You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
To do it right, you’re going to need a building science pro.

When Zara Bode, a musician from Brooklyn, New York, first walked into the old seven-bedroom Victorian in downtown Brattleboro, Vermont, it just felt right. Her husband, also a traveling musician, had grown up nearby. “You walk in this house and you’re like, oh, there’s a good vibe,” she told me. Since the 1890s, when it was built, it had been a community health center and a food co-op, before being lovingly restored by the older woman who sold it to Bode and her husband in January of 2020. Bode hoped to make it their forever home, a place for friends and family to gather.
Within a month of moving in, she and her husband both lost their incomes in the pandemic. Then they made a brutal discovery: the house was ruinously expensive to heat.
They spent all their time huddled in the kitchen with their two young children in front of the wood burning cookstove and kept the thermostat at 65. Even so, they were running through a full tank of oil every nine days. Each delivery cost more than $1,000, adding up to twice their mortgage every month. They had to ask for government emergency assistance.
Bode started asking around to other families, who told her about a state-funded program that gives out 0% weatherization loans with deferred repayment to low-income families. She got quotes from two different reputable companies, each of which proposed using polyurethane spray foam insulation in the large basement. The buzz in the community was that spray foam is a miracle product — so incredibly insulating that it would cut their heating oil needs down by two-thirds or or more. But Bode was protective of the old Victorian. “I knew it was lucky for us to get this house in the first place. We don’t have the money to make mistakes,” she says.
Without any outside expert to turn to, desperate for relief, and grateful for Vermont’s robust social safety net, she went for it.
She would come to regret it.
To hit its climate goals, the U.S. is going to have to upgrade its old housing stock. Residential energy use accounts for about 20% of U.S. carbon emissions, and the lion’s share of that energy is used to heat and cool homes. At the same time, low-income families are struggling more than ever to shoulder the financial burden of doing that. In 2023, the number of American families needing assistance jumped by 1.3 million to over 6 million.
The Inflation Reduction Act is aiming to tackle these twin crises, with a tax credit covering 30% of the cost of insulation and air-sealing materials, up to $1,200 annually per household. So far only New York has an active IRA-funded home rebate program, but more states have applied to start handing out funds to homeowners over the next year, which should also help shield Americans from the health effects of extreme temperatures.
The problem is, insulating an old home is a delicate and complex process. Improper installation can lead to mold, dry rot in your home’s framing and roof, and poor indoor air quality that can make you sick.
“It’s potentially a huge problem,” Francis Offerman, a.k.a. Bud, an industrial hygienist who does indoor air quality testing for homeowners (and lawyers) who suspect a house or apartment is making its inhabitants ill, told me. “Especially if your mindset is, we’re going to just spray foam the home, and that’s it.”
Bode reached out to me last year after she read my viral story for VT Digger, which raised the alarm about the risks of spray foam insulation in particular. (Though experts say any insulation done badly can cause problems.) She and her family had vacated their Victorian for a few days in early 2021 while the basement was spray foam insulated. When they moved back in, Bode was struck by the bad paint smell. That eventually went away, and oil deliveries dropped from every nine days to every three weeks.
But then she realized the basement, which used to be bone dry, was now damp all the time. She bought two industrial dehumidifiers that run constantly, and still the smell of mildew wafts up through the floorboards. Bode has allergies to mold and mildew and worries the bad air quality could affect her kids, who also have allergies and asthma. She’s had to move all her furniture and art out of the basement lest it get damaged.
When she saw my article, she felt a mix of emotions. On the one hand, after having her concerns dismissed by the insulation company, she finally felt validated. “That was the first time that I had heard about air exchangers and other things I can’t afford,” Bode told me about reading my article. But she wondered, “Did I ruin a house that’s been standing strong for 140 years?”
The kind of person that could have advised Bode on how to safely insulate her historic home would be someone trained in building science — that is, someone educated in the physics of buildings, who can identify moisture issues and air leaks, recommend appropriate materials and HVAC solutions, and give you a step-by-step plan for implementing them so your home stays healthy and whole.
