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An excerpt from David Lipsky’s The Parrot and the Igloo: Climate and the Science of Denial

Let’s say you’ve shipped out as a denier.
You’re in it for the action, the dollars, the travel, the fun. And you shade your eyes, glance up at a tall number: 97%, the percentage of active-duty climate researchers who accept man-made climate change.
This is what pollster Frank Luntz understood in 2002. “Voters believe that there is no consensus about global warming,” Luntz wrote, in his famous battle memo. “Should the public come to believe that the scientific issues are settled, their views about global warming will change accordingly.”
And this is what was also understood by Dr. S Fred Singer and Frederick Seitz, two of the graybeard prophets who launched the global-warming skepticism movement in the 1990s, that crucial tipping point in the battle between the warmers and the deniers. A word — a concept, a percentage — was your enemy. And every six years the IPCC, the international climate science body, would stamp along on its five thousand legs and drop down another big dose of consensus. Plant it in the headlines of every newspaper. Here was the spot on the tree to carve your “X.” As you spit in your palms and lifted the axe.
Dr. Singer, an atmospheric physicist who would become one of the world’s most prominent climate deniers, tried twice. The anti-consensus petitions have names: The Leipzig Declaration, the Heidelberg Appeal. They sound like spy movies: lovelorn and crestfallen thrillers starring a tongue-tied Jason Bourne, about the cities where he tried to make his feelings known.
The appeal came first, in 1992. Dr. Singer and an associate helped arrange a conference in Heidelberg, Germany. Scientists were invited to sign a petition.
At first, Dr. Singer called it a “statement.” Time passed, coasts cleared. And he was like a man alone at the breakfast bar, filling his plate. Dr. Singer called it “strongly worded.” Said the appeal “expressed skepticism on the urgency for global action to restrict greenhouse-gas emissions.” That it “urged statesmen to go slow on climate-change policies.”
As it happens, the Heidelberg Appeal never once mentions global warming. It’s very pro-science. It’s just not at all anti-climate science.
But it was a list of science names and got weaponized anyway. When denial Senator James Inhofe quoted the petition in Congress, this is how the message ran. “The Heidelberg Appeal, which says that no compelling evidence exists to justify controls of anthropogenic greenhouse gas emissions. They agree it is a hoax.” Two possibilities: Either the senator had never read the appeal, or he hoped you hadn’t.
Dr. Singer took a firmer hand on the next go-round. New and improved — now with global warming.
This was 1995. Earlier that year, Dr. Singer had sent a fossil fuel company his prospectus. For a very reasonable $95,000, the scientist promised to help “stem the tide towards ever more onerous controls on energy use.”
His hook was ozone. The spray cans that had been phased out, Dr. Singer explained, “all on the basis of quite insubstantial science.”
So if funds were provided “without delay,” Dr. Singer could deliver: an event, a panel, and a round number — “a Statement of Support by a hundred or more climate scientists.” With the Singer specialty: “This Statement could then be quoted or reprinted in newspapers.”
I don’t know whether Dr. Singer ever secured his funding. But that November, a panel did convene: in Leipzig, Germany. And one year later, his Statement did appear: the Leipzig Declaration. With the promised one hundred signatures.
The names crinkled brows. (Harvard’s John Holdren, later science advisor to the Obama White House, wrote of them as a mirage or the dream you reconstruct over breakfast: the list “dissolves under scrutiny.”) Sleuths from Danish Broadcasting attempted to track down the 33 European signers. Four could not be located. Twelve denied signing or even knowing about any Leipzig Declaration. Three were offended to hear their names were associated with it. The Statement had also been signed by dentists, lab techs, engineers, and one off-course entomologist who landed briefly on the page.
But the Leipzig Declaration packed its bags and coast-to-coasted anyway — from the Wall Street Journal to the Orange County Register, migrating also to Canada, London, Scotland, Australia, New Zealand. “It is widely cited by conservative voices,” write journalists Sheldon Rampton and John Stauber. “And is regarded in some circles as the gold standard of scientific expertise on the issue.”
Dr. Singer identifed a hardy, Band of Brothers spirit among his “one hundred climate scientists.” As he explained in the Wall Street Journal, “It takes a certain amount of courage to do this.”
