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With consequences that are extremely real.

Maybe Sharpiegate wasn’t so funny after all.
You’ll recall the micro-controversy from 2019, when then-President Donald Trump said that Hurricane Dorian was headed toward Alabama (which it wasn’t), and officials from the National Oceanic and Atmospheric Administration were pressured to back up Trump’s mistake. It culminated in Trump presenting a map in the Oval Office on which someone drew a bubble atop the projected path of the storm so it would stretch into Alabama, apparently with a Sharpie.
At the time it was troubling but comical, a representation of how the cult-like adoration Trump demanded would distort the work of government in idiotic ways. Five years later, with a storm surge of misinformation pouring over the country in response to Hurricanes Helene and Milton, it looks more like a harbinger of things to come.
In any crisis, some measure of confusion is inevitable. Rumors spread and misunderstandings proliferate, fed by fear and desperation. The most extravagant varieties of misinformation are often either short-lived or confined to a minority of the population. That has not been true, however, when it comes to Helene, and it looks like Milton will repeat the same pattern. This time, the misinformation is more explicitly partisan than ever before, and it portends a disturbing future in which every natural disaster could become not just a challenging task of rescue and cleanup but a simultaneous fight against falsehoods and conspiracy theories.
It’s not that disasters have never been political; presidents are often judged by how they react (anyone over 40 knows what the phrase “Brownie, you’re doing a heckuva job” refers to), with politicians discredited or elevated by how they performed and the opposition taking the opportunity to criticize the administration’s competence. But Trump has given that familiar criticism a particularly venomous cast, claiming not just that the disaster response is falling short but that President Joe Biden and Vice President Kamala Harris are intentionally ignoring the victims because of who they are.
Trump has focused in particular on three falsehoods: First, that the federal government is abandoning hurricane victims in areas where there are lots of Republican voters; second, that funds for recovery are unavailable because the Biden administration gave them to undocumented immigrants (“they stole the FEMA money, just like they stole it from a bank, so they could give it to their illegal immigrants that they want to have vote for them this season”); and third, that the $750 distributed immediately to survivors to enable them to obtain food and other basics, known as Serious Needs Assistance, is all the aid anyone will get.
It was like a bat-signal: As soon as Trump set the terms, conservative media and influencers swung into action, repeating Trump’s bogus claims to their audiences. And then things took a strange turn.
To bring a conspiracy theory into the mainstream, you need individuals and outlets who serve as disinformation linkages, connecting the crazier people and ideas to those with legitimacy. In this case, Representative Marjorie Taylor Greene, Republican of Georgia, played a key role, and she had a message: The weather is being manipulated by a shadowy conspiracy with powerful technologies at its disposal. “Yes they can control the weather,” she posted on X to her 3.7 million followers. “Anyone who says they don’t, or makes fun of this, is lying to you.”
As evidence, Greene and her allies offer the fact that many people have proposed geoengineering as a solution to a warming planet, which in their eyes means it must already be taking place, and that’s why these hurricanes came to the Southeast. And who is “They”? It might be the government, but to many, it’s obviously the Jews.
Antisemitic conspiracy theories around the hurricanes are swirling on the fetid sewer of right-wing hate and misinformation controlled by the world’s richest individual. As the Washington Post reported, “The attacks, which include wild claims that Jewish officials are conspiring to orchestrate the disasters, sabotage the recovery or even seize victims’ property, are being fomented largely on Elon Musk’s X.”
The tide of misinformation can be partly explained by the calendar. “What’s different about this natural disaster is the timing,” says Danielle Lee Tomson of the Center for an Informed Public at the University of Washington. “We’ve never had such an incredible, devastating natural disaster within weeks of a presidential election that has impacted two swing states,” North Carolina and Georgia. That gives purchase to the claims that there are conspiracies afoot to change the outcome of the election.
In 2024, it may have been inevitable that a disaster would be tied, however implausibly, to the “one narrative to rule them all this election cycle, which is that of non-citizen voting,” Tomson notes.
Disaster makes people search for answers that give order to chaos and suffering. Even answers that describe a world of sinister forces can be weirdly comforting, by assuring their adherents that they are among a select group who understand the reality most people miss. Amidst the chaos, you can grasp onto whatever bizarre belief you choose.
