closed Monday nearly 9% higher than where trading started last Friday. Natural gas prices, meanwhile, spiked by 5% in the U.S. and 45% in Europe after Qatar announced a halt to shipments of liquified natural gas through the Strait of Hormuz, which tapers at its narrowest point to just 20 miles between the shores of Iran and the United Arab Emirates. It’s a sign that the war “isn’t just an oil story,” Heatmap’s Matthew Zeitlin wrote yesterday. Like any good tale, it has some irony: “The one U.S. natural gas export project scheduled to start up soon is, of all things, a QatarEnergy-ExxonMobil joint venture.” Heatmap’s Robinson Meyer further explored the LNG angle with Eurasia Group analyst Gregory Brew on the latest episode of Shift Key.
At least for now, the bombing of Iranian nuclear enrichment sites hasn’t led to any detectable increase in radiation levels in countries bordering Iran, the International Atomic Energy Agency said Monday. That includes the Bushehr nuclear power plant, the Tehran research reactor, and other facilities. “So far, no elevation of radiation levels above the usual background levels has been detected in countries bordering Iran,” Director General Rafael Grossi said in a statement.
Financial giants are once again buying a utility in a bet on electricity growth. A consortium led by BlackRock subsidiary Global Infrastructure Partners and Swedish private equity heavyweight EQT announced a deal Monday to buy utility giant AES Corp. The acquisition was valued at more than $33 billion and is expected to close by early next year at the latest. “AES is a leader in competitive generation,” Bayo Ogunlesi, the chief executive officer of BlackRock’s Global Infrastructure Partners, said in a statement. “At a time in which there is a need for significant investments in new capacity in electricity generation, transmission, and distribution, especially in the United States of America, we look forward to utilizing GIP’s experience in energy infrastructure investing, as well as our operational capabilities to help accelerate AES’ commitment to serve the market needs for affordable, safe and reliable power.” The move comes almost exactly a year after the infrastructure divisions at Blackstone, the world’s largest alternative asset manager, bought the Albuquerque-based utility TXNM Energy in an $11.5 billion gamble on surging power demand.
China’s output of solar power surpassed that of wind for the first time last year as cheap panels flooded the market at home and abroad. The country produced nearly 1.2 million gigawatt-hours of electricity from solar power in 2025, up 40% from a year earlier, according to a Bloomberg analysis of National Bureau of Statistics data published Saturday. Wind generation increased just 13% to more than 1.1 gigawatt-hours. The solar boom comes as Beijing bolsters spending on green industry across the board. China went from spending virtually nothing on fusion energy development to investing more in one year than the entire rest of the world combined, as I have previously reported. To some, China is — despite its continued heavy use of coal — a climate hero, as Heatmap’s Katie Brigham has written.
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Canada and India have a longstanding special friendship on nuclear power. Both countries — two of the juggernauts of the 56-country Commonwealth of Nations — operate fleets that rely heavily on pressurized heavy water reactors, a very different design than the light water reactors that make up the vast majority of the fleets in Europe and the United States. Ottawa helped New Delhi build its first nuclear plants. Now the two countries have renewed their atomic ties in what the BBC called a “landmark” deal Monday. As part of the pact, India signed a nine-year agreement with Canada’s largest uranium miner, Cameco, to supply fuel to New Delhi’s growing fleet of seven nuclear plants. The $1.9 billion deal opens a new market for Canada’s expanding production of uranium ore and gives India, which has long worried about its lack of domestic deposits, a stable supply of fuel.
India, meanwhile, is charging ahead with two new reactors at the Kaiga atomic power station in the southwestern state of Karnataka. The units are set to be IPHWR-700, natively designed pressurized heavy water reactors. Last week, the Nuclear Power Corporation of India poured the first concrete on the new pair of reactors, NucNet reported Monday.
The Spanish refiner Moeve has decided to move forward with an investment into building what Hydrogen Insight called “a scaled-back version” of the first phase of its giant 2-gigawatt Andalusian Green Hydrogen Valley project. Even in a less ambitious form, Reuters pegged the total value of the project at $1.2 billion. Meanwhile in the U.S., as I wrote yesterday, is losing major projects right as big production facilities planned before Trump returned to office come online.
Speaking of building, the LEGO Group is investing another $2.8 million into carbon dioxide removal. The Danish toymaker had already pumped money into carbon-removal projects overseen by Climate Impact Partners and ClimeFi. At this point, LEGO has committed $8.5 million to sucking planet-heating carbon out of the atmosphere, where it circulates for centuries. “As the program expands, it is helping to strengthen our understanding of different approaches and inform future decision-making on how carbon removal may complement our wider climate goals,” Annette Stube, LEGO’s chief sustainability officer, told Carbon Herald.