What it didn’t necessarily take was a degree in science. Florida’s Saint Petersburg Times ran their Leipzig story on the front page. Because (a) Florida, sea level. And (b), one signer was a local, the weather guy over at Tampa Bay’s WTVT. Who lacked “a Ph.D. in any scientific field,” the paper noted. “Or, for that matter, a bachelor’s.”
Dr. Singer had met his quota by reaching out to these sportscasters of the air. Twenty-five weathermen signed in, a big klatch from the state of Ohio. This included Richard Groeber, owner and operator of Dick’s Weather Service: you dialed his phone number and he told you the weather.
The Petersburg newshound dialed. Was Dick Groeber, he asked, really a scientist?
“I sort of consider myself so,” Groeber replied. “I had two or three years of training in the scientific area, and 30 or 40 years of self-study.”
The reporter brought his concerns to the keeper of the signatures, Dr. Singer. The scientist’s answer is a testament to the virtue of persistence, of keeping an eye fixed always on the prize. What was truly important, Dr. Singer said, was “the fact that we can demonstrate that 100 or so scientists would put their names down.”
And I wonder if it bothered Dr. Singer. If it’s the story of his outranked life. That for the Oregon Petition — the signature list that did go over the top — the push came from the bigger, better honored, more consequential Fred.

I don’t know who took care of the introductions. I do know S. Fred Singer sent Arthur Robinson — a biochemist, five-time Republican nominee for Oregon’s 4th congressional district, and the founder of the Oregon Institute of Science and Medicine, a privately funded lab — material to beef up the research paper that accompanied the Oregon Petition. And I know that the Marshall Institute —— founded by the other Fred, Dr. Seitz, the physicist and tobacco industry consultant Business Week once called the “granddaddy of global-warming skeptics” — dispatched two specialists, climate Sherpas, to lug and guide Arthur along the trickier science crevasses.
One of them was later exposed on the front page of The New York Times. Dr. Willie Soon had been the beneficiary of $1.2 million in fossil fuel largesse. The last of his dinosaur generation to find their way into the tar pits.
“In correspondence with his corporate funders,” the Times reported in 2015, Dr. Soon “described many of his scientific papers as ‘deliverables’ that he completed in exchange for their money.”
And then a beautiful single-sentence short story: capturing the whole project and spirit of denial. “Though often described on conservative news programs as a ‘Harvard astrophysicist,’ Dr. Soon is not an astrophysicist and has never been employed by Harvard.”
Arthur cowrote his paper with the two Dr. Seitz specialists, and a fellow member of the Oregon Institute faculty: his 21-year-old son, Zachary.
This father-son teamwork produced something strange. First, their paper said climate change would not occur. Then, somewhat unexpectedly, it reversed field and explained that the change was already in progress and accomplishing marvels.
Their concluding sentences drop the effort of science entirely. The language pans across streams and meadows — takes in a drowsy summer morning, with the sound of bees. “We are living in an increasingly lush environment of plants and animals,” the Robinsons write, a little dreamily, “as a result of the CO2 increase. Our children will enjoy an Earth with far more plant and animal life than that with which we are now blessed. This is a wonderful and unexpected gift of the Industrial Revolution.”
Arthur’s paper had never been published or peer-reviewed. It was entirely homeschool.
And here’s where you can appreciate the great, freewheeling advantage of having fun. Arthur Robinson and Frederick Seitz collaborated on a tremendous prank.
Arthur had his report professionally printed. Now this home-cooked meal, this sloppy Joe, resembled an entrée at the end of a Food Network episode. The National Academy of Sciences produces one of the world’s most distinguished journals. Garnishing with font and layout, Robinson labored until his blessing looked, in the words of the journal Nature, “exactly like a paper from the Proceedings of the National Academy of Sciences.”
Everybody has the one résumé line they lean on. It’s whispered before you sweep over to shake hands; it will lead the obituaries when you step away forever. Frederick Seitz was the former National Academy president — publishers of the Proceedings journal whose format Arthur had copied.
Dr. Seitz wrote the letter that accompanied the Oregon Petition.
The United States is very close to adopting an international agreement that would ration the use of energy. ... This treaty is, in our opinion, based upon flawed ideas. ...We urge you to sign and return the petition card.
Dr. Seitz signed with his résumé line: Past President, The National Academy of Sciences.
