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With emissions from transportation rising, it’s up to the states to fix it.

Last September, Jeanie Ward-Waller, a deputy director at California’s state transportation department, was called into her supervisor’s office and told she was being removed from her role, no explanation given. But Ward-Waller thinks she knows what happened.
A few weeks earlier, she’d threatened to blow the whistle on the agency for a highway repaving project that she believed was covertly — and illegally — going to widen the road. Under state law, highway expansions require environmental review and public input. It was also exactly the kind of project the agency was supposedly moving away from, according to its climate action plan, which said it would prioritize alternative forms of transit.
“Caltrans leaders believe they are widening highways in the public interest, despite decades of empirical research proving otherwise, and the agency’s own policies requiring solutions that reduce driving,” Ward-Waller wrote in an essay for the San Francisco Chronicle after leaving the agency.
Ward-Waller’s firing riled up climate advocates and sustainable transit proponents, and not just in California. (Multiple people I interviewed for this story mentioned it to me.) State transportation agencies all over the country are stuck in this kind of outdated thinking, critics say. Transportation is the biggest source of emissions in the U.S., and one of the only sectors where emissions grew last year. But most state transportation agencies are still funneling most of their budgets into road expansion projects. Few have taken on addressing climate change as part of their mission.
“State departments of transportation are kind of the next frontier for climate advocacy to conquer,” Justin Balik, the state program director for Evergreen Action told me. “There’s a lot of blue states where the transportation decisions are still divorced from the climate conversation.”
It’s a pivotal moment to change that, Balik argued. The Bipartisan Infrastructure Law, signed in 2021, has been sending billions of dollars of flexible funding into states for transportation projects. The Biden administration will also soon begin requiring these agencies to set greenhouse gas reduction targets. Although the targets are non-binding and states won’t be penalized for failing to achieve them, they will have to regularly report on their progress.
States have until February 1 to submit their initial plans to the federal Department of Transportation. So on Monday, climate and clean transportation advocates around the country sent letters to the governors of 22 states urging them to set targets consistent with reaching net-zero emissions by 2050. The letters ask officials to consider what’s achievable both through vehicle electrification and by reducing highway expansion.
“Electrification is critical and essential, but it’s not enough, just looking at the math, in terms of how long it's going to take for the vehicle fleet to turn over,” said Balik. “We need to think about the transportation system holistically and stop digging the hole deeper when we’re making transportation investment decisions.”
He directed me to a report published by the Georgetown Climate Center after the infrastructure law passed. The policy think tank modeled two scenarios, one where about a third of the $600 billion of flexible funding went to highway expansion, and one where states put more toward public transit and road maintenance. It found that the first scenario would increase emissions 1.6% by 2032, compared to business-as-usual, whereas the second would enable deeper emissions cuts — 1.3% more — than would otherwise have been expected with market forces and existing policies.
The reason is an effect called “induced demand,” and it’s at the center of this whole story. When state departments of transportation evaluate projects, they use models that assume building new roads or adding lanes increases the flow of traffic — thereby reducing congestion and reducing emissions. But real-world evidence has shown that expanding highways, especially in dense areas, actually encourages more people to drive — and within a few years, the traffic is just as bad as before.
“They’re vastly overestimating the benefits of expansion projects,” Miguel Moravec, a senior associate at RMI told me. “If the models are not capturing the reality that expanded lanes lead to more traffic, then you can’t really seriously engage with the pollution problem.”
The modeling is a symptom of a more entrenched issue. State Departments of Transportation are big agencies that can have thousands of staff, many of whom have been in their roles for decades. (Caltrans, for example, has more than 22,000 people.) The culture of these offices is built around an old paradigm where the primary metric of performance is to relieve traffic congestion — to help people drive places more quickly and easily.
“There’s a new movement to say, maybe it’s about helping people get to where they need to go efficiently, affordably, and safely,” Matt Frommer, the senior transportation advocate at the Southwest Energy Efficiency Project, told me. “But that is a really hard shift to make in a giant institution like a state DOT. Because all of the models and all of the policies and funding decision processes have been set up around the old paradigm.”
Even in places where that’s beginning to shift, there are still long-term challenges. California, for example, has had a law on the books for a decade that says the state must assess the impacts of transportation projects by measuring the amount of driving they induce or reduce — not by their effect on congestion. But local advocates like Jamie Pew, a climate advisor at NextGen Policy, say this has failed to move the state meaningfully away from highway expansion.
