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Who gets to block an energy project?

One of the longest-running environmental controversies of Joe Biden’s presidency is now over, but it presages much bigger controversies to come.
Last week, the Supreme Court cleared the way for the Mountain Valley Pipeline, a 303-mile natural gas project that will link West Virginia’s booming gas fields to the East Coast’s mainline gas infrastructure. The justices lifted a halt on the project that had been imposed by a lower court. In doing so, they all but guaranteed that the project will get built.
But even if the Mountain Valley Pipeline case is over, the issues and questions at the center of the dispute are not. And they suggest that a profound and unanswered tension sits at the heart of environmental and climate law — one that concerns not only conservation, but the very nature of American democracy as well.
While environmental advocates have fought the pipeline for years, it only became a national issue when Senator Joe Manchin of West Virginia began to champion the pipeline last year. He insisted that the Biden administration back the project in exchange for his support of Biden’s flagship climate and spending bill, which became the Inflation Reduction Act.
After several failed efforts, Manchin finally found a way to help the pipeline this spring, when he got Congress to automatically approve the project as part of the bipartisan deal to raise the debt ceiling. The Fiscal Responsibility Act of 2023 — better known as the debt-ceiling deal — ordered federal agencies to issue every outstanding permit necessary for the pipeline’s construction. It declared that those permits could not be challenged in court.
Furthermore, it said that legal challenges to this accelerated decision could not be heard by the Fourth Circuit, the appeals court with jurisdiction over West Virginia, but only by the D.C. Circuit Court of Appeals. The D.C. Circuit is often described as the country’s second most powerful court; more saliently, fewer of its judges were appointed by Democratic presidents.
And that seemed like the end of the story. But in June, the Sierra Club and other environmentalist groups sued to block the Mountain Valley Pipeline again. They now alleged that Congress had violated a key Constitutional idea — the separation of powers — by rushing to approve the pipeline.
Specifically, they argued that the debt-ceiling deal violated a 151-year-old case called United States v. Klein, or just Klein for short. In that case, which revolved around several hundred cotton bales seized in Mississippi during the Civil War, the Supreme Court ruled that Congress could not pass a law that forced a court to rule on a case in a certain way. In other words, Congress may not pass a law that says: If Smith sues Jones, Smith wins.
The Sierra Club and others argue that Congress violated Klein when it automatically approved the pipeline in the debt-ceiling bill. The pipeline had been mired in permit-related lawsuits in the Fourth Circuit for years; its construction has led to dozens of alleged water-quality violations. So when Congress granted those permit approvals anyway, it was essentially doing an end-run around the appeals court. That was a clear-cut violation of Klein, environmentalists argue.
Is it so simple? In a brief supporting the pipeline, Laborer’s International Union of America argues that Congress acted entirely within its authority. Congress has essentially unlimited authority to authorize agency actions and revise court jurisdiction, the union says.
But here is the rub. To make their case, environmentalists appealed to Chief Justice John Roberts — specifically a dissent he wrote back in 2018.
That year, the Court declined to strike down an Obama-era law that told courts to “promptly dismiss” any lawsuits challenging a tribal casino in Michigan. But the majority could not agree about why, and three conservative justices — led by Roberts — dissented, arguing that the Obama-era law violated Klein because it forced the Court’s hand on a lawsuit, even if the lawsuit in question had not been filed yet.
In their case against the pipeline, the environmentalists urged the Court to adopt the logic of that dissent. And that may reveal something surprising about the tack taken by environmental groups here: Their arguments draw from what has increasingly come to seem like a conservative approach to Constitutional law. And while there are understandable reasons for this, it shows that the environmental movement may be facing a deeper crisis than it realizes. The questions now confronting the climate movement go to the center of questions over American democracy.
Above all: Who gets to rule in the American republic, and who gets to determine what is and isn’t constitutional? This is a live debate, and it goes to the center of contemporary fights over permitting reform. It is worth dwelling on for a moment.