A cover letter from an Academy president. A paper formatted to look exactly as if it had been published in the Academy magazine. (Plus the plural we urge, the institutional in our opinion — the speaking voice of an organization.) Arthur and Seitz had pulled off the greatest soundalike in denial history.
The package was then sent all across America — as one researcher wrote, to “virtually every scientist in every field.” And how could recipients fail to believe, tearing open their envelopes, that the Academy was reaching out to them, at an hour of scientific need?
In 1996, Nature had written about the “dwindling band of skeptics.” You picture palm fronds and breakers, the shoreline from Lord of the Flies: a rocky atoll among rising seas.
This line vexed deniers. It so bugged S. Fred Singer he ascribed it, for ease of attack, to Al Gore. (The scientist loved to attack the vice president.). So the other aim of the petition: to grow the movement, at least in the eyes of key readerships in the Washington metro area.
It really was their weakness: Demographics. Max Planck once made an ice-eyed observation about scientific change. It doesn’t result from fresh evidence, or the Kevlar argument. Positions get too dug in for that. It steals on gradually, in calendars and gravesides. “A new scientific truth does not triumph by convincing its opponents and making them see the light,” the physicist wrote. “But rather because its opponents eventually die, and a new generation grows up that is familiar with it.”
The plain truth was the deniers weren’t getting any younger. Actual science was drawing the young PhDs. (When S. Fred Singer addressed a roomful of such climatologists in the spring of the Oregon Petition, the reception was not hostile. It was charity. His audience “politely pointed to datasets and to scientific research,” wrote science journalist Myanna Lahsen, “none of which Dr. Singer appeared to be familiar with.”) It’s why the great denial work was brought off by Frederick Seitz, 86, and S. Fred Singer, 78; and by Arthur Robinson, aged 56, whose footsteps two-time Nobel Prize laureate Linus Pauling had long ago banished from institutional hallways.
“What will happen is clear,” Arthur told supporters, in a sort of pre-invasion essay, as his envelopes mustered at the post office. “The warmers will be deprived of the central pillar that underlies their entire campaign.”
This was that tall, shade-throwing word: consensus. “Remove their facade of scientific consensus, and they will likely lose — if it is removed in time.”
And it worked. In the House and Senate, lawmakers said the petition proved climate change was “bogus” — a non-issue for “the vast majority” of scientists. (They needed something like it to be true. So they went ahead and believed it into truth.) It worked because it’s a big library, and we’re all busy people. And, as the bibliothecary Jorge Luis Borges once observed, “The person does not exist who, outside their own specialty, is not credulous.”
“Happy Earth Day, Al Gore!” Fred Singer wrote in his Washington Times column. “Your much-touted ‘scientific consensus’ on global warming has just been exposed as phony.” They’d finally found a way to bring down the tree.
In 2001, Scientific American went through Arthur Robinson’s signature books. Present on Arthur’s list were names submitted in a spirit of substitute-teacher abuse. (Arthur told the Associated Press that he had “no way of filtering out a fake.”) There was Shirl E. Cook and Richard Cool and Dr. House, and the presumably dependable Knight and the presumably less steady Dr. Red Wine, also the accommodating Betty Will, the in-terrible-distress W. C. Lust. Also someone who gave their name only as Looney. Plus a dash of celebrity like Michael J. Fox and John Grisham and the dramatis personae of the medical series M*A*S*H. Even some businesses, like R. C. Kannan & Associates, and Glenn Springs Holdings, Inc., had found a way to lift the pen and get involved. Dick Groeber — Dick’s Weather Service — had once again elected to lend the effort the weight of his endorsement. All these names appeared on Arthur’s petition as it was cited in Congress.
Arthur claimed only one false name was ever found to soil his list. (Some jokester had snuck on Dr. Geri Halliwell — Ginger Spice, of the empowerment band Spice Girls.) But post-media, all these names were quietly withdrawn. W. C. Lust and Betty Will and Glenn Springs Holdings, Inc., and Dick’s Weather Service, scrubbed from history.
The names Scientific American examined were real. Barrier to entry was not high. If you claimed a bachelor’s in math, science, or engineering, to Arthur’s way of thinking you were a climate scientist. (Even so, Dick Groeber had no real business being on this list.) Your kid’s math teacher could sign. So could her shop teacher, and the veterinarian.