Unfortunately, many insulation companies, architects, and contractors have either never heard of or are actively hostile to these concepts, which they see as expensive, unnecessary, overly complicated, and (in the case of many spray foam contractors) an impediment to making the sale.
“In the grand scheme of things, building science is a relatively new field,” Eric Werling, who recently retired after 30 years of directing the U.S. Department of Energy’s Building America program to run his own consulting business, told me. “People have studied structural engineering for thousands of years. But air-tightening buildings is a relatively new phenomenon.”
Up until the 1970s, people in the U.S. didn’t think much about insulation. Then the energy crisis struck, and oil shortages caused prices to skyrocket. President Jimmy Carter told Americans to put on a sweater and turn down the thermostat. Letting all that expensive energy flow outside suddenly seemed like a waste of money.
The Department of Energy launched its Weatherization Assistance Program in 1976 for low-income families and created efficiency standards for commercial buildings that relied on the new, synthetic materials that had emerged after WWII. The problem was, as homes and commercial buildings were sealed, a lot of people got sick. The most high profile cases were cancer from chronic radon exposure or quiet but shocking deaths from carbon monoxide poisoning. But there also emerged the autoimmune-adjacent condition called Sick Building Syndrome, a constellation of symptoms related to breathing in VOCs from furniture, carpeting, pesticides, and cleaning products circulating inside a tight building.
“The Department of Energy… screwed it up a lot at the very beginning,” Joe Lstiburek, a longtime building science consultant, told me. But the DOE started training its weatherization crews, establishing standards for proper insulation, and providing additional funding for safety measures, including mechanical ventilation. “America became a world leader at figuring out how not to rot houses and how not to kill people,” Lstiburek said.
Today, indoor air quality in the workplace has dramatically improved. Aspects of building science have been codified in residential homes as well, with some states requiring that new builds with a tight air seal include mechanical ventilation. But nobody I talked to could point to similar requirements for an existing home that has been retrofitted with insulation. And when I asked Lstiburek if low-income renters and homeowners have access to building science information and advice, he said, “No, they do not.”
According to Werling, there are still probably fewer than a thousand building science experts, and many are eyeing retirement. “Their teachings have impacted thousands –– probably hundreds of thousands –– of people in the construction industry.” He points to New York and Wisconsin as two states that have had robust contractor training programs for the longest. But he admits that’s still a small percentage of the millions of people involved in construction in the U.S.
“There are just too many companies with people who don’t know enough about the issues regarding moisture doing whatever they want and leaving the homeowner with the bill,” Chris West, a Vermont-based certified consultant and trainer for Passive House, a design standard for ultra-low-energy-consumption homes, told me. “Often these companies have some kind of caveat in their contract that makes the owner responsible for any future issues.”
To make things worse, our homes are more delicate today. New building construction has largely switched from rot- and mold-resistant materials such as hardwood and plaster to cheaper manufactured mold-prone materials like plywood and drywall.
“Green” or “eco” home programs that advise homeowners focus solely on energy efficiency, and tightened energy codes are requiring ever more robust insulation without taking into account existing moisture problems (such as a wet basement or unventilated bathroom), which are not rare. NIOSH estimates about half of all homes have some sort of moisture or mold issue. Residential contractors, architects, and developers, meanwhile, are largely free to ignore building science concepts and go about their business doing things the way they’ve always been done. And there doesn’t seem to be a good plan in place to upskill contractors for this next weatherization push or protect consumers from shoddy workmanship.
“There isn’t an educational track that’s indoor air quality in universities or colleges,” Offerman told me. “I’m 71 now. I’m gonna retire eventually, and where are the replacements?”
I’ve talked to several homeowners who have been burned by bad insulation jobs, and every one expressed dismay that contractors aren’t required to at least share the potential risks or downsides of getting your home weatherized. For example, homeowners may have to install mechanical ventilation at an extra cost of a few thousand dollars, and spray foam, as opposed to traditional batting insulation, is permanent and all but impossible to remediate or take out.
