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The storm currently battering Jamaica is the third Category 5 to form in the Atlantic Ocean this year, matching the previous record.

As Hurricane Melissa cuts its slow, deadly path across Jamaica on its way to Cuba, meteorologists have been left to marvel and puzzle over its “rapid intensification” — from around 70 miles per hour winds on Sunday to 185 on Tuesday, from tropical storm to Category 5 hurricane in just a few days, from Category 2 occurring in less than 24 hours.
The storm is “one of the most powerful hurricane landfalls on record in the Atlantic basin,” the National Weather Service said Tuesday afternoon. Though the NWS expected “continued weakening” as the storm crossed Jamaica, “Melissa is expected to reach southeastern Cuba as an extremely dangerous major hurricane, and it will still be a strong hurricane when it moves across the southeastern Bahamas.”
So how did the storm get so strong, so fast? One reason may be the exceptionally warm Caribbean and Atlantic.
“The part of the Atlantic where Hurricane Melissa is churning is like a boiler that has been left on for too long. The ocean waters are around 30 degrees Celsius, 2 to 3 degrees above normal, and the warmth runs deep,” University of Redding research scientist Akshay Deoras said in a public statement. (Those exceedingly warm temperatures are “up to 700 times more likely due to human-caused climate change,” the climate communication group Climate Central said in a press release.)
Based on Intergovernmental Panel on Climate Change reports, the National Oceanic and Atmospheric Administration concluded in 2024 that “tropical cyclone intensities globally are projected to increase” due to anthropogenic climate change, and that “rapid intensification is also projected to increase.”
NOAA also noted that research suggested “an observed increase in the probability of rapid intensification” for tropical cyclones from 1982 to 2017. The review was still circumspect, however, labeling “increased intensities” and “rapid intensification” as “examples of possible emerging human influences.”
What is well known is that hurricanes require warm water to form — at least 80 degrees Fahrenheit, according to NOAA. “As long as the base of this weather system remains over warm water and its top is not sheared apart by high-altitude winds, it will strengthen and grow.”
A 2023 paper by hurricane researcher Andra Garner argued that between 1971 and 2020, rates of intensification of Atlantic tropical storms “have already changed as anthropogenic greenhouse gas emissions have warmed the planet and oceans,” and specifically that the number of these storms that intensify from Category 1 or weaker “into a major hurricane” — as Melissa did so quickly — “has more than doubled in the modern era relative to the historical era.”
“Hurricane Melissa has been astonishing to watch — even as someone who studies how these storms are impacted by a warming climate, and as someone who knows that this kind of dangerous storm is likely to become more common as we warm the planet,” Garner told me by email. She likened the warm ocean waters to “an extra shot of caffeine in your morning coffee — it’s not only enough to get the storm going, it’s an extra boost that can really super-charge the storm.”
This year has been an outlier for the Atlantic with three Category 5 storms, University of Miami senior research associate Brian McNoldy wrote on his blog. “For only the second time in recorded history, an Atlantic season has produced three Category 5 hurricanes,” with wind speeds reaching and exceeding 157 miles per hour, he wrote. “The previous year was 2005. This puts 2025 in an elite class of hurricane seasons. It also means that nearly 7% of all known Category 5 hurricanes have occurred just in this year.” One of those Category 5 storms in 2005 was Hurricane Katrina.
Jamaican emergency response officials said that thousands of people were already in shelters amidst storm surge, flooding, power outages, and landslides. Even as the center of the storm passed over Jamaica Tuesday evening, the National Weather Service warned that “damaging winds, catastrophic flash flooding and life-threatening storm surge continues in Jamaica.”
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The deal, shared exclusively with Heatmap, is the startup’s third in the oil-importing country.