The standard historical line is the Supreme Court, above all, decides what is and isn’t Constitutional — a power that it has claimed for itself since Marbury v. Madison in 1803.
But there is another tradition in American life, which holds that the American people, not the justices, are the final arbiter of constitutionality. President Abraham Lincoln backed this view in the run-up to the Civil War. And so did the men who created the Klein crisis.
Klein did not come out of nowhere. The case emerged during one of the most wrenching moments in our Constitutional history, when radicals and moderates battled over the meaning of the Civil War in the wake of Lincoln’s assassination.
On one side, Radical Republicans in Congress wanted to enshrine equality at the heart of the American republic, protecting the economic and civil freedoms of newly emancipated Black people and harshly punishing their traitorous Southern enslavers. On the other, moderate Republicans and Democrats sought a more reconciliatory approach to Reconstruction, welcoming former Confederate elites back into American life.
This is the background of Klein. When Congress passed the 1870 law that provoked the Klein lawsuit, it sought to prevent ex-Confederates from claiming federal money as compensation for their losses. It wanted to block a man named John Klein from being paid for cotton bales seized from his client during the Civil War, specifically because Congress believed that his client had been part of the rebellion and therefore did not deserve federal funds.
But that was part of a much broader fight between Congress, the White House, and the Supreme Court, in which radical Republican lawmakers sought to assert the people’s — and therefore Congress’s — authority to govern the other branches. Since the people created the Constitution, radicals argued, then the people had final authority over the courts that it made. “It would be a sad day for American institutions and for the sacred cause of Republican Governments if any tribunal in this land, created by the will of the people, was above and superior to the people’s power,” Representative John Bingham, an Ohio radical and the leading author of the Fourteenth Amendment, said.
That theory was revived 60 years later, when President Franklin D. Roosevelt moved to rein in a Supreme Court that kept striking down his New Deal programs. He proposed packing the court with more favorable justices, arguing that the three branches of the Constitution were like a team of three horses pulling a wagon. “It is the American people themselves who are in the driver’s seat,” he said, and therefore the people who should determine the make-up of the Court.
Although Roosevelt’s packing scheme failed, it resulted in one of the Court’s more conservative justices switching to become a more reliably pro-New Deal vote. And since Democrats controlled the Senate for all but four of the following 43 years, the Court lurched in a more liberal direction through much of the 20th century. By the 1990s, the judiciary was the favored branch of establishment liberalism, an august arbiter of civil protections as enacted in Brown v. Board of Education, Loving v. Virginia, and Roe v. Wade.
No longer. Faced with the most conservative Supreme Court in 90 years, progressives have rediscovered this forgotten controversy in the Constitution. Congress, they argue, has the power and duty to regulate the Supreme Court when it strays too far from popular will. The text of the Constitution allows Congress to set exceptions to the Court’s “appellate jurisdiction,” meaning that it could simply prevent the Court from ruling on a given topic, such as abortion or climate change.
Progressives frame this claim in small-d democratic terms, framing the Supreme Court and the electoral college as institutions designed to rob majorities of the ability to govern. “As recent events have made clear, powerful reactionaries are waging a successful war against American democracy using the countermajoritarian institutions of the American political system,” the liberal columnist Jamele Bouie wrote in The New York Times last year. But “the Constitution gives our elected officials the power to restrain a lawless Supreme Court,” he added, even if it might “spark a constitutional crisis over the power and authority of Congress.”
Conservatives have noticed this push. Last week, Justice Samuel Alito argued that Congress has no ability whatsoever to set limits on the Court’s behavior. “I know this is a controversial view, but I’m willing to say it,” Alito told The Wall Street Journal. “No provision in the Constitution gives them the authority to regulate the Supreme Court — period.”
Although Alito is speaking in broader terms, his enmity gets at the simmering Constitutional dilemma at the heart of Klein, the precedent that environmentalists are citing to try to block the Mountain Valley Pipeline. When Congress approved the pipeline earlier this year, was it expressing a democratic view that must be respected by the court system (even if climate activists don’t like it)? Or was Congress instead running roughshod over due process and violating the separation of powers?