This information is largely hidden from consumers, even savvy ones like me. I was pitched spray foam by an energy auditor for my own old farmhouse, and I had to go out and interview a half dozen experts for an article and pay $1,000 to West to drive two hours down to audit our house (again) and come up with an alternative plan I was comfortable with.
Werling doesn’t want homeowners to be scared away from weatherizing their homes. “In the vast majority of cases, homeowners are better off when they insulate and air-seal their homes,” he said, “but it’s important to be aware that the house is a complicated system of parts. Hire the right contractor to help avoid potentially costly problems down the road.” He points to the Home Improvement Expert section of the Building America Solution Center from the U.S. Department of Energy, which has detailed checklists you can go over with your contractor to ensure the work is done properly. West suggests homeowners find a certified consultant at Passive House Institute US.
The building science experts I spoke to suggested things like an educational program for consumers so they know to ask about ventilation, third party inspections before and after weatherization projects with the results entered into the public record, pre-sale energy audits, and mandatory building science training for contractors and their crews. Offerman said weatherization programs should hold installers accountable for insulating and ventilating according to the latest building science standards as a condition of receiving funds.
The question is how many homeowners like Zara will have their homes and health damaged before the situation is addressed. “It’s not that we don’t know that this is happening,” Listiburek says. “It’s that it’s not painful enough yet.”
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
An investor argues that climate tech should learn to stop worrying and love the robots.
For three years the entire conversation about artificial intelligence in the climate tech and clean energy communities has been about demand. This, of course, is reasonable. The scale of what the world is building right now has no precedent. Amazon, Google, Meta, and Microsoft together spent more than $420 billion on data center infrastructure in 2025, a number dwarfed by the $745 billion they’re expected to spend in 2026. The McKinsey Global Institute puts the global data center buildout through 2030 at $7 trillion — more than the New Deal, the Marshall Plan, and the Apollo program combined.
About 15% to 20% of that unfathomable spending is going exclusively to power the data center scale-up. By 2030, data centers will consume between 3% and 5% of all electricity generated on Earth.
The carbon cost is worse than the financial cost. Google's total greenhouse gas emissions rose by more than 50% in 2024 compared to five years earlier, even as the company worked harder than any of its peers to source clean power. In Armstrong County, Texas, the company is working with developer Crusoe Energy on a nearly gigawatt-scale natural gas plant to power its Goodnight data center campus.
But here is something else to consider: In 2024, Google ran a 17-week trial on 2,400 transatlantic American Airlines flights using a system designed to predict and avoid the formation of contrails. Contrails are the ice crystal trails left by jet engines that account for roughly a third of aviation's total warming impact — more than the impact of the fuel burning. The AI model rerouted flights slightly to avoid the atmospheric conditions that produce persistent contrails, and in doing so, cut contrail formation by 62% without any meaningful increase in fuel burn.
Around the same time, Microsoft used its Azure Quantum Elements platform to sift through 32 million possible chemical candidates for new battery chemistries, and in 80 hours narrowed the field to a handful of promising compounds that could reduce the amount of lithium required by as much as 70%. Meta, working with Georgia Tech, built one of the largest open-source datasets for discovering better sorbent materials for direct air capture, the process of pulling carbon dioxide directly from the atmosphere. Researchers ran nearly 40 million quantum mechanics calculations across 8,400 candidate materials, looking for those that could grab CO2 efficiently without also absorbing water from the air.
All of these things happened in the past two years. They were largely invisible to consumers. Yet they produced meaningful, even transformative climate benefits. Crucially, they cost almost nothing compared to the AI infrastructure buildout. They were side projects, pursued by teams whose quarterly numbers did not depend on their product’s success.
