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The whales will be fine.

Donald Trump loves eagles and whales and therefore he wants to protect them — from clean energy development.
Trump may, however, be relieved to hear that many of his concerns about wind and solar energy are unfounded. Here’s what he gets right and wrong.
Pointing out the window to the Atlantic Ocean at one point, one attendee said, the former president claimed that offshore wind turbines break down when they are exposed to saltwater … [April 17, 2024]
Fact check: Let’s just get this out of the way: offshore wind turbines are designed to withstand saltwater exposure. People have been building things in saltwater for a long, long time. From the oldest known ships constructed 6,000 years ago out of papyrus reeds to Norway’s Troll A platform — a reinforced concrete offshore natural gas platform and the tallest structure ever moved by humankind — we’ve learned a few things about resisting salt corrosion.
This scene occurred during a fundraising dinner with oil and gas executives at Trump’s Mar-a-Lago resort reported on by The Washington Post, which also pointed out this obvious fact. That said, to the former president’s credit, “the ocean is indeed a difficult environment” for construction and engineering, Eric Hines, a civil and environmental engineering professor and the director of the offshore wind energy graduate program at Tufts University, told me. But the lifespan of offshore structures can range from a few years to more than a century.
According to Hines, most offshore wind farms today are built to have “approximately 25-year service lives,” but the design is always evolving. His department, for example, is working on developing advanced underwater foundations that are built to last more than a century and double as artificial reefs.
“I like the concept of solar, but it’s not powerful like what we need to fire up our factories.” [Dec. 16, 2023]
Fact check: “That question is actually a little bit tricky,” Baker, the assistant professor of engineering at the University of Colorado, told me, when I asked him whether solar alone could power a factory — but it’s also not really what we should be asking. “One thing I’ve noticed people do a lot is they’ll just compare efficiency of power generation,” Baker explained. But “it’s not just about the efficiency — it’s about other things, too, like solar’s ability to be distributed. You can’t put a nuclear fission power plant in your house — you know, not yet — but you can put solar panels, so that’s a huge benefit. It offers some resiliency that other sources just can’t offer.”
It’s true that solar power is less efficient than other sources of energy, including wind, and that it requires a lot of surface area, which could be an undue burden for a manufacturer. But at the same time, “I don’t know if anybody is proposing to power an entire factory based off of solar,” Baker said.“Their windmills are causing whales to die in numbers never seen before. Nobody does anything about that. They’re washing up on shore. I saw it this weekend: Three of them came up! You wouldn’t see it once a year; now they’re coming up on a weekly basis. The windmills are driving them crazy. They’re driving the whales, I think, a little batty.” [Sept. 25, 2023]
Fact check: If you ever want to feel ridiculous, try asking a scientist at the National Oceanic and Atmospheric Administration if windmills are making whales “a little batty.”
NOAA actively studies how “sound, vessel, and other human activities” impact marine life, Lauren Gaches, the director of NOAA Fisheries Public Affairs, told me over email. “At this point, there is no scientific evidence that noise resulting from offshore wind site characterization surveys could potentially cause mortality of whales,” she said.
An ongoing “unusual mortality event” for humpback whales has resulted in 200 whale deaths between 2016 and June 2023 along the Atlantic coast from Maine to Florida — that much is true. But “there are no known links between recent large whale mortalities and ongoing offshore wind surveys,” Gaches told me. NOAA’s fact page on whales and offshore wind explains that of “roughly 90 whales examined, about 40% had evidence of human interaction, either ship strike or entanglement.”
There has been some chatter about underwater surveying work disrupting whales, which may be true in the case of oil and gas surveys, which use seismic air guns to penetrate deep into the ocean floor. The surveying equipment used for offshore wind is, by contrast, used in 15-second bursts and limited to a specific area, “so the likelihood of an animal encountering and coming right into that sound beam is quite low,” Erica Staaterman, the deputy director for the Bureau of Ocean Energy Management’s Center for Marine Acoustics, said on a NOAA-hosted call with the press early last year.