These are not academic questions. Although Congress intervened to approve a fossil-fuel pipeline this year, it could just as easily intervene to approve clean-energy infrastructure in the future. Across the country, renewable projects and long-distance electricity transmission have been slowed down by environmental lawsuits and permitting fights; even the Sierra Club has recognized the “NIMBY threat to renewable energy.” If lawsuits were to imperil, say, a major offshore wind project, should a Democratic Congress resolve that fight by granting permit approvals by fiat — or should environmentalists reject that intervention, too, as illegitimate? Under the logic of the anti-pipeline lawsuit, granting permit approvals to any stalled energy project — whether fossil or clean — would violate Klein.
These questions matter because there is no near-term political situation in which Congress and the Supreme Court will only do good things for the climate and not bad things. But there is no way to judge them without making a political assessment: Is Congress likely to expedite a renewable project? Given Democrats’ zeal for tackling climate change, such a thing doesn’t seem ludicrous to me. But if environmentalists had won their case against the pipeline, then lawmakers’ hands would be tied in the future: They could not approve a wind farm, solar plant, or nuclear reactor in the same way that they tried to rubber-stamp the MVP. They would have to wait, instead, for the legal process to run its course.
We should be clear, here, that just because the Sierra Club and others pursued a conservative line of argument in this case does not mean that they are themselves reactionary. Their job — unlike that of politicians or pundits — is to win lawsuits. They have to fight on the terrain that politics has given them, and since that terrain tilts to the right today, they are sometimes going to advance right-leaning arguments.
But the broader environmental movement, which emerged in the 1950s and '60s as a cross-partisan, mass democratic campaign, should be careful not to confuse its goals with those of the elite legal movement. The question hangs over climate policy, permitting reform, and the entire challenge of decarbonization: How should climate advocates balance the goals of decarbonization and democracy? What does democracy even mean for the environment, a term that encompasses the water quality of a stream and the carbon intensity of the atmosphere? In the 21st century, how should Americans exert their will to reshape the land, protect the environment, and power their society?
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Director Josh Fox on his latest film, The Welcome Table, plus Shakespearean comedy and the New York Knicks.
After images of oil-slicked waterfowl and marching protesters, there is perhaps no visual more representative of the fossil fuel crisis than the flaming faucet in Josh Fox’s 2010 documentary GasLand. The film, which investigated how the fracking boom pollutes local communities, memorably included a scene of a man lighting his kitchen tap water on fire as methane spewed out through the contaminated water line. As one reporter wrote several years after its initial release, GasLand was the film that made “fracking” a household word in the United States.
Over 16 years and about a quarter of a million more American oil and gas wells later, the climate crisis caused by human use of fossil fuels has grown ever more acute. The emissions from burning those hydrocarbons have made the weather more extreme and unpredictable, of course, but they’re also reshaping the human landscape. In 2021, a team of international scientists published a report warning that a third of the world’s population, some 3.5 billion people, may be forced to leave their homes over the next 50 years due to the increasingly hot and unstable climate.
Even as it’s become more critical to make room for these new climate refugees, anti-immigrant politics have gone mainstream around the world. Studies have shown that both Republicans and Democrats become more xenophobic after learning about climate migration, while the annual refugee admission cap is now just 7,500 in the U.S., down 85% from its peak of 50,000 during the first Trump administration.
This week, Fox returns with a new documentary, The Welcome Table. In the film, which will be released on HBO, he travels around the globe, visiting communities in decline — places where the physical catastrophes and political climates have converged to make it impossible to continue living. But as he and I discussed in our conversation below, this story is not a tragedy; rather, Fox aims to answer how we can set the table and embrace neighbors who’ve lost their homes. And here’s the good news: It involves a lot of fun.
Our conversation has been lightly edited and condensed.