I argued two years ago in an interview with Heatmap that the steep financial and carbon costs of the AI buildout are worth it, and that if we stick with it, the power of AI will quickly yield innovative solutions to address climate change. But the opposition to data centers and AI deployment has created a frustrating paradox. A sector that has spent years describing a technology primarily as a threat — to the grid, to society, to humanity itself — will not, at the end of that time, be in a strong position to invest in what that technology can build. The sector wrote itself into the role of the regulator and critic at precisely the moment it should have been adopting the role of the main customer.
In the first half of 2026 alone, investors put $407 billion into AI startups, Pitchbook calculated. Climate tech, over the same stretch, did fine: $26.1 billion, according to CTVC’s insights report, up 55% year-over-year, the strongest first-half investment numbers since 2022. But low-carbon data centers alone took 34% of it, and two of the sector’s biggest deals were both for data center infrastructure. We essentially took an historic year of climate tech investment and used it to become AI's electricity supplier.
This is definitely a net positive, and critical to a clean hyperscale movement. But there’s more to be done.
Roughly one climate venture dollar in five went to something AI-enabled in 2025, which is a real increase from previous years. But out of $40 billion total climate tech investment last year, that amounts to only about $8 billion. Set that against the $242 billion that went into AI startups in a single quarter — the world's entire annual investment in AI for climate is roughly what AI startups raised every three days at the start of this year.
The three breakthroughs I mentioned at the beginning of this article are just the beginning of what AI can do for the climate — in many cases they’re the easy breakthroughs. They’re prediction, search, and optimization problems where the AI is essentially a faster pair of eyes.
The larger prize is what my colleagues at Obvious Ventures and I have come to call “generative science.” These are models trained in chemistry, physics, and biology that can propose genuinely novel arrangements of atoms rather than merely sorting through existing ones. This is where we unlock nuclear fusion, carbon-free cement and steel, and grid systems that balance themselves. We can make cancer vaccines and drugs optimized with a single patient’s DNA. If we ever make it to another planet, it will be because of AI. The same is true if we ever learn to sustainably feed 10 billion people.
This is not a speculative category anymore. A series of startups are making meaningful breakthroughs in these kinds of technologies. In Cambridge, England, a materials science company called CuspAI is building foundation models for chemistry to find materials for direct air capture of carbon dioxide. In California, Periodic Labs, founded by the researcher who led materials and chemistry at Google DeepMind, raised a $300 million seed round at a $1 billion valuation to run autonomous synthesis labs hunting for superconductors that work at higher temperatures (its valuation has since risen dramatically). And Zanskar, a company Obvious Ventures has backed, trained its models on subsurface data and a century of drilling and satellite records to find geothermal resources the industry had already written off. Last year, it identified a blind site in western Nevada with no geysers or surface expression that has the potential to generate over 100 megawatts.
Zanskar, however, is an exception. None of these other technologies were backed by climate funders. CuspAI and Periodic Labs have received financing from sovereign wealth funds, chipmakers, generalist growth firms, and individual investors who made their fortunes in software.
I’ll be the first to acknowledge that building a climate tech company isn’t easy. Investors often have to make two bets at once: that the science will work and that, if it does, there will be a viable business on the other side. Unlike chatbots from the frontier AI labs that have grown to $1 trillion valuations in less than five years, meaningful climate tech breakthroughs take longer to deploy, and even longer for their impact to put a meaningful dent in climate change.
But companies like CuspAI, Periodic, and Zanskar are proof of what’s possible when we point AI and climate tech in the same direction.
There are three main things we can do differently to continue that progress, and we can start each of them today.
As with any economic shift, aligning the incentives gets us much further than any fleeting policy commitment. When alignment happens, it creates a flywheel where AI powers research in climate tech, whose breakthroughs get fed back into AI to run models more cleanly and efficiently.
Jakob Uszkoreit, the former Google engineer who co-authored the transformer architecture that powers today’s leading large language models, described to me the paradox this way: AI needs carbon to get off the ground, but once airborne, it becomes the mechanism that solves the carbon problem. The question is whether we achieve liftoff before the end of the runway.