In the future, we might expect that any climate-linked disaster — hurricanes, floods, heat waves, droughts — will become fodder for this kind of misinformation, not just passed around from person to person but driven from the top of the political food chain.
In effect, this is the inverse of the kind of climate misinformation we’re more used to, which goes under the heading of “denial”: denying that temperatures are increasing, or that carbon pollution is a problem, or that human activity drives climate change. Since the occurrence of a hurricane or fire or other observably extreme event can’t be denied, this new kind of misinformation actually posits not just that the effects of climate change are real, but that they’re worse than you realize. It isn’t just that people have lost their lives or their homes due to a disaster, but that the disaster was engineered by sinister forces (including but not limited to the government) to accomplish a nefarious political goal.
So yesterday’s climate denier could become tomorrow’s climate obsessive, seeing in every disaster the hidden hand of the same global conspiracy that is creating all the world’s problems. “Climate change is the new covid,” said Congresswoman Greene; “Ask your government if the weather is manipulated or controlled.” It’s not fake, it’s a plot, one getting worse with each upward tick in global temperatures.
Of course, misinformation comes in a variety of forms — some downplayed Milton as a way of arguing that the elites are trying to frighten you — and even debunkings can be a path to elevated social media clout when so much focus is on these events.
It may be, as Tomson argues, that it takes something like an impending election to turn conspiracy theorizing around disasters up to 11. “We’ve never seen such an opportune moment to repackage disaster for political gain,” she told me. But the effects of climate change will only grow more intense and dramatic, and there will be political actors looking to turn them against their opponents — and frightened people ready to believe the worst.
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On Qatari aluminum, floating offshore wind, and Taiwanese nuclear
Current conditions: Upstate New York and New England are facing another 2 inches of snow • A heat wave in India is sending temperatures in Gujarat beyond 100 degrees Fahrenheit • Record-breaking rain is causing flash flooding in South Australia, New South Wales, and Victoria.
The war with Iran is shocking oil and natural gas prices as the Strait of Hormuz effectively closes and Americans start paying more at the pump. “So despite the stock market overall being down, clean energy companies’ shares are soaring, right?” Heatmap’s Matthew Zeitlin wrote yesterday. “Wrong. First Solar: down over 1% on the day. Enphase: down over 3%. Sunrun: down almost 8%; Tesla: down around 2.5%.” What’s behind the slump? Matthew identified three reasons. First, there was a general selloff in the market. Second, supply chain disruptions could lead to inflation, which might lead to higher interest rates, or at the very least slow the planned cycle of cuts. Third, governments may end up trying “to mitigate spiking fuel prices by subsidizing fossil fuels and locking in supply contracts to reinforce their countries’ energy supplies,” meaning renewables “may thereby lose out on investment that might more logically flow their way.”
The U.S. liquified natural gas industry is certainly looking at boom times. U.S. developers signed sale and purchase agreements for 40 million tons per year in 2025 from planned export facilities, according to new Department of Energy data the Energy Information Administration posted. That’s the highest volume since 2022, when Russia’s invasion of Ukraine sent demand for American LNG soaring. That conflict, too, is still having its effects on global fossil fuel supplies. A Russian-flagged LNG tanker is on fire in the Mediterranean Sea as the result of a drone strike by Ukraine, The Independent reported Wednesday.
It’s not just fossil fuels. Qatari smelter Qatalum started shutting down on Tuesday as 50% shareholder Norsk Hydro issued a force majeure notice to customers. “The decision to shut down was made after the company’s gas supplier informed it of a forthcoming suspension of its gas supply,” the company said in a statement to Mining.com. QatarEnergy — which owns 51% of Qatalum’s other shareholder, Qatar Aluminum Manufacturing Co. — had previously suspended production after halting output of natural gas due to Iranian drone attacks.
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Panel manufacturer Silfab Solar paused production at its South Carolina factory in Fort Mill after a chemical spill triggered a regulatory investigation. The plant accidentally spilled approximately 300 gallons of a water solution containing less than 0.3% potassium hydroxide. Experts told WCNC, the Charlotte-area NBC News affiliate, that the volume of the caustic chemical that spilled will be harmless. But the state Department of Environmental Services “asked Silfab to cease receipt of additional chemicals at their facility until an investigation is complete.” Such accidents risk political backlash at a time of heightened public health anxiety over clean energy technologies. As Heatmap’s Jael Holzman wrote last summer, the Moss Landing battery factory fire sparked a nationwide backlash.
