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If you’ve had the uneasy sense that winter weather isn’t what it used to be, you’re not alone — and you’re probably right. The everyday effects of climate change on the year’s coldest months are quickly becoming too blatant to dismiss.
As annual heat records continue to topple year after year — 2023, now officially the hottest year on record, came terrifyingly close to averaging 1.5 degrees Celsius above preindustrial temperatures — winter weather is responding. In some places, it’s turning snowy days into rainy ones. In others, it’s turning cold days bitterly so.
So — what, exactly, is going on? Let’s start with the basics.
The main thing is that climate change is pushing winter temperatures higher. In fact, the average winter temperature is rising faster than that of any other season. Average temperatures in the lower 48 U.S. states from December through February rose by almost 3 degrees Fahrenheit between 1896 and 2021, compared to 2 degrees in spring and 1.5 degrees in summer and fall, federal data show.
The number of days below freezing each year is also on the decline across the country and across the planet. A decade ago, the U.S. was already seeing two weeks less snow cover, on average, than it did in 1972, according to federal data. And parts of the country, including cities in the Northeast and Northwest, are on track to lose over a month of freezing days by midcentury.
But in many places, daily highs and lows aren’t shifting at the same rate. Winter nights, for instance, are warming even faster than winter days — the total number of freezing nights has been dropping in the U.S. since the 1970s. Colder places are also warming more quickly, with the northern U.S. and especially the Northeast experiencing the most significant rise in average winter temperatures.
That dreary, muddy weather that most of the U.S. saw this past Christmas does, admittedly, happen sometimes for natural reasons. Same with the incessant rain that fell (and then turned to ice) across the Midwest and Northeast in mid-January. With every fraction of a degree the planet warms, however, events like these become more likely — or, at least, that’s what hundreds of the world’s leading climate scientists concluded in the United Nations’ latest synthesis report on the state of the global climate.
Bingo.
Some evidence suggests that climate change is actually making cold shocks more likely by destabilizing the polar jet stream, which keeps the frigid air in the far northern hemisphere from moving too far southward (and keeps warm air in the tropics from moving too far northward). As a result, the polar vortex that’s normally confined to the Arctic is liable to stretch south and blast bitterly cold air into the contiguous U.S. That’s what happened in mid-January, when temperatures in Montana and the Dakotas dropped as low as -30 degrees Fahrenheit and the wind chill bottomed out at -60 degrees. Cold air from the same weather system blew all the way to Texas.
That said, this evidence is not rock solid. Whether or not it bears out in the long term, it’s important to remember that a warmer world doesn’t mean it will never be cold.
Recent experience notwithstanding, cold snaps — short periods of abnormally cold weather — are going away, too. Their average duration dropped by six days between 1970 and 2021, a Climate Central analysis found.
One of the most predictable consequences of climate change is that, as year-round temperatures soar, an increasing share of annual precipitation will fall as rain rather than snow. That’s just what you get when it’s too warm for water vapor to freeze.
One of the less obvious consequences, it turns out, is that a warmer atmosphere holds more moisture, enabling it to dump more precipitation — whether that comes as rain, snow, or wintry mix — during a single storm. As a result, even though climate change is making certain places drier, the biggest winter snowstorms are becoming, well, bigger.
This apparent contradiction had a major impact on the parched West in 2023. Drought is expected to become the norm there as the planet warms, fueling epic wildfires and straining already limited water supplies.
But a string of record snowstorms across the West last winter replenished the region’s dwindling snowpack, feeding mountain streams and helping keep drought conditions at bay (and creating a really good year for ski towns). In California, meanwhile, a barrage of atmospheric rivers drenched lower elevations and broke snowfall records in parts of the Sierra Nevada mountains.
California and its neighbors got off to another rainy (and snowy) start in 2024 — though the recent reprieve from years of severe drought isn’t expected to last.
The best answer we can give you today is to say that yes, snow will most likely still exist. But rising generations probably won’t be able to count on snow falling — and sticking — with the regularity it did when you were their age.
