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On the Senate Finance Committee’s budget proposal, the NRC, and fossil-fuel financing
Current conditions: A brush fire that prompted evacuations in Maui on Sunday and Monday is now 93% contained • The Des Moines metro area issued its first-ever ban on watering lawns due to record nitrate concentrations in nearby rivers • For only the fourth time since 1937, Vancouver, British Columbia got no rain at all in the first half of June. The dry streak may finally break tonight.
The Senate Finance Committee published its portion of the budget reconciliation bill on Monday night, including details of its highly anticipated plan to revise the nation’s clean energy tax credits. Though the Senate version slightly softens the House’s proposed phase out of tax credits, “the text would still slash many of the signature programs of the Inflation Reduction Act,” my colleagues Emily Pontecorvo and Robinson Meyer write in their breakdown of the bill. Other changes to be aware of include:
There’s more, too, which you can read here.
President Trump fired Chris Hanson, a Democrat and his first-term appointee to the U.S. Nuclear Regulatory Commission, on Friday. Trump “terminated my position … without cause, contrary to existing law and longstanding precedent regarding removal of independent agency appointees,” Hanson said in his announcement, published Monday. Since the creation of the NRC, which regulates nuclear power, no commissioner has ever been fired from the body.
After being appointed by Trump in 2020, Hanson was promoted to chair the commission by President Biden in 2021. His term ended in January, after which he returned to serving on the board, Notus reports. Trump’s decision to fire Hanson comes on the heels of his recent flurry of executive orders aimed at quadrupling U.S. nuclear capacity, including a measure seeking to “simplify and accelerate the NRC’s licensing procedure, giving the body 18 months to issue new rules and guidance designed to shorten the timeline for processing new applications to 18 months at the longest,” as my colleagues Matthew Zeitlin and Katie Brigham explained last month. News of Hanson’s firing was met with “serious dismay” by attendees of the American Nuclear Society conference underway in Chicago, per Katy Huff, an assistant professor at the University of Illinois at Urbana-Champaign. In a statement, ANS argued that a “competent, effective, and fully staffed [NRC] is essential to the rapid deployment of new reactors and advanced technologies.”
Banks increased fossil fuel financing by more than one-fifth in 2024, marking the first time that fossil fuel financing has failed to decline since 2021, a new report by the Rainforest Action Network and other environmental groups found. Among the world’s top 65 largest banks, coal, oil, and gas assets rose by $162 billion, to $869 billion, with JPMorgan Chase seeing the biggest increase of more than a third to $53.5 billion, followed by Citigroup, Bank of America, and Barclays. In a statement to the Financial Times, JPMorgan said it believed its own data “reflects our activities more comprehensively,” and said it provided $1.29 in clean-energy financing for every dollar financing fossil fuels. However, as the report argues, “Banks are abandoning their previously announced emissions reduction targets in favor of temperature trajectories that allow for more fossil fuel finance. Though they may also increase financing of renewable energy, banks’ continued fossil fuel finance entrenches climate chaos and undercuts clean energy development.” Read the full findings here.
Drivers in Europe are becoming more unwilling to consider switching to an electric vehicle, outpacing even the growing reluctance seen in the United States, according to a new survey published by Shell on Tuesday. In Europe, 41% of respondents said they’d consider switching to an EV, down from 48% last year, while in the U.S., the number fell only 3 percentage points, to 31%. “Europe surprised us,” David Bunch, Shell’s chief for mobility and convenience, said, per Reuters. “The single biggest barrier to entry is the cost of the vehicle.”
While Shell — the world’s second-biggest fossil fuel company by revenue and profit — might seem an unlikely source for an electric vehicle survey, the company also has the most extensive EV charging network in the UK. Its findings weren’t all negative, either: in China, interest in buying an electric vehicle was as high as 89%. Additionally, Shell found that nine in 10 EV drivers would consider purchasing an electric vehicle again, and 60% said they worry less about running out of charge than they did a year ago, Bloomberg reports. Separately, International Energy Agency data shows that electric vehicle adoption continues at a healthy pace worldwide, exceeding 17 million sales globally in 2024, or a share of more than 20%.