Reportage on climate migration almost always focuses on the people who are migrating. What struck me about your documentary was its emphasis on the other subject in this relationship — the people and communities who either receive or exclude the refugees. Can you tell me how you arrived at that starting point?
Well, I’ll tell you a funny story. I first started working on this in 2019 because I was so outraged at the policy of child separation. I went down to El Paso — which you see in part of the movie — to investigate issues of the border. I originally thought of the movie as The Border Table, where we were going to put a table on the border for people to come to from both sides, and we were looking for a section of the border that didn’t have a wall.
I quickly realized that the issues around the border were not my wheelhouse — it is its own subject — and I wanted to focus more broadly on the climate. I was doing an event for Bernie Sanders’ 2020 campaign where I was called to go to Columbia, South Carolina, with Nina Turner, Dr. Cornel West, and Bernie to talk about water issues. My flight came in, then Dr. West’s, and it was like 10 at night. We got in a rental car with Heather Gautney, who’s also an amazing activist. There was no place to eat — everything was closed — so we’re sitting in the back of a rental car, myself and Dr. West, and eating McDonald’s, and he’s like, “What are you working on?” And I said, “Well, we’re working on this film called The Border Table.” He goes, “Oh, well, you know, James Baldwin’s last book was called The Welcome Table, but nobody’s ever read it. He never finished it.” And I thought: The Welcome Table, The Welcome Table… That’s interesting, it’s a better title.
Then I was down in New Orleans, and I went to one of my favorite clubs and saw John Boutté. John and I immediately hit it off. He knew my work. He signed one of his records, and lo and behold, I look on the record, and there’s the song: “The Welcome Table.” Immediately I thought, Well, this movie has to start with John Boutté. From the moment I met him, I felt that there was this weird destiny that was happening.
I said, “John, I want you to sing this song to an empty table on the top of the levee, and at the end of the movie, you’re going to sing the song with 1,000 people at a 1,000-foot-long table, and we’re going to show the Welcome Table as this symbol of togetherness and generosity.” Because my question was, What’s the opposite of a wall? What’s stronger than this xenophobia, this racism, this hate, this militarization? Is there anything stronger than that fascist ideology? And I realized that a wall on its side can be a table. The wall is just a metaphor.
So The Welcome Table is essentially a movie about a song. It’s a movie about imagining a future where we can sing and not get tired, where we’re in a beautiful city and have a place at the table.
In a 2023 interview, you described The Welcome Table as a Shakespearian comedy. I’m curious if you still feel that way and can explain it?
All climate movies are tragedies. They’re about the tragic flaw of this civilization, how we’re all doing ourselves in. A comedy is where everybody gets married at the end. That’s what happens at the end of As You Like It, Twelfth Night, The Two Gentlemen of Verona. At the end of Hamlet, there’s just bodies all over the floor.
To me, that table with 1,000 New Orleanians celebrating, waving handkerchiefs, second lining, having the band — it is a sort of marriage, right? I mean, at every wedding in New Orleans, you have one of those bands. To me, it’s a marriage of true minds; it’s a marriage of our communities; and it’s a question of finding our solidarity and our togetherness. The idea is that we have to be bound to each other.
It’s also a hell of a lot more fun.
You note that climate migration would be the greatest mass migration in human history, with a third of the world projected to move in the next 50 years. But the Welcome Table is already pretty crowded at the end of the movie. How do you navigate that tension in climate storytelling — saying both “this is urgent and happening now” but also “it will also get worse”?
My last film on HBO was How to Let Go of the World and Love All the Things Climate Can’t Change [in 2016], in which we trace the path to 2 degrees Celsius and how dangerously close we were at that time. Now things have gotten worse. We include a climate science update midway through The Welcome Table, which is very dire.
But I think this is probably one of the first movies to deal with climate change as it’s happening now. It’s not saying, in the future this will happen, like An Inconvenient Truth. No, this is a fire right now. We’ve never had conditions that are this hot or this dry. This is a giant mega-storm, back-to-back Category 5s flattening the Virgin Islands. This is a famine that’s been going on for seven years because it hasn’t rained in northern Kenya. This is landslides where you have a whole year’s worth of rain drop in 12 hours and the mud buries whole neighborhoods alive.