As Ben Laws, the deputy chief of NOAA’s Permits and Conservation Division in the Office of Protected Resources, said on the same call, “There is no information that would support any suggestion that any of the equipment that’s being used in support of wind development for these site characterization surveys could directly lead to the death of a whale.”
“If you go out hunting and you happen to shoot a bald eagle, they put you in jail, like, for five years, right? They kill thousands of them with these windmills; nothing happens.” [Jan. 28, 2023]
“If you want to see a bird cemetery, go under a windmill sometime. You’ll see birds like you never saw. If you love birds, you’ll start to weep.” [Dec. 16, 2023]
Fact check: Trump has had a vendetta against wind turbines since long before he ever ran for president. “Wind farms are killing many thousands of birds,” reads one illustrative tweet from 2012. “They make hunters look like nice people!”
Lewis Grove is the director of wind and energy policy at the American Bird Conservancy, and he told me that while it’s “not necessarily as simple as Mr. Trump painted it out to be, wind turbines absolutely kill birds.”
But the context here is extremely important. Jason Ryan, a spokesperson for the American Clean Power Association, a leading renewable energy trade group, pointed me to research from the U.S. Fish & Wildlife Service that shows wind farms “represent just 0.03% of all human-related bird deaths in the U.S.” Grove likewise told me that, for the most part, bird deaths due to wind turbines do “not have population-level impacts.”
There are exceptions, such as an infamous wind farm in California’s Altamont Pass built in 1981 that “just happened to be in a place that was really heavily used by golden eagles,” Grove told me. Because golden eagle populations were already very low, having 100 or so killed a year by turbines was “unsustainable.” Even in a case like this, though, it behooves one to look at the whole picture: “They found it was a few individual turbines that were causing the damage,” Grove said. These days, around 60 golden eagles a year are killed in Alameda County, the Alameda Post reports, and the operating company must pay steep penalties for eagle deaths.
What’s more, “climate change is one of the greatest threats birds face, with two-thirds of North American species at risk of extinction due to our warming planet,” Jon Belak, senior manager of science and data analysis at The National Audubon Society, told me in a statement. “We need to build more wind and solar facilities to help slow the rise in global temperatures and protect birds and their habitats from a changing climate.”
Wind farms may not have population-level impacts on birds, but fracking does — “the onset of shale oil and gas production reduces subsequent bird population counts by 15%,” even after accounting for factors like weather and other land-use changes, according to one just-published, peer-reviewed study.
“Remember the windmills? ‘Darling, darling, I want to watch the president, I love him so much. I want to watch him on television tonight.’ ‘I’m sorry, but the wind isn’t blowing, you’ll have to wait ‘til another time.’ Windmills.” [March 26, 2022]
Fact check: “I mean, it’s possible with any mix of generation that if supply and demand aren’t equal, your TV will go out. That’s just physics,” Kyri Baker, an assistant professor of engineering at the University of Colorado, told me when I asked her if Trump’s scenario had any merit. In other words, a power outage could happen whether your electricity is coming from coal or natural gas or anything else. The difference, she said, is that “wind is by nature variable, intermittent. But it’s also not reliant on fuel like natural gas or coal plants or even nuclear plants are.”
What happens on days when there is no wind? “Grids are extremely regulated,” Baker explained to me. “There’s so many layers of redundancy that aim specifically to not have [an outage] happen.” A grid is made up of diverse electricity sources (for my visual learners, Canary imagines what a net-zero grid could look like here), as well as measures like offline backup generators, which can kick in if need be, so service isn’t disrupted.
Battery storage is another huge part of this equation. While they’re still fairly cutting-edge as climate technology goes, high-capacity batteries that can manage grid-scale energy needs are getting better and more plentiful.
“Stop with all of the windmills all over the place that are ruining the atmosphere.” [Jan. 20, 2022]
Fact check: Wind turbines do not damage the literal atmosphere.