Global electric car sales, 2014-2024
IEA
The United Kingdom on Tuesday announced its commitment of £7.9 billion, or more than $10 billion, to the nation’s most extensive flood defense infrastructure program in its history. The program will not only include traditional construction, such as flood barriers, but also nature-based solutions like reforestation and wetland restoration, according to Business Green. In its announcement, the government said that for every £1 invested, it expected to prevent £8 in economic damage. “Protecting citizens is the first duty of any government,” Environment Secretary Steve Reed said in a statement, adding, “As our changing climate continues to bring more extreme weather to the nation, it's never been more vital to invest in new flood defences and repair our existing assets.” Separately, the U.K. Treasury also announced Tuesday a plan to spend £1 billion, or about $1.3 billion, on “funding to repair bridges, tunnels, and flyovers that are facing increased impacts from extreme weather and heavier vehicles,” Business Green adds.
Republicans in Los Angeles who don’t have air conditioning are “more likely to consider climate change a human-caused threat and more likely to support individual and government action to address climate change” than Republicans who have central air, a recent study published by the American Meteorological Society found. There was no similar divide among Democrats.
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On abandoning Antarctica, an EV milestone, and this week’s big earnings
Current conditions: Heavy rainfall in China has left at least 30 dead as forecasters predicts more days of downpours ahead • Severe thunderstorms are hitting the Midwest as a cold front suppresses the heat dome • The wildfires blazing across Canada are stretching into Alaska, with dozens of fires raging in the foothills of the Brooks Range.
Last year, oil giants Shell, ExxonMobil, and BP either abandoned their decarbonization goals or dialed down investments in green energy. Last week, the Financial Times also reported that the oil industry had put its effort to establish a net-zero emissions standard on pause as major companies quit the initiative. But at least one oil titan is doubling down on clean energy. On Monday, the Italian oil giant Eni said it expects its green business to rival revenues from oil and gas within a decade.
By 2035, CEO Claudio Descalzi told the FT, the operating profit “created by our new companies will balance what is coming from oil and gas, and in 2040 it will be more.” It’s a bullish bet. Earnings from Eni’s oil and gas business are still more than 10 times those from the biofuels and renewables divisions. While the company’s stock dipped by a little over 1% on Monday after the company reported its latest earnings, which beat analysts’ expectations and promised a $1.8 billion buyback, shares in Eni are up nearly 6% over the past month.
This is a big earnings week, with lots of upcoming announcements relevant for Heatmappers:
Tuesday:
Carrier
DTE Energy
Stellantis
Wednesday:
Microsoft
Meta
Rio Tinto
Hess
Entergy
Thursday:
Amazon
Shell
Southern Company
Air Products and Chemicals
TC Energy
Exelon
Xcel
Cameco
First Solar
ArcelorMittal
U.S. Steel
AES
Friday:
ExxonMobil
Chevron
Enbridge
Dominion
Brookfield Renewable Corporation
American researchers in Antarctica in 1955 set off across the ice from the icebreaker, USS Burton Island. Pictorial Parade/Archive Photos/Getty Images
In a shock to polar scientists, the National Science Foundation plans to cease operations of the United States’ only research ship capable of braving the farthest reaches of Antarctica in the Southern Ocean, the RV Nathaniel B. Palmer, Science magazine reported. Doing so would end 60 years of continuous operations of American icebreakers in Antarctica. More than 170 researchers sent a letter to the head of the NSF and Congress asking for the agency to reconsider.
The move comes amid heightened tensions on both poles as climate change brings radical changes to the planet’s ice caps. The Trump administration has taken a keen interest in the race to dominate the trade routes, military outposts, and natural resources becoming newly accessible in the Arctic, going as far as to pressure NATO ally Denmark to cede sovereignty of semi-autonomous Greenland the U.S. While the geopolitics of the uninhabited Antarctic have garnered less attention, similar dynamics are arising. China is boosting its investments in Antarctica and just opened its fifth research station. Russia has undermined attempts to inspect its bases there, which violates the Antarctica Treaty, an international agreement meant to ensure that no country can militarize the continent. China and Russia have also teamed up to tank new international protections on marine life.
The U.S. is on track to add 16,700 public fast-charging ports by the end of this year, according to InsideEVs. The effort — led by Tesla, ChargePoint, and EVgo — would represent 2.4 times the number of ports added in 2022. If the pace continues, the U.S. could have 100,000 public fast-charging ports by 2027. That’s nearing the 145,000 gas stations the U.S. operates for refueling internal combustion engine vehicles.
The milestone comes as EV sales are surging ahead of the September 30 deadline phasing out the $7,500 tax credits for electric cars Republicans set in President Donald Trump’s landmark tax law, the One Big Beautiful Bill. U.S. Even though Tesla sales dropped, U.S. EV sales overall surged 10% in the last quarter, led by GM’s new offerings.