These names were Styrofoam peanuts, packaging, and brushed aside. Scientific American took “a random sample of 30 of the 1,400 signatories claiming to hold a Ph.D. in a climate-related science.”
Of the 26 names they could identify through the databases, “11 said they still agreed with the petition.” The magazine went on, “One was an active climate researcher, two others had relevant expertise, and eight signed based on an informal evaluation. Six said they would not sign the petition today, three did not remember any such petition, one had died, and five did not answer repeated messages.” The magazine estimated that Arthur had managed about 200 climate researchers — “a small fraction of the climatological community.” Remove number from box, shake off the packaging: What Arthur Robinson and Frederick Seitz had delivered was a sweaty means of confirming the consensus.
And still there were international headlines (“NO SCIENTIFIC CONSENSUS ON GLOBAL WARMING”). And still Frederick Seitz and S. Fred Singer could make their use of the data.
Dr. Seitz told reporters the petition represented “the silent majority of the scientific community.” (Which meant at least 51 laconic percent.) And Dr. Singer called it “the largest group of scientists ever,” as if the petition combined a Caltech homecoming weekend with an especially congested Burning Man.
Arthur kept up the petition drive. Yet among supporters, he couldn’t quite bring himself to call the signers colleagues. The tongue values what it values.
“We’ve got now about 17,000 scien—” Arthur caught himself. “People with degrees in science.” As of 2008, he’d nearly doubled his figure.
S. Fred Singer experienced the same performance trouble. In 2012 he was still quoting it. Because it was the only thing — Arthur had given the movement the strongest evidence it ever had. But even the famously reliable Singer tongue went rogue. “There’s hundreds of us — thousands,” he said on PBS. “Look, 31,000 scientists and engineers signed a statement.” Then the scientist went a bit green. “Look, they’re not specialists in climate.”
But in 1998, when the ground was fresh, Dr. Singer told Congress that signers were “specialists in fields related to global warming.” He told readers, while the issue was being contested, they were “experts in the pertinent scientific fields.”
Arthur’s website gives his patriotic side of the figure. “31,487 American scientists,” he writes. “Including 9,029 Ph.D.s.” You needed a data point, a comparison.
So, for the doctoral number: America is home to half a million science and engineering PhDs. Arthur netted 1.8%. His yield was small. And for the bachelor’s number: We’ve awarded 10 million first degrees in science and engineering. Here Arthur’s petition was an absolute crash: 0.3%.
Arthur again sounded the Academy horn in a press release. “More than 40 signatories are members of the prestigious National Academy of Sciences.” But Arthur had withheld the comparison. The Academy’s got 2,200 members. His yield was eerily consistent: 1.8%. The generally accepted number for climate scientists and warming is 97% to 3%. Arthur’s fate was to spend 25 years as superintendent of a consensus he loathed.
This article was excerpted and condensed from David Lipsky’s book The Parrot and the Igloo: Climate and the Science of Denial, available now from W. W. Norton & Company ©2023.
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With policy chaos and disappearing subsidies in the U.S., suddenly the continent is looking like a great place to build.
Europe has long outpaced the U.S. in setting ambitious climate targets. Since the late 2000s, EU member states have enacted both a continent-wide carbon pricing scheme as well as legally binding renewable energy goals — measures that have grown increasingly ambitious over time and now extend across most sectors of the economy.
So of course domestic climate tech companies facing funding and regulatory struggles are now looking to the EU to deploy some of their first projects. “This is about money,” Po Bronson, a managing director at the deep tech venture firm SOSV told me. “This is about lifelines. It’s about where you can build.” Last year, Bronson launched a new Ireland-based fund to support advanced biomanufacturing and decarbonization startups open to co-locating in the country as they scale into the European market. Thus far, the fund has invested in companies working to make emissions-free fertilizers, sustainable aviation fuel, and biofuel for heavy industry.
It’s still rare to launch a fund abroad, and yet a growing number of U.S. companies and investors are turning to Europe to pilot new technology and validate their concepts before scaling up in more capital-constrained domestic markets.
Europe’s emissions trading scheme — and the comparably stable policy environment that makes investors confident it will last — gives emergent climate tech a greater chance at being cost competitive with fossil fuels. For Bronson, this made building a climate tech portfolio somewhere in Europe somewhat of a no-brainer. “In Europe, the regulations were essentially 10 years ahead of where we wanted the Americas and the Asias to be,” Bronson told me. “There were stricter regulations with faster deadlines. And they meant it.”