Climate scientists don’t have a perfect picture of how quickly the winters we grew up with will give way to a string of months that are rainy, slushy, and unpredictable, but that’s the direction the evidence is pointing. As global temperatures continue to rise, the trends we’ve seen in winter weather over the past couple of decades aren’t expected to reverse course anytime soon.
Many of the ways climate change affects winter are hard to miss. Snow falls later and less often, and when it does come, it doesn’t last as long. That comes with a few perks for the average American — such as fewer frigid winter days — and huge downsides for the communities, ecosystems, and industries that depend on winter being snowy and cold.
The ramifications of warming winters across the U.S. also extend far beyond the end of the season. Accelerated snowmelt causes plants to green and bloom earlier, which can have cascading effects on soil moisture and drought, as well as on the wildlife that depend on these plants for food and habitat. If snowpack fails to accumulate or melts too early, streams will run dry during the hottest months of the year, when animals, plants, and people need them most.
Traditional strains of some fruit crops — like blueberries, cherries and peaches, for example — don’t grow properly in the spring and summer if the preceding winter was too warm. The increasing volatility of winter weather is also affecting the success rate of wintertime crops, especially in the South. By some estimates, the agriculture sector’s biggest companies could lose tens of billions of dollars in value by 2030 because of climate change.
And pests like ticks and mosquitoes are not only expanding northward, they’re also surviving the winter more easily in their historical range, causing their populations to grow and rates of disease transmission to climb.
Unfortunately, that’s one question we can’t answer — not for every instance of unseasonably warm temperatures everywhere in the world. What we do know for sure is that warmer average temperatures make unseasonable and extreme weather more likely. So in that sense, yes, odds are very good that climate change is playing a role in that thermometer reading.
But also, events rarely have just one cause. Climate change could be exacerbating a natural weather phenomenon, or you might just have gotten a brief winter reprieve. Whether one sultry February day is “because of climate change” isn’t really the point. The point is that, unless and until we stop emitting greenhouse gases into the atmosphere and start pulling them out, the weather will just keep getting weirder. There is no new normal.
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Green hydrogen may yet descend the cost curve, and expect lots more fusion research.
While some of our most promising decarbonization technologies were born in one of the Department of Energy’s National Labs or in Silicon Valley, China is where so many of them — from solar panels to electric vehicles and battery energy storage — have achieved critical commercial scale. That makes the country’s latest Five-Year Plan an essential document for understanding the future of climate tech.
With a U.S. administration that has eschewed its own climate commitments, many have hoped that China would take on a global leadership role. On that front, many experts have been left wanting. The document makes no promises on phasing out coal, which accounts for over half of China’s energy consumption, and doesn’t set a target for the expansion of solar.
“It’s a green tech addition plan as opposed to a decarbonization plan,” Jeremy Wallace, a Professor of China Studies at Johns Hopkins University, told me. Over the past five years, the country has deployed nearly a terawatt of new solar, far exceeding even its own ambitions. “So the buildout rapidly exceeded expectations, but has not seemingly led to a systematic rethinking about the system,” Wallace said.
The plan does lean into climate tech, however, even if it stops short of positioning new forms of clean energy generation as direct coal replacements. And that interest extends far beyond already commercialized sectors like solar, wind, battery storage, and electric vehicles. The list of “future industries” that the party is prioritizing includes “hydrogen energy and nuclear fusion energy,” alongside quantum science, biological manufacturing, brain-computer interfaces, and 6G wireless networks.
“I don’t think China is creating these technologies as a niche climate experiment anymore. They’re being folded into a broader industrial strategy,” Qi Qin, a China analyst at the Centre for Research on Energy and Clean Air, told me of the emergent tech that the plan mentions. “I think that the more important question is which of them are moving into real deployment now, and which are still at the stage of strategic signaling.”
Much of that should come into sharper focus in the coming months. Now that the national direction has been set, local officials will begin translating the state’s broad agenda into concrete targets and on-the-ground projects. It is not too much to say that how they choose to do so will largely determine how quickly the world decarbonizes.
