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Hikers plan and climate change laughs.
Mini Chimi was taking a nero with her tramily when she replied to my email. “I believe there is a lot of fear out there associated with the high snow year on the [Pacific Crest Trail],” she told me. “I want to be a positive voice out here.”
Mini didn’t need to worry about coming across as anything else; her writing on The Trek, a blogging platform for long-distance, end-to-end “thru-hikers,” is punctuated by joyous clumps of exclamation points.
“WE ARE DOING IT!!!!” celebrates one post. “COWBOY CAMPING IS SO FUN!!!!!” she raves further on, about sleeping without a tent. Even “snow around mile 35!!!” — a section of high desert just north of the Mexican border — warrants Mini Chimi’s excitement, although it is snow that most hikers of the Pacific Crest Trail, or PCT, are dreading the sight of this year.
In the little more than a decade since Cheryl Strayed published her bestselling memoir about hiking the PCT, Wild (adapted into a movie starring Reese Witherspoon in 2014), interest in thru-hiking the 2,650-mile Mexico-to-Canada trail in a single season has skyrocketed. But in the same span of time, the Pacific Crest Trail Association (PCTA) — the nonprofit stewards of the trail — has grown increasingly worried that thru-hiking as we know it is on the verge of going extinct. Wildfires now regularly close vast sections of the trail in the late summer, and water sources in the desert and high Sierras are drying up, making remote regions virtually impassable. Hiking the trail end-to-end in one year, a bucket-list item for many long-distance backpackers, is now “almost impossible” due to climate change.
Though Mini Chimi is keeping her chin up, 2023 thru-hikers — who’ve quit jobs, bought one-way international flights, and sunk thousands of dollars into new gear — are already watching their odds of completing the trail this year evaporate, some before they’ve even begun (northbound hikers continue to start their trips through the end of May). But ironically, it isn’t extreme heat or wildfires that are scuttling plans. It’s the snow.
“This time of year, there is always snow on the trail,” Scott Wilkinson, the content development director of the PCTA, explained to me. “But this year, obviously, we’re talking about an order of magnitude much, much bigger.”
Due to the parade of atmospheric rivers that slammed the West Coast this winter, California remains buried under once-in-a-generation levels of snow. Ski areas are promising to stay open until “AT LEAST July,” and the Sierra Nevada might not melt out until well into August. This has caused a number of problems that aren’t typical of the trail, which has otherwise trended hotter and drier: A recent post in the Class of 2023 PCT Facebook group, which is administered by the PCTA, suggested that the precipitation this winter has resulted in a lush desert underbrush that is making it harder to spot rattlesnakes, increasing the likelihood of bites. The trail will likely get insufferably buggy this summer, and the West Coast superbloom is also expected to dry into fodder for wildfires.
But fires, one of the most foreboding late-season obstacles on the trail, still seem a world away. In parts of the southern Sierra Nevada, which hikers usually aim to hit around mid-June, the snowpack is still 300% above normal levels. “Right now, about 660 miles of the PCT in the Sierra Nevada are under snow,” Wilkinson told me last week. “That, at a normal trail hiking pace of 20 to 30 miles a day — I mean, that’s a month’s worth of hiking. In snow, it’s likely to be considerably slower than that.” He noted that while there are “a few people that are leading the pack” who have experience in snow conditions, for the most part, that level of snow is “pretty much a nonstarter.”
Firefly is one such hiker who is hoping to push through the Sierras (thru-hikers traditionally refer to each other by their trail names, which I’m honoring here). A retired San Diego Fire Department fire captain, Firefly left the trail in March at mile 151, just south of the San Jacintos, the first major mountain range that hikers encounter headed north. With a high point of over 9,000 feet (or 10,804 feet, if one detours off trail to bag Mt. San Jacinto), the San Jacintos will mark the highest elevation many of the less experienced thru-hikers will have ever stood at, and the steep, bare slopes are “nerve-racking under normal conditions, and downright treacherous if it’s icy,” as they are now, the Fatmap PCT guide cautions.
Part of the reason Firefly left trail was to take a snow travel class offered by the Sierra Mountain Center, which she'd signed up for in October 2022, before even knowing how bad this season was going to be. In the class, she learned how to use crampons, traverse steep snow slopes, and, critically, how to self-arrest using an ice ax. “It feels that a lot of hikers have already decided to skip the Sierra without even setting up to try it,” she wrote to me. “And that’s totally fine for them because it really looks overwhelming. It just feels like an opportunity for me to do something amazing, scary, challenging, and hard.”
