You’re out of free articles.
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
António Guterres has a way with words.

United Nations Secretary General António Guterres opened his welcome speech at COP28 in Dubai on Friday with a present-day image of a warming planet. Just days before, he told world leaders, he was standing on the melting ice of Antarctica.
“This is just one symptom of the sickness bringing our climate to its knees,” he said. “A sickness only you, global leaders, can cure.”
He was just winding up.
“We are miles from the goals of the Paris Agreement – and minutes to midnight for the 1.5-degree limit,” Guterres went on. “But it is not too late.”
He called for leadership, cooperation, and political will. Then he took his big swing.
“We cannot save a burning planet with a firehose of fossil fuels,” he said. Quoting Bob Dylan, he went on, “So allow me to have a message for fossil fuel company leaders: Your old road is rapidly aging. Do not double-down on an obsolete business model.”
For nearly six years, Guterres has been speaking to rooms full of the world’s most powerful people about the urgency of fighting climate change, and his sermons never seem to miss. The speeches tend to follow a certain formula. He enumerates the horrors that rising temperatures are already causing around the world. He pleads with leaders to be more ambitious. He issues spicy, no-holds-barred critiques of the fossil fuel industry.
But somehow he keeps them fresh, forceful, even poetic.
Rhetoric on climate change is often circular and stale. Especially at this time of year, you tend to hear the same clichés and platitudes like “It’s time to move from words to action” over and over. Greta Thunberg famously called the conference a bunch of “blah, blah, blah.”
So it’s especially striking to read or listen to Guterres’ poignant missives, full of metaphor and alliteration. He's constantly testing some new analogy or cultural reference to jar his audience out of complacency. And by the end, he’s usually provided at least one or two pithy one-liners perfectly engineered to make headlines.
Here’s a compilation of some of Guterres’s greatest recent hits.
Humanity has opened the gates of hell.
Horrendous heat is having horrendous effects.
Distraught farmers watching crops carried away by floods;
Sweltering temperatures spawning disease;
And thousands fleeing in fear as historic fires rage.
- September 2023, United Nations Climate Ambition Summit
The era of global warming has ended;
The era of global boiling has arrived.
The air is unbreathable.
The heat is unbearable.
And the level of fossil fuel profits and climate inaction is unacceptable.
- July 2023, press conference on historic heat
The climate time bomb is ticking.
But today’s IPCC report is a how-to guide to diffuse the climate time bomb.
It is a survival guide for humanity.
As it shows, 1.5 degrees is achievable
but it will take a quantum leap in climate action.
In short, our world needs climate action on all fronts –
Everything, everywhere, all at once
- March 2023, launch of the Synthesis Report of the Intergovernmental Panel on Climate Change (and, notably, about a week after the movie Everything Everywhere All at Once won the Academy Award for Best Picture)
I have a special message for fossil-fuel producers and their enablers,
scrambling to expand production and raking in monster profits:
If you cannot set a credible course for net-zero,
with 2025 and 2030 targets covering all your operations,
you should not be in business.
Your core product is our core problem.
We need a renewables revolution, not a self-destructive fossil fuel resurgence.
- February 2023, briefing to the General Assembly on priorities for 2023
Today, we are out of harmony with nature.
In fact, we are playing an entirely different song.
Around the world, for hundreds of years,
we have conducted a cacophony of chaos,
played with instruments of destruction.
With our bottomless appetite for unchecked and unequal economic growth,
humanity has become a weapon of mass extinction.
We are treating nature like a toilet.
And ultimately, we are committing suicide by proxy.
- December 2022, UN Biodiversity Conference
Greenhouse gas emissions keep growing.
Global temperatures keep rising.
And our planet is fast approaching tipping points that will make climate chaos irreversible.
We are on a highway to climate hell with our foot still on the accelerator.
A window of opportunity remains open,
but only a narrow shaft of light remains.
- November 2022, COP27
- March 2022, Economist Sustainability Summit
I have seen many scientific reports in my time, but nothing like this.
Today’s IPCC report is an atlas of human suffering
and a damning indictment of failed climate leadership.
- February 2022, launch of the Impacts, Adaptation, and Vulnerability Report of the Intergovernmental Panel on Climate Change
I am here to sound the alarm.
The world must wake up.
We are on the edge of an abyss —
and moving in the wrong direction.
