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Smoke from unseasonable wildfires is choking the eastern seaboard. Yet Democratic leaders aren’t drawing the obvious lessons, and Republicans remain in denial.

The air in New York City this week has been measured as the worst of any major city in the entire world. At time of writing, its air quality index was measured at 332 — well into the most extreme category of “hazardous,” or nearly twice as bad as second-place Dubai, and the worst figure ever recorded since the EPA started keeping track in 1999.
While New York City had it exceptionally bad, the air was also wretched in Boston, my home city of Philadelphia, and Washington, D.C. Conditions are expected to remain grim through the weekend. The reason for this is a combination of severe wildfires breaking out all across Canada, and unfortunate regional wind patterns swirling the smoke all over the eastern U.S.
One would think this would make a perfect moment to illustrate the dangers of climate change. Not only is it a clear and present danger to the health of the American people that is almost certainly related to climate change — seemingly every couple months another study comes out finding that air pollution is much worse than previously thought — it also illustrates that only coordinated international action can address the problem.
But so far one would be wrong. President Biden has not taken the opportunity to build public support for his signature climate legislation, nor have other Democratic leaders. Republicans, with their habitual focus on doing the most obnoxious and stupid possible thing in every circumstance, had been planning to pass a bill “protecting” gas stoves, but failed because the so-called Freedom Caucus is mad about the debt ceiling deal. The mind reels.
Now, one must include the usual caveat that it’s impossible to say whether or not this particular spree of wildfires was specifically caused by climate change. However, we can say that higher temperatures make this kind of thing much more likely, by raising temperatures that make combustion easier and drying out the forests. We can also say that this Canadian wildfire season is wildly worse than what is typical at this time of year. According to the Canadian government, previously this early in the season there have been, on average, 1,624 fires that have burned about a quarter million hectares. This year we’ve seen over 2,200 fires that have burned over three million hectares. With months left in the summer this has already been one of the worst fire seasons on record.
There are some aspects of climate disasters that one might conceivably keep out of the country. Climate refugees can be left to rot and die, and seawalls might be built around threatened cities (not in Florida). Smoke is not like this. You can’t build a wall that prevents air from circulating across the 8,900 mile border between Canada and the U.S. And while rich people might buy fancy air purifiers or respirators, those are poor substitutes for fresh outdoor air and blue skies. Everybody loses when New York City turns into Blade Runner 2049.
So on the Republican side, all this illustrates the grievance perpetual motion machine that has made the party utterly incapable of rational thought. The gas stove measure mentioned above was supposedly meant to stop the government from banning that type of cooking device. There are just a few problems here. The first is that there is no prospect whatsoever of such a ban actually happening. One stray comment from a commissioner of the Consumer Product Safety Commission about the potential of such a ban has been blown ludicrously out of proportion so that conservative elites like Ron DeSantis can howl about being the victims of imaginary liberal oppression.
Second, the argument for replacing gas stoves with electric is based primarily on the fact that lighting an open flame in your home is terrible for air quality. Gas stoves release benzene, nitrogen dioxide, and other toxins that increase the risk of developing respiratory illness, particularly for children. Moreover, induction electric stoves are cleaner, faster, and more accurate in their temperature control than gas ones. There’s no reason to prefer gas, aside from price — hence the Inflation Reduction Act’s subsidies for electric stoves.
But even that doesn’t plumb the depths of Freedom Caucus madness. They were all in favor of the gas stove bill, and only blocked it because the debt ceiling compromise wasn’t as close to their ransom demand for raising the ceiling. That demand included a repeal of the IRA’s core structure: the enormous tax credits for renewable investment and production. That not only would create more air pollution directly by prolonging the life of carbon fuel power plants, it also would accelerate climate change, creating more smoke-spewing wildfires. On the very day when America’s largest population complex is choking under a plume of unprecedented wildfire smoke, conservative Republicans are angrily demanding more deadly coal and natural gas pollution, more deadly galloping wildfires, and more deadly stove pollution in the home.
This isn’t the first time we’ve seen this kind of suicidal political insanity. During the pandemic, we saw literally tens of thousands of loyal Republican base voters and numerous right-wing regional radio hosts die because they believed lunatic propaganda about the COVID vaccines. If the Freedom Caucus has their druthers, many thousands more will die from preventable respiratory illnesses.
