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Plants are marching north. Native gardening will never be the same.

Thirteen miles isn’t very far: roughly the length of Manhattan or the distance you run in a half marathon. On a freeway, it takes less than 15 minutes to drive.
Multiply 13 by 10, though, and it becomes 130 miles — more than the width of the state of Connecticut. Move the U.S. border 130 miles north, and Whistler Blackcomb becomes an American ski resort; move it south, and Tijuana is the new Los Angeles. If you started walking, it would take you 35 straight hours to cover the distance; if you called an Uber, you’d be looking at a $450 ride.
The temperature regions that determine the local viability of different plants, called plant hardiness zones, are believed to be slipping north at a rate of about 13.3 miles per decade — not a number that sounds especially alarming, but one that will, over a century, add up to dramatically reshape the regional flora of the United States. In addition to being yet another depressing climate statistic, though, that number is also generating a lot of headaches in the surprisingly combustible world of native gardening.
It’s been 16 years (or approximately 21 northward miles) since Douglas Tallamy’s warning in his book Bringing Nature Home that “unless we restore native plants to our suburban ecosystems, the future of biodiversity in the United States is dim.” Though we may still be far from achieving his long-term goal of a “homegrown national park,” in which Americans convert half their yard space to native gardens, Tallamy’s teachings remain hugely influential in gardening and conservation circles (42 states have their own specialized native plant societies promoting these goals).
Tallamy insists that “all plants are not created equal, particularly in their ability to support wildlife.” If we’re to sustain the remaining biodiversity in the U.S., it is essential to feed insects — and in turn, the birds that eat those insects — the foods they’ve evolved to eat. If a plant isn’t native to these ecosystems, then it isn’t worth planting or sustaining. Often, says Tallamy, doing so is actively detrimental to biodiversity goals.
But what even is a native plant in this obviously shifting world? Already, New York City is considered subtropical, capable even of supporting certain hardy palms; by 2040, Seattle could be in the same hardiness zone that central Florida, New Orleans, and parts of Texas are in today. Researchers have seen plants native to the South slowly pushing their ranges north.
Native plants are frequently the species under the most stress from the new weather patterns in their historic ranges. The state tree of Washington, the Western hemlock, for example, is especially susceptible to drought and is struggling to survive in a drier Pacific Northwest. “We’ve found a lot of mortality of trees that should be in the prime in their life,” explained Raymond Larson, an associate director and curator at the University of Washington Botanic Gardens and a contributor to Great Plant Picks, a viability resource for Pacific Northwest gardeners.
As a result, many horticulturalists with an eye on the next century are actively exploring — and recommending — plants that are explicitly not native. Axios Seattle recently published a list of trees that Pete Smith, a program director at the Arbor Day Foundation, believes will be able to tolerate the next 50 to 100 years in the region, and it notably included the Japanese pagoda tree; the pawpaw, a native of the East Coast; and the ginkgo, which is “incredibly tough, very long-lived, and great at tolerating urban stresses” — but an exotic from China that is particularly reviled by Tallamy.
“What honestly most gardeners — many gardeners, anyway — have kind of lost track of is what the word ‘native’ means,” Smith explained to me when I followed up to ask about the globe-spanning range of his recommendations. “It is presumptuous, even, to talk about native plants as if 1492 was some magic date that talks about what is and was native to this continent.”
“Native” doesn’t have a hard and fast definition. In Bringing Nature Home, Tallamy writes that a true native is a plant that interacts “with the community that historically helped shape it,” but he also warns against using too small a timescale when making these determinations: “[A] history measured in centuries is the tiniest drop in the proverbial bucket of evolutionary time.” Native plant purists, Smith added, will argue that “the only quality tree is a tree that was grown from a seed from right underneath the tree that bore that seed. Isn’t that a wonderful ideal? [But] it’s not practical.”
Some native plant proponents have allowed for species that are retreating north (or up) on their own volition since these changes happen slowly and food-chain communities can relocate with them. A number of Southern species in the United States got there in the first place by being pushed down during the last ice age, and have been reclaiming prehistoric ranges as the cold has receded over the last 10,000 years. But ancient forests don’t appear to have migrated as complete ecosystems during these upheavals; it was a race of every-species-for-itself. “There’s a lot more interchangeability among members of an ecosystem than people had thought,” David Jablonski, a paleontologist, told the Smithsonian.