This is climate change happening to us right now. It’s not predicting a dire future; it’s showing the one that we predicted 10 years ago.
A recurring pattern in the film is that climate migration doesn’t necessarily mean leaving one’s country, but could mean moving a town or neighborhood or two over. Can you talk a little more about how this was still a traumatic upheaval for your subjects, and why you include those stories alongside the more traditional images of refugees on boats or at the southern border?
If you think about New Orleans after Katrina, they lost half their population to elsewhere. And there is no place like New Orleans anywhere on earth. So you are losing something really fundamental to who you are. And, you know, it’s not as if when Paradise, California, burns down, they’re like, “You can set up your place in Chico! We have tons of empty houses and buildings and money and love for you!” No, it’s: Go [expletive] live in your car. So the idea that you’re a climate refugee doesn’t necessarily mean that you’ve had to cross borders. It just means you’ve lost everything.
I wanted to make the point that the Convention on Refugees defines refugees as people who are oppressed because of politics or because of identity or economic hardship or political violence, but it doesn’t include climate change. And it really should. Climate change should be a reason you can declare asylum, because climate change also makes all of those problems way worse.
I was extremely moved by the fact that many of the people extending their hands to refugees in this movie have faced their own forms of rejection and exile, like the members of the queer mutual aid network that comes together organically in Brazil. But how do we get through to the people who are comfortable in their lives? Yes, there are many empathetic, good people, but I also worry there are many scared, small-minded people, too.
I don’t know how to answer that question in general, but I do know from experience that when we were working on fracking issues, it was the moms who were terrified that their children were going to be poisoned by the chemicals in the water and in the air. Those moms were the backbone of our organizing and our audience, and they were fierce in defending their children’s futures. I think what has to be gotten across is that same generational obligation.
One of the things that we cut out of the film, for time, that I’m sad about is: In Paradise, California, and in Boulder, Colorado, where we covered those fires, the rent goes up 300% after the fire. So your $800 apartment is now a $2,400 apartment. But also, nobody should move to those places. They’re going to be contaminated for decades. Everything you have in your house is basically toxic because of the oil industry, and it becomes 10 times more so if you light it on fire, then pour fire retardant sprays on top of it, which are also carcinogens. Then it rains, and all that’s in the water table. There will be cancer clusters in those fire neighborhoods if people move back into them. It’s so serious that I won’t go to one of those places for more than a couple of hours, and I’m wearing a respirator mask.
And we’re not being upfront about that. Get parents involved and understanding that the legacy of their children means that they have to stop using fossil fuels, and we have to dismantle this system of fascism to do it. They are interrelated. Oil is the blood of climate change, but it’s also the blood of this extractive capitalist system.
Do you have any final thoughts you want to leave with our readers?
I would like to see this 1,000-foot-long Welcome Table brought to cities across America and around the world. It’s not just a scene for the movie; it’s a template for our activism. We’ve got to get really good at welcoming people, because either we’re going to be on the move ourselves because we’ve lost our homes due to climate, or we’ll be welcoming those who’ve lost their homes. One way to do this is to practice singing together, hanging out together, and having a good time.
If there’s anything this week in New York City, and my beloved New York Knicks, have gone to show, it’s that collective joy is possible. We don’t need to win a basketball game to have that, though, and that’s what The Welcome Table shows: Collective joy for the sake of collective joy. Coming together to celebrate migration, to celebrate the crisis, to celebrate how, as human beings, we have this ability to sing, dance, and move — boy, that’s a fun time. Our side is more fun. A wall on its side can be a table, and it’s time to envision a different future.