COVID-19 and the climate crisis have exposed profound fragilities as societies and as a planet.
Yet instead of humility in the face of these epic challenges,
we see hubris.
Instead of the path of solidarity,
we are on a dead end to destruction.
- September 2021, address to the General Assembly
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
“It is difficult to imagine more arbitrary and capricious decisionmaking than that at issue here.”
A federal court shot down President Trump’s attempt to kill New York City’s congestion pricing program on Tuesday, allowing the city’s $9 toll on cars entering downtown Manhattan during peak hours to remain in effect.
Judge Lewis Liman of the U.S. District Court for the Southern District of New York ruled that the Trump administration’s termination of the program was illegal, writing, “It is difficult to imagine more arbitrary and capricious decisionmaking than that at issue here.”
So concludes a fight that began almost exactly one year ago, just after Trump returned to the White House. On February 19, 2025, the newly minted Transportation Secretary Sean Duffy sent a letter to Kathy Hochul, the governor of New York, rescinding the federal government’s approval of the congestion pricing fee. President Trump had expressed concerns about the program, Duffy said, leading his department to review its agreement with the state and determine that the program did not adhere to the federal statute under which it was approved.
Duffy argued that the city was not allowed to cordon off part of the city and not provide any toll-free options for drivers to enter it. He also asserted that the program had to be designed solely to relieve congestion — and that New York’s explicit secondary goal of raising money to improve public transit was a violation.
Trump, meanwhile, likened himself to a monarch who had risen to power just in time to rescue New Yorkers from tyranny. That same day, the White House posted an image to social media of Trump standing in front of the New York City skyline donning a gold crown, with the caption, "CONGESTION PRICING IS DEAD. Manhattan, and all of New York, is SAVED. LONG LIVE THE KING!"
New York had only just launched the tolling program a month earlier after nearly 20 years of deliberation — or, as reporter and Hell Gate cofounder Christopher Robbins put it in his account of those years for Heatmap, “procrastination.” The program was supposed to go into effect months earlier before, at the last minute, Hochul tried to delay the program indefinitely, claiming it was too much of a burden on New Yorkers’ wallets. She ultimately allowed congestion pricing to proceed with the fee reduced from $15 during peak hours to $9, and thereafter became one of its champions. The state immediately challenged Duffy’s termination order in court and defied the agency’s instruction to shut down the program, keeping the toll in place for the entirety of the court case.
In May, Judge Liman issued a preliminary injunction prohibiting the DOT from terminating the agreement, noting that New York was likely to succeed in demonstrating that Duffy had exceeded his authority in rescinding it.
After the first full year the program was operating, the state reported 27 million fewer vehicles entering lower Manhattan and a 7% boost to transit ridership. Bus speeds were also up, traffic noise complaints were down, and the program raised $550 million in net revenue.
The final court order issued Tuesday rejected Duffy’s initial arguments for terminating the program, as well as additional justifications he supplied later in the case.
“We disagree with the court’s ruling,” a spokesperson for the Transportation Department told me, adding that congestion pricing imposes a “massive tax on every New Yorker” and has “made federally funded roads inaccessible to commuters without providing a toll-free alternative.” The Department is “reviewing all legal options — including an appeal — with the Justice Department,” they said.
Clean energy stocks were up after the court ruled that the president lacked legal authority to impose the trade barriers.
The Supreme Court struck down several of Donald Trump’s tariffs — the “fentanyl” tariffs on Canada, Mexico, and China and the worldwide “reciprocal” tariffs ostensibly designed to cure the trade deficit — on Friday morning, ruling that they are illegal under the International Emergency Economic Powers Act.
The actual details of refunding tariffs will have to be addressed by lower courts. Meanwhile, the White House has previewed plans to quickly reimpose tariffs under other, better-established authorities.
The tariffs have weighed heavily on clean energy manufacturers, with several companies’ share prices falling dramatically in the wake of the initial announcements in April and tariff discussion dominating subsequent earnings calls. Now there’s been a sigh of relief, although many analysts expected the Court to be extremely skeptical of the Trump administration’s legal arguments for the tariffs.
The iShares Global Clean Energy ETF was up almost 1%, and shares in the solar manufacturer First Solar and the inverter company Enphase were up over 5% and 3%, respectively.