But maybe Trump meant atmosphere as in “sense of place”? Most Americans don’t seem to think windmills are “ruining” anything. In a recent Heatmap poll, nearly eight in 10 Americans said they want the government to make it easier to build new wind farms. The Washington Post similarly found last year that about 70% of Americans said they wouldn’t mind living near a wind farm.
As my colleague Robinson Meyer has written, “American laws today give even a small, well-resourced minority plenty of tools to block a project” like a wind farm, and “what’s more, once that small group starts campaigning against a project, the public’s broad but shallow support for, say, a general technology can crater. That’s what happened recently in New Jersey, where a once broadly pro-wind public has turned against four proposed offshore wind farms.”
“It’s a very expensive form — probably the most expensive form of energy.” [Jan. 20, 2022]
Fact check: Wind in general is not the most expensive form of energy, but offshore wind is very expensive — for now.
Of the energy sources we’re currently used to, nuclear is usually cited as having the highest levelized cost of electricity — that is, it has the highest average cost per unit of electricity generated after construction, maintenance, and operation have been taken into account. Peaker plants — gas-powered plants that run just during times of peak demand — usually come in second.
Offshore wind is costly, with the levelized cost of electricity from a subsidized U.S. offshore wind project increasing “to $114.20 per megawatt-hour in 2023, up almost 50% from 2021 levels in nominal terms,” BloombergNEF reports. Many of the factors making offshore wind so expensive — including permitting delays, high interest rates, and supply chain issues — will abate with time. Meanwhile, onshore wind is one of the cheapest forms of electricity available and has boasted a “lower LCOE than gas plants since 2015,” Sustainable Energy in America reports.
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I decided to go to Italy in June with my husband, my 9-month-old daughter, and my 69-year-old father. What could go wrong?
The start of a vacation really begins 10 days before departure, when your arrival date first appears on your weather app. Like the turning over of a tarot card, it is this initial forecast that hints at the potential character of your trip — whether your beach vacation might be ruined by rain, or if spring break will fall this year during an unanticipated cold spell.
For our recent trip to Bologna, Italy, my family and I seemed to have pulled one of the worst cards in the deck: Our weather apps suggested early on that the high would be near 100 degrees Fahrenheit on the weekend of our arrival.
Little did we know then, it would never cool down.
Coming on the heels of Europe’s second-hottest May on record, an extreme heat wave settled over the continent on June 18, 2026 — the first day of our trip — and lasted through Sunday, June 29 — the day we returned home. This would, on its face, seem to be a case of abysmal luck. But as someone who writes about extreme heat, it felt more like the moment I went from covering the story to living it myself, a jarring but not uncommon experience among my professional colleagues. As is often the case on the climate beat, it is only a matter of time before we become the subjects of our own stories.
To be sure, I’ve been hot in Europe before. Last year, I was also in Bologna during a heat wave, when the city set a record for the highest minimum temperature in June. At that time, I was pregnant and attending the Il Cinema Ritrovato film festival with my husband, a movie critic. Despite the wimpy European AC running in the theaters — and the nonexistent AC in many of the city’s best restaurants — we had such a good time that we pledged to make our attendance an annual family tradition. Next year, we decided then, we’d return with the baby.
Ah, the naïveté of parents to-be!
Our itinerary took us from Seattle to Paris for a one-night stopover before we would carry on to Bologna. On our arrival day, June 18, Paris hit 97 degrees Fahrenheit. Determined to try to see as much of the new-to-us city as we could, we stuck the baby in a backpack and raced from our air-conditioned room to another AC oasis, the Musée d’Orsay — a walk of about half an hour that took us along the sun-blasted east end of the Tuileries and over the exposed Pont Royal. By the time we reached the long line of wilting tourists waiting to enter the museum, our daughter had slumped, lethargic, in her carrier. Beside ourselves with panic, we pushed our way into the museum’s lightly air-conditioned ticketing office. I was calculating the fastest way to get medical help — yell for security and hope the museum had paramedics on hand? Dial the local emergency number? — when, after what felt like a terrifyingly long time, she opened her eyes and cried.