The plan’s repeated mention of green hydrogen and hydrogen-derived fuels is particularly notable given these industries' struggles in the U.S. to reach economic viability and secure offtakers, as the Trump administration has dialed back the clean hydrogen tax credits and canceled grants for planned green hydrogen hubs.
And while China also can’t ignore the underlying economics of green hydrogen — which is useful for decarbonizing heavy industry and transport by truck, ship, or air, but still expensive to produce and not so helpful outside those specific use cases — the party appears much more open to bringing it down the cost curve. As Qin put it, “hydrogen has clearly moved up in political visibility.” The plan promises to “expand applications of hydrogen energy in transportation, electricity, industrial, and other domains,” according to an unofficial translation, while improving “renewable energy hydrogen production equipment” such as electrolyzers, advancing “the hydrogen energy industry chain toward green ammonia, methanol, and sustainable aviation fuels,” and accelerating technological breakthroughs in hydrogen storage and transportation. (China has not released an official translation of the plan.)
The Five-Year Plan also comes amidst a slew of recently announced policies supporting the industry’s development, Yuki Yu, an independent researcher with a deep knowledge of China’s hydrogen economy, told me.
The week before the plan was finalized, Premier Li Qiang delivered China’s annual policy statement to the National People’s Congress, which included a pledge to “establish the National Low‑Carbon Transition Fund, and cultivate hydrogen energy, green fuels and other new growth points.” By rhetorically linking the fund — which Yu described to me as functioning “a little bit like a national private equity company to invest directly into frontier technology” — specifically to hydrogen and clean fuels, it signals that the country views these technologies as core pillars of its energy transition, Yu said.
Then just days after the plan was adopted, the country launched a green hydrogen pilot program, offering performance-based government funding to five regions for projects spanning sectors such as fuel cell vehicles, green ammonia and methanol production, low-carbon steelmaking, and industrial heating. The four-year program aims to cut the end-use price of hydrogen to below 25 Chinese yuan (approximately $3.50) per kilogram, and double the national fleet of hydrogen fuel-cell vehicles nationwide to 100,000.
Taken together, all of this sends a “very, very clear financial signal” to the industry, Yu told me. While government funding for hydrogen had previously focused primarily on fuel-cell vehicles like trucks and buses, Yu said China now appears to be placing a far greater emphasis on commercializing other hydrogen use-cases.
Yet as Qin sees it, producing hydrogen with renewable energy — which powers the process of splitting water into hydrogen and oxygen — is, in some sense, simply a diversion from leveraging renewables to replace coal on the grid.
“I think that part of the reason that green fuels has become a hot topic, has become a new focus in China is because nobody wants to touch that 55% of coal power,” Qin told me, referencing coal’s approximate share of primary energy. Hydrogen, she said, offers an attractive way to decarbonize certain hard-to-abate sectors without having to overturn the coal economy.
Wallace also noted that electrolyzers — the devices used to split hydrogen from water — made in China are generally viewed as “second rate” compared with Western systems, which are typically more powerful and better able to ramp up and down in tandem with solar and wind resources. Perhaps, he suggested, the country is betting that its lower-cost electrolyzers will go the way of lithium iron phosphate batteries, a cheaper alternative to the traditional lithium-ion chemistry involving nickel and cobalt, which are much more expensive and supply constrained than iron. LFP batteries “approximate the first rate tech, but at a much cheaper price point,” Wallace told me, which could be the arc its electrolyzer industry attempts to follow.
None of the other frontier tech gets quite as enthusiastic a shoutout in the Five-Year Plan as green hydrogen. Fusion, however, seems to be an area of keen interest, at least on the research front.
In a section on key technological breakthroughs the country aims to achieve, the document lists “key fusion technologies such as tritium fuel preparation and circulation, material radiation testing, high-performance lasers, and superconducting magnet manufacturing,” with the ultimate goal being to “advance fusion research and development.”
And yet the plan does not set a timeline or explicit goal related to fusion commercialization, even as well-capitalized American startups such as Commonwealth Fusion Systems, Thea Energy, and Pacific Fusion aim to put electrons on the grid in the 2030s. “I think the government sees, okay, this is a very strategic and very interesting direction that we should also pursue,” Yu told me. And yet, it “seems to have a conservative look, or a cautious look on how commercialized these technologies truly are.”