New research finds that Europe’s 2025 heat wave was made measurably worse by greenhouse gas emissions since the Paris Agreement.
Europe’s record-breaking heat wave in 2025 would have been a third of a degree Celsius cooler if not for emissions released just since the Paris Climate Agreement was signed in 2015, researchers found in a new study published Tuesday by the American Geophysical Union’s Geophysical Research Letters.
The research marks a step forward for attribution science, which has traditionally worked to tie extreme events such as heat waves and floods to climate change writ large. Now, using artificial intelligence trained on climate models, researchers have managed to link extreme weather to a specific subset of emissions.
“Not only does every little bit of emissions count, but the amount of emissions released since 2015 significantly increased the temperature of [the 2025 European] heat wave,” Jared Trok, the study’s lead author and a PhD student at the Stanford Doerr School of Sustainability, told me. “Before this paper” — which found 99-in-100 odds that human-caused emissions since 2015 increased the severity of the 2025 heat wave — “we couldn’t really make a claim to that extent.”
Though the record-breaking 2026 heat wave fell outside the scope of the study, the 2025 heat wave was no joke either — temperatures crested 115 degrees Fahrenheit in Spain and Portugal, and more than 16,000 died across the continent. Trok’s findings about a relationship between the past decade of emissions and intensified heat also held true for Europe’s hottest week in every year since at least 2021.
While a third of a degree Celsius might not sound like a lot — “it’s smaller than our ability to actually sense,” Trok acknowledged — there’s a growing body of scientific literature that suggests even incremental increases in temperature can be deadly. “It’s nonlinear,” Trok added. “For every additional increment of temperature, the impacts on heat-related mortality are even larger than the previous increment.” Though Trok and his colleagues did not look at mortality specifically, the reasoning indicates dozens if not hundreds of people could have died due to that fraction of a degree.
The study highlights the advances in the specificity and speed of attribution science, which a quarter of a century ago struggled to distinguish the influence of all historical emissions on any individual event. But it also suggests something grim: The past decade also overlaps with the biggest global efforts toward decarbonization. “Even if the decarbonization goals are achieved, these results as well as others suggest near certainty that the extremes, particularly extreme heat, will continue to intensify,” Noah Suresh Diffenbaugh, a Stanford climate scientist and the paper’s senior author, told me.
Paired with a separate commentary also published today by the U.S. Climate Collection, a joint project of AGU and the American Meteorological Society, the research adds an urgent underline to the need for research like Trok’s to be incorporated into state and local policymaking. Many of the institutions that existed to do so in the U.S., however, have collapsed or been actively dismantled by the second Trump administration.
The Climate Collection formed in the void that followed the forced breakup of the sixth National Climate Assessment (and is made up of many of its authors), and argues that the NCA did more than just good rigorous science — it also helped translate that research into a reliable springboard for policymakers.
The U.S. Climate Collection aims to compile an open-access collection of research papers that “lays the groundwork for future national and subnational assessments of climate risks and solutions in the United States.”
The group’s first paper serves as “a call to our colleagues to meet that need and the charge that has been given to us by society to produce the science” necessary for policymakers and other groups to “make better decisions,” Melissa Kenney, one of the commentary’s lead authors and director of research and knowledge initiatives at the University of Minnesota’s Institute on the Environment, told me.
In the past, the formal NCAs have helped inform everything from New Hampshire flood risk management plans to city- and state-level climate policies, the Climate Collection writes in their commentary. (They also set expectations: The last NCA required the involvement of 500 authors, 250 technical contributors, and synthesized more than 8,200 studies, meaning the Collective likely couldn’t replicate the rigor and scope even if it wanted to.) The Climate Collection specifically singles out attribution as an area of priority.
“Compounding extremes and cascading climate risks are increasingly overwhelming our legacy policies and infrastructure,” Kenney said, adding that “being able to understand the impact of these compounding extremes is really critical in a number of communities to be able to make smart, multi-decadal decisions like infrastructure choices.”