Refill, a thru-hiker from northern Germany, managed to make it through the San Jacintos “as probably the third or fourth group,” by his estimate. He’s reflected in a Trek journal entry that “since the start of my planning, San Jac was the mountain range that scared me the most” — a sentiment that is common among PCT hikers, especially after a thru-hiker slipped on a patch of ice on Apache Peak and slid to his death in 2020. In the Class of 2023 PCT group, hikers have been busy exchanging beta about the conditions; one offered up a handy flowchart titled “So You’re Considering the Apache-Onward Section??” with the most common outcome being: Skip it! The local search-and-rescue group is getting to the point even quicker, urging hikers to entirely bypass the 60-odd miles through the San Jacintos, while the PCTA has posted sternly-worded reminders on Facebook that spots on the trail “will require mountaineering skills” and pose avalanche dangers: “Do not assume it will be okay or easy.”
Refill, for his part, is planning to take the skills he practiced with his tramily — that is, his “trail family” — in the San Jacintos and use them in the Sierra Nevada. “All in all, this sketchy and steep mountain range was very good training; we will probably start hiking at 3 a.m. every night in the Sierras,” he told me, describing a mountaineering technique that ensures traversing hard, firm, and more navigable snow during colder hours. “I WAS nervous about San Jacinto, as this range is known to be deadly and steep,” he went on. “I AM nervous about the river crossings in the Sierras.”
The water crossings are also what is keeping Firefly up at night. Outdoor educator Andrew Skurka lists over 30 PCT “High Sierra creek hazards” that still lay ahead of hikers on his website, some with ominous notes like “PCT hiker died here in 2017.” Already, a “critical backcountry bridge” in a section of trail about a month ahead of the lead thru-hikers “has been badly damaged [by snow] and will almost certainly mean long-distance hikers will have to reroute their trips around one of the most picturesque stretches of the High Sierra this summer,” the San Francisco Chronicle reports. The news isn’t encouraging from the PCTA, either: “Without a bridge, crossing the river is not possible anywhere in the general vicinity during high water,” a blog post from the organization warns. “The record-breaking snowpack this year essentially guarantees that high water conditions will exist into August, if not longer.” (White water rafters, meanwhile, are thrilled).
Serendipity is an experienced thru-hiker who completed the Appalachian Trail in 2022; her plans look more like the typical 2023 thru-hiker’s. “My tramily and I are planning to skip the Sierra and possibly come back later in the year, depending on conditions,” she wrote to me from a water cache on the trail just short of the 100-mile mark last week. “We are taking a cautious approach.” It’s not that she doesn’t want to thru-hike — “if the conditions were passable, we would have” — but “I am keeping a take-it-as-it-comes attitude, and [planning] accordingly as we get information,” she went on. “I don’t feel any pressure to attempt to take on unsafe conditions.”
Firefly was staying realistic too: “If there is significant warming or rain before the end of May or while I am in the Sierra, and the river crossings are gnarly or too difficult, then I will bail out, skip up to Northern California, and return in August to finish the Sierra,” she said, describing, like Serendipity, a strategy known as “flip-flopping” — skipping temporarily impassible or challenging trail conditions and returning to complete the sections when they’ve cleared up. Mini Chimi said she has already reworked her plans in this way: “We are ... having to skip around [in order to] avoid large amounts of dangerous snow,” she wrote to me during her “nero,” a “near-zero” mileage rest day. “We will be going back when the conditions are better to complete these sections.”
One day, even elaborate flip-flopping likely won’t allow hikers to complete all the PCT sections in a single season — such as if the Sierra has a snowless year, as is anticipated — but Wilkinson said the hikers I spoke to all have the right mindset. “A lot of hikers are rolling with it; they’re getting creative,” he told me. “They’re beginning to let go of this continuous journey concept in their minds.”
Among those who are on trail, though, letting go can still be easier said than done. “Last year on my [Appalachian Trail] thru-hike, I felt a certain ‘do it now!’ urgency, in part due to my age,” Serendipity said. “I feel a similar ‘do it now’ urgency on the PCT because of my age and also how the uncertainty of extreme weather conditions will affect the PCT.” Those not on trail feel this anxiety too: Thru-hiking the PCT has long been a dream of mine, one that I may now never realistically be able to complete — at least, not in the way I’d envisioned it. Losing that possibility is sad: I’ve alternated between denial (maybe I could still get lucky and pull it off?) and anger that this is our reality.
But like Mini Chimi, Wilkinson remains almost impossibly upbeat about the future of the PCT. “None of this spells the end of the trail,” he said. “This isn’t necessarily gloom-and-doom. It’s change, right? And change is never easy, especially when it’s as difficult to predict as what we’re experiencing now.”