I’ve replayed that walk over and over in my head, wondering where we went wrong. Unfortunately, it is difficult to get good medical information about babies and heat. Infants’ warning signs are contradictory — sweat is a red flag, but so is not sweating; increased irritability should be watched for, but so should lethargy — and an individual’s acclimation and compounding conditions like hydration and airflow make it even harder to know when a temperature is safe, or isn’t. Did the sweltering ride into the city on an overcrowded RER mean our daughter was already under heat stress when we left again for our walk? Was it just jet lag compounding her lethargy? Was it the heat transfer from being in a carrier that was at fault, or all that direct sun on the Seine?
Whatever the cause, we arrived in Bologna on edge. In addition to our daughter, I was worried about the other most vulnerable member of our small party: my dad, a senior, who joined us a few days later. Having reported on the 2021 Pacific Northwest heat dome deaths and knowing the cardiac stressor of dehydration, especially on older adults, I was extra obnoxious about making sure everyone carried a water bottle and ensured that the apartment we rented (which I’d made extra sure came with air conditioning) stayed at an “American-style” temperature of “wrap yourself in a blanket indoors.” (I admit to having the weak American mind disease when it comes to using AC, although I was fascinated by the story a Belgian friend told about the social stigma against installing AC in his country because it’s perceived as making the conditions hotter for one’s neighbors.)
Still, meals out couldn’t be avoided, and while many restaurants seemed to have added air conditioning since our trip last year, Bologna is still an eat-on-the-street kind of city. Breakfast was tolerable; leaving for lunch and dinner, though, felt like having a tennis racket of heat swung directly at your face as soon as you stepped outside. The city’s famous porticoes, a “historical form of climactic refuge” designed to provide passive cooling in the form of shade and airflow, offered marginal relief. But even the clever medieval architecture couldn’t compete with the fossil fuel emissions-worsened heat; after the sun went down around 9 p.m., the heat would linger, radiating out of the masonry. The thermometer I hung from the stroller frequently read over 90 degrees Fahrenheit even as late as 11 p.m. To keep the baby cool, we tucked ice packs wrapped in burp cloths alongside her in the stroller, misted her with fans, and covered her legs in a Frogg Toggs evaporative cooling towel that we’d rewet in the city’s public water fountains.
During our 10 days in Italy, the daytime high never dropped below 95 degrees, and my dad and the baby spent almost their entire vacation indoors — either at the apartment or at the wonderful Biblioteca Salaborsa, a library and one of Bologna’s community cooling centers. It was from my colleague Robinson Meyer that I later learned more than half of Italian households now have air conditioning, although adoption has grown faster in the south than in the north, where we were. That’s a pattern that extends across Europe; about “28% of French homes and 13% of apartments have some kind of air conditioning,” Rob further writes.
But while excess mortality takes a long time to calculate accurately, France already reports that more than 1,300 people have died due to the heat since June 21, 2026. Most of the casualties are among people over the age of 65, as is usually the case during heat waves, but small children are also among the dead.
There isn’t a tidy ending to this story. We were hot, we lived, and we went home. I have almost no pictures of my child on her first international vacation because she spent practically all of it indoors, but that is hardly a tragedy. And — as I kept reminding myself when my intrusive thoughts and mom guilt became overwhelming — there are millions of parents raising millions of children in parts of the world that are very, very hot. What we accomplished, while inconvenient, was nothing extraordinary; in the coming years, it will probably become even more banal. (Indeed, it was about 10 degrees hotter in parts of France during this heat wave than anything we endured in Bologna.)