Of the choice to locate in Ireland, SOSV is in many ways following a model piloted by tech giants Google, Microsoft, Apple, and Meta, all of which established an early presence in the country as a gateway to the broader European market. Given Ireland’s English-speaking population, low corporate tax rate, business-friendly regulations, and easy direct flights to the continent, it’s a sensible choice — though as Bronson acknowledged, not a move that a company successfully fundraising in the U.S. would make.
It can certainly be tricky to manage projects and teams across oceans, and U.S. founders often struggle to find overseas talent with the level of technical expertise and startup experience they’re accustomed to at home. But for the many startups struggling with the fundraising grind, pivoting to Europe can offer a pathway for survival.
It doesn’t hurt that natural gas — the chief rival for many clean energy technologies — is quite a bit more expensive in Europe, especially since Russia’s invasion of Ukraine in 2022. “A lot of our commercial focus today is in Europe because the policy framework is there in Europe, and the underlying economics of energy are very different there,” Raffi Garabedian, CEO of Electric Hydrogen, told me. The company builds electrolyzers that produce green hydrogen, a clean fuel that can replace natural gas in applications ranging from heavy industry to long-haul transport.
But because gas is so cheap in the U.S., the economics of the once-hyped “hydrogen economy” have gotten challenging as policy incentives have disappeared. With natural gas in Texas hovering around $3 per thousand cubic feet, clean hydrogen just can’t compete. But “you go to Spain, where renewable power prices are comparable to what they are in Texas, and yet natural gas is eight bucks — because it’s LNG and imported by pipeline — it’s a very different context,” Garabedian explained.
Two years ago, the EU adopted REDIII — the third revision of its Renewable Energy Directive — which raises the bloc’s binding renewable share target to 42.5% by 2030 and broadens its scope to cover more sectors, including emissions from industrial processes and buildings. It also sets new rules for hydrogen, stipulating that by 2030, at least 42% of the hydrogen used for industrial processes such as steel or chemical production must be green — that is, produced using renewable electricity — increasing to 60% by 2035.
Member countries are now working to transpose these continent-wide regulations into national law, a process Garabedian expects to be finalized by the end of this year or early next. Then, he told me, companies will aim to scale up their projects to ensure that they’re operational by the 2030 deadline. Considering construction timelines, that “brings you to next year or the year after for when we’re going to see offtakes signed at much larger volumes,” Garabedian explained. Most European green hydrogen projects are aiming to help decarbonize petroleum, petrochemical, and biofuel refining, of all things, by replacing hydrogen produced via natural gas.
But that timeline is certainly not a given. Despite its many incentives, Europe has not been immune to the rash of global hydrogen project cancellations driven by high costs and lower than expected demand. As of now, while there are plenty of clean hydrogen projects in the works, only a very small percent have secured binding offtake agreements, and many experts disagree with Garabedian’s view that such agreements are either practical or imminent. Either way, the next few years will be highly determinative.
The thermal battery company Rondo Energy is also looking to the continent for early deployment opportunities, the startup’s Chief Innovation Officer John O’Donnell told me, though it started off close to home. Just a few weeks ago, Rondo turned on its first major system at an oil field in Central California, where it replaced a natural gas-powered boiler with a battery that charges from an off-grid solar array and discharges heat directly to the facility.
Much of the company’s current project pipeline, however, is in Europe, where it’s planning to install its batteries at a chemical plant in Germany, an industrial park in Denmark, and a brewery in Portugal. One reason these countries are attractive is that their utilities and regulators have made it easier for Rondo’s system to secure electricity at wholesale prices, thus allowing the company to take advantage of off-peak renewable energy rates to charge when energy is cheapest. U.S. regulations don’t readily allow for that.
“Every single project there, we’re delivering energy at a lower cost,” O’Donnell told me. He too cited the high price of natural gas in Europe as a key competitive advantage, pointing to the crippling effect energy prices have had on the German chemical industry in particular. “There’s a slow motion apocalypse because of energy supply that’s underway,” he said.