But as Trok’s research shows, even assumptions about the climate of 2015 are out of date. Investments in adaptation are a small fraction of the total dollars spent addressing climate change, and as Diffenbaugh stressed, the new paper is just the latest “of a number of studies that highlight that we can expect further acceleration of impacts from extreme events.”
The U.S. Climate Collection doesn’t intend to fill the gap left by the collapse of NCA6 (nor could it, its authors point out, given that it’s a self-organized volunteer group). But its call for synthesis papers of smaller scopes could give policymakers grounds to make decisions pulled from rigorous, peer-reviewed research as the world changes all around us. “These types of assessment reports are one of our greatest professional obligations as scientists,” Kenney said. “Most people will not go and read hundreds of scientific papers to be able to understand what we know and what we still need to know.”
“But,” she added, “there’s a real need for us to be able to provide the information” — before it becomes old news, too.
On geothermal research, Solar for All, and a Monster El Niño
Current conditions: Rains from Typhoon Dujuan caused landslides that killed four people in regions near Tokyo, while six are still missing • More than 20 active fires, including one threatening the popular tourist town Villa de Leyva, have led Colombian authorities to declare a public calamity • It’s cool and damp in New York City, where United Nations Secretary-General António Guterres is preparing to open his final session of high-level debate at the United Nations General Assembly.
Less than two weeks ago, my colleague Alexander C. Kaufman told you about the average U.S. diesel price breaking $6 per gallon for the first time ever. Oh, how young we were then. As of Tuesday, the average diesel price was nearly $6.53, more than a cent higher than Monday and nearly a dollar higher than the price of a month ago. As Heatmap’s Matthew Zeitlin wrote when the average diesel price was just $5.50 per gallon, “While there’s probably never a good time for fuel prices to spike, the increase in diesel prices right now will likely translate to increased costs for farmers as they rev up their equipment for the harvest season.” Indeed, Iowa Senator Chuck Grassley, a Republican, took to X over the weekend to say that fuel costs are “KILLING FARMERS INCOME” and call for an embargo on diesel exports. It seems Trump was listening: According to Politico, the president called up Secretary of Agriculture Brooke Rollins Monday to discuss the issue. Though Rollins said to expect news “very soon on some potential actions,” an export ban doesn’t seem likely to be among them. A White House official told Politico that the administration is “not considering an export ban or export restrictions at this time.”
Meanwhile, the president is considering standing up a $5 billion fund to help rebuild Middle East energy infrastructure damaged in the war with Iran. As outlined in the Wall Street Journal on Monday, the plan would call for soliciting matching funds from partners Saudi Arabia, the United Arab Emirates, Qatar, Bahrain, Kuwait, Oman, Iraq, and Jordan, with the goal of raising $10 billion in total. Reactions from analysts were mixed. “This strategy has risk written all over it,” Bilal Saab, senior managing director of consulting firm TRENDS US, told the paper. Eurasia Group energy senior analyst Gregory Brew, however, called the plan a “great idea” and pointed back to his own essay from Foreign Affairs in May advocating for “strategies that build energy resilience and reduce exposure to future strait closures.”
The Department of Energy announced on Monday that it has selected 21 next-generation geothermal projects to receive a total of $99 million in funding with the aim to “advance geothermal development” across the U.S. Five of the projects will conduct field research on enhanced geothermal technologies, while the remaining 16 will conduct exploratory drilling to identify potential new well sites. The recipients include industry darlings such as Fervo Energy, Zanskar Geothermal and Minerals, and Quaise Energy. The data from these projects will be made public via the DOE’s Geothermal Data Repository, allowing companies and developers outside this select group to benefit from the research.
“These projects will empower American innovators to unlock the tremendous geothermal resources beneath our feet,” DOE Under Secretary of Energy Kyle Haustveit said in a statement. “Under President Trump’s leadership, we’re advancing next-generation geothermal technologies that can lower costs, strengthen American energy dominance, and turn more of our vast domestic geothermal resources into reliable and affordable power.”