Ward-Waller’s firing brought long-simmering criticisms of the state’s climate strategy to a boil, he said. “For all of the money that we’re investing in new transit infrastructure, electrification, and green mobility options, as long as we continue to invest in freeway expansion, we’re not going to see the progress in emissions that we need to see.”
There are a few states that are starting to do things differently. Colorado, for example, has seen a significant shift in the way the state approaches transportation projects. In 2021, the state legislature passed a law directing its transportation agency to set regional greenhouse gas reduction targets and incorporate them into project planning. Frommer said the new approach has already resulted in real changes. In 2022, the state scrapped a long-planned highway expansion through downtown Denver after it was found that it would undermine the agency’s targets.
“That freed up hundreds of millions, if not over a billion dollars for other multimodal projects to help enable transit, biking and walking,” said Frommer.
The state that is leading the nation in innovative transportation policy, however, is Minnesota. Like Colorado, it has transportation-specific greenhouse gas targets. But it also has a specific goal to reduce “vehicle miles traveled” — a measure of how much people drive. Last year, lawmakers passed a big transportation package that gave more teeth to these goals, requiring the state’s DOT take them into account in decision making. It also went a step further and said that if the agency moves forward with any projects that induce demand, it has to offset them with additional projects that get people out of their cars.
The new federal rule requiring state transportation departments to report on their progress achieving declining greenhouse gas targets could help nudge more states in this direction. As climate advocates tell me on a weekly basis, “you can’t manage what you don’t measure.”
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Wildfires in France and Spain — and a dire El Niño forecast — point to another era of public attention on disaster.
Wildfires and the Return of Climate Politics
Enormous wildfires are still burning in France and Spain. “We're facing a completely unprecedented fire,” French President Emmanuel Macron said on Monday, comparing the situation to World War II. The main fire in Gironde, a southwestern department along the Atlantic coast, have consumed more than 100,000 acres and forced roughly 200,000 people to evacuate.
There’s little sign the fires are under control in either country. In France, the blazes created a pyrocumulonimbus cloud — a towering, thundering “fire storm” that sometimes forms in the western United States but is not often observed in western Europe. Some fires have come within several miles of Bordeaux, the country’s sixth-largest metropolitan area and a longtime center of the wine industry. In Spain, enormous wildfires near Madrid, Ávila, and Toledo have killed one and displaced roughly another 79,000 people.
Firefighters are working fast, in part because a heatwave is forecast for the continent later this week. But of course it is hot — it is high summer in the Northern Hemisphere, and we are having a particularly hot year. 2026 now looks likely to be the world’s second-warmest year ever, and it has a better than one-third chance of being the warmest.
In the near term, expect more climate-addled disasters. The Pacific Ocean has slipped into its El Niño phase, which will likely spin off more extreme storms, droughts, heat waves, and wildfires. Recent modeling suggests it could be the most intense El Niño ever measured. Writing for his newsletter “The Climate Brink,” the climate researcher (and Heatmap contributor) Zeke Hausfather recently warned: “It looks like this year’s El Niño is not only very likely to be the strongest event since reliable records began — it may end up the strongest by a truly mind-blowing margin.”
How do we know this next El Niño will be bad? The most intense El Niño on record occurred from late 2015 to 2016, when sea surface temperatures in a benchmark region of the Pacific Ocean were 2.75 degrees Celsius warmer than normal. (That’s nearly 5 degrees Fahrenheit.) Those searing sea temperatures released huge amounts of heat into the atmosphere and eventually made 2016 the warmest year ever recorded. Today, a decade later, 2016 remains the fourth warmest year on record, coming in only under 2024, 2023, and 2025, per NOAA data.
But as Zeke writes, the middle 80% of modeled outcomes for this year’s El Niño are already projected to match or exceed that 2016 anomaly. The median forecast for this year’s event, in other words, would shatter the previous record. “The models are forecasting something outside the envelope of anything we have ever observed,” he writes. The National Weather Service agrees that there is an 81% chance of an event forming “that would rank among the largest El Niño events in the historical record going back to 1950,” and it says odds are better than 97% that the anomaly will stick around through spring 2027.