Europe has certainly proven to be a more welcoming and productive policy environment than the U.S., particularly since May, when the Trump administration cut billions of dollars in grants for industrial decarbonization projects — including two that were supposed to incorporate Rondo’s tech. One $75 million grant was for the beverage company Diageo, which planned to install heat batteries to decarbonize its operations in Illinois and Kentucky. Another $375 million grant was for the chemicals company Eastman, which wanted to use Rondo’s batteries at a plastics recycling plant in Texas.
While nobody knew exactly what programs the Trump administration would target, John Tough, co-founder at the software-focused venture firm Energize Capital, told me he’s long understood what a second Trump presidency would mean for the sector. Even before election night, Tough noticed U.S. climate investors clamming up, and was already working to raise a $430 million fund largely backed by European limited partners. So while 90% of the capital in the firm’s first fund came from the U.S., just 40% of the capital in this latest fund does.
“The European groups — the pension funds, sovereign wealth funds, the governments — the conviction they have is so high in climate solutions that our branding message just landed better there,” Tough told me. He estimates that about a quarter to a third of the firm’s portfolio companies are based in Europe, with many generating a significant portion of their revenue from the European market.
But that doesn’t mean it was easy for Energize to convince European LPs to throw their weight behind this latest fund. Since the American market often sets the tone for the global investment atmosphere, there was understandable concern among potential participants about the performance of all climate-focused companies, Tough explained.
Ultimately however, he convinced them that “the data we’re seeing on the ground is not consistent with the rhetoric that can come from the White House.” The strong performance of Energize’s investments, he said, reveals that utility and industrial customers are very much still looking to build a more decentralized, digitized, and clean grid. “The traction of our portfolio is actually the best it’s ever been, at the exact same time that the [U.S.-based] LPs stopped focusing on the space,” Tough told me.
But Europe can’t be a panacea for all of U.S. climate tech’s woes. As many of the experts I talked to noted, while Europe provides a strong environment for trialing new tech, it often lags when it comes to scale. To be globally competitive, the companies that are turning to Europe during this period of turmoil will eventually need to bring down their costs enough to thrive in markets that lack generous incentives and mandates.
But if Europe — with its infinitely more consistent and definitively more supportive policy landscape — can serve as a test bed for demonstrating both the viability of novel climate solutions and the potential to drive down their costs, then it’s certainly time to go all in. Because for many sectors — from green hydrogen to thermal batteries and sustainable transportation fuels — the U.S. has simply given up.
Current conditions: The Philippines is facing yet another deadly cyclone as Super Typhoon Fung-wong makes landfall just days after Typhoon Kalmaegi • Northern Great Lakes states are preparing for as much as six inches of snow • Heavy rainfall is triggering flash floods in Uganda.
The United Nations’ annual climate conference officially started in Belém, Brazil, just a few hours ago. The 30th Conference of the Parties to the UN Framework Convention on Climate Change comes days after the close of the Leaders Summit, which I reported on last week, and takes place against the backdrop of the United States’ withdrawal from the Paris Agreement and a general pullback of worldwide ambitions for decarbonization. It will be the first COP in years to take place without a significant American presence, although more than 100 U.S. officials — including the governor of Wisconsin and the mayor of Phoenix — are traveling to Brazil for the event. But the Trump administration opted against sending a high-level official delegation.
“Somehow the reduction in enthusiasm of the Global North is showing that the Global South is moving,” Corrêa do Lago told reporters in Belém, according to The Guardian. “It is not just this year, it has been moving for years, but it did not have the exposure that it has now.”

New York regulators approved an underwater gas pipeline, reversing past decisions and teeing up what could be the first big policy fight between Governor Kathy Hochul and New York City Mayor-elect Zohran Mamdani. The state Department of Environmental Conservation issued what New York Focus described as crucial water permits for the Northeast Supply Enhancement project, a line connecting New York’s outer borough gas network to the fracking fields of Pennsylvania. The agency had previously rejected the project three times. The regulators also announced that the even larger Constitution pipeline between New York and New England would not go ahead. “We need to govern in reality,” Hochul said in a statement. “We are facing war against clean energy from Washington Republicans, including our New York delegation, which is why we have adopted an all-of-the-above approach that includes a continued commitment to renewables and nuclear power to ensure grid reliability and affordability.”