First Solar initially seemed like a winner of the trade barriers, however the company said during its first quarter earnings call last year that the high tariff rate and uncertainty about future policy negatively affected investments it had made in Asia for the U.S. market. Enphase, the inverter and battery company, reported that its gross margins included five percentage points of negative impact from reciprocal tariffs.
Trump unveiled the reciprocal tariffs on April 2, a.k.a. “liberation day,” and they have dominated decisionmaking and investor sentiment for clean energy companies. Despite extensive efforts to build an American supply chain, many U.S. clean energy companies — especially if they deal with batteries or solar — are still often dependent on imports, especially from Asia and specifically China.
In an April earnings call, Tesla’s chief financial officer said that the impact of tariffs on the company’s energy business would be “outsized.” The turbine manufacturer GE Vernova predicted hundreds of millions of dollars of new costs.
Companies scrambled and accelerated their efforts to source products and supplies from the United States, or at least anywhere other than China.
Even though the tariffs were quickly dialed back following a brutal market reaction, costs that were still being felt through the end of last year. Tesla said during its January earnings call that it expected margins to shrink in its energy business due to “policy uncertainty” and the “cost of tariffs.”
Alphabet and Amazon each plan to spend a small-country-GDP’s worth of money this year.
Big tech is spending big on data centers — which means it’s also spending big on power.
Alphabet, the parent company of Google, announced Wednesday that it expects to spend $175 billion to $185 billion on capital expenditures this year. That estimate is about double what it spent in 2025, far north of Wall Street’s expected $121 billion, and somewhere between the gross domestic products of Ecuador and Morocco.
This is a “a massive investment in absolute terms,” Jefferies analyst Brent Thill wrote in a note to clients Thursday. “Jarringly large,” Guggenheim analyst Michael Morris wrote. With this announcement, total expected capital expenditures by Alphabet, Microsoft and Meta for 2026 are at $459 billion, according to Jefferies calculations — roughly the GDP of South Africa. If Alphabet’s spending comes in at the top end of its projected range, that would be a third larger than the “total data center spend across the 6 largest players only 3 years ago,” according to Brian Nowak, an analyst at Morgan Stanley.
And that was before Thursday, when Amazon told investors that it expects to spend “about $200 billion” on capital expenditures this year.
For Alphabet, this growth in capital expenditure will fund data center development to serve AI demand, just as it did last year. In 2025, “the vast majority of our capex was invested in technical infrastructure, approximately 60% of that investment in servers, and 40% in data centers and networking equipment,” chief financial officer Anat Ashkenazi said on the company’s earnings call.
The ramp up in data center capacity planned by the tech giants necessarily means more power demand. Google previewed its immense power needs late last year when it acquired the renewable developer Intersect for almost $5 billion.
When asked by an analyst during the company’s Wednesday earnings call “what keeps you up at night,” Alphabet chief executive Sundar Pichai said, “I think specifically at this moment, maybe the top question is definitely around capacity — all constraints, be it power, land, supply chain constraints. How do you ramp up to meet this extraordinary demand for this moment?”
One answer is to contract with utilities to build. The utility and renewable developer NextEra said during the company’s earnings call last week that it plans to bring on 15 gigawatts worth of power to serve datacenters over the next decade, “but I'll be disappointed if we don't double our goal and deliver at least 30 gigawatts through this channel by 2035,” NextEra chief executive John Ketchum said. (A single gigawatt can power about 800,000 homes).
The largest and most well-established technology companies — the Microsofts, the Alphabets, the Metas, and the Amazons — have various sustainability and clean energy commitments, meaning that all sorts of clean power (as well as a fair amount of natural gas) are likely to get even more investment as data center investment ramps up.
Jefferies analyst Julien Dumoulin-Smith described the Alphabet capex figure as “a utility tailwind,” specifically calling out NextEra, renewable developer Clearway Energy (which struck a $2.4 billion deal with Google for 1.2 gigawatts worth of projects earlier this year), utility Entergy (which is Google’s partner for $4 billion worth of projects in Arkansas), Kansas-based utility Evergy (which is working on a data center project in Kansas City with Google), and Wisconsin-based utility Alliant (which is working on data center projects with Google in Iowa).
If getting power for its data centers keeps Pichai up at night, there’s no lack of utility executives willing to answer his calls.