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Current conditions: The remnants of Tropical Storm Chantal will bring heavy rain and potential flash floods to the Carolinas, southeastern Virginia, and southern Delaware through Monday night • Two people are dead and 300 injured after Typhoon Danas hit Taiwan • Life-threatening rainfall is expected to last through Monday in Central Texas.

The flash floods in Central Texas are expected to become one of the deadliest such events in the past 100 years, with authorities updating the death toll to 82 people on Sunday night. Another 41 people are still missing after the storms, which began Thursday night and raised the Guadalupe River some 26 feet in less than an hour, providing little chance for holiday weekend campers and RVers to escape.
Although it’s far too soon to definitively attribute the disaster to climate change, a warmer atmosphere is capable of holding more moisture and producing heavy bursts of life-threatening rainfall. Disasters like the one in Texas are one of the “hardest things to predict that’s becoming worse faster than almost anything else in a warming climate, and it’s at a moment where we’re defunding the ability of meteorologists and emergency managers to coordinate,” Daniel Swain of the University of California Agriculture and Natural Resources told the Los Angeles Times. Meteorologists who spoke to Wired argued that the National Weather Service “accurately predicted the risk of flooding in Texas and could not have foreseen the extreme severity of the storm” ahead of the event, while The New York Times noted that staffing shortages at the agency following President Trump’s layoffs potentially resulted in “the loss of experienced people who would typically have helped communicate with local authorities in the hours after flash flood warnings were issued overnight.”
President Trump announced this weekend that his administration plans to send up to 15 letters on Monday to important trade partners detailing their tariff rates. Though Trump didn’t specify which countries would receive such letters or what the rates could be, he said the tariffs would go into effect on August 1 — an extension from the administration’s 90-day pause through July 9 — and range “from maybe 60% or 70% tariffs to 10% and 20% tariffs.” Treasury Secretary Scott Bessent added on CNN on Sunday that the administration would subsequently send an additional round of letters to 100 less significant trade partners, warning them that “if you don’t move things along” with trade negotiations, “then on August 1, you will boomerang back to your April 2 tariff level.” Trump’s proposed tariffs have already rattled industries as diverse as steel and aluminum, oil, plastics, agriculture, and bicycles, as we’ve covered extensively here at Heatmap. Trump’s weekend announcement also sent jitters through global markets on Monday morning.
President Trump’s gutting of the Inflation Reduction Act with the signing of the budget reconciliation bill last week will add an extra 7 billion tons of emissions to the atmosphere by 2030, a new analysis by Climate Brief has found. The rollback on renewable energy credits and policy means that “U.S. emissions are now set to drop to just 3% below current levels by 2030 — effectively flatlining — rather than falling 40% as required to hit the now-defunct [Paris Agreement] target,” Carbon Brief notes. As a result, the U.S. will be about 2 billion tons short of its emissions goal by 2030, adding an emissions equivalent of “roughly the annual output of Indonesia, the world’s sixth-largest emitter.”
To reach its conclusions, Carbon Brief utilized modeling by Princeton University’s REPEAT Project, which examined how the current obstacles facing U.S. wind and solar energy will impact U.S. emissions targets, as well as the likely slowdown in electric vehicle sales and energy efficiency upgrades due to the removal of subsidies. “Under this new set of U.S. policies, emissions are only expected to be 20% lower than 2005 levels by 2030,” Carbon Brief writes.
Engineering giant SKF announced late last week that it had set a new world record for tidal turbine reliability, with its systems in northern Scotland having operated continuously for over six years at 1.5 megawatts “without the need for unplanned or disruptive maintenance.” The news represents a significant milestone for the technology since “harsh conditions, high maintenance, and technical challenges” have traditionally made tidal systems difficult to implement in the real world, Interesting Engineering notes. The pilot program, MayGen, is operated by SAE Renewables and aims, as its next step, to begin deploying 3-megawatt powertrains for 30 turbines across Scotland, France, and Japan starting next year.
Satellites monitoring the Southern Ocean have detected for the first time a collapse and reversal of a major current in the Atlantic Meridional Overturning Circulation. “This is an unprecedented observation and a potential game-changer,” said physicist Marilena Oltmanns, the lead author of a paper on the finding, adding that the changes could “alter the Southern Ocean’s capacity to sequester heat and carbon.”
A breakthrough in satellite ocean observation technology enabled scientists to recognize that, since 2016, the Southern Ocean has become saltier, even as Antarctic sea ice has melted at a rate comparable to the loss of Greenland’s ice. The two factors have altered the Southern Ocean’s properties like “we’ve never seen before,” Antonio Turiel, a co-author of the study, explained. “While the world is debating the potential collapse of the AMOC in the North Atlantic, we’re seeing that the Southern Ocean is drastically changing, as sea ice coverage declines and the upper ocean is becoming saltier,” he went on. “This could have unprecedented global climate impacts.” Read more about the oceanic feedback loop and its potential global consequences at Science Daily, here.