Mamdani stayed mostly mum on climate and energy policy during the campaign, as Heatmap’s Robinson Meyer wrote, though he did propose putting solar panels on school roofs and came out against the pipeline. While Mamdani seems unlikely to back the pipeline Hochul and President Donald Trump have championed, during a mayoral debate he expressed support for the governor’s plan to build a new nuclear plant upstate.
Late last week, Pine Gate Renewables became the largest clean energy developer yet to declare bankruptcy since Trump and Congress overhauled federal policy to quickly phase out tax credits for wind and solar projects. In its Chapter 11 filings, the North Carolina-based company blamed provisions in Trump’s One Big Beautiful Bill Act that put strict limits on the use of equipment from “foreign entities of concern,” such as China. “During the [Inflation Reduction Act] days, pretty much anyone was willing to lend capital against anyone building projects,” Pol Lezcano, director of energy and renewables at the real estate services and investment firm CBRE, told the Financial Times. “That results in developer pipelines that may or may not be realistic.”
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The Southwest Power Pool’s board of directors approved an $8.6 billion slate of 50 transmission projects across the grid system’s 14 states. The improvements are set to help the grid meet what it expects to be doubled demand in the next 10 years. The investments are meant to harden the “backbone” of the grid, which the operator said “is at capacity and forecasted load growth will only exacerbate the existing strain,” Utility Dive reported. The grid operator also warned that “simply adding new generation will not resolve the challenges.”
Oil giant Shell and the industrial behemoth Mitsubishi agreed to provide up to $17 million to a startup that plans to build a pilot plant capable of pulling both carbon dioxide and water from the atmosphere. The funding would cover the direct air capture startup Avnos’ Project Cedar. The project could remove 3,000 metric tons of carbon from the atmosphere every year, along with 6,000 tons of clean freshwater. “What you’re seeing in Shell and Mitsubishi investing here is the opportunity to grow with us, to sort of come on this commercialization journey with us, to ultimately get to a place where we’re offering highly cost competitive CO2 removal credits in the market,” Will Kain, CEO of Avnos, told E&E News.
The private capital helps make up for some of the federal funding the Trump administration is expected to cut as part of broad slashes to climate-tech investments. But as Heatmap’s Emily Pontecorvo reported last month from north of the border, Canada is developing into a hot zone of DAC development.
The future of remote sensing will belong to China. At least, that’s what the research suggests. This broad category involves the use of technologies such as lasers, imagery, and hyperspectral imagery, and is key to everything from autonomous driving to climate monitoring. At least 47% of studies in peer-reviewed publications on remote sensing now originate in China, while just 9% come from the United States, according to the New York University paper. That research clout is turning into an economic advantage. China now accounts for the majority of remote sensing patents filed worldwide. “This represents one of the most significant shifts in global technological leadership in recent history,” Debra Laefer, a professor in the NYU Tandon Civil and Urban Engineering program and the lead author, said in a statement.
The company is betting its unique vanadium-free electrolyte will make it cost-competitive with lithium-ion.
In a year marked by the rise and fall of battery companies in the U.S., one Bay Area startup thinks it can break through with a twist on a well-established technology: flow batteries. Unlike lithium-ion cells, flow batteries store liquid electrolytes in external tanks. While the system is bulkier and traditionally costlier than lithium-ion, it also offers significantly longer cycle life, the ability for long-duration energy storage, and a virtually impeccable safety profile.
Now this startup, Quino Energy, says it’s developed an electrolyte chemistry that will allow it to compete with lithium-ion on cost while retaining all the typical benefits of flow batteries. While flow batteries have already achieved relatively widespread adoption in the Chinese market, Quino is looking to India for its initial deployments. Today, the company announced that it’s raised $10 million from the Hyderabad-based sustainable energy company Atri Energy Transitions to demonstrate and scale its tech in the country.
“Obviously some Trump administration policies have weakened the business case for renewables and therefore also storage,” Eugene Beh, Quino’s founder and CEO, told me when I asked what it was like to fundraise in this environment. “But it’s actually outside the U.S., where the appetite still remains very strong.”
The deployment of battery energy storage in India lags far behind the pace of renewables adoption, presenting both a challenge and an opportunity for the sector. “India does have an opportunity to leapfrog into a more flexible, resilient, and sustainable power system,” Shreyas Shende, a senior research associate at Johns Hopkins’ Net Zero Industrial Policy Lab, told me. The government appears eager to make it happen, setting ambitious targets and offering ample incentives for tech-neutral battery storage deployments, as it looks to lean into novel technologies.