There is also the problem that the climactic zones are moving faster than trees can follow. “The average forest migrates at a rate of roughly 1,640 feet each year,” Wired has written — that is, about three miles in a decade. In order “to outrun climate change,” trees would need to book it north at a rate of “approximately 9,800 to 16,000 feet” a year, or about 10 times as fast. Plenty of foresters aren’t waiting around for that to happen and are seriously exploring the controversial idea of human-assisted migration.
Larson, at the UW Botanic Gardens, meanwhile, said their horticulturalists are looking off-continent for inspiration for the hard years ahead. “We’re experimenting more with plants in Mediterranean climates,” he said, and “also the southern hemisphere: Australia, Chile, New Zealand." Places that have "somewhat similar climates," to the Pacific Northwest, “but tend to get a little bit hotter." And while some of these experiments haven’t panned out as hoped in the past, “we’re going to try them again, because 5 or 10 degrees can make all the difference.”
The conventional wisdom, that introducing or nurturing exotics results in a decline in biodiversity, is also being challenged — often heatedly so. It can seem at times that for every study that expounds on the evils wrought by alien plants, another concludes the exact opposite. The ongoing debate has produced fiery polemics, such as one signed by 19 ecologists and published in Nature in 2011, which announced “it is time … to ditch this preoccupation with the native-alien dichotomy and embrace more dynamic and pragmatic approaches … better suited to our fast-changing planet.” The scientists also swatted down the frequent synonymizing of “nativeness” with “good,” pointing out that “the insect currently suspected to be killing more trees than any other in North America is the native mountain pine beetle.”
(These sorts of back-and-forths are presumably what led former Arnold Arboretum horticulturist Peter Del Tredici, one of the Nature letter’s signatories, to observe, “the use of exotic versus native species … seems to bring out the worst in people, not unlike the debates over gun control and abortion.” Whoever said gardening was boring?)
Arthur Shapiro, a distinguished professor of evolution and ecology at the University of California at Davis, is also among those who have challenged the uncompromising emphasis on the superiority of native plants. “There are many nonnative plants grown in gardens that are immensely useful to butterflies and other pollinators,” Shapiro told me. “And there are many native plants that are completely useless. They might as well be made with rubber or wood.” If you were to uproot every exotic plant in urban California, for instance, you’d “essentially do away with the butterfly fauna.”
That’s partially due to a principle known as ecological fitting, which is “what happens when species with totally disparate histories, that evolved in different parts of the world, come into contact — perhaps as a result of commerce, perhaps as a result of gardening — and they fit together,” said Shapiro. “It’s a marriage made in heaven.” Additionally, oft-vilified “novel ecosystems”, sometimes disparagingly dismissed as “trash ecosystems," arise when exotic species are naturalized due to human influence and/or certain native species recede. Increasingly, though, scientists like Shapiro are viewing these emerging anthropocenic systems as environmental success stories. An unmanaged invasive pine plantation in Puerto Rico, for example, was found to have far more biodiversity than a nearby native-only forest of the same age, Nature recounts; the observation, made in 1979, ran so counter to the established beliefs about the sanctity of native plants that “it took almost a decade" for the resulting paper to pass peer review.
The native/non-native dichotomy is undoubtedly clumsy, so much so that one idea has been to dispense with the unhelpful language altogether. “Neonative,” a term proposed by University of Vienna conservation biologist Franz Essl, for example, could be adapted to describe species that have moved beyond their native ranges and established new foothold populations “due to human-induced changes of the biophysical environment, but not as a result of direct movement by human agency.”
Another idea is to take a step back, put our preconceived notions in check, and learn from what we’re seeing. “As climate changes, communities are going to change, mixtures are going to change,” Shapiro said. “Trying to stop it — except for managing things of economic or medical importance, pests, or disease vectors — is equivalent to trying to plow the sea. It’s futile. So we should actually be paying close attention to what’s happening, because we can learn a lot from it, about how communities self-assemble.”