But let’s go back to that excess mortality number for just a moment. In 2022, a summer likely to be cooler than the six-day-old El Niño-fueled one now beginning in Europe, the World Health Organization calculated that more than 61,000 people died on the continent due to extreme heat stress. That’s 61,000 people with daughters and sons who also harangued them about remembering to drink water or stay out of the sun; 61,000 people who now won’t see their grandchildren start school, who won’t attend another family meal, who won’t take another vacation. While I spent 10 days worrying about how to keep the people I care about safe from extreme heat, it’s all but certain someone else — many someone elses — lost the ones they love in those same temperatures.
On the night before our departure for Paris, when our whole weather app had filled up with 97, 98, and 101 degree days stretching into the foreseeable future, my husband and I asked each other if we still wanted to go and be in that kind of heat. What a privilege it is, for now, to have been able to decide.
Republican Mike Braun loves data centers but hates electricity price increases.
Elected officials — especially in executive positions like governor, mayor, or, say, president — tend to support economic development writ large, looking to bring jobs to their constituents and expand the tax base. By that same token, they also tend to be quite sensitive to rising costs — especially utility bills, for which voters tend to hold state governments accountable, per Heatmap polling.
That puts governors — especially Republican governors, who are often more friendly to business and more likely to buy into arguments proffered by the White House about national security and economic competitiveness — in a tricky position as both the data center buildout and opposition to it gain momentum across the United States. No one embodies the dilemma more than Indiana’s Governor Mike Braun, who has positioned himself as a champion of data centers while also going on the rhetorical warpath against the utility AES Indiana and the Indiana Utility Regulatory Commission.
His latest barrage against Indiana’s electricity ratemaking process started in mid-June, when the utility commission approved a rate case from AES Indiana granting the utility a $71 million revenue increase across two phases, the first beginning in July, each of which will raise monthly bills by “less than $5 per month,” according to the company. AES had originally asked for a $190 million increase, but thanks in part to intervention from Indiana’s Office of Utility Consumer Counselor, a public advocate in utility rate hearings, it was eventually whittled down.
The utility commission handed down its decision on June 17. Later that same day, Braun issued a blast against AES and the IURC, saying in a statement that “my top priority is affordability, which is why I am deeply disappointed by the IURC’s approval of another AES rate increase. Hoosiers have spent years tightening their belts and making tough financial decisions. It’s time for utility companies to do the same.” The next day he was back with another fire-breathing statement: “Yesterday’s decision by the IURC to allow another rate increase by AES is unacceptable,” he said, and called for a rehearing of the rate case.
The regulator is in the midst of an “investigative inquiry on energy affordability” launched earlier this year that has required the state’s five large investor-owned utilities to make presentations on their ratemaking. “We’ve heard the concerns about the burden utility bills have on families and businesses across the state, and we are committed to evaluating short- and long-term solutions related to affordability,” then-Chair Andy Zay said in a news release in February announcing the investigation.
Braun, apparently, wasn’t convinced. By Monday, June 22, he’d removed Andy Zay as chairman of the IURC, and installed Commissioner Anthony Swinger to lead the regulator. “Affordability is my top priority,” he reiterated in a post on X, “and I am confident Chairman Swinger will deliver on that priority for Hoosiers.”
When asked about this past month’s events, AES Indiana said that it “respects the independence of the regulatory process and works constructively with all stakeholders. We remain focused on executing under the final approved order and delivering for our customers,” a spokesperson told me. Neither Braun’s office nor the IURC responded to my requests for comment.
The rhetoric was not particularly new for Braun. Last fall, for instance, he declared of utility rate hikes, “we can’t take it anymore,” and ordered the state’s utility consumer advocate “to evaluate utilities’ profits and find cost-saving measures to ease the financial burden on Hoosiers.” That said, his swift actions of late surprised some outside observers. “While Gov. Braun has made utility affordability a priority, the abrupt leadership change at the IURC is nonetheless surprising,” Jefferies analyst Julien Dumoulin-Smith wrote in a note to clients. “We perceive a cautionary tone for Indiana regulation; future orders will likely be more visibly defensible on affordability.”