The PCT is nothing if not a patient teacher of change: on the journey, spring turns to summer turns to fall; the trail weaves through six of the country’s seven eco-zones; and sometimes, years-in-the-making plans have to be reworked due to hydroclimatic events, a washed out bridge, or a dry lightning storm. The only way anyone ever gets from one border to the other is by surrendering to whatever the unknowable mile ahead may bring. Mini Chimi is right; you might as well be positive about each step, in that case. None of them can be taken for granted; every one of them, each year, becomes a more precious gift.
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It’s already conquered solar, batteries, and EVs. With a $2 billion new turbine factory in Scotland, it may have set its next target.
Batteries, solar panels, electric vehicles. The story of renewable energy deployment globally is increasingly one of China’s fiercely competitive domestic industries and deep supply chains exporting their immense capacity globally. Now, it may be wind’s turn.
The Chinese turbine manufacturer Ming Yang announced last week that it plans to invest $2 billion in a factory in Scotland. The facility is scheduled to start production in late 2028, churning out offshore wind equipment for use in the United Kingdom, which has over 15 gigawatts of offshore wind capacity, as well as for export, likely in Europe.
The deal comes as China finds itself at a kind of domestic clean energy crossroads, in terms of both supply and demand. On the former, the country has launched a campaign aimed at softening the cutthroat domestic competition, overproduction, and price wars that have defined many of its green industries, especially electric vehicles.
At the same time, China is setting out to alter its electricity markets to put renewable energy on a more market-based footing, while also paying coal-fired power plants to stay on the grid, as University of California, San Diego researcher Michael Davidson explained on a recent episode of Shift Key. These changes in electricity markets will reduce payments to solar and wind producers, making foreign markets potentially more attractive.
“We anticipate Chinese original equipment manufacturers will intensify their push toward international expansion, with Mingyang’s planned investment a signal of this trend,” Morningstar analyst Tancrede Fulop wrote in a note to clients. “This poses a challenge for Western incumbents, as Chinese players can capitalize on their cost advantages in a market driven by price.”
Ironically, Fulop said, the market changes will make the Chinese market more like Europe’s, which has become more price conscious as the market has matured and reductions in cost have slowed or outright stopped. “The transition is expected to make renewable developers increasingly price-sensitive as they seek to preserve project returns, ultimately weighing on wind turbine manufacturers’ profitability,” he wrote.
There’s a “cliff” coming in Chinese renewable energy deployment, Kyle Chan, a postdoctoral researcher at Princeton University, told me. “Overall, the net effect is expected to be a pretty sharp drop, and we’re already starting to see some of the effects of that.”
And turbine manufacturers would not be the first Chinese renewable industry to show up in Europe.
“There’s already an existing model” for Chinese manufacturers to set up shop in Western countries, Chan said. Chinese companies are already planning to manufacture solar modules in France, while Chinese EV maker BYD’s is planning factories in Hungary, Turkey, and potentially Spain.
China as a whole is responsible for over half of all new offshore wind capacity added in 2024, according to Global Energy Monitor, and has been growing at a 41% annual rate for the past five years. The energy intelligence firm Rystad estimates that China will make up 45% of all offshore wind capacity by 2030. Ming Yang itself claims to be behind almost a third of new offshore wind capacity built last year.
Meanwhile, offshore wind projects in the West — especially the United States — have faced the omnicrisis of high interest rates, backed-up supply chains, and Donald Trump. News of Ming Yang’s Scotland factory sent yet another shock through the ailing Western offshore wind market, with shares in the Danish company Vestas down 4% when the market opened Monday.
But with Chinese products and Chinese investment comes controversy and nerves among European political leaders. “There’re questions about tech transfer and job creation,” Chan said. “They also face some security issues and potential political backlash.”
In August, the German asset manager Luxcara announced that it would use Siemens Gamesa turbines for a planned offshore wind project instead of Ming Yang ones after backlash from German defense officials. “We see this as further evidence that a Chinese entry into the European wind market remains challenging,” analysts at Jefferies wrote to clients in August.
They were right to be skeptical — Chinese turbines’ entry into the European market has been long predicted and yet remains unrealized. “China’s increasingly cheap wind turbines could open new markets,” S&P Global Insights wrote in 2022, citing the same cost advantages as Morningstar did in reference to the Ming Yang factory announcement.
“China was already trying to angle into the European market,” Chan told me, seeing it as comparable to the U.S. in size and potentially more open to Chinese investment. “If they were kind of thinking about it before, now it’s gotten a greater sense of commercial urgency because I think the expectation is that their profit margins are really going to get squeezed.”