This isn’t your permission to go plant a bunch of English ivy and scotch broom, though. Two things can potentially both be true: certain native plants have essential ecological functions and some non-native plants can play an important role in shaping future ecosystems. In fact, they’re going to have to, if the climate keeps warming and the hardiness zones continue their upward march.
“We would always tell someone: choose native first,” Smith, of the Arbor Day Foundation, concurred. But at the same time, “Let’s not let the perfect be the enemy of the good.”
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On ‘precariously low’ oil stockpiles, China’s ammonia milestone, and a PFAS destroyer
Current conditions: The wildfires in France and Europe are slowing, but three firefighters have died and the looming heat wave could bring yet more disaster • New York and New Jersey are facing flash floods as a storm system makes its way across the Northeast United States • Days of thunderstorms are causing floods across Vientiane, Laos’ sprawling capital.
Last month, I toured Commonwealth Fusion Systems’ headquarters in small-town central Massachusetts. The place was abuzz in activity. On the factory floor side, workers were assembling the magnets needed to ultimately form the torus-shaped reactor — think a giant doughnut with an interior that curves like the core of an apple — called the tokamak. On the actual reactor side, SPARC — the prototype that CFS expects will make history next year as the first private enterprise and only tokamak to ever generate more energy that it took to start the fusion reaction — was starting to look like a functional machine from my view on a second-story walkway overlooking the sterile assembly room. The old joke that fusion is the energy source of tomorrow — and always will be — certainly didn’t ring as funny now. I’ll tell you who isn’t laughing: All the new investors that just poured another $1 billion into CFS. The company announced its latest funding round early this morning, which brings the startup’s total fundraising since its launch as a spinout from the Massachusetts Institute of Technology in 2018 to $4 billion. CFS now accounts for 30% of all the private capital that has flowed into fusion. What distinguishes this round, my colleague Katie Brigham wrote, is that the money is coming from a bunch of institutional investors, such as pension funds and sovereign wealth funds, rather than venture capitalists. On a call with reporters this week, CFS’s newly-named chief financial officer, Lorence Kim, said it’s the first-time institutional investors comprised the majority of the new funding. When I asked the company’s spokeswoman for a percentage estimate breaking down the new versus old investors in this round, she declined to comment. Kim cautioned that the funding isn’t the kind of capital you raise before launching on a stock market. But his hire is notable. The former Goldman Sachs banker famously helped take the pharmaceutical giant Moderna public and held the top financial role through the start of the Covid-19 pandemic.
Meanwhile, a federal Superfund site at a facility in Kentucky once used to enrich uranium for atomic bombs is being transformed into a data center. On Wednesday, the Department of Energy announced a deal between investment giant Brookfield, utility behemoth NextEra Energy, and three local power providers to redevelop portions of the Paducah site into a $100 billion data center campus. “By transforming former DOE sites into engines of innovation and economic growth, we can revitalize communities with increased tax revenue and thousands of jobs, while also strengthening America’s energy security,” Secretary of Energy Chris Wright said in a press release.
The Federal Reserve held the country’s benchmark interest rate steady at Wednesday’s meeting of the U.S. central bank’s top brass. But three bank presidents voted to increase rates as renewed fighting in Iran sent energy prices upward. The dissent “underscored officials’ fraying patience with looking past another price shock on the heels of tariff-related increases last year and with robust demand stemming from the artificial-intelligence buildout,” The Wall Street Journal reported. That is, of course, bad news for renewables and other clean energy developers who rely on cheap upfront money to build, as my colleague Matthew Zeitlin has written.
But there are potentially bigger problems afoot for American energy consumers. U.S. crude stockpiles fell sharply last week as American refineries ramped up production to seize on surging fuel prices as fighting erupted in Iran. The stocks have now reached “precariously low” levels, analysts told the Financial Times, meaning there’s far less cushion if the war worsens the supply shock.