Two-thirds of offshore wind potential is located at sites where the water is too deep for traditional turbine platforms. But the first wind farm with floating platforms only came into operation nine years ago. The largest so far, located in Norway’s stretch of the North Sea, is just under 100 megawatts. So, if completed, Spanish developer Ocean Winds’ in the United Kingdom would be by far the largest plant. The company took a step forward on the 1.5-gigawatt project when the company signed the lease agreement this week, according to OffshoreWIND.biz.
In Denmark, meanwhile, right-wing politicians are campaigning against the country’s offshore wind giant, Orsted. The country’s conservative Liberal party campaigned on divesting from the company, which claims the Danish government as its largest shareholder, back in 2022. Now, Bloomberg reported, the party is once against renewing its calls to exit Orsted after this year’s election.

Facing surging electricity demand and mounting threats of blackouts from Chinese attacks on energy imports, Taiwan is taking yet another step toward reversing its nuclear phaseout. Nearly a year after the island nation’s last reactor shut down, Taiwanese Premier Cho Jung-tai, a member of the ruling Democratic Progressive Party that has long opposed atomic energy, announced new proposals to allow the state-owned Taiwan Power Company to submit plans to restart at least two of the country’s three shuttered nuclear stations. (A fourth plant, called Lungmen, was nearly completed in the late 2010s before the DPP government canceled its construction.) The government report also said Taiwan may consider building new nuclear technologies, such as small modular reactors or fusion plants.
In June 2023, thousands of lightning strikes in heat wave-baked Quebec sparked more than 120 wildfires that ultimately scorched nearly 7,000 acres of parched forests. Lightning, in fact, starts almost 60% of wildfires. Now a Vancouver-based weather modification startup called Skyward Wildfire says it can prevent catastrophic blazes by stopping lightning strikes through cloud seeding. MIT Technology Review found some good reasons to doubt the company’s claims. But experts said preventing wildfires is cheaper than putting them out, so it may have some merit.
The attacks on Iran have not redounded to renewables’ benefit. Here are three reasons why.
The fragility of the global fossil fuel complex has been put on full display. The Strait of Hormuz has been effectively closed, causing a shock to oil and natural gas prices, putting fuel supplies from Incheon to Karachi at risk. American drivers are already paying more at the pump, despite the United States’s much-vaunted energy independence. Never has the case for a transition to renewable energy been more urgent, clear, and necessary.
So despite the stock market overall being down, clean energy companies’ shares are soaring, right?
Wrong.
First Solar: down over 1% on the day. Enphase: down over 3%. Sunrun: down almost 8%; Tesla: down around 2.5%.
Why the slump? There are a few big reasons:
Several analysts described the market action today as “risk-off,” where traders sell almost anything to raise cash. Even safe haven assets like U.S. Treasuries sold off earlier today while the U.S. dollar strengthened.
“A lot of things that worked well recently, they’re taking a big beating,” Gautam Jain, a senior research scholar at the Columbia University Center on Global Energy Policy, told me. “It’s mostly risk aversion.”
Several trackers of clean energy stocks, including the S&P Global Clean Energy Transition Index (down 3% today) or the iShares Global Clean Energy ETF (down over 3%) have actually outperformed the broader market so far this year, making them potentially attractive to sell off for cash.
And some clean energy stocks are just volatile and tend to magnify broader market movements. The iShares Global Clean Energy ETF has a beta — a measure of how a stock’s movements compare with the overall market — higher than 1, which means it has tended to move more than the market up or down.
Then there’s the actual news. After President Trump announced Tuesday afternoon that the United States Development Finance Corporation would be insuring maritime trade “for a very reasonable price,” and that “if necessary” the U.S. would escort ships through the Strait of Hormuz, the overall market picked up slightly and oil prices dropped.
It’s often said that what makes renewables so special is that they don’t rely on fuel. The sun or the wind can’t be trapped in a Middle Eastern strait because insurers refuse to cover the boats it arrives on.