“Indian policymakers have been trying to double down on the R&D and innovation landscape because they’re trying to figure out, how do you reduce dependence on these lithium ion batteries?” Shende said. China dominates the global lithium-ion market, and also has a fractious geopolitical relationship with India, So much like the U.S., India is eager to reduce its dependence on Chinese imports. “Anything that helps you move away from that would only be welcome as long as there’s cost compatibility,” he added
Beh told me that India also presents a natural market for Quino’s expansion, in large part because the key raw material for its proprietary electrolyte chemistry — a clothing dye derived from coal tar — is primarily produced in China and India. But with tariffs and other trade barriers, China poses a much more challenging environment to work in or sell from these days, making the Indian market a simpler choice.
Quino’s dye-based electrolyte is designed to be significantly cheaper than the industry standard, which relies on the element vanadium dissolved in an acidic solution. In vanadium flow batteries, the electrolyte alone can account for roughly 70% of the product’s total cost, Beh said. “We’re using exactly the same hardware as what the vanadium flow battery manufacturers are doing,” he told me minus the most expensive part. “Instead, we use our organic electrolyte in place of vanadium, which will be about one quarter of the cost.”
Like many other companies these days, Beh views data centers as a key market for Quino’s tech — not just because that’s where the money’s at, but also due to one of flow batteries’ core advantages: their extremely long cycle lives. While lithium-ion energy storage systems can only complete from 3,000 to 5,000 cycles before losing 20% or more of their capacity, with flow batteries, the number of cycles doesn’t correlate with longevity at all. That’s because their liquid-based chemistry allows them to charge and discharge without physically stressing the electrodes.
That’s a key advantage for AI data centers, which tend to have spiky usage patterns determined by the time of day and events that trigger surges in web traffic. Many baseload power sources can’t ramp quickly enough to meet spikes in demand, and gas peaker plants are expensive. That makes batteries a great option — especially those that can respond to fluctuations by cycling multiple times per day without degrading their performance.
The company hasn’t announced any partnerships with data center operators to date — though hyperscalers are certainly investing in the Indian market. First up will be getting the company’s demonstration plants online in both California and India. Quino already operates a 100-kilowatt-hour pilot facility near Buffalo, New York, and was awarded a $10 million grant from the California Energy Commission and a $5 million grant from the Department of Energy this year to deploy a larger, 5-megawatt-hour battery at a regional health care center in Southern California. Beh expects that to be operational by the end of 2027.
But its plans in India are both more ambitious and nearer-term. In partnership with Atri, the company plans to build a 150- to 200-megawatt-hour electrolyte production facility, which Beh says should come online next year. With less government funding in the mix, there’s simply less bureaucracy to navigate, he explained. Further streamlining the process is the fact that Atri owns the site where the plant will be built. “Obviously if you have a motivated site owner who’s also an investor in you, then things will go a lot faster,” Beh told me.
The goal for this facility is to enable production of a battery that’s cost-competitive with vanadium flow batteries. “That ought to enable us to enter into a virtuous cycle, where we make something cheaper than vanadium, people doing vanadium will switch to us, that drives more demand, and the cost goes down further,” Beh told me. Then, once the company scales to roughly a gigawatt-hour of annual production, he expects it will be able to offer batteries with a capital cost roughly 30% lower than lithium-ion energy storage systems.
If it achieves that target, in theory at least, the Indian market will be ready. A recent analysis estimates that the country will need 61 gigawatts of energy storage capacity by 2030 to support its goal of 500 gigawatts of clean power, rising to 97 gigawatts by 2032. “If battery prices don’t fall, I think the focus will be towards pumped hydro,” Shende told me. That’s where the vast majority of India’s energy storage comes from today. “But in case they do fall, I think battery storage will lead the way.”
The hope is that by the time Quino is producing at scale overseas, demand and investor interest will be strong enough to support a large domestic manufacturing plant as well. “In the U.S., it feels like a lot of investment attention just turned to AI,” Beh told me, explaining that investors are taking a “wait and see” approach to energy infrastructure such as Quino. But he doesn’t see that lasting. “I think this mega-trend of how we generate and use electricity is just not going away.”