Last month, the energy team at the liberal policy shop Third Way assembled 100 swing voters from across the country to talk about the data centers that poll after poll shows are becoming less and less popular, to put it mildly. The conclusion of the discussions was this: “America’s opposition to data centers has less to do with their feelings about artificial intelligence and more to do with their anger and distrust of large corporations and government.” The findings, shared with me exclusively in advance, showed that most participants were open to a new data center if they believed it would come with tangible benefits for their communities. While some investors, such as “Shark Tank” star Kevin O’Leary, have tried to present those offerings, “the trust isn’t there.” While Emily Becker, the director of Communications for Third Way’s Climate and Energy Program, told me she was “not surprised by how much opposition there was, what was heartening is people understood that benefits were possible. They just didn’t think they would receive them.”
Speaking of data centers and the public trust: NV Energy has accused one of the biggest developers of data centers in Nevada of attempting to illegally bypass state regulators to determine through private arbitration how and when the Berkshire Hathaway-owned utility should provide power to its operations. The lawsuit, filed Friday in Washoe County’s Second Judicial District Court, alleges that the developer, Tract, is trying to skirt the usual process by which the state Public Utilities Commission determines what share of the utility’s electricity should go to the large power user. Tract, according to the complaint, “wants NV Energy to reserve and provide enormous amounts of power for Tract's private development while shifting the infrastructure and energy costs to Nevada families, small businesses, and existing customers who did not cause them.” Sorting out those questions through arbitration would help to “keep these issues hidden” from state regulators and the public, NV Energy said, according to The Nevada Independent.
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When the Biden administration attempted to overhaul regulations on electrical transformers to make the key grid components more efficient, the proposal drew fierce bipartisan pushback amid a years-long nationwide shortage of the equipment. Ultimately, the Biden administration backed down and changed the proposal after receiving public comments. That would have seemed to provide some certainty for factories. But just two years after the final rule won acclaim from across the industry, the Trump administration is now considering revising the requirements for rules set to take effect in 2029. “We’re not aware of anyone asking for this,” Andrew deLaski, executive director of the Appliance Standards Awareness Project, told Utility Dive. The group supported the 2024 transformer rule and other stricter efficiency requirements DOE finalized during the Biden administration.
China has signaled it’s planning to take on what Bloomberg described as a bigger role in steering global negotiations over climate change. The 15th five-year plan published Monday by the Ministry of Ecology and Environment and other key agencies outlines how Beijing “will constructively lead the multilateral governance process to address climate change” and states that “China’s influence, guiding capacity, shaping power, and moral appeal in global climate governance will be significantly enhanced” through the end of the decade. Beijing is already looking to increase how much renewable energy it consumes, as I told you last week.
As you may recall, China is going all in on figuring out how to make green hydrogen work, especially now that the People’s Republic is throwing everything at the wall to diversify its domestic supply of fuels as the Iran War chokes off its regular supply of hydrocarbons. One of the trickier questions with green hydrogen is how to ship the world’s small molecules without leaks. A popular solution is to convert the hydrogen into green ammonia. On Tuesday, SPIC Green Energy announced the successful loading of 3,750 metric tons of green ammonia produced in Jilin Province onto a vessel at the Lianyungang Port in Jiangsu Province and shipped to South Korea. “The shipment represents the world’s largest single-batch delivery of green ammonia,” analyst Jian Wu wrote in his China Hydrogen Bulletin newsletter. “It marks China’s transition from technical demonstration to large-scale international commercial delivery.”
A company promising to put an expiration date on so-called forever chemicals just raised a bunch of money to bring its technology to market. Claros Technologies is developing a proprietary system that can break down the per- and polyfluoroalkyl substances, or PFAS, contaminating millions of Americans’ drinking water systems. This week, the startup closed a $55 million Series B financing round. “Over the past year, Claros has crossed the threshold from breakthrough technology to successful commercial reality,” CEO Michelle Bellanca said in a statement.
Risk-averse but deep-pocked institutional investors join the party.
When the Fusion Industry Association surveyed the sector earlier this month, it found that the industry’s 56 active companies had collectively raised more than $14.2 billion over the past five years. But an ever-larger share of that money is ending up in the hands of one startup: Commonwealth Fusion Systems.
With its latest $1 billion funding round, announced today, the MIT spinout now accounts for nearly 30% of all capital in the industry. The new financing, led by a wave of institutional investors entering the sector for the first time, will support construction of the company’s first commercial power plant in Chesterfield County, Virginia, which CEO Bob Mumgaard says is on track to come online in the early 2030s.