On Michael Bloomberg’s big climate gift, SMRs in Ohio, and the consequences of a “Super El Niño”
Current conditions: Temperatures in the United Kingdom should break 100 degrees Fahrenheit this week • Heavy rain and thunderstorms are forecast to hit the East Coast later today, potentially affecting World Cup matches in Philadelphia and New Jersey • Thousands were left without power after storms in Oklahoma.
In the early hours of Monday morning in Switzerland, mediators from Pakistan and Qatar announced that talks between the United States and Iran had ended after making “encouraging progress.” Now, a “High Level Committee” will attempt to iron out the specifics of a deal over the next 60 days, covering tense issues such as nuclear enrichment, sanctions, and Israeli military actions in southern Lebanon. The statement also said that a “communication line” had been set up “to avoid incidents and miscommunication with the aim of safe passage for commercial vessels through the Strait of Hormuz.”
The agreement followed several days of confusion over the state of the waterway. While Iran declared the strait closed over the weekend in protest over Israeli actions in Lebanon, a U.S. military spokesman told The New York Times, “Iran does not control the Strait of Hormuz. Traffic continues to flow, and U.S. forces are monitoring the situation to ensure this remains the case.” Meanwhile, Iranian officials have said their own exports are receiving waivers from sanctions, and that a U.S. blockade is no longer in effect. “Oil and petrochem exports are waived, blockade lifted, some frozen assets released, and major reconstruction & development plan launched for Iran,” Iran’s foreign minister Seyed Abbas Araghchi posted on X Sunday evening.
Initial results in Colombia’s presidential election showed Abelardo de la Espriella, the right-wing candidate allied with Donald Trump, winning office against his leftist opponent, Ivan Cepeda, an ally of outgoing President Gustavo Petro. While the campaign largely revolved around issues related to drugs and crime, de la Espriella has also pledged to support the country’s fossil fuel industry, including support for fracking and expanding overall oil and gas production. Petro, by contrast, “sought to wean the Andean nation off fossil fuels by halting new drilling licenses and seeking to ban fracking,” Bloomberg reported. Petro’s environmentalist bent chilled outside investment in the oil and gas sector, which is still Colombia’s No. 1 exporting industry.
China’s Commerce Ministry targeted two favored U.S. rare earth companies with export controls on Monday, Bloomberg reported, adding American mineral producers MP Materials and USA Rare Earth to its export control list. The two companies were among 10 added to the list, Chinese state news agency Xinhua reported. “Organizations and individuals from any country or region are prohibited from transferring or providing dual-use items originating in China to the above-mentioned entities. Relevant ongoing export activities shall be immediately halted, according to the statement,” Xinhua said. Earlier this month, the Pentagon added several Chinese companies to its own list of companies known to support the Chinese military. These included tech giants Baidu and Alibaba, as well as the electric vehicle company BYD. This designation comes with restrictions on the companies’ commercial relationships with the Department of Defense.

The two companies have been the recipient of billions of investment and largesse from the federal government as the U.S. seeks to build up a rare earths mining and processing industry that’s no longer reliant on China, which dominates the sector. MP Materials has received a combination of direct investment, financing, and purchase commitments for its neodymium-praseodymium production and output. While the Trump administration has shown little interest in catalyzing the wind and electric vehicle sectors (both of which use neodymium-praseodymium oxide in their electric motors), the defense industry is a major customer of MP Materials’ rare earths products. USA Rare Earth has received over $1 billion in federal investment.
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It’s not just the risk of a West Coast hurricane — the return of the El Niño weather system could portend a “mini-Dust bowl” in the Midwest. AccuWeather forecasters warned over the weekend that there’s a 70% chance already-present El Niño conditions in the Pacific Ocean could develop into what’s known as a “Super El Niño,” characterized by ocean surface temperatures 2 degrees Celsius hotter than average. Though El Niño is notorious for sending extreme rain into the southern U.S., it can also cause drier conditions further north. Combined with the extremity of this year’s projected temperature anomaly, that could lead to a multi-year drought in the Midwest. “The stronger the upcoming El Niño conditions get, the longer it takes for weather patterns to return to their historical average,” AccuWeather senior meteorologist Paul Pastelok explained. Already several Plains and Mountain West states are in “extreme drought,” and the El Niño could set the table for even more dry weather to come.