The State of New York announced its first bulk solicitation for energy storage, putting out a bid for 3 gigawatts of batteries. The projects will be “credited and compensated based on the operational availability they achieve in each month over the course of” contracts ranging from 15 to 25 years. Governor Kathy Hochul said the bid highlighted “New York’s ongoing commitment to strengthening our grid, ensuring the state continues to have a more affordable and reliable electricity system now and well into the future.”
It’s just the latest big energy announcement from the state. Last month, Hochul ordered the New York Power Authority — the nation’s second-biggest government-owned utility after the federal Tennessee Valley Authority — to build the state’s first new nuclear power station since the 1980s. As Heatmap’s Matthew Zeitlin pointed out, the project mirrors the atomic ambitions of other government-owned utilities. Ontario plans to build what could be the nation’s first small modular reactors, using GE-Hitachi Nuclear Energy’s design. The TVA is slated to build the second set of those same reactors. But as I reported over the weekend for New York Focus, one of the state’s biggest utilities is lobbying Albany to consider the same kind of large-scale reactors that were just completed in Georgia, the Westinghouse AP1000.
Last month, solar panels delivered the largest share of the European Union’s electricity for the first time, narrowly eclipsing nuclear power, according to data from Ember. Yet this month, industry projections put the bloc on track for the first decline in solar growth since 2015. The EU is set to deploy 64.2 gigawatts this year, down from 65.1 gigawatts in 2024. The installations are set to help the bloc exceed the European Commission’s 2025 solar target of 400 gigawatts, bringing the total to 402 gigawatts by the end of the year.
But if the trend continues, Europe may fall roughly 4% short of its 2030 goal of 750 gigawatts of solar, installing just 723 gigawatts. That may not sound like a lot, but Dries Acke, the deputy chief executive of SolarPower Europe, said “the symbolism is big. Market decline, right when solar is meant to be accelerating, deserves EU leaders’ attention.” The industry group blamed the downturn on declines in residential solar as feed-in tariff schemes waned in Austria, Belgium, Czechia, Hungary, Italy, and the Netherlands. But corporate deals for solar power also dropped 41% between the first and second quarters of this year. Over the weekend, meanwhile, the EU signed a major trade deal with the Trump administration, promising to ramp up purchases of liquified natural gas and oil.
Scientists at the University of California at Davis used artificial intelligence to engineer proteins to boost the immune systems of plants, helping the flora fight off bacterial threats. The research, published Monday in the journal Nature Plants, opens the door to new ways of protecting crops such as tomatoes and potatoes from disease. “Bacteria are in an arms race with their plant hosts,” Gitta Coaker, the study’s lead author and a professor in the Department of Plant Pathology, said in a press release.
Half of all Americans are sweating under one right now.
Like a bomb cyclone, a polar vortex, or an atmospheric river, a heat dome is a meteorological phenomenon that feels, well, a little made up. I hadn’t heard the term before I found myself bottled beneath one in the Pacific Northwest in 2021, where I saw leaves and needles brown on living trees. Ultimately, some 1,400 people died from the extreme heat in British Columbia, Washington, and Oregon that summer weekend.
Since that disaster, there have been a number of other high-profile heat dome events in the United States, including this week, over the Midwest and now Eastern and Southeastern parts of the country. On Monday, roughly 150 million people — about half the nation’s population — faced extreme or major heat risks.
“I think the term ‘heat dome’ was used sparingly in the weather forecasting community from 10 to 30 years ago,” AccuWeather senior meteorologist Brett Anderson told me, speaking with 36 years as a forecaster under his belt. “But over the past 10 years, with global warming becoming much more focused in the public eye, we are seeing ‘heat dome’ being used much more frequently,” he went on. “I think it is a catchy term, and it gets the public’s attention.”
Catching the public’s attention is critical. Heat is the deadliest weather hazard in the U.S., killing more people annually than hurricanes, floods, tornadoes, or extreme cold. “There is a misunderstanding of the risk,” Ashley Ward, the director of the Heat Policy Innovation Hub at Duke University, told me. “A lot of people — particularly working age or younger people — don’t feel like they’re at risk when, in fact, they are.”
While it seems likely that the current heat dome won’t be as deadly as the one in 2021 — not least because the Midwest and Southeastern regions of the country have a much higher usage of air conditioning than the Pacific Northwest — the heat in the eastern half of the country is truly extraordinary. Tampa, Florida reached 100 degrees Fahrenheit on Sunday for the first time in its recorded history. Parts of the Midwest last week, where the heat dome formed before gradually moving eastward, hit a heat index of 128 degrees.