Scientists and activists once hoped that when global warming’s effects became unignorable, the public would take action. But disasters haven’t produced durable climate concern, and public attention has dissipated with every news cycle — and become ever more pessimistic. There are moments, however, when successive extremes can keep climate change more prominently in the public conversation. The years that followed the last mega-El Niño in 2016 made up one such period. If we are headed for another now, then experts should be ready with ideas not only for slowing and reversing the growth of heat-trapping emissions, but also for adapting our societies and infrastructure for our warming world. It’s clear we are going to need them.
This will be a big week for understanding the U.S. energy economy’s most important trend. A handful of tech companies driving the artificial intelligence boom — namely, Microsoft, Meta and Amazon — will report their quarterly earnings on Wednesday and Thursday. These companies are behind some of the country’s largest AI data center projects and therefore some of its most sizable planned power plants — clean and otherwise.
Last week, when Alphabet boosted its capital expenditure for this year by another $15 billion, the market rebelled and sent its shares tumbling. If investors’ interest in financing mega-scale data center projects is waning, then it could affect the electricity economy for years to come. In any case, we’ll know more soon. Rivian will also report its earnings this week.
Can AI help emergency managers make faster decisions when every second counts?
Meteorologists had nothing polite to say about Tropical Storm Bertha. The “weak, disorganized, and lopsided” system made initial landfall in Louisiana last week as a “hot, sheared mess,” one that forecasters doubted would reach Texas with much oomph at all. Still, the Galveston County Consolidated Drainage District — the local flood mitigation and drainage management entity for the state’s most flood-prone county — had stood at the ready, posting updates on the storm’s progress to its Facebook feed in the lead-up.
There had been action behind the scenes, too. Since this spring, the county has relied on a new “AI-powered flood warning solution” pilot program to help local administrators identify the gaps in their understanding of the county’s flood risk and monitor rising water levels in real time. In a crisis, a chatbot could even advise them on when to issue an evacuation order.
“Imagine you’re an operator and you have to tell people to leave their homes because of floods coming in,” Todd Barr, the CEO of Axonis Decision Intelligence, which has partnered with the smart water-level sensor company Simplicity Integration in Texas’ Galveston County, told me. Axonis provides AI-assisted decision-making tools to clients in a number of time-sensitive industries, and in every case, “You want a paper trail of the data you used to make the decision — the reasoning and the model you used — and our platform does all of that,” Barr went on.
Issuing evacuation notices is a famously thorny business, and one that has resulted in high-profile and high-casualty failures, including in the Paradise, California, and Maui wildfires. Particularly noteworthy were the 2025 Kerr County floods that killed more than 100 people in Texas’ Hill Country after local officials took 90 minutes to send phone alerts once they became aware of the rising river.
In many cases, particularly in more rural counties, the teams making the evacuation decisions are small and lack sufficient training not only on when to make such a call, but even on how to word it. “The people who are put in the position of issuing the messages are doing 20 other things at the same time,” Jeannette Sutton, a researcher at the University at Albany’s Emergency and Risk Communication Message Testing Lab, told me when I reported on evacuation notices after the Los Angeles fires.
As for Galveston, “100%” of the buildings on the densely populated island are at flood risk, with modeling suggesting a worst-case-scenario hurricane could produce 26 feet of storm surge. Much of the city’s stormwater infrastructure additionally predates modern climate-change-intensified rainfall probabilities, with the district in the midst of a $54 million drainage project aimed at mitigating future flooding by building a pump station and enlarging sewer lines.
As part of the region’s ongoing resiliency work, the Galveston County Consolidated Drainage District installed seven of Simplicity’s water-level sensors —the county’s first — at locations on the mainland. (There are no sensors currently on Galveston Island proper.) Simplicity’s Axonis-powered system, SI-Ai, also pulls in data from NOAA, the U.S. Geological Survey, and Houston’s Harris County to present residents of the entire region with a live flood-risk dashboard, complete with intuitive green-yellow-red indicators to evaluate their neighborhood hazard level in real time. Operators also have their own proprietary dashboard where they can monitor sensors and are prompted to ask questions to interpret readings and open “investigations” if something appears amiss.

“If I’m the municipality, I can say, ‘Okay, here’s what the forecast is looking like and what is potentially going to happen,” Alison Reese, the COO and co-founder of Simplicity, explained to me. “Then I could ask a question like, ‘Hey, what other locations in this watershed are at high risk for flash flooding?’”