While China leads the world in building out renewable energy capacity domestically and exporting technology abroad, it has “decided not to decide” on pursuing a rapid, near-term decarbonization, Johns Hopkins University China scholar Jeremy Wallace recently argued in Heatmap.
While that means that the Paris Agreement goals are even farther out of reach, it may be fine for Chinese industries, including wind, as they look to sell abroad.
“Chinese firms have lots of reasons to want to build things abroad: Diversification away from the Chinese market, the zero or negative profits from selling domestically, and geopolitical balancing,” Wallace told me.
“If Brits want to have their citizens making the turbines that will power the country,” Wallace said, “this seems like a reasonable opportunity.”
Current conditions: A major Pacific storm is drenching California and bringing several inches of snow to Montana, Idaho, and Wyoming • A tropical storm in the Atlantic dumped nearly a foot of water on South Carolina over three days • Algeria is roasting in temperatures of more than 105 degrees Fahrenheit.
The Department of Energy notified workers in multiple offices Friday that they were likely to be fired or reassigned to another part of the agency, E&E News reported Tuesday. Staffers at the Office of Clean Energy Demonstrations and the Office of State and Community Energy Programs received notices stating that the offices would “be undergoing a major reorganization and your position may be reassigned to another organization, transferred to another function or abolished.” Still, the notice said “no determination has been made concerning your specific position” just yet.
At least five offices received “general reduction in force notices,” as opposed to official notification of a reduction in force, according to a Latitude Media report. These included the Office of Clean Energy Demonstrations, the Office of Energy Efficiency and Renewable Energy, the Office of State and Community Energy Plans, and the Office of Fossil Energy. Nearly 200 Energy Department employees received direct layoff notices.
Catastrophic floods brought on by the remnants of a typhoon devastated the Alaska Native village of Kipnuk on Sunday. Five months ago, the Trump administration canceled a $20 million grant intended to protect the community against exactly this kind of extreme flooding, The New York Times reported Tuesday. The grant from the Environmental Protection Agency was meant to stabilize the riverbank on which Kipnuk is built. But in May, the agency yanked back the Biden-era grant, which EPA Administrator Lee Zeldin said was “no longer consistent” with the government’s priorities. In a post on X, Zeldin said the award was part of "wasteful DEI and Environmental Justice grants,” suggesting the funding was part of an ideological push for diversity, equity, and inclusion rather than a practical infrastructure boost to an Indigenous community facing serious challenges.
Zealan Hoover, a Biden-era senior adviser at the EPA, accused Zeldin of using “inflammatory rhetoric” that misrepresented the efforts in places like Kipnuk. “For decades, E.P.A. has been a partner to local communities,” Hoover said. “For the first time under this administration, E.P.A. has taken an aggressively adversarial posture toward the very people and communities that it is intended to protect.”
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Late last Thursday, Heatmap’s Jael Holzman observed that the status of the 6.2-gigawatt Esmeralda 7, the nation’s largest solar project, had changed on the Bureau of Land Management’s website to “canceled.” The news sent shockwaves nationwide and drew blowback even from Republicans, including Utah Governor Spencer Cox, as I reported in this newsletter. Now, however, the bureau’s parent agency is denying that it made the call to cancel the project. “During routine discussions prior to the lapse in appropriations, the proponents and BLM agreed to change their approach for the Esmeralda 7 Solar Project in Nevada,” a spokesperson for the Department of the Interior told Utility Dive. “Instead of pursuing a programmatic level environmental analysis, the applicants will now have the option to submit individual project proposals to the BLM to more effectively analyze potential impacts.”
That means the project could still move forward with a piecemeal approach to permitting rather than one overarching approval, which aligns with what one of the developers involved told Jael last week. A representative for NextEra said that it is “in the early stage of development” with its portion of the Esmeralda 7 mega-project, and that the company is “committed to pursuing our project’s comprehensive environmental analysis by working closely with the Bureau of Land Management.” Still, the move represents a devastating setback for the solar installation, which may never fully materialize.
Ethane exports are rising as export capacity soars.EIA
U.S. exports of ethane, a key petrochemical feedstock extracted from raw natural gas during processing, are on track for “significant growth” through 2026, according to new analysis from the Energy Information Administration. Overseas sales are projected to grow 14% this year compared to the previous year, and another 16% next year. Ethane is mostly used as a feedstock for ethylene, a key ingredient in plastics, resins, and synthetic rubber. China has been the fastest growing source of demand for American ethane in recent years, rising to the largest single destination with 47% of exports last year.