On the Democratic side, let me emphasize that the East Coast smoke problem is not a “both sides” situation. Failing to point out that you’re doing the right thing, as Biden and congressional Democrats have done with the IRA, is not remotely as bad as trying to do the wrong thing while that thing is causing mass asthma attacks among schoolchildren.
That said, it is still negligent not to draw the obvious conclusion in public, loudly and repeatedly. Adam Johnson at The Column details how on Tuesday, all the major TV evening news broadcasts covered the smoke disaster without so much as mentioning the possibility of climate change. If Biden and other Democratic leaders had been bringing it up over and over again, that likely would have been very different.
And just in terms of political messaging, it is vitally important to bring home to the average American that this smoke plume is just a tiny sample of what unchecked climate change is going to do. If America and the rest of the world don’t undertake unprecedented, sustained decarbonization efforts over the next several decades, this current haze will seem like paradise compared to what is coming.
Polling shows that few Americans are familiar with the provisions of the IRA, and those that have are skeptical of what it might accomplish. As David Roberts points out on the Volts podcast, because of how the law delegates spending, how much it can achieve is to a great degree up to the efforts of states and localities. Republicans might be out of their gourds, but Democrats should be taking every opportunity to sell their most significant accomplishment in generations.
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The number of data centers canceled after pushback set a record in the first quarter of the year, new data from Heatmap Pro shows.
Data centers are getting larger and larger. But even so, few are as large as the Sentinel Grove Technology Park, a proposed data center near Port St. Lucie, Florida.
The proposed facility — which became known as Project Jarvis — was set to be built on old agricultural land. It would use up to 1 gigawatt of electricity, enough to power a mid-size city, and bring in up to $13.5 billion in investment to the county.
The project was immediately controversial. But its developers anticipated issues: They would build their own self-contained, self-provided water facilities to service the project, and they agreed to set its 60-foot buildings back far enough from the road so that they couldn’t be seen by drivers.
It wasn’t enough. The project lost a key vote in the planning board in October. And in February, Project Jarvis’s developers withdrew their land use application entirely after Governor Ron DeSantis proposed AI regulation in the statehouse.
The facility was the largest data center project canceled after facing opposition in the first quarter of 2026. But it wasn’t the only one.
At least 20 proposed data center projects were canceled after local pushback during the first three months of 2026, smashing a record set only in the previous quarter, according to a review of press accounts, public records, and project announcements conducted by Heatmap Pro.
These canceled projects accounted for more than $41.7 billion in investment and represented at least 3.5 gigawatts of electricity demand.
The cancellations reveal the rapidly expanding backlash to data center construction has not yet peaked. From Georgia to Pennsylvania, locals have rebelled against newly proposed data centers, even when the planned facilities are not planning to run artificial intelligence models.

If anything, fights over data centers are surging now. Heatmap Pro’s researchers added roughly 100 new data center fights to their database during the first three months of the past year, a new record.
These fights are succeeding in terminating projects. Last year, roughly 25 data center projects were canceled nationwide after facing some type of local opposition, according to Heatmap Pro data. The country is likely to break that record in 2026 over the next few weeks, our data suggests — only five months into the year.
At least $85 billion in data center projects have been canceled over the past three years, according to Heatmap Pro data.

These numbers haven’t been previously reported. Over the past year, researchers at our intelligence platform Heatmap Pro have conducted a comprehensive national survey of local opposition to data center construction. They have regularly called every U.S. county to tally data center cancellations and any new rules limiting data center construction.
This data is normally available to companies and individuals who subscribe to Heatmap Pro, but we periodically publish a high-level summary of this data. We last released our results in January.
Current conditions: The East Coast’s Acela corridor is cooling down this week, with temperatures dropping from 85 degrees Fahrenheit in Philadelphia yesterday to the 60s for the rest of the week • Cape Agulhas is under one of South Africa’s Orange Level 6 warnings for damaging winds and dangerous waves • Floods and landslides in Brazil’s northern state of Pernambuco have left six dead and thousands displaced.