Michael Bloomberg, founder of financial news service Bloomberg LP and a prolific climate philanthropist, announced a $285 million commitment on Sunday “to help clean energy scale fast enough to power the world’s energy systems,” according to a press release from his charitable organization, Bloomberg Philanthropy. The gift is aimed at accelerating wind and solar deployment both in developed and emerging markets, with the goal that the two technologies should “generate more than half” of electricity in countries responsible for 70% of global emissions. The money will support trade groups for the wind and solar industry, data collection and analysis efforts to demonstrate wind and solar’s capabilities and costs, technical assistance to set up electricity markets in a way that encourages wind and solar deployment, and working with investors and financial institutions to “help unlock private capital for clean energy infrastructure.”
The substantial gift toward two mature technologies stands in contrast to other climate and philanthropic investment approaches (like, say, Bill Gates’) that focus on “breakthrough” technologies that are not currently widely deployed, or may not even exist at all. Bloomberg’s gift comes after Gates closed his main climate giving vehicle’s advocacy and policy shops early last year, and later issued a memo outlining a “strategic pivot” to focus more on global public health and extreme poverty.
Developer Elementl says it will build a new 1.5-gigawatt nuclear plant 100 miles outside Columbus, Ohio. The twist: It’ll be powered by small modular reactors. The proposed plant would features several BWRX-300 SMRs made by GE Vernova Hitachi Nuclear Energy, a design that has also been favored by Ontario Power Generation at its first-on-the-continent SMR facility. Elementl said in a press release Friday that it expects to hear back from PJM Interconnection later this year about interconnection, which would set up the facility to be in service by 2034.
Editor’s note: This article has been updated to correct the location of a potential “mini-Dust Bowl.”
An active Pacific cyclone season plus El Niño-warmed waters could produce a first-of-its-kind West Coast storm.
Among hurricane watchers, “I” is the scariest letter in the alphabet. Since 2001, the ninth named storm of the year in the Atlantic Basin — which usually arrives around the mid-September peak of the season — has historically been the worst of the worst. Ida. Irma. Ivan. Isabel.
This year, there might not be enough storms for “I” ever to become a threat. With just eight to 14 named storms expected, the 2026 Atlantic hurricane season could very well conclude with the formation of Tropical Storm Hanna.
The Eastern Pacific season, however, is a different story. Having already ticked off Amanda, Boris, and Cristina since its season started on May 15, the basin could blow past “I” — also its most retired initial — and go as deep as Xavier, the 22nd name on this year’s list. And the more storms there are in the Eastern Pacific, the more chances there are for a “gray swan” event — in this case, the historically unheard-of but scientifically possible impact or even landfall of a hurricane in California.
“We know there’s a chance, but because of the rarity in the historical record, particularly in the recent 100 years, people lack understanding of this type of event,” Laiyin Zhu, a climate scientist at Western Michigan University and the co-author of a new paper in Nature Climate Change about the increasing risk of cyclone-related impacts on southern California, told me.
Blame El Niño for all the fuss this year. The National Oceanic and Atmospheric Administration formally announced its return last week, and though the atmospheric phenomenon has the effect of suppressing hurricane formation in the Atlantic basin by increasing wind shear and knocking would-be hurricanes off-kilter, the case is different on the left coast. Record and near-record warm waters serve as an engine for the cyclones that form in the Eastern Pacific, a pocket that extends as far as the 140th meridian west, an otherwise obscure latitude that cuts south from Alaska’s Yakutat Bay into the open ocean.
And there is no relief in sight: “With global warming in the next several decades, we are expecting a strong increase of sea surface temperature with the magnitude of about 2.7 degrees Celsius, and this will provide a lot of energy to the tropical cyclones on the East Pacific side of the state,” Zhu said.