That’s where Axonis, the artificial intelligence company, comes in. “Today you would have to be like, ‘Alright! Get the weather report, quick! What’s happening? What are the sensors saying? Okay Bill, now what’s the upstream sensor saying?’” Barr said, acting out the frantic scenario of trying to source data from multiple streams at once. “All of that is what we’re automating.” (Galveston’s Office of Emergency Management is “not the POC for the flood sensor operations,” a representative told me; the drainage district oversees the Axonis-Simplicity partnership, and did not return a request for an interview. The mayor of League City, a city 35-minutes north of Galveston that is also managed by the district, has publicly criticized the SI-Ai program as a separate sensor network that duplicates the work of the Harris County Flood Control District.)
Working from the assumption that emergency managers have to parse reams of data in short periods of time — flash floods can rise as much as 10 feet in an hour — Axonis provides what is essentially a chatbot for authorities to query potential decisions ranging from road closures to evacuation notices, based on feedback from the sensors. It stops short, however, of having a dialogue box that pops up to tell operators, EVACUATE THIS NEIGHBORHOOD NOW.
When Barr demoed the program to me, he had the tool configured to create a credit risk review memo for a would-be banking client. (Axonis also has customers in the banking and defense sectors.) The dashboard essentially functioned the same as it would for Galveston County, though, and his investigation returned the kind of simplified, emoji-studded one-sheet that users of large language model-powered AI interfaces would immediately recognize. In this case, the tool identified a “🔴Risk Alert CANDIDATE” — Barr said that would be a particular sensor, in the case of Galveston — and followed it with a summary and bullet-pointed sections breaking down “⚠️Credit Risk Indicators” and “💧Liquidity Position.” (In a screenshot of an example flood report for Simplicity, shared with me, those sections were replaced by “📍Site Location” and “💧Water Level — Last 72 Hours.” I wondered what else was possible: “🌊Historic hydraulic risk”? “💀Vulnerable Populations”? )

The system then takes operators through a four-step decision-making model based on the OODA Loop, a common workflow in military contexts that involves justifying actions through evidence-based observations. “We always keep a human in the loop on these things, at least today in 2026 — though who knows in two or three years,” Barr said. He clarified in a later conversation with me, though, that “Axonis and [AI] tools should never tell you to evacuate now. It should tell you the information you need to make that decision.”
That was a point Barr stressed numerous times during our conversation: That Axonis’ chatbot is intended as a brainstorming tool or sounding board, and one that keeps a careful paper trail, “cryptographically sealing” any eventual decisions for review and attestation later. I likened it to a police body camera, and Barr didn’t dispute the similarities. “It’s an accountability tool,” he told me.
Of course, that means the burden of decision-making still falls on potentially fallible humans. I worried in particular that by sharing the responsibility with AI, human operators might get lazy or fail to properly question a decision the program might be leading them toward, particularly in an instance of hallucinated data. To the latter point, Barr told me that this is part of what Axonis is designed to address. “You can’t just take the sensor data and throw it into Claude and be like, ‘Alright, go make a decision for me.’ You need to set guard rails,” he said.
As to the former point, Barr told me the chat includes a disclaimer reminding its users that AI can make mistakes, and that the company trains its customers on how LLM technology works. “At the end of the day, it’s a tool, not a decider,” he said, although he allowed that it might be used to automatically trigger warning lights, sirens, or barriers, such as closing a flooded roadway.
I also posed the concern about complacency to Ali Mostafavi, a professor who supervises the UrbanResilience.AL Lab at Texas A&M, which researches, among other things, how artificial intelligence might be utilized in emergency contexts. Mostafavi agreed that there is always a risk in cognitive outsourcing, but that there is a “counter-argument that is also valid — that without these technologies, we have seen what can happen. We had the catastrophic floods last year in Kerr County, and if a similar technology had existed back then, an automated system could have identified the flash flood, and many young children would be alive today.”
Still, Barr told me he isn’t aware of Axonis advising in an actual evacuation order yet. While it is operational, the predictive model remains untested against its highest-stakes use case: the extremes of a climate-changed world, where formerly unthinkable outcomes may be one storm away.
“The more we can stress-test these technologies in real operational settings and use that feedback loop to improve the technologies, the better,” Mostafavi said. “But that’s easier said than done, because to have a technology implemented in an operational setting it should already be stress-tested, right?”