In a media briefing, Mumgaard noted that this latest raise marks “the largest single funding round among fusion energy companies since our last large round of $1.8 billion in 2021.” It brings the total capital raised by CFS to an even $4 billion as the company races to complete construction of SPARC, its demo reactor. If all goes according to plan, it should begin operating sometime next year, proving out the physics and engineering approach underpinning ARC, the planned commercial plant.
The new financing deviates from the typical venture capital round, as it brings in a broad but unnamed mix of “large pension funds, sovereign wealth funds, infrastructure funds doing project finance, and industrial corporates.” These risk-averse investors would typically steer clear of expensive, first-of-a-kind facilities, demonstrating the degree to which CFS has succeeded in building confidence in an industry long critiqued for overpromising and underdelivering.
The company credits the trust it built to its extensive peer-reviewed research as well as its decision to build a tokamak — widely regarded as the most mature fusion reactor design. “I don’t think there’s any other company that’s been as transparent and open with their physics and how it actually works,” Katie Rae, CEO and managing partner at Engine Ventures, told me. Rae has participated in every one of CFS’s funding rounds, and while she says her firm has evaluated virtually every startup in the sector, the company remains its only fusion investment.
But even flush with institutional capital, Mumgaard is clear that the company will need billions more to fully finance ARC and the numerous reactors to follow. It’s unclear where exactly that money will come from, though he’s pushing for government involvement. Alongside the Fusion Industry Association, Mumgaard is advocating for a one-time, roughly $10 billion federal infusion of cash into the broader industry to expand public-private partnerships, build shared research infrastructure, and help finance first-of-a-kind plants in an effort to keep pace with China’s rapidly growing fusion program.
According to reporting from Politico, a Department of Energy official told CFS and other fusion companies that such a level of federal funding is “unrealistic in this environment.” But though insiders argue it’s what the industry needs to scale, Rae says CFS doesn’t depend on it. “I think it is the right kind of investment to make, but we didn’t count on it from an investor perspective,” she told me.
One obvious alternative is the public markets. The IPO window for climate tech has reopened, with geothermal giant Fervo and nuclear fission startup X-energy both completing successful public offerings in recent months. SPACs have also made a comeback, as numerous nuclear companies are opting for this faster, though riskier, path to the public markets. But CFS’s newly appointed CFO, Lorence Kim, said during the briefing that this latest round proves “that the private markets have a lot of capital to deploy toward our mission.” Whether an IPO is in the company’s near future remains an open question, though he cautioned against interpreting his hiring as any indication of “IPO prep in a specific way.”
For what it’s worth though, Kim has taken another high-profile, pre-revenue startup public before: Moderna. As CFO from 2014 to 2020, he helped the company scale its mRNA platform and lead its blockbuster $600 million IPO in late 2018 — the largest ever in the biotech industry at the time. Notably, this all happened before Moderna had an approved product or the Covid pandemic made its signature vaccine a household name, similar to where Commonwealth finds itself today.
“Moderna was in this moment in time where the science worked, and the strategy was focused on execution and scale and deploying capital in a way that could enable real impact on the world,” Kim explained. CFS is now at the same juncture, he said. “And so in the same way that Moderna industrialized mRNA and made it inevitable and made it ubiquitous, it was really clear to me that CFS could do the same for fusion.”
Of course, CFS is not alone in its confidence — other fusion companies are equally bullish on their own approach. Take Inertia Enterprises, a Lawrence Livermore National Laboratory spinout, which last week unveiled its own commercial roadmap for a laser-driven fusion reactor. The company emphasized it’s the only one to have definitively demonstrated the viability of its underlying physics in a real-world experiment, rather than through theoretical work or simulations.
Or take Helion, which has raised $1.5 billion and secured a highly ambitious power purchase agreement with Microsoft to supply electricity to the tech giant by 2028. Or Pacific Fusion, which netted a staggering $900 million Series A to be doled out in milestone-based tranches. There are dozens of others — many with hundreds of millions in funding — pursuing a range of approaches that some of the field’s brightest minds consider technically feasible.
But when I mused to Rae about how exciting it is that institutional investors now appear willing to back an industry once viewed as bordering on science fiction, she was quick to correct me.