Worst of all, though, have been the accompanying record-breaking overnight temperatures, which Ward told me were the most lethal characteristics of a heat dome. “When there are both high daytime temperatures and persistently high overnight temperatures, those are the most dangerous of circumstances,” Ward said.
Although the widespread usage of the term “heat dome” may be relatively new, the phenomenon itself is not. The phrase describes an area of “unusually strong” high pressure situated in the upper atmosphere, which pockets abnormally warm air over a particular region, Anderson, the forecaster, told me. “These heat domes can be very expansive and can linger for days, and even a full week or longer,” he said.
Anderson added that while he hasn’t seen evidence of an increase in the number of heat domes due to climate change, “we may be seeing more extreme and longer-lasting heat domes” due to the warmer atmosphere. A heat dome in Europe this summer, which closed the Eiffel Tower, tipped temperatures over 115 degrees in parts of Spain, and killed an estimated 2,300 people, has been linked to anthropogenic warming. And research has borne out that the temperatures and duration reached in the 2021 Pacific Northwest heat dome would have been “virtually impossible without human-caused climate change.”
The link between climate change and heat domes is now strong enough to form the basis for a major legal case. Multnomah County, the Oregon municipality that includes Portland, filed a lawsuit in 2023 against 24 named defendants, including oil and gas companies ExxonMobil, Shell, and BP, seeking $50 million in damages and $1.5 billion in future damages for the defendants’ alleged role in the deaths from the 2021 heat dome.
“As we learned in this country when we took on Big Tobacco, this is not an easy step or one I take lightly, but I do believe it’s our best way to fight for our community and protect our future,” Multnomah County Chair Jessica Vega Pederson said in a statement at the time. The case is now in jeopardy following moves by the Trump administration to prevent states, counties, and cities from suing fossil fuel companies for climate damages. (The estate of a 65-year-old woman who died in the heat dome filed a similar wrongful death lawsuit in Seattle’s King County Superior Court against Big Oil.)
Given the likelihood of longer and hotter heat dome events, then, it becomes imperative to educate people about how to stay safe. As Ward mentioned, many people who are at risk of extreme heat might not even know it, such as those taking commonly prescribed medications for anxiety, depression, PTSD, diabetes, and high blood pressure, which interfere with the body’s ability to thermoregulate. “Let’s just say recently you started taking high blood pressure medicine,” Ward said. “Every summer prior, you never had a problem working in your garden or doing your lawn work. You might this year.”
Air conditioning, while life-saving, can also stop working for any number of reasons, from a worn out machine part to a widespread grid failure. Vulnerable community members may also face hurdles in accessing reliable AC. There’s a reason the majority of heat-related deaths happen indoors.
People who struggle to manage their energy costs should prioritize cooling a single space, such as a bedroom, and focus on maintaining a cool core temperature during overnight hours, when the body undergoes most of its recovery. Blotting yourself with a wet towel or washcloth and sitting in front of a fan can help during waking hours, as can visiting a traditional cooling center, or even a grocery store or movie theater.
Health providers also have a role to play, Ward stressed. “They know who has chronic underlying health conditions,” she said. “Normalize asking them about their situation with air conditioning. Normalize asking them, ‘Do you feel like you have a safe place to go that’s cool, that you can get out of this heat?’”
For the current heat dome, at least, the end is in sight: Incoming cool air from Canada will drop temperatures by 10 to 20 degrees in cities like Philadelphia and Washington, D.C., with lows potentially in the 30s by midweek in parts of New York. And while there are still hot days ahead for Florida and the rest of the Southeast, the cold front will reach the region by the end of the week.
But even if this ends up being the last heat dome of the summer, it certainly won’t be in our lifetimes. The heat dome has become inescapable.
On betrayed regulatory promises, copper ‘anxiety,’ and Mercedes’ stalled EV plans
Current conditions: New York City is once again choking on Canadian wildfire smoke • Torrential rain is flooding southeastern Slovenia and northern Croatia • Central Asia is bracing for the hottest days of the year, with temperatures nearing 100 degrees Fahrenheit in Uzbekistan’s capital of Tashkent all week.
In May, the Trump administration signaled its plans to gut Energy Star, the energy efficiency certification program administered by the Environmental Protection Agency. Energy Star is extremely popular — its brand is recognized by nearly 90% of Americans — and at a cost to the federal government of just $32 million per year, saves American households upward of $40 billion in energy costs per year as of 2024, for a total of more than $500 billion saved since its launch in 1992, by the EPA’s own estimate. Not only that, as one of Energy Star’s architects told Heatmap’s Jeva Lange back in May, more energy efficient appliances and buildings help reduce strain on the grid. “Think about the growing demands of data center computing and AI models,” RE Tech Advisors’ Deb Cloutier told Jeva. “We need to bring more energy onto the grid and make more space for it.”