The French public research university Sciences Po will open the Paris Climate School in September 2026, making it the first school in Europe to offer a “degree in humanities and social sciences dedicated to ecological transition.” The first cohort will comprise 100 master’s students in an English-language program. “Faced with the ecological emergency, it is essential to train a new generation of leaders who can think and act differently,” said Laurence Tubiana, the dean of the Paris Climate School.
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On Google’s energy glow up, transmission progress, and South American oil
Current conditions: Nearly two dozen states from the Rockies through the Midwest and Appalachians are forecast to experience temperatures up to 30 degrees above historical averages on Christmas Day • Parts of northern New York and New England could get up to a foot of snow in the coming days • Bethlehem, the West Bank city south of Jerusalem in which Christians believe Jesus was born, is preparing for a sunny, cloudless Christmas Day, with temperatures around 60 degrees Fahrenheit.
This is our last Heatmap AM of 2025, but we’ll see you all again in 2026!
Just two weeks after a federal court overturned President Donald Trump’s Day One executive order banning new offshore wind permits, the administration announced a halt to all construction on seaward turbines. Secretary of the Interior Doug Burgum announced the move Monday morning on X: “Due to national security concerns identified by @DeptofWar, @Interior is PAUSING leases for 5 expensive, unreliable, heavily subsidized offshore wind farms!” As Heatmap’s Jael Holzman explained in her writeup, there are only five offshore wind projects currently under construction in U.S. waters: Vineyard Wind, Revolution Wind, Coastal Virginia Offshore Wind, Sunrise Wind, and Empire Wind. “The Department of War has come back conclusively that the issues related to these large offshore wind programs create radar interference, create genuine risk for the U.S., particularly related to where they are in proximity to our East Coast population centers,” Burgum told Fox Business host Maria Bartiromo.
The new blanket policy is likely to slow progress on passing the big bipartisan federal permitting reform bill. The SPEED Act (if you need an explainer, read this one from Heatmap’s Emily Pontecorvo) passed in the House last week. But key Senate Democrats said they would not champion a bill with provisions they might otherwise support unless the legislation curbed federal agencies’ power to yank already-granted permits, a move clearly meant to thwart Trump’s “total war on wind.” Republican leaders in the House stripped the measure out at the last moment. On Monday afternoon, the senators called the SPEED Act “dead in the water.”
The Department of the Interior and the Forest Service greenlit the 500-kilovolt Cross-Tie transmission project to carry electricity 217 miles between substations in Utah and Nevada. Dubbed the “missing pathway” between two states with fast-growing solar and geothermal industries, the power line had previously won support from a Biden-era program at the Department of Energy’s Grid Deployment Office. Last week, the federal agencies approved a right-of-way for a route that crosses the Humboldt-Toiyabe National Forest and public land controlled by the Interior Department’s Bureau of Land Management. In a press release directing the public to official documents, the bureau said the project “supports the administration’s priority to strengthen the reliability and security of the United States electric grid.”
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Google parent Alphabet bought the data center and energy infrastructure developer Intersect for nearly $5 billion in cash. Google had already held a minority stake in the company. But the deal, which also includes assuming debt, allows the tech behemoth to “expand capacity, operate more nimbly in building new power generation in lockstep with new data center load, and reimagine energy solutions to drive U.S. innovation and leadership,” Sundair Pichai, the chief executive of Alphabet and Google, said in a statement.
The acquisition comes as Google steps up its energy development, with deals to commercialize all kinds of nascent energy technologies, including next-generation nuclear reactors, fusion, and geothermal. The company, as Heatmap's Matthew Zeitlin noted this morning, has also hired a team of widely respected experts to advance its energy work, including the researcher Tyler Norris and and the Texas grid analyst Doug Lewin. But Monday’s deal wowed industry watchers. “Damn, big tech is now just straight up acquiring power developers to scale up data centers faster,” Aniruddh Mohan, an electricity analyst at The Brattle Group consultancy, remarked on X. In response, the researcher Isaac Orr joked: “Next they buy out the utilities themselves.”
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The long duration energy storage developer Hydrostor has won final approval from California regulators for a 500-megawatt advanced compressed air energy storage project capable of pumping out eight hours of continuous discharge to the grid. With the thumbs up from the California Energy Commission, the Willow Rock Energy Storage Center will be “shovel ready” next year. The technology works by using electricity from wind and solar to power a compressor that pushes air into an underground cavern, displacing water, then capturing the heat generated during the compression and storing the energy in the pressurized chamber. When the energy is discharged, the water pressure forces the air up, and the excess heat warms the expanding air, driving a turbine to generate electricity. The plant would be Hydrostor’s first facility in the U.S. The company has another “late-stage” development underway in Australia, and 7 gigawatts of projects in the pipeline worldwide.