“They’re willing to bet on Commonwealth Fusion — that’s what you mean.”
At least one hyperscaler’s big bets seem to be paying off.
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.
Good evening. Let’s start with the news. Meta and Microsoft released their most recent quarterly earnings this evening, and Wall Street was watching to figure out if their enormous AI spending plans are paying off. We were watching because those proposals are shaping one of the most important energy stories today: the data center boom and the sharp return of electricity demand.
The returns were … mixed. Meta missed analysts’ estimates, and its profit fell 14% from the same quarter a year earlier. It increased the lower bound of how much it plans to spend on capital expenditures such as data centers this year, from $125 billion to $130 billion, but left the upper bound of $145 billion unchanged.
Microsoft, meanwhile, said its AI investments are starting to pay off. Revenue at its cloud business, which uses its data center space, increased by 43%, more than analysts expected. It spent $41 billion on capital expenses in the three months ending in June.
Meta’s stock was down 7% in after-hours trading, while Microsoft is up 8%. When Heatmap surveyed climate insiders last year, they ranked Microsoft as among the most decarbonization-friendly hyperscaler and Meta as among the worst.
Permitting odds up — thanks to Shift Key?
I do not regularly follow such things, but this afternoon I was told that the Kalshi market for “Will permitting reform become law this year?” surged to 77% today after trading for days around 50%:
I have no idea why it budged today, but perhaps what moved the market was our new episode of the Shift Key podcast (Apple, Spotify). On today’s show, I spoke with Daniel Palken, a former Capitol Hill policy staffer now at Arnold Ventures, about the current state of permitting reform negotiations in Congress. While we don’t know the exact shape of a deal yet, permitting reform is likely to be the biggest new policy for clean energy that we could get by the end of the year.
Daniel is a fantastic guide to the negotiations, and if you’re curious about the policy at all, I recommend that you listen. Here are few of my takeaways from the conversation:
1. A permitting reform deal will probably have six buckets.
They are (1) changes to the National Environmental Policy Act and the judicial review process that environmental studies face after completion; (2) reforms to the transmission process; (3) changes to the Clean Water Act; (4) a deal to make it harder for presidents to yank permits from approved projects; (5) changes to the National Historic Preservation Act, and (6) “everything else,” a grab bag of smaller fixes including to geothermal energy.
2. Wonky committee politics are shaping the deal.
The National Historic Preservation Act, for instance, is an archeological law that hasn’t been in the mix for previous reform proposals. It’s up for discussion now because Senator Mike Lee of Utah chairs the Senate Energy and Natural Resources Committee — and the NHPA is the major environmental bill under his jurisdiction. Likewise, observers think that a permitting deal has a much better shot of passing during this Congress (as compared to next year) because of an expected series of changes to committee chairs.
3. It’s way, way better to hook data centers to the power grid than run them off behind-the-meter power plants — even if they run off 100% natural gas.
Any permitting reform proposal will seek to expand the transmission system. That could have big benefits for the emissions intensity of data centers. Why? I’ll let Daniel explain:
If you look at the data centers that are hooking up off grid — when they’re not using repurposed jet engines, they’re using 20% thermally efficient gas plants. Whereas if you’re hooked up to the grid, there’s really two types of gas plants that live on the grid. There’s like 60% efficient combined-cycle gas turbines, which are most of the gas power that’s generated, and then there’s peaker [plants], which have low efficiency, but are run at capacity factors of like 5% — so from an emissions perspective, they don’t matter all that much.
So even if solar and wind didn’t exist at all, and nuclear didn’t exist, and hydro didn’t exist, it would still be a much, much cleaner option [to connect data centers to the power grid]. Like we’re talking factors of three in efficiency to connect your data center to the grid if it was purely powered by gas, which is, I think, an important point to understand.
I thought that was an interesting point, and while I’d seen some of those ideas in isolation, I’d never seen them laid out in one place. (And even if grid-scale gas plants are much more efficient than behind-the-meter plants, it’s still even better to power data centers with solar, batteries, and other clean firm power plants — which is also easier when they’re hooked up to the grid.)
I’ll stop glossing the episode and just link to it one more time. Thanks for reading.