Bertha, though, was not that reckoning; the gusty squalls blew through Galveston last week without even disturbing the dinner reservations at the marina. But although it was already back to 90 and sunny by Monday morning on the Texas Gulf, the drainage in Galveston County, as in many places around the country, remains outdated and easily overwhelmed. One day, inevitably, the water will come. Hopefully when it does, someone or something will be watching.
The large renewables developer changes tack “in response to federal energy objectives.”
Trump’s solar freeze is now so tough that at least one renewable energy developer has asked his administration to turn their permitting application into a data center and gas-fired power plant instead.
Renew Development HoldCo – an LLC created by Clearway Energy Group – wrote the Bureau of Land Management in April asking if they could amend their 2021 application to build the Amber solar project, a 500-megawatt solar project in the Nevada desert that would require building on federal land. Their requested change? “[T]o formally remove the proposed solar facility and replace it with the development of a proposed data center and natural gas facility,” according to a copy of the letter I obtained.
“This amendment is the result of a shift in our internal development priorities and an updated assessment of project timing, in order to better align with the goals of our Administration,” reads the letter, which is dated April 3 and signed by Clearway’s chief development officer John Woody. “The data center concept is in exploratory early stages and as such has a longer and more flexible development horizon, and we believe its schedule will better align with the Bureau’s current workload and staffing plans.”
Now, this swap is somewhat shocking but shouldn’t exactly be a surprise. Companies with federal energy leases are struggling to get their renewable projects permitted by a hostile Trump administration. We’ve already seen some offshore wind developers ditch their leases in favor of payouts and commitments to build more fossil infrastructure. Clearway Energy Group is owned by Global Infrastructure Partners and TotalEnergies, the latter of which struck such a deal in March.
But this does appear to represent an aberration for Clearway, one of the nation’s largest operators of renewable energy projects and whose marketing materials primarily focus on “clean energy.” Nearly all of the company’s portfolio is carbon-free power or energy storage generation sans a handful of “flexible generation” energy projects in California, according to an online map of their project pipeline. The company did not disclose in the documents I reviewed if the gas plant itself would power the data center, provide power to the wider grid, or both.
Candidly, I’ve been watching like a hawk to see if Trump’s chokehold on solar and wind permits would lead to more gas infrastructure and data centers on federal property instead. And companies are getting data center permits when they ask to swap out their solar farm for AI infrastructure. On Friday, I reported that a joint venture involving renewables developer Arevon and energy trader Bill Perkins got permission from BLM to switch an environmental permit tied to a solar farm for one allowing a new data center. Environmentalists plan to legally challenge BLM’s determination as they say it’s a test case for the future of federal land policy.
It’s unclear if Clearway would be the one to build and construct this hypothetical data center and power plant. I for one can’t find any evidence of Clearway developing data centers before. My best guess is that if they do move forward with this, it would look like the joint venture I covered on Friday, where Arevon distanced itself from the actual day-to-day operations of the development and a new firm specializing in data centers came in. But that’s just a hunch and there’s a saying about assumptions.
Nevertheless, Clearway is clearly handling the permitting side. Attached to the Clearway letter was an application also sent to BLM for constructing utility and telecommunications facilities on federal lands, a document technically known as an SF299. The application states Clearway considered using solar energy for the data center as well as using private land, but their alternative designs weren’t selected because they had “higher environmental and stakeholder conflicts.”
Also, in a section of the document requesting Clearway provide a “statement of need for the project,” the developer said it was submitting this proposal “in response to federal energy objectives” and specifically cited Trump’s Day 1 executive order which the company said “encourage[d] development of reliable energy projects on federal lands.”
I reached out to Clearway asking for more information on the letter and application. In response, the company claimed the solar project wasn’t being killed – it simply was moved to private land. They also declined to comment on the data center and gas project. Instead, I was provided a statement attributable to an unnamed spokesperson that “while we do not comment on any individual application while it moves through federal approval processes, we are pleased to be advancing more than 4 GW of solar and battery resources in Nevada on private and public lands and expect those projects to deliver tremendous economic benefits to the communities where they’re built.”
“Clearway values its strong working partnership with the BLM, its Southern Nevada office, and also with state and local interests in Nevada. Across all of these relationships, we continuously assess how best to develop and deliver infrastructure that meets needs and aligns with local and national policies and goals.”