Similarly, while Qin sees the inclusion of fusion in the plan as “politically meaningful” in and of itself, she said it “should be read as a signal about ambition” and not as a “near-term climate solution.”
Last year, China launched a state-owned fusion company, the aptly named China Fusion Energy Co., with $2.1 billion in capital, as well as a 10-nation alliance to promote collaborative fusion energy research and knowledge sharing. Yet the government has largely steered clear of talking about fusion as a commercial possibility, and when it has, the timeline is far longer than what the U.S. upstarts are promising. As Zhang Libo, the General Manager of China Fusion Energy Co. has stated, the company wants to build a demonstration reactor by 2045, while the China National Nuclear Corporation said it expects to produce commercial power around 2050.
This type of circumspection is par for the course with the Chinese Communist Party, which tends to underpromise and overdeliver when it comes to its clean energy targets. “In general, a lot of this seemingly moderate change can really kick off ripple effects and have long term impacts,” Yu told me. For instance, while China previously set a target to deploy 1,200 gigawatts of combined wind and solar capacity by 2030, it ended up achieving that goal a full six years early. “So even though sometimes the policy could come across as mild or more conservative, the effect does not necessarily mean the same.”
That may provide little comfort to those longing to see a disavowal of coal in writing. But if the past has taught us anything, it could also mean that five years from now China will have changed the game for hydrogen, clean fuels, fusion, and a host of other emerging industries.
On deepsea mining Saipan, geothermal oil deal, and Manila fears
Current conditions: Cyclone Nardelle made landfall three times in Australia in the past week and now it’s strengthening and preparing to return once again • The historic heat wave in the Southwest is expected to last through Friday, driving temperatures up into the triple digits across the region • Temperatures in Timbuktu, Mali, are nearing 110 degrees Fahrenheit today.
Just days after Orsted’s Revolution Wind project off the coast of Rhode Island began pumping electricity onto the New England grid, Dominion Energy’s Coastal Virginia Offshore Wind farm started sending surges back to Virginia’s wires. The two projects are at very different stages. Dominion has so far switched on just one commercial turbine, while Orsted’s facility is nearly complete. Once finished, the 2.6-gigawatt project off Virginia’s coast will be the biggest offshore wind farm in the U.S. “This project is not just about energy — it’s about national security,” Representative Jen Kiggans, a Republican from the Virginia Beach area, told the Virginia Mercury. “Reliable, domestically produced power strengthens the resilience of critical military infrastructure, including our local bases, ensuring our forces can operate without disruption.”
The milestone marks a setback for President Donald Trump, whose efforts to yank permits from offshore wind projects have repeatedly failed in court. The White House did, however, notch a victory this week when the French energy giant TotalEnergies agreed to abandon two offshore wind projects in exchange for $1 billion and strong federal backing for new gas projects.
Applied Atomics joined the nuclear race this year promising to be “a developer and operator of full-stack nuclear power plants,” with the capacity to scale the size of its facilities from 100 megawatts to 1,000 megawatts to meet the needs of industrial customers. “Everybody’s excited about data centers, and we are too. We are fortunate that we are able to go after a few different industry verticals. So we’re focused on decarbonization of hard-to-decarbonize industries,” Benjamin Kellie, Applied Atomics’ founder and chief executive, told Heatmap’s Katie Brigham exclusively for this newsletter. “That includes data centers, but it also includes things like concrete and steel. It includes chemical plants and these established heavy industry players are a big focus for us.”
Kellie said the company already has more than 8 gigawatts of potential power purchase agreements and aims to produce its first electricity in 2030. Applied Atomics is “looking at four years for first power,” which it plans to get down to 24 months per module before eventually reducing the construction time to 18 months. “We are targeting $4,000 per installed kilowatt, which is a little bit north of natural gas but much lower than traditional nuclear. And that’s for first-of-a-kind,” he said. “Then nth-of-a-kind we see getting down to around the $3,000 per installed kilowatt range.” Counting the latest investment round, the company has raised a total of roughly $12 million in its first 12 months.
