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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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New tariffs and price floors for imported polysilicon aim to protect U.S. producers from Chinese competition.
Almost exactly a month after President Donald Trump’s landmark tax law effectively eliminated a key incentive for solar developers to buy panels made in America, his administration is throwing a lifeline to manufacturers behind the nation’s fastest-growing and quickest-to-deploy source of electricity.
On Thursday afternoon, after the markets closed, the White House announced new tariffs and minimum import prices for imported polysilicon as part of an effort to prop up the domestic supply chain for the primary ingredient in semiconductors and solar panels.
The levies come in response to complaints from polysilicon makers that the dearth of U.S. factories demanding solar-grade polysilicon made it difficult to compete with Chinese giants who benefit from selling both the solar- and microchip-grade versions of the ultra-pure industrial material derived from quartz and sand. The companies made the petition under Section 232 of the Trade Expansion Act of 1962, which gives the White House the power to restrict imports and charge tariffs on imports that demonstrably impair national security.
The Trump administration will impose a 15% tariff on all imports and set baseline prices at which the levies would apply for each component in the solar supply chain. Polysilicon will have a minimum import price of $20 per kilogram. Wafers, the ultra-thin slice of crystalline silicon that acts as the foundation of a photovoltaic cell, and ingots, the silicon material before it’s sliced, will start at $100 per kilogram. Cells, the tiny silicon-based devices that absorb photons from sunlight and break away electrons that generate electrical currents, will have a minimum price of $0.22 per watt. Modules, the completed panels, are $0.38 a watt.
The majority of U.S. solar factories simply assemble wafers and cells into modules, leaving them reliant on imports. But the policy won’t hit all at once. The Commerce Department is giving companies 120 days before the restrictions kick in.
The agency will also set up an incentive program that allows manufacturers that make large capital investments in the U.S. to avoid the worst of the levies. Jeffrey Kessler, the Under Secretary of Commerce in charge of executing on 232 cases, pushed for the provision as a bid to avoid what happened when Europe attempted to protect its own solar manufacturers by setting a minimum import price meant to keep Chinese companies from flooding the market. That policy ended up subsidizing the very Chinese parent companies putting market domination ahead of profits back home.
Avoiding that outcome is tricky under any circumstances. China and the U.S. don’t have a tax treaty, which makes it difficult for American authorities to confirm a company’s ownership structure. The surest way to seal off the U.S. market is with 100% tariffs such as those imposed on Chinese electric vehicles.
In this case, the Commerce Department decided to allow companies with active plans to onshore the solar supply chain to apply for an exemption from the new trade rules. Ahead of the announcement, sources familiar with the talks listed South Korean giant Qcells, which just opened the nation’s largest integrated solar factory in Georgia, as one obvious example of a company that would pass muster.
Solar manufacturers applauded the move. “Today’s decision from the White House balances the reality of where America’'s solar energy manufacturing is today while advancing our collective ambition to onshore the entire supply chain from polysilicon to finished panels in the U.S.,” Andy Park, the global CEO of Qcells, said in an emailed statement. “American solar manufacturers are ready to rise to the occasion.”
The trade action “creates a market where wafer and cell manufacturing can happen in the United States, and companies can go fully vertically integrated,” Nick Iacovella, the executive vice president of the Coalition for a Prosperous America, a bipartisan trade association that represents manufacturing companies at every stage of the polysilicon supply chain, told Heatmap.
“What this does is cement a key input in the supply chain that’s critical not just for chips, but for the most efficient, best-performing solar modules,” he said. “We shore up our chip supply chain at a time when there is a greater urgency to derisk from China invading Taiwan — and also during a time when the AI data center boom is driving massive demand for new energy generation, with solar driving a lot of the new capacity coming onto the grid.”
The levies come a week after the Federal Communications Commission banned the use of new types of foreign-made inverters, the equipment needed to patch solar panels onto the grid. Analysts said the ban would have a limited effect on the solar industry, since it allows for the current models on the market to be sold. The purpose of that policy is to prop up domestic factories at a moment when Europe, despite its struggle to reindustrialize, is experiencing an inverter manufacturing boom.
Despite those intentions, multiple industry sources who spoke on condition of anonymity told Heatmap that trade restrictions alone would likely prove insufficient to prop up a domestic solar supply chain at the scale needed to minimize imports.
The latest data from the Rhodium Group found that new U.S. investments in solar factories peaked from the second half of 2022 through the first quarter of 2025. During that time, as Emily reported in May, the announced projects averaged more than $2 billion per quarter. At least 30 new utility-scale solar factories opened across the U.S. just last year.
Since then, development has plummeted. Investment in new solar factories announced fell to about $350 million in the first quarter of 2026, a drop of more than 80%.
By raising the price of panels overall, the Commerce Department is providing a particular boon to America’s leading solar manufacturer, First Solar. While the Phoenix-based panel-maker’s thin-film cell technology doesn’t use polysilicon, the price hike from the tariffs will give the company an edge by allowing the company to either raise its prices to match new industry-wide benefits or undercut its competitors. Investors in the company told Heatmap its recent bookings average sales of about $0.36 per watt.