The Securities and Exchange Commission has advanced a measure to formally end Biden-era climate disclosure rules for publicly-traded companies. The regulator sent the proposal to the White House’s Office of Management and Budget for review on May 4, according to a post on a government website first spotted by Bloomberg. The Wall Street watchdog’s 2024 disclosure rule mandated that publicly traded companies report on the material risks climate change poses to their business models, including the financial impact of extreme weather. Some large companies would have been required to disclose Scope 1 emissions, which are produced by the firm’s own operations, and Scope 2 emissions, which are produced by companies with which the firm does off-site business such as electricity. The rule had already been watered down before its finalization to remove Scope 3 emissions, which come from suppliers up and down the value chain and from customers who use a product such as oil.
In an even bigger move, the SEC also proposed scrapping mandatory quarterly reporting for U.S.-listed companies, instead switching to a twice-yearly filing. The idea, which President Donald Trump first floated years ago as a way of getting companies to focus on longer-term goals, “would provide companies with increased regulatory flexibility,” SEC chair Paul Atkins told the Financial Times. “Public companies have an obligation under the federal securities laws to provide information that is material to investors. Yet, the rigidity of the SEC’s rules has prevented companies and their investors from determining for themselves the interim reporting frequency that best serves their business needs and investors.” While cast as part of a larger deregulatory push, the move could actually be a boon to climate action. Supporters of decarbonization have long lamented how quarterly reporting norms disincentivized costly bets that take longer than three months to pan out.
If you have ever body surfed in the ocean — or observed how docks and peers weather over time — it’s easy to intuit why harnessing renewable energy from waves is so tricky. Among experts who often list wave energy along with tidal power as two sources of underdeveloped but potentially promising renewable energy, the latter has long been considered the more commercially viable, with turbines harnessing tidal flows already in operation in France and elsewhere. Wave energy, by contrast, has been perceived as a riskier frontier in the energy industry.
That didn’t stop wave-energy startup Panthalassa from raising $140 million in a Series B round led by Silicon Valley billionaire Peter Thiel this week as the company looks to develop floating data centers that can operate in open ocean. The financing will fund the completion of the company’s pilot manufacturing facility near Portland, Oregon, and speed up deployment of its Ocean-3 series of facilities that “will perform AI inference computing at sea” with power generated from ocean waves.
“There are three sources of energy on the planet with tens of terawatts of new capacity potential: solar, nuclear, and the open ocean,” Panthalassa CEO and co-founder Garth Sheldon-Coulson said in a statement. “We’ve built a technology platform that operates in the planet’s most energy-dense wave regions, far from shore, and turns that resource into reliable clean power. We’re now ready to build factories, deploy fleets, and provide a sustainable new source of energy for humanity.” The deal, per the Financial Times, values the company at about $1 billion. “The future demands more compute than we can imagine,” Thiel said in a press release. “Extra-terrestrial solutions are no longer science fiction. Panthalassa has opened the ocean frontier.”
The company has some competition. Earlier this year, the San Francisco-based Aikido Technologies launched a new line of floating platforms for deep-water offshore wind turbines that include data centers built into the ballasts.
Allow me to give you a glimpse into the anxious mind of a young father: Sometimes, I distract myself from my fear over what global weather patterns might look like by the time my one-year-old daughter is my age with my more urgent terror over what particulate matter is entering her perfect little lungs and what microplastics sneak into even her home-cooked meals. Well, worry not! Turns out the two aren’t mutually exclusive. In theory, I knew this was always the case, since the rise of plastic pollution is at least somewhat spurred on by oil and gas companies making big money off the feedstocks for the cheap, single-use plastics that break down into dangerous tiny particles in our environment. But new research shows that microplastics in the atmosphere are actually magnifying the effects of climate change. In a new paper published in the journal Nature Climate Change, scientists in China and the U.S. outlined how tiny, colored plastic bits absorb sunlight as the wind blows them around the world, trapping heat and adding to temperature rise. “The plastic problem is not just in our blue oceans, it is also in the invisible skies above us,” Hongbo Fu, a co-author of the study and an atmospheric scientist at Fudan University in Shanghai, said at a press conference, per Bloomberg. “Climate models need to be updated.”