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The Bureau of Ocean Energy Management has begun widening the scope of potential seafloor mineral leasing that could take place in the waters off the Northern Mariana Islands, one of America’s five populated non-state territories. Last week, the agency completed the “area identification” step for holding a lease sale in the outer continental shelf off the Pacific archipelago’s shores in what the trade publication gCaptain called “an early but consequential milestone that determines which tracts will move forward for environmental analysis under the National Environmental Policy Act.” While BOEM can’t authorize mining or commit the federal government to a lease sale, the latest step “effectively locks in the geographic footprint for further review.” The National Oceanic and Atmospheric Administration, meanwhile, finalized a rule to fast-track permits for deepsea mining.
The Northern Mariana Islands, which are located near Guam, isn’t the only Pacific territory the Trump administration is targeting for mineral development. In January, NOAA announced plans to start surveying the waters around American Samoa, a South Pacific island where residents — who, interestingly, are the only territorial denizens who hold status as American nationals but not American citizens — have been looking for new industries to diversity away from the one tuna cannery that sustains much of the island’s economy.
In yet another sign of the synergies between next-generation geothermal and the oil and gas industries, the developer XGS Energy just inked a major deal with the drilling services giant Baker Hughes. On Wednesday morning, the two Houston-based companies announced a “strategic collaboration” that included an initial order for Baker Hughes’ engineering services to advance XGS’ planned 150-megawatt geothermal project in New Mexico. Once developed, the project is poised to supply electricity to the Public Service Company of New Mexico to support Meta’s data center operations in the state. “By aligning our technology with Baker Hughes’ expertise across subsurface, surface, and power solutions — and one of the most capable project delivery teams in the world — we’re demonstrating that XGS has the execution muscle and industrial collaborations required to deliver at scale for our customers,” Ghazal Izadi, XGS’s chief operating officer, said in a statement. XGS — which uses a closed-loop technology known as “advanced” geothermal, as distinct from the “enhanced” geothermal pioneered by fellow next-generation companies such as Fervo Energy — aced its field tests last year, as I reported for Heatmap. The company, as I reported last year, is also a favorite of the atomic energy industry, with the venture arm of the nuclear utility giant Constellation serving as a lead investor.
Over at the CERAWeek conference, meanwhile, Form Energy announced a deal with the data center giant Crusoe to deliver 12 gigawatt-hours of multi-day energy storage to support more artificial intelligence factories starting in 2027. The agreement “ensures access to Form Energy's 100-hour iron-air battery technology as Crusoe scales its AI infrastructure.”

With a fast-growing population and economy and few domestic energy resources, the Philippines already paid the third-highest electricity prices in all of Asia. Now the Southeast Asian nation has declared a national energy emergency to deal with the energy shock from the Iran war. The procedural step grants the government of President Ferdinand “Bongbong” Marcos, Jr. new authorities to plan for issues such as rationing and prevent people from hoarding fuel. It may also spur on Manila’s plans to finally bring a nuclear power plant online in the country decades after a nearly complete facility was all but abandoned. As I told you back in January, the Trump administration provided funding to the Philippines to help it assess U.S.-made small modular reactors as a potential new grid resource.
It’s hardly the most urgent tragedy of the conflict, but here’s a statistic that illustrates the long-term destructiveness of the U.S.-Israeli war with Iran. In just the first two weeks of the conflict, the warring parties released almost 5.1 million metric tons of carbon dioxide and other greenhouse gases “by firing carbon-intensive weapons, powering fighter jets and ships, and bombing infrastructure such as oil storage facilities and civilian buildings,” researchers told Live Science. That’s already higher than all the carbon emissions Iceland produces in a year. If the emissions continue at the same rate for a year, the volume would be equivalent to the annual emissions of the 84 lowest emitting countries in the world combined.
Type One Energy and Gauss Fusion have agreed to purchase the company’s isotopes, Heatmap has learned exclusively.