Another clear winner is T1 Energy, which Roth analysts say “would eventually be a beneficiary once it ramps up its U.S. cell manufacturing, which is now expected to come online” next year. The company’s share price spiked more than 10% in after-hours trading, while First Solar was up more than 8%.
“There are a lot of people in the administration who support solar,” Iacovella said. “They just don’t want a bunch of Chinese solar panels.”
Still, he added, “this is all about the chip supply chain.” While the benefits to solar are welcome, “this is a two-for-one.”
The Trump administration has signed a deal with RWE, a German developer, to cancel more than 3 gigawatts of offshore wind near New York and New Jersey.
This is an edition of Heatmap Daily, an evening review of the day’s news written by our executive editor. Sign up for it here.
There goes another one. The German energy developer RWE has signed a $1.2 billion deal with the Trump administration to give up its claims to develop offshore wind farms in New York, California, and Louisiana. The Trump administration has now bought out 12 offshore wind leases, paying energy developers $3.93 billion for the privilege of not developing renewable energy along the American coastline.
Today’s is the largest payout yet — and fittingly so, I suppose, because it is among the most damaging. As part of the deal, RWE abandoned its plans to build a more than 3-gigawatt offshore wind farm in the New York Bight. When RWE first leased that site in 2022, it paid $1.1 billion for it — the biggest offshore wind lease auction ever held in the United States.
RWE promised that the resulting facility, dubbed Community Offshore Wind, would generate 700 jobs and $3 billion in local economic activity. It would have been close enough to New Jersey and New York that its power could have flowed to either state, although no final power contract was ever signed. Now all of that is kaput.
In the eyes of some critics, RWE had overpaid for that lease — and in that context, the Trump administration has I suppose done the German developer a favor, bailing them out from a bad investment in a legally dubious manner. (New York’s attorney general is suing to block a similar payout to Total Energies.)
But even beyond that context, there remains one big problem with these deals — an issue even more glaring now than when Trump started targeting wind projects last year. It is that the United States — and especially the Northeast, and especially New York — needs as much electricity as it can get right now. The Trump administration is striving to bring new power demand online in the form of data centers, but cutting off new sources of generation if they fail to meet its aesthetic standards.
Anticipating this sensitivity, RWE’s press statement announcing the deal goes on to list major energy projects that it’s committed to in the United States. These projects all involve, coincidentally (or not), fossil fuels: They include a $900 million stake in a Louisiana liquified natural gas export terminal and a $300 million reservation for new natural gas turbines. (RWE implies, but doesn’t say outright, that it will build 15 natural gas peaker plants with these turbines.) When we asked for more details about these projects, and whether we should anticipate anything new, RWE immediately got back to us: “We are unable to discuss further details on the investments.”
Yet as RWE well knows, these projects won’t help solve a coming energy shortage in New York or New England. For one, the Louisiana LNG export terminal is, well, an export terminal: It will help move energy out of the country, not generate more of it at home. Those exports might boost Americans’ fortunes in a vague, long-term, balance-of-payments way, but they won’t keep a lid on anyone’s power bills (which, by the way, just hit an all-time high). More importantly, the 15 peaker plants that RWE cites are largely going to be built … in other regions of the country. If the lights go out on Houston Street, a new gas plant in Houston can’t help.
Americans paid $217 on average for electricity last month, according to Heatmap and MIT’s Electricity Price Hub.
July is typically the season of high electricity bills, and this year is no exception.
Nationally, the average electricity bill spiked to $217, an all-time high, according to new data from Heatmap and MIT’s Electricity Price Hub. That’s up from $177 in June, and $215 last July. Meanwhile, electricity rates were 19 cents per kilowatt-hour, virtually unchanged from June and slightly higher than July of last year.
Throughout the country, many ratepayers are seeing higher costs and charges in the portion of their bill covering the cost of power generation.
Once again, some of the most notable electricity price and bill trends were seen in the mid-Atlantic region, the heart of the data center boom and the anchor area of the PJM Interconnection. The region also includes Virginia, where Florida utility and energy developer NextEra is attempting to acquire the commonwealth’s dominant utility, Dominion.
In July, Dominion customers saw typical generation charges rise to $155 a month, up from $124 a year ago. Overall bills for Dominion customers were about $259 this past month.
The higher bills are in part due to the “fuel charge rider” that went into effect this past month to help recover about $1 billion in additional generation costs claimed by the utility. Those charges stem in part from higher fuel costs this past winter, when natural gas prices spiked to their highest level since the winter of 2022-23, Dominion officials said in a filing to the state’s utilities regulator. The MIT researchers estimate that the fuel charge added around $53 to July bills, up $12 from July of last year.
In neighboring Delaware, bills were $216 a month in July, a record high, while prices were around 19 cents per kilowatt-hour. Customers of the state’s main utility, Delmarva Power, saw a near 20% hike in the supply charge in their standard service offerings, as prices rose from around 16 cents per kilowatt-hour from last year.
The Delaware Public Service Commission voted at the beginning of last month to allow an interim rate increase of about $3 per month for the typical customer, which went into effect July 9. Soon after, Delaware Governor Matt Meyer signed a law giving the state’s regulators more discretion to reject putting certain utility costs into the rate base and thus limit subsequent price hikes requested by utilities. The governor’s office described the law as a mechanism “to prioritize prudent spending over unchecked cost recovery.”