Indiana sits at the transmission-rich crossroads between the Midwest and East Coast and has long been governed by business-friendly Republicans, and has thus become a locus of data center construction — and backlash. Twenty-one out of 92 counties in the state have enacted some sort of pause or ban on data center construction, according to Heatmap Pro data. Earlier this year, the Indianapolis City Council passed a resolution calling for a pause on approvals for data centers. When the White House earlier this year got large technology companies to commit to the Ratepayer Protection Pledge, in which they agreed to fund any additional grid costs incurred by their data centers, it was arguably following in the footsteps of Indiana, which negotiated a large load tariff last year meant to shield customers of Indiana Michigan Power, a subsidiary of AEP, from data center-related costs.
Braun’s position in Indiana also mirrors the ideological divide in Washington — Braun supports data center development while demanding that utilities figure out a way to spare ratepayers. Advocates to his left, both at the state and federal level, support a pause on all data center construction. André Carson, one of two Democrats representing Indiana in the House of Representatives, introduced a bill that would enact a nationwide data center moratorium alongside Alexandra Ocasio-Cortez and Bernie Sanders. (For what it’s worth, most Americans seem to prefer the leftward road.)
Indiana’s typical household electricity bills have indeed risen in the past couple of years, from about $113 per month two years ago to $120 per month as of May, while prices have risen 19%, according to Heatmap and MIT’s Electricity Price Hub. Prices are up 12% in the past year, according to the Heatmap-MIT data, while the electricity prices nationwide have risen 6%.
Attributing rate hikes to data centers is a notoriously tricky exercise, however, and researchers have generally found that in most states, it’s hard to discern an exact connection. When pressed, Indiana utilities have claimed that higher prices are necessary to fund improvements for reliability or cold weather. Some critics of Indiana utilities, like Citizens Action Coalition Ben Inskeep, attribute years of rate hikes to coziness between the state legislature and utilities and the gradual weakening of regulators who could push back against hikes. Citizens Action has called for a moratorium on data centers in the state.
In spite of his harsh words against utilities, Braun has generally supported data centers as part of an overall economic development strategy, appearing at the groundbreaking for a $10 billion Meta data center project in Lebanon, Indiana, earlier this year. “In Indiana, it’s clear we’re a very easy state to do business in, but the communities are going to have to approve it,” he said on Fox Business earlier this month, setting himself up as a champion of local communities and ratepayers. “In Indiana, if you’re coming in, you’re paying for all of the construction and the generation of electricity, and you’re going to put more electrons onto the grid, taking prices down,” he said.
Braun’s consumer-and-conservation-minded critics have taken aim at this exact claim in pushing for a pause on development.
“We are one of the three or four Ground Zero states for data center development. We’re extremely attractive to data centers,” Kerwin Olson, executive director of Citizens Action Coalition, told me. “That happened at the same time as bills skyrocketing.”
Olson pointed out that Indiana’s data center boom has come at the tail end of a series of controversial economic developments, including a proposed hydrogen hub, carbon capture and storage projects, and a proposed water pipeline. “Here comes Amazon, here comes Meta, Google, and all hell just broke loose,” Olson said.
Referring to Braun, Olson said, “We don’t doubt his sincerity about his concern about affordability. We disagree with him on these solutions that need to happen.”
Current conditions: Temperatures in Washington, D.C., are set to top 90 degrees Fahrenheit before approaching triple digits by mid week • In Taipei, temperatures north of 90 degrees are giving way to thunderstorms all afternoon • June’s “strawberry moon,” as the first full moon of the strawberry-picking season is known, rose last night.
The Department of the Interior has struck a deal with Duke Energy to pay the utility $129 million in exchange for abandoning a lease for an offshore wind project in federal waters off North Carolina. In a statement Monday, Duke’s chief executive in the Carolinas, Kodwo Ghartey-Tagoe, said the company would reinvest nearly all the money the federal government refunded into new generating capacity, “which may include advancing new nuclear and natural gas generation, and grid enhancements to strengthen reliability.” The announcement came less than two weeks after the Trump administration unveiled a $765 million deal with Invenergy to quash four proposed offshore wind sites, as Heatmap’s Emily Pontecorvo reported.