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Like wave and tidal power, geothermal was once a sleepy corner of the clean energy world. But next-generation startups that promised to use new drilling techniques to harness geothermal energy in more places than ever thought possible are radically upending an industry that saw its largest power station — the Geysers in California — built in the 1960s and hitherto hadn’t aimed higher. Until a few years ago, next-generation geothermal drilling was esoteric even among energy nerds. But things change quickly in the modern energy business. Fervo Energy, the first major next-generation startup to prove that fracking technology could be used to revolutionize geothermal power, is now eyeing a $6.5 billion valuation. That’s according to a document the company filed with the SEC this week as it prepares to raise more than $1.3 billion in an initial public offering of its stock.
Fervo sees a big market. As Heatmap’s Matthew Zeitlin wrote last month when the company first filed to go public, Fervo told investors its reviewed leases represent over 40 gigawatts of energy. That’s equal to about 15% of all installed solar capacity in the U.S.

The United Arab Emirates already ranks as the world’s seventh-largest producer of crude, and could ascend as the country’s exit from the Organization of the Petroleum Exporting Countries frees Abu Dhabi to pump for oil. The UAE’s debut atomic power plant — the four-reactor, Korean-built Barakah station in Abu Dhabi — set a new standard for nuclear construction in a Western-aligned nation and vaulted the federation of monarchies to the forefront of global discussions about fission. Now the UAE is making a big move on solar. Abu Dhabi’s state-owned renewables developer Masdar has signed a deal with Emirates Water and Electricity Company to deploy more than 30 gigawatts of solar capacity and 8 gigawatts of batteries. “As the driving force behind the UAE’s energy transition, EWEC is at the forefront of a global shift towards sustainable, utility-scale power and water production,” Ahmed Ali Alshamsi, the utility chief in charge of the Emirates Water and Electricity Company, told PV Tech. “This CFA with Masdar is a pivotal strategic tool that empowers us to accelerate this transformation and meet 60% of Abu Dhabi’s total energy demand from renewable and clean sources by 2035.”
Norway led the world in electric vehicle adoption. It’s now at the forefront of autonomous vehicle adoption. Europe’s first self-driving bus without a supervisor onboard is set to be rolled out in the southwestern city of Stavanger following a recent regulatory change. While the bus still requires preparation by a human before operating, the project has been underway since 2022 and represents Europe’s most advanced public deployment of the technology.
Rob talks with the billionaire investor and philanthropist about how energy, Chinese EVs, and why he’s “very optimistic” that Congress will pass permitting reform this year.
If you work around climate or clean energy, you probably know about John Arnold. Although he began his career as a natural gas trader, Arnold has since become one of the country’s most important clean energy investors. He’s the chairman of Grid United, a transmission development firm undertaking some of the country’s most ambitious power line projects, and he is an investor in the advanced geothermal startup Fervo. He and his wife Laura run the philanthropic organization Arnold Ventures.
On this week’s episode of Shift Key, Rob talks with Arnold about the current energy chaos and what might come next. They discuss Arnold’s first trip to China, whether Congress might pass permitting reform this year, and what clean energy companies should learn from the fossil fuel industry.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.
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Here is an excerpt from our conversation:
Robinson Meyer: What needs to change or what needs to happen between now and, say, the end of the year for [a permitting deal] to actually get done?
John Arnold: So I think on an election year, it's very unusual for any big piece of bipartisan legislation to get passed, really, the whole year. And so what we're really looking at is most likely is that it would get passed after the election in the lame duck period. And so you start working backwards from there and really need to have language that's agreed upon in the next 45 days. It's hard to work over the summer. Congress scatters. Everybody scatters. Then you come back. There's a little bit of work time in September, and then everybody's focused on the elections. So the bill needs to get written today. And then again, in the next 45 days, and there's a lot of work happening behind the scenes. So again, sometimes it's hard to know exactly where it is, but everybody's saying the right things. There's been fits and stops to date, particularly when the administration hit the pause on offshore wind. They've made some changes. They brought Senator Whitehouse back to the negotiating table, for instance. So again, everything I think is looking good, but getting anything passed in D.C. these days might be a long shot.
You can also find a complete transcript of the episode on Heatmap.
This episode of Shift Key is sponsored by Salesforce.
Salesforce is the No. 1 AI CRM, where humans with agents drive success together. We invest in bold climate technologies and leverage agentic AI to accelerate nature-based solutions that benefit people and the planet. Learn more. You can also learn more about Salesforce's investments in watersheds here.
Music for Shift Key is by Adam Kromelow.