Though about as many hurricanes form on average in the Eastern Pacific as in the Atlantic, trade winds push storms in the latter basin westward toward the Caribbean nations, Latin America, and the southeast and eastern United States, sparking excitement, attention, and the odd scandal when they threaten population centers. Storms in the Eastern Pacific follow the same westward trajectory, sometimes bumping into coastal Mexico, though just as often drifting harmlessly out to sea. In rare cases, a steering pattern sends a storm due north toward San Diego or Los Angeles. Each time that’s happened, cold waters off Southern California have starved the cyclone of its warm-water fuel before it can make landfall at full hurricane strength.
In an above-average Eastern Pacific hurricane season such as this one, however, there are more opportunities for a storm to follow that rare track toward California. Additionally, during an El Niño year, Southern California’s protective cold-water barrier becomes slightly warmer, meaning the continent has less protection against tropical storms that take the road less traveled by. To wit: The closest a hurricane has ever come to making landfall on the state was in 1852, an El Niño year. Hurricane Hilary, which prompted the National Hurricane Center to issue its first-ever tropical storm warning for Southern California in 2023, also formed during an El Niño. Though that storm weakened to below the tropical storm threshold before making landfall, its remains dropped more than half a year’s average rain on many parts of the region, killed one person, and racked up some $900 million in flood- and mudslide-related damage.
This year, Southern California will be all the more vulnerable due to the 60% chance of a “super” El Niño forming. “This, on top of the gradually increasing [sea surface temperature] from the climate background, is going to increase the probability of tropical cyclones making landfall, potentially with this rainfall and landslide impact over California,” Zhu said.
Realistically, the danger to California isn’t a Category 5 hurricane making landfall; if a tropical storm were to reach the shores of the western U.S., it’d very likely be weak and unstable. Rather, as Zhu and his colleagues’ research has found, the threat in a high-emissions warming scenario is that the warming Eastern Pacific shortens the return period of a “Hurricane-Hilary-magnitude rainfall” by 50%, from 110 years to 54 years.
While more rain for the drought-plagued Southwest might sound like a good thing, “we are talking about a so-called whiplash event,” Zhu told me. “If we have severe drought followed by a severe rain event, it is going to create big disasters like landslides because the dry soil is not going to absorb the rainfall in a short time efficiently.” The researchers found that all Southern California counties “exhibit growth in areas exposed to landslides from 2000 to 2050,” though the risk is disproportionate; for households earning less than $50,000, landslide risk could triple by the middle of the century compared to wealthy households, where it will increase by less than half. (Wildfires in the region have also made the landscape particularly prone to mudslides since the loss of vegetation disrupts normal water absorption by the soil and makes slopes more unstable after rain.)
There might be a spot of good news, though. Jin-Yi Yu, a professor of earth system science at the University of California, Irvine, told me that while he had not read the Nature Climate Change article, he thinks California might at least be spared a winter deluge of the likes of the 1997-1998 El Niño, which ran the state some $850 million in storm-related damage.
Often a skeptic of “super El Niño” hype, Yu acknowledged that this year appears headed toward the superlative. But as his research has shown, using the historical record to predict El Niño has become increasingly unreliable since the 20th century due to its shifting center and marine heatwaves. So far, the patterns in 2026 look more similar to the 2015-2016 El Niño, which was the strongest on record, but also developed a warm-water pocket near the International Date Line that disrupted the system to the point that winter rainfall in California was actually below average.
But if California dodges both a hurricane and a record-wet winter this year, that makes the state lucky, not invincible. Californians “are not like people from Florida, who are always getting hit by hurricanes and who know how to evacuate and how to build their houses to a certain standard,” Zhu said. Californians are particularly vulnerable to tropical cyclones because they’re so unlikely. Policymakers should be thinking now about zoning changes in landslide-prone areas and home-hardening measures in anticipation of when the “grey swan” event finally arrives.
“I hope this doesn’t happen this year, or for many years, in California,” Zhu said. “But we need to be aware of it.”