The world is awash in oil and prices are on track to keep falling as rising supply outstrips demand. At just 0.8 million barrels per day, predictions for growth in 2026 are the lowest in the last four years. But Brazil, Guyana, and Argentina will account for at least half of the expected global increase in production of crude. In its latest forecast, the U.S. Energy Information Administration said the three South American nations will account for 0.4 million barrels per day of the 0.8 million spike projected for 2026. The three countries — oddly enough one of the only potential trios on the mostly Spanish-speaking continent with three distinct languages, given Brazil’s Portuguese and Guyana’s English — comprised 28% of all global growth in 2025.
A fungal blight that gets worse as temperatures rise is killing conifers, including Christmas trees. But scientists at Mississippi State University have discovered a unique Leyland cypress tree at a Louisiana farm with a resistance to Passalora sequoia, the fast-spreading disease that attacks the needles of evergreens. In a statement, Jeff Wilson, an associate professor of ornamental horticulture at Mississippi State University, said that, prior to the study, “there had not been any research on Christmas trees in Mississippi since the late ‘70s or early ‘80s, but there is a real need for the research today.” May all your endeavors in the new year be as curious, civic-minded, and fruitful as that. Wishing you all a merry Christmas, happy New Year, and what I hope is a restful time off until we return to your inbox in January.
The hyperscaler is going big on human intelligence to help power its artificial intelligence.
Google is on an AI hiring spree — and not just for people who can design chips and build large language models. The tech giant wants people who can design energy systems, too.
Google has invested heavily of late in personnel for its electricity and infrastructure-related teams. Among its key hires is Tyler Norris, a former Duke University researcher and one of the most prominent proponents of electricity demand flexibility for data centers, who started in November as “head of market innovation” on the advanced energy team. The company also hired Doug Lewin, an energy consultant and one of the most respected voices in Texas energy policy, to lead “energy strategy and market design work in Texas,” according to a note he wrote on LinkedIn. Nathan Iyer, who worked on energy policy issues at RMI, has been a contractor for Google Clean Energy for about a year. (The company also announced Monday that it’s shelling out $4.5 billion to acquire clean energy developer Intersect.)
“To me, it’s unsurprising. I love the work of all the people they’ve been hiring,” Peter Freed, a former Meta energy executive and the founder of Near Horizon Group, told me. “Google has always been willing to do bleeding edge stuff — that’s one of the cool things about Google.”
Google declined to comment on its staffing moves, but other figures who have extensive energy experience argued that working at a big energy buyer like Google is a necessary step to becoming a well-rounded energy pro.
“I think that evangelists, technologists, compliance officers, and visionaries all have to be one and the same person, or a small gathering of a few people who can have and share all of those roles simultaneously,” Arushi Sharma Frank, an energy industry consultant and investor, told me of Google’s recent hiring push. She also told me that Spencer Cummings, the deputy chief digital officer at the Federal Energy Regulatory Commission, will soon join Google’s public service team, posting about the hire on LinkedIn. (Cummings himself did not respond to a request for comment.)
The spate of hiring suggests that Google sees its data center buildout and its longstanding clean energy goals as intertwined, and is throwing all the talent it can at the problem in an attempt to avoid unnecessary greenhouse gas emissions.
Google has been developing clean energy resources for almost 20 years, and has long been one of the most aggressive and innovative tech giants in creating new financial and legal structures to help support them.
After first matching its annual energy usage with renewable output in 2017, the company has since upped its goal, aiming to match its hour-by-hour energy use in the areas where its operations are actually located. This means making investments beyond wind and solar into more capital intensive and complex power generation, projects such as geothermal or even advanced nuclear.
At the same time, big tech companies are already facing political blowback from their buildouts of multi-billion-dollar, gigawatt-scale data centers for artificial intelligence at a time of rising electricity prices. Google has also been a leader in attempting to head off those issues, including by contracting with utilities to commit to paying the transmission costs over the long term so that they don’t get spread to the rest of a utility’s customers. Another way might be to have data centers work more intermittently, at times when the grid is least stressed, and thus not increase peak demand — i.e. the method Norris has proposed.
Google’s recent hiring indicates that these are strategies it will continue to refine as its data center buildout moves forward. Norris wrote on X that he’ll “be focused on identifying and advancing innovations to better enable electricity markets to accommodate AI-driven demand and clean energy technologies.” Lewin, meanwhile, said that his remit will be “creating and implementing strategies to integrate data centers into the grid in ways that lower costs for all energy consumers while strengthening the grid.”