That value has clearly resonated with lawmakers on the Hill. Legislators tasked with negotiating appropriations in both the Senate and the House of Representatives last week proposed fully funding Energy Star at $32 million for the next fiscal year. It’s unclear how the House’s decision to go into recess until September will affect the vote, but Ben Evans, the federal legislative director at the U.S. Green Building Council, said the bill is “a major step in the right direction demonstrating that ENERGY STAR has strong bipartisan support on Capitol Hill.”
A worker connects panels on floating solar farm project in Huainan, China. Kevin Frayer/Getty Images
The United States installed just under 11 gigawatts of solar panels in the first three months of this year, industry data show. In June alone, China installed nearly 15 gigawatts, PV Tech reported. And, in a detail that demonstrates just how many panels the People’s Republic has been deploying at home in recent years, that represented an 85% drop from the previous month and close to a 40% decline compared to June of last year.
The photovoltaic installation plunge followed Beijing’s rollout of two new policies that changed the renewables business in China. The first, called the 531 policy, undid guaranteed feed-in tariffs and required renewable projects to sell electricity on the spot market. That took effect on June 1. The other, called the 430 policy, took effect on May 1 and mandated that new distributed solar farms consume their own power first before allowing the sale of surplus electricity to the grid. As a result of the stalled installations, a top panel manufacturer warned the trade publication Opis that companies may need to raise prices by as much as 10%.
For years now, Fortescue, the world’s fourth-biggest producer of iron ore, has directed much of the earnings from its mines in northwest Australia and steel mills in China toward building out a global green hydrogen business. But changes to U.S. policy have taken a toll. Last week, Fortescue told investors it was canceling its green hydrogen project in Arizona, which had been set to come online next year. It’s also abandoning its plans for a green hydrogen plant on Australia’s northeastern coast, The Wall Street Journal reported.
“A shift in policy priorities away from green energy has changed the situation in the U.S.,” Gus Pichot, Fortescue’s chief executive of growth and energy, told analysts on a call. “The lack of certainty and a step back in green ambition has stopped the emerging green-energy markets, making it hard for previously feasible projects to proceed.” But green hydrogen isn’t dead everywhere. Just last week, the industrial gas firm Air Liquide made a final decision to invest in a 200-megawatt green hydrogen plant in the Netherlands.
The Trump administration put two high-ranking officials at the National Oceanic and Atmospheric Administration on administrative leave, CNN reported. The reasoning behind the move wasn’t clear, but both officials — Steve Volz, who leads NOAA’s satellites division, and Jeff Dillen, NOAA’s deputy general counsel — headed up the investigation into whether President Donald Trump violated NOAA’s scientific integrity policies during his so-called Sharpiegate scandal.
The incident from September 2019, during Trump’s first term, started when the president incorrectly listed Alabama among the states facing a threat from Hurricane Dorian. Throughout the following week, Trump defended the remark, insisting he had been right, and ultimately showed journalists a weather map that had been altered with a black Sharpie market to show the path of the storm striking Alabama. NOAA’s investigation into the incident concluded that Neil Jacobs, the former agency official who backed Trump at the time and is now nominated to serve as chief, succumbed to political pressure and violated scientific integrity rules.
In March, North Carolina’s Republican-controlled Senate passed a bill to repeal the state’s climate law and scrap the 2030 deadline by which the monopoly utility Duke Energy had to slash its planet-heating emissions by 70% compared to 2005 levels. Governor Josh Stein, a Democrat, vetoed the legislation. But on Tuesday, the GOP majorities in both chambers of the legislature plan to vote to override the veto.
Doing so and enacting the bill could cost North Carolina more than 50,000 jobs annually and cause tens of billions of dollars in lost investments, Canary Media’s Elizabeth Ouzts reported. That’s according to a new study from a consultancy commissioned by clean-energy advocates in the state. The analysis is based on data from the state-sanctioned consumer advocate, Public Staff.
For years, a mystery has puzzled scientists: Why did Neanderthal remains show levels of a nitrogen isotope only seen among carnivores like hyenas and wolves that eat more meat than a hominid could safely consume? New research finally points to an answer: Neanderthals were eating putrefying meat garnished with maggots, said Melanie Beasley, an anthropologist at Purdue University. “When you get the lean meat and the fatty maggot, you have a more complete nutrient that you’re consuming.”