But what renewables do need is cash. The overwhelming share of the lifetime expense of a renewable project is upfront capital expenditure, not ongoing operational expenditures like fuel. This makes renewables very sensitive to interest rates because they rely on borrowed money to get built. If snarled supply chains translate to higher inflation, that could send interest rates higher, or at the very least delay expected interest rate cuts from central banks.
Sustained inflation due to high energy prices “likely pushes interest rate cuts out,” Jain told me, which means higher costs for renewables projects.
While in the long run it may make sense to respond to an oil or natural gas supply shock by diversifying your energy supply into renewables, political leaders often opt to try to maintain stability, even if it’s very expensive.
“The moment you start thinking about energy security, renewables jump up as a priority,” Jain said. “Most countries realize how important it is to be independent of the global supply chain. In the long term it works in favor of renewables. The problem is the short term.”
In the short term, governments often try to mitigate spiking fuel prices by subsidizing fossil fuels and locking in supply contracts to reinforce their countries’ energy supplies. Renewables may thereby lose out on investment that might more logically flow their way.
The other issue is that the same fractured supply chain that drives up oil and gas prices also affects renewables, which are still often dependent on imports for components. “Freight costs go up,” Jain said. “That impacts clean energy industry more.”
As for the Strait of Hormuz, Trump said the Navy would start escorting ships “as soon as possible.”
“It is difficult to imagine more arbitrary and capricious decisionmaking than that at issue here.”
A federal court shot down President Trump’s attempt to kill New York City’s congestion pricing program on Tuesday, allowing the city’s $9 toll on cars entering downtown Manhattan during peak hours to remain in effect.
Judge Lewis Liman of the U.S. District Court for the Southern District of New York ruled that the Trump administration’s termination of the program was illegal, writing, “It is difficult to imagine more arbitrary and capricious decisionmaking than that at issue here.”
So concludes a fight that began almost exactly one year ago, just after Trump returned to the White House. On February 19, 2025, the newly minted Transportation Secretary Sean Duffy sent a letter to Kathy Hochul, the governor of New York, rescinding the federal government’s approval of the congestion pricing fee. President Trump had expressed concerns about the program, Duffy said, leading his department to review its agreement with the state and determine that the program did not adhere to the federal statute under which it was approved.
Duffy argued that the city was not allowed to cordon off part of the city and not provide any toll-free options for drivers to enter it. He also asserted that the program had to be designed solely to relieve congestion — and that New York’s explicit secondary goal of raising money to improve public transit was a violation.
Trump, meanwhile, likened himself to a monarch who had risen to power just in time to rescue New Yorkers from tyranny. That same day, the White House posted an image to social media of Trump standing in front of the New York City skyline donning a gold crown, with the caption, "CONGESTION PRICING IS DEAD. Manhattan, and all of New York, is SAVED. LONG LIVE THE KING!"
New York had only just launched the tolling program a month earlier after nearly 20 years of deliberation — or, as reporter and Hell Gate cofounder Christopher Robbins put it in his account of those years for Heatmap, “procrastination.” The program was supposed to go into effect months earlier before, at the last minute, Hochul tried to delay the program indefinitely, claiming it was too much of a burden on New Yorkers’ wallets. She ultimately allowed congestion pricing to proceed with the fee reduced from $15 during peak hours to $9, and thereafter became one of its champions. The state immediately challenged Duffy’s termination order in court and defied the agency’s instruction to shut down the program, keeping the toll in place for the entirety of the court case.
In May, Judge Liman issued a preliminary injunction prohibiting the DOT from terminating the agreement, noting that New York was likely to succeed in demonstrating that Duffy had exceeded his authority in rescinding it.
After the first full year the program was operating, the state reported 27 million fewer vehicles entering lower Manhattan and a 7% boost to transit ridership. Bus speeds were also up, traffic noise complaints were down, and the program raised $550 million in net revenue.
The final court order issued Tuesday rejected Duffy’s initial arguments for terminating the program, as well as additional justifications he supplied later in the case.
“We disagree with the court’s ruling,” a spokesperson for the Transportation Department told me, adding that congestion pricing imposes a “massive tax on every New Yorker” and has “made federally funded roads inaccessible to commuters without providing a toll-free alternative.” The Department is “reviewing all legal options — including an appeal — with the Justice Department,” they said.