It isn’t every day that an investor sends an unsolicited reach-out to an early-stage startup with no venture funding to its name. But a few years ago, that’s what happened to John Elling, CEO and co-founder of Molten Salt Solutions, a startup producing lithium isotopes for the fusion and fission supply chains. At first he assumed the email from Future Ventures was a scam. But when the investor explained that her firm was looking to derisk its stake in leading fusion company Commonwealth Fusion Systems by securing a supply of the isotope lithium-6 — which is critical to the production of fusion fuel — he figured he should hear her out.
“I’ve been an entrepreneur for 28 years, and it’s the first time I’ve ever had a cold call from a VC,” Elling told me. “So I answer the email and darn if they don’t invest in us.” That initial $3 million seed round came in 2024. And while Molten Salt Solutions doesn’t yet have an official tie-up with Commonwealth, Heatmap can report exclusively that it has signed nonbinding strategic sales agreements with two other fusion startups, Type One Energy and Gauss Fusion.
This isn’t Elling’s first startup rodeo. A former scientist at Los Alamos National Laboratory, he left in 1998 and embarked on a string of ventures to commercialize technologies rooted in the lab’s research. Molten Salt Solutions, which he founded in 2018, also built upon breakthroughs in the lab in pursuit of producing lithium-6 for the fusion industry and lithium-7 for next-generation molten salt fission reactors, where the isotope is a critical component of the reactor’s coolant.
Securing enriched isotopes is a bottleneck for both industries due to the technical challenges, high cost, and limited infrastructure for traditional methods of lithium enrichment. But Elling has managed to woo several national lab alumni and top scientists out of retirement to commercialize what he describes as a highly efficient, cost-effective method of separating and purifying these isotopes. “We have people who retired at the pinnacle of their career at Los Alamos who are gleefully back doing grad student research tasks, washing out test tubes and setting up reactions in the lab,” Elling told me.
The core of Molten Salt Solutions’ separation technology — solvent exchange — is a well-established industrial process that moves lithium ions between a water-based layer and an organic layer. Because lithium-6 ever so slightly favors the organic layer, while lithium-7 prefers the water layer, repeated cycles gradually concentrate the isotopes in their preferred regions. But since lithium-6 makes up only about 7.5% of naturally occurring lithium, the process typically must be repeated thousands of times to enrich the isotope to the desired level. That’s how you end up with enrichment facilities “the size of football fields” Elling explained.
To avoid that, Molten Salt Solutions — which Elling admits isn’t really focused on making molten salts at all these days — is commercializing a technique called high-speed countercurrent chromatography. This approach, which has been largely confined to the lab for decades, uses centrifugal force to rapidly separate the water and organic layers, effectively performing in a single, integrated system what would normally require hundreds of discrete steps. Elling told me that adapting this process for lithium isotopes required gaining a deeper understanding of the device’s physics than had previously been appreciated, allowing his team to redesign the system for its purposes.
If all goes according to plan, Molten Salt Solutions will begin supplying kilograms of lithium isotopes to Type One Energy and Gauss Fusion in 2027, with the goal of scaling to hundreds of tons as the startups conduct larger-scale testing and, ideally, bring their first commercial power plants online in the early- to mid-2030s. But even meeting these two startups’ more near-term research needs will require rapid growth. Molten Salt Solutions is now looking to hire engineers to scale its technology for commercial production and move from its current Sante Fe research facility to a larger space.
Down the road — or perhaps even as a backup plan should a fusion energy industry fail to materialize — the company’s tech could be used for a variety of purposes beyond nuclear energy — namely the production of medical isotopes used for diagnostic imaging. Some fusion companies, such as Shine Technologies and Avalanche Energy, are already incorporating medical isotopes into their revenue strategies as commercial fusion remains a goal for the 2030s and beyond.
But assuming both fusion and next-generation fission reactors do eventually take off, the market opportunity for Molten Salt Solutions’ humble isotopes is enormous, as securing a cheap supply of these materials could materially lower the cost of building reactors. “It's one of those marquee problems that you can work on in your scientific career,” Elling told me. “Because you look down the road and you go, you know, we could actually change the price of energy on the globe.”