Spain’s electricity-grid operator shrugged off concerns of another major blackout after detecting two sharp voltage variations in recent weeks. Red Electrica, which operates Spain’s grid, said that what The Wall Street Journal described as “recent voltage swings” didn’t threaten to knock out the grid because they stayed within acceptable limits. But the operator warned that variations could jeopardize the electricity supply if the grid didn’t overhaul its approach to managing a system that increasingly relies on intermittent, inverter-based generating sources such as solar panels. Red, which is 20% owned by the Spanish government, acknowledged that the high penetration of renewables was responsible for the recent fluctuations. Among the changes needed to improve the grid: real-time monitoring, which Heatmap’s Matthew Zeitlin noted in April “is necessary because traditionally, grid inertia is just thought of as an inherent quality of the system, not something that has to be actively ensured and bolstered.”
It’s not just Spain facing blackouts. New York City will have a power deficiency equivalent to the energy needed to power between 410,000 and 650,000 homes next summer — and that number could double by 2050, the state’s grid operator warned this week in its latest five-year report. “The grid is at a significant inflection point,” Zach Smith, senior vice president of system and resource planning for NYISO, said in a statement to Gothamist. “Depending on future demand growth and generator retirements, the system may need several thousand megawatts of new dispatchable generation within the next 10 years.”
Sodium-ion batteries are all the rage, as Heatmap’s Katie Brigham reported yesterday about the commercial breakthrough by the startup Alsym. But a major challenge facing sodium-ion batteries compared to lithium-ion rivals is the stability of the cathode material in air and water, which can degrade the battery’s performance and lifespan. A new study by researchers at Tokyo University of Science found that one ingredient can solve the problem: Calcium. By discovering the protective effects of calcium doping in the batteries, “this study could pave the way for the widespread adoption” of sodium-ion batteries.
Rob talks with the author and activist about his new book, We Survived the Night.
Julian Brave NoiseCat is a writer, Oscar-nominated filmmaker, champion powwow dancer, and student of Salish art and history. His first book, We Survived the Night, was released this week — it uses memoir, reporting, and literary anthology to tell the story of Native families across North America, including his own.
NoiseCat was previously an environmental and climate activist at groups including 350.org and Data for Progress. On this week’s episode of Shift Key, Rob talks with Julian about Native American nations and politics, the complexity and reality of Native life in 2025, and the “trickster” as a recurring political archetype.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University. Jesse is off this week.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, YouTube, or wherever you get your podcasts.
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Here is an excerpt from our conversation:
Robinson Meyer: What were lessons that you took away from the writing of the book, or from the reporting of the book, that changed how you thought about climate or the environment in some way that maybe wasn’t the case when you were working on these issues full time?
Julian Brave NoiseCat: I would say that while I was working on climate issues, I was actually, myself, really changing a lot in terms of my thoughts on how politics worked and did not work. I think I came into my period of my life as a climate activist really believing in the power of direct action, and protest, and, you know, if you get enough people in the streets and you get enough politicians on your side, you eventually can change the laws. And I think that there is some truth to that view.
But I think being in DC for four years, being really involved in this movement, conversation — however you want to put that — around the Green New Deal, around eventually a Biden administration and how that would be shaped around how they might go about actually taking on climate change for the first time in U.S. history in a significant way, really transformed my understanding of how change happens. I got a greater appreciation, for example, for the importance of persuading people to your view, particularly elites in decision-making positions. And I also started to understand a little bit more of the true gamesmanship of politics — that there is a bit of tricks and trickery, and all kinds of other things that are going on in our political system that are really fundamental to how it all works.
And I bring that last piece up because while I was writing the book, I was also thinking really purposefully about my own people’s narrative traditions, and how they get at transformations and how they happen in the world. And it just so happens that probably the most significant oral historical tradition of my own people is a story called a coyote story, which is about a trickster figure who makes change in the world through cunning and subterfuge and tricks, and also who gets tricked himself a fair amount.
And I think that in that worldview, I actually found a lot of resonance with my own observations on how political change happened when I was in Washington, D.C., and so that insight did really deeply shape the book.
Mentioned:
We Survived the Night, by Julian Brave NoiseCat
How Deb Haaland Became the First Native American Cabinet Secretary
This episode of Shift Key is sponsored by …
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A warmer world is here. Now what? Listen to Shocked, from the University of Chicago’s Institute for Climate and Sustainable Growth, and hear journalist Amy Harder and economist Michael Greenstone share new ways of thinking about climate change and cutting-edge solutions. Find it here.
Music for Shift Key is by Adam Kromelow.