That Google is after energy talent in Texas should be no surprise — the company is planning to invest some $40 billion in Texas alone through 2027, Google chief executive Sundar Pichai wrote on LinkedIn.
“In general, all of the tech companies are so flat out trying to deliver any megawatt of data center capacity they possibly can,” Freed said.
In its most recent quarter alone, Google’s parent company Alphabet spent $24 billion on capital expenditures, the “vast majority” of which was “technical infrastructure” split between servers, data centers, and networking equipment, Anat Ashkenazi, Alphabet’s chief financial officer, said in the company’s third quarter earnings call in October. Ashkenazi said that full-year capital expenditures would be between $91 billion and $95 billion this year — and that 2026 would see a “significant increase.”
That spending “will continue to put pressure” on profits, Ashkenazi said, and specifically called “related data center operation costs, such as energy” a factor in that.
The data center buildout also puts more pressure on Google’ sustainability goals. “While we remain committed to our climate moonshots, it’s become clear that achieving them is now more complex and challenging across every level,” the company said in its 2025 environmental report. The issue, Google said, was a mismatch between accelerating demand for energy and available supply of the clean stuff.
The “rapid evolution of AI” — an evolution that is being actively spurred on by Google — “may drive non-linear growth in energy demand, which makes our future energy needs and emissions trajectories more difficult to predict,” the company said in the report. As for clean energy, “a key challenge is the slower-than-needed deployment of carbon-free energy technologies at scale, and getting there by 2030 will be very difficult.”
It’s not lost on people — okay, not lost on me — that many of these Google hires are some of the most prominent voices in energy and electricity policy today, with largely independent platforms now being absorbed into a $3.7 trillion company. But while this might be a loss for the media industry as the roster of experts available for us to consult gets absorbed into the Googleplex, it’s likely a good thing for energy policy development overall, Sharma Frank said.
“I think that we are under-indexing in this country largely on how important it actually is for strong public voices to go inside impact-creation companies," she told me, adding — “and then for those companies to eventually release those people back out into the wild so that they can drive impact in new ways.”
A lookahead with Heatmap’s own Emily Pontecorvo, Matthew Zeitlin, and Jillian Goodman.
2025 has been a rough year for climate and energy news. But enough about that. Let’s start looking at 2026!
On this week’s episode of Shift Key, Rob is joined by some of Heatmap’s writers and editors to discuss our biggest stories and predictions for 2026 — what we’re tracking, what could surprise us, and what could happen next. We also discuss a recent op-ed in The New York Times arguing that Democrats should work more closely with the U.S. oil and gas industry. Today’s panel includes Heatmap’s founding staff writer Emily Pontecorvo, staff writer Matthew Zeitlin, and deputy editor Jillian Goodman.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University. Jesse is off this week.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
You can also add the show’s RSS feed to your podcast app to follow us directly.
Here is an excerpt from our conversation:
Robinson Meyer: I was thinking when Matt was talking about how different the current moment is from 2020 that back then, here was this idea that there was some risk, maybe, that some costs would go up a little. But inflation had been out of the picture for so long that we were in an environment where unemployment was the concern and not the price level, and so the idea that prices might go up a tiny bit in exchange for economic activity seemed like an okay trade.
And I would actually say, this is where I think there’s some potential for a comeback for more traditional types of environmental and climate activism in 2026, which is, the unemployment rate is currently 4.6%, as of a release last week, which historically, it hasn’t been above 4.6% very much in the past several decades. And when it is above 4.6% usually means unemployment’s about to spike.
And I think in a world where we switch from talking about affordability to talking about unemployment and a lack of general economic activity — especially in a world where AI is a big deal and people are very worried about job loss from AI, suddenly all the ideas about generating economic activity by doing kind of pro-social decarbonization activities are going to swing right back into the conversation.
And we know what a Donald Trump administration is like when prices are increasing by 3% a year, and that is, he’s not very popular. We don’t know what a Donald Trump administration is like when unemployment’s at 5%, or 5.5%. And if that were to happen, the floor could really drop out, and we could see a huge swing back to the type of policies that we were talking about not so long ago.
Mentioned:
Trump Uses ‘National Security’ to Freeze Offshore Wind Work
Matthew Yglesias’ op-ed: Obama Supported It. The Left in Canada and Norway Does. Why Don’t Democrats?
Emily on California cities’ new heat pump rules
The House Just Passed Permitting Reform. Now Comes the Hard Part.
This episode of Shift Key is sponsored by …
Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.
Music for Shift Key is by Adam Kromelow.