Hydrogen fuel comes in myriad forms. There’s green hydrogen, which is extracted from water molecules using zero-carbon electricity. There’s blue hydrogen, derived from methane and scrubbed clean by carbon capture. And then there’s white hydrogen. Otherwise known as natural or geologic hydrogen, this type of hydrogen comes directly from naturally occurring deposits in the earth, can accumulate in considerable quantities and concentrations, and is highly energy-efficient to extract compared to manufacturing pathways such as electrolyzers and steam methane reforming.
It’s a seductive promise, but finding deposits with enough hydrogen to make the economics of exploration work is difficult. That’s where Koloma comes in. The startup uses a bespoke subsurface data set, which its founders developed over 20-plus years, to flag the areas most likely to hold sufficient hydrogen, after which they can extract it for power and derivative fuels.
On Thursday, the startup announced its latest exploration deal, its third in the Philippines, which will give it exclusive rights to a roughly 817-square-mile area in western Zambales Province on the island of Luzon. Altogether, the company now has rights to explore more than 1,600 square miles of the island.
The Philippines until recently imported 98% of its oil from the Middle East. Since the onset of the U.S. and Israel-led war in Iran and the subsequent closure of the Strait of Hormuz, the country’s responses have included declaring an energy emergency, imposing a four-day workweek, tripling solar panel imports from China, and even planning to dust off the Bataan Nuclear Power Plant, which has sat idle since 1986.
The country also sits between three active tectonic plates, which means it has a lot of young iron-rich rock formations exposed to water — exactly the conditions that continuously produce natural hydrogen.
“The Philippines is like the poster child of that,” Pete Johnson, Koloma’s CEO, told me. “The geology is very, very good.” Accordingly, the prospect of a plentiful, easy-to-tap domestic energy source has gotten Philippine policymakers excited. The government collects data on natural leaks of hydrogen from the ground to help companies like Koloma narrow their search.
In theory, once a viable deposit is discovered, extraction is straightforward. “If you drill a hole into that pressurized reservoir, the gas is going to flow by itself. It’s just like poking a hole in a balloon,” Johnson told me. Where electrolyzers need around 55 megawatt-hours of energy to produce a ton of hydrogen and gas-powered reformers need around 40 megawatt-hours, natural hydrogen extraction would take 3 megawatt-hours maximum, according to the CEO. And unlike some methods to artificially stimulate the formation of hydrogen deposits, which my colleague Katie Brigham wrote about last week, tapping into natural wells doesn’t require injecting high-pressure fluids, which keeps the structural integrity of the subsurface intact.
Koloma has no hard agreement with the Philippine government to earmark any of the hydrogen it may produce there for domestic consumption, Johnson told me. But given the difficulty of transporting the lightweight gas and the projected growth of the Philippine economy, he expects the country would be the overwhelming beneficiary of Koloma’s activities there.
Once it’s extracted, Koloma could sell the hydrogen as a primary resource (major population and industrial centers like Manila are close to exploration sites) or as a feedstock for products like ammonia and sustainable aviation fuel, which local manufacturers could then export. There may also be opportunities to sequester captured CO2, which easily bonds with the types of rock often found in natural hydrogen deposits and can in turn make the rock more reactive for hydrogen generation.
Hydrogen has figured heavily in the decarbonization and energy security plans of import-dependent East and Southeast Asian economies for a long time. As Katie explained earlier this year, it’s also a centerpiece of China’s latest five-year plan. Japan, meanwhile, has been a leader since the industry’s inception, rolling out the world’s first hydrogen strategy in 2017. The Philippines’ partnership with Koloma is a bet that there are enough hydrogen balloons under its land to put its energy plans on the same trajectory.
The latest forecast from BloombergNEF raises its estimate for AI electricity demand by 83%.
Energy analysts at BloombergNEF predicted last year that U.S. data center electricity demand would reach 106 gigawatts within the next decade. In its latest outlook, released Tuesday, the group increased its forecast by 83%, to 194 gigawatts — enough to light up 150 million homes, or roughly every single household in the country today.