Last Friday afternoon, Judge Mary McElroy of the U.S. District Court for the District of Rhode Island ruled that attempts by Trump’s Environmental Protection Agency to claw back $7 billion in funding distributed under the Biden-era Solar for All program were illegal. The ruling hinged on the wording of the One Big Beautiful Bill Act, in which Congress rescinded “unobligated” funds from the program. The EPA seized on this authority to attempt to cancel the program entirely, cutting off access to funds that had been obligated but not yet distributed. “The OBBBA did not convert SFA funding into a lump-sum amount subject to EPA’s discretion,” McElroy wrote in her decision, according to The Hill. “Instead, Congress’s clear intent was that EPA continue to administer the already obligated SFA grants.”
This represents the second defeat in a row for EPA Administrator Lee Zeldin, after the D.C. Circuit Court of Appeals in August upheld an injunction against his attempt to rescind $20 billion in awards from a related program, the Greenhouse Gas Reduction Fund. My colleague Robinson Meyer wrote at the time that the decisions “would amount to a victory — if it holds.” Though the judge’s opinion required the agency to give grant recipients access to their funds while the case proceeded, the EPA later made a deal to keep the funds frozen while it prepares an appeal to the Supreme Court. An EPA spokesperson told The Hill on Friday that it is already “reviewing the decision and considering options for appeal” in the Solar for All case.
Sign up to receive Heatmap AM in your inbox every morning:

SB Energy, the SoftBank subsidiary backing some of the biggest projects of the data center boom — including a planned 9.2-gigawatt natural gas-fired power plant in Ohio — was all set to go public as soon as this month. Now, however, The New York Times is reporting that those plans have been delayed as mounting public distrust in artificial intelligence and its associated infrastructure has led to skepticism among investors. Heatmap has tracked the backlash closely, including in our exclusive polling showing that 75% of Americans now oppose data center construction near them.
The backlash is also causing political problems for data centers, especially in Texas, where Governor Greg Abbott has issued another salvo against developers. After freezing new data center grid connections last month, Abbott on Monday ordered the Texas Commission on Environmental Quality, the state’s environmental regulator, to stop issuing permits for new data center construction. “Simply put, Texans must come first," Abbott said in a statement. “Data centers must pay their own way, protect our grid and water,” and complete audits with the state’s grid and water authorities. “Until they do, TCEQ will issue no permits sought by data center projects.”
The surface temperature in a key section of the Pacific Ocean registered 3.07 degrees Celsius higher than average over the weekend, putting it in a statistical tie with the previous record set in 2015, according to an analysis in Carbon Brief Monday. This particular section of the Pacific is the one scientists monitor to determine the presence of the cyclical El Niño weather pattern, which occurs when average temperatures breach half a degree Celsius above average for the region. Two degrees higher and it’s a Super El Niño. “This is going to be so far beyond a Super El Niño, if the models are right, that we sort of need a new term for it,” the author of the analysis, Zeke Hausfather, told Rob in August on an episode of Shift Key. El Niño temperatures typically peak in November or December, meaning that there are likely several months of intensification still to come. California Governor Gavin Newsom on Monday declared a state of emergency to boost preparedness against the storms and flooding the intense weather pattern is likely to bring to the state.
As my colleague Emily Pontecorvo wrote in her dispatch from Day 1 of New York Climate Week yesterday, the carbon dioxide removal industry has money problems. That makes the $35 million debt financing deal between Italian lender Mediobanca and American carbon removal company Vaulted Deep announced Monday that much more exciting. Vaulted Deep has a unique approach to sequestering carbon, processing organic materials into a slurry that it then injects underground, and has previously received support from the carbon removal backer Frontier Climate. The funding arrangement, announced Monday, is a proof of concept of the advanced market commitment model Vaulted Deep co-founder and CEO Julia Reichelstein told Axios.