The Supreme Court on Monday ruled that the White House has the power to fire commissioners at independent agencies without showing cause, overturning a nearly century-old precedent and granting President Donald Trump new powers over the federal regulatory state. That, as Heatmap’s Matthew Zeitlin wrote yesterday, directly overhauls the historical separation of powers at the Federal Energy Regulatory Commission and the Nuclear Regulatory Commission, whose members the president appointed but whose culture of not answering to the White House directly created the appearance of being above short-term political concerns. “Agencies like FERC tend not to be as explicitly politicized or partisan as, say, the Environmental Protection Agency, which is led by a single administrator who serves at the pleasure of the president, or the National Labor Relations Board or Federal Election Commission, which oversee areas of law and policy with stark partisan and ideological stakes,” Matthew wrote. “This is partly because FERC justifies decisions on electricity and natural gas policy with reference to ‘technical expertise.’” In the near term, that won’t mean much since the current leadership of FERC and the NRC are closely aligned with the Trump administration. But in an era of eroding institutional trust, the new dynamic could eat away at the credibility of key regulators.
In Texas, regulators are weighing challenges to a transmission line from landowners who say the wires follow a route that unnecessarily intersects with their properties. In North Dakota, however, utility regulators last week passed that point, instead issuing a route permit for a controversial high-voltage transmission line in the eastern half of the state. Utilities first proposed the route for the 92-mile JETx line last summer. “This decision, as with any other decision, has to be based on the law, and then the record and the facts of the case,” Public Service Commissioner Jill Kringstad told the North Dakota Monitor.
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U.S. emissions surged 3.2% last year on the back of a 13% spike in coal-fired power generation, a sign of soaring demand for electricity. Still, solar offered a bright spot, growing by 28% last year. That’s all according to the latest data from the Energy Institute’s annual Statistical Review of World Energy. But the big takeaways were in fossil fuels. Among them: The U.S. remains the world’s top producer of oil and gas, and Canada has consolidated its positions as the world’s No. 4 driller of crude. As a result, “the center of gravity of global oil supply has structurally shifted,” Wafa Jafri, the British lead for energy and natural resource strategy at the accounting giant KPMG, said in a statement. “The Americas now produce 20% more oil than the Middle East, a shift that would have been unthinkable at the start of the century.”
Meanwhile, small-scale solar is making an impact in New York. New analysis by the Energy Information Administration shows that electricity demand falls midday in the state, a phenomenon the agency attributes to the rise of small solar installations in the state. The merits of distributed solar are even more obvious in places like Pakistan, where the grid is prone to going down. The country added a whopping 27 gigawatts of rooftop solar between 2023 and 2025, according to new data in PV Tech.
Just building intermittent renewables without storage is going out of fashion. Investment behemoth Brookfield Asset Management now says that contracts that pair new generation with battery storage are replacing pure renewables deals. In an interview with Bloomberg, Arnaud Jouvin, the head of Brookfield’s global energy strategy, said customers increasingly demand access to solar or wind systems with batteries. “There’s a lot of renewables being built in many markets, and the attractiveness of these renewable megawatt-hours in the middle of the day is declining to a point where many large offtakers no longer want standalone solar,” he said.

If the U.S. had hoped to secure the minerals it needs from Latin America instead of China, it may have to reconsider at least two Andean nations. Bolivia is in the midst of fierce protests and boycotts designed to thwart the new government’s efforts to develop a private mining industry. Now one of Ecuador’s mineral agencies has suffered a bomb attack. Early Monday morning, a bomb went off at the Quito headquarters of the country’s mining regulator, Arcom, blowing out several floors of windows.