Even that may be a conservative estimate. If data center developers were to max out the total number of the high-powered chips used to train and operate AI models forecast to be delivered by 2035, electricity demand would reach 229 gigawatts.
Over 100 gigawatts of that demand has entered the development pipeline since the beginning of this year, the result of both rising demand for artificial intelligence and shortened construction timelines for data centers. Some developers have oriented their site selection around energy availability, redeveloping brownfield energy generation sites for quick access to electricity and developing relationships with utilities. Others have eschewed grid interconnection entirely and instead relied behind-the-meter power generation.
As Mark Daly, head of technology and innovation at BNEF and a co-author of the report, pointed out to me, a growing share of the project pipeline comes from first-time developers. He and his colleagues project that non-hyperscaler data center capacity will nearly quintuple over the next decade, as hyperscaler capacity almost triples. That could ultimately create pipeline risks, however, as small-scale developers lack the capabilities of more experienced developers to optimize around pre-construction bottlenecks and navigate rapidly growing local opposition. Although local opposition to data centers has become prevalent, historic trends and predictions on how quickly developers are able to navigate hostile environments are built on the proficiency of experienced developers. Because first-time developers may face more challenges, Daly told me that data center projects overall “would see an increase in the number of delays.”
All of this, of course, comes with a big asterisk. The data center sector is rapidly evolving, and therefore highly uncertain. Among leading market research firms, BNEF said, there is a 100-gigawatt spread between the lowest and highest predicted electricity demand from data centers in 2030. Driving this spread are differences in assumptions about the average development timeline for a data center project. Daly told me that BNEF’s “project-based estimate is middle-of-the-road to bearish compared to other outlooks,” but also acknowledged that the fickle nature of local opposition on development timelines may place more constraints on future data center development than currently modeled.
No matter which prediction turns out to be most accurate, hourly U.S. electricity demand will come under intensifying pressure. BNEF predicts that average hourly U.S. electricity demand from AI workloads will grow five-fold over next nine years, reaching 120 gigawatts by 2035. That will put data centers at 12% of total electricity consumption on average by 2030, and 20% in 2035, up from 5% in 2025, according to figures from the International Energy Agency. This will put particular strain on electricity prices in markets like the Mid-Atlantic’s PJM, where data centers already comprise nearly a third of electricity consumption, and Texas’ ERCOT, where data centers currently consume a fifth of the market’s electricity.
Even the most conservative bet on future data center electricity demand is a scenario we’re not prepared for. If the Electric Power Research Institute’s prediction that just 56 gigawatts of new data center capacity will be up and running by 2030 — the lowest estimate BNEF cited — that would still consume the equivalent of Sweden’s total energy supply. Absent investments from utilities into grid resilience and intensive permitting reform to speed up renewable energy siting and development, PJM and ERCOT customers will not be the only ones feeling a serious squeeze in their wallets when their monthly utility bills arrive.
“Microsoft, you can’t hide, we can see your dirty side!”
Protestors interrupted one of the final sessions of PNW Climate Week — a conference that brings together climate leaders across Washington, Oregon, and British Columbia — objecting to Microsoft’s rising carbon emissions from data centers and partnerships with oil and gas companies. The company’s Chief Sustainability Officer Melanie Nakagawa was having a one on one conversation with GeekWire climate reporter Lisa Stiffler at Seattle’s City Hall when protestors carrying signs reading “Microsoft’s AI pollutes” and other slogans began shouting from the audience.
I was there, having just moderated the prior panel on how to finance Washington’s clean energy ambitions. Early on there were some rumblings in the crowd from up front. “Climate leaders don’t build gas pipelines in Moses Lake,” was the first objection I heard clearly. It came shortly after Nakagawa kicked off the conversation by highlighting Microsoft’s partnership with sustainable aviation fuel startup Twelve, which recently opened its first commercial-scale SAF plant in Moses Lake, Washington. The tech giant has supported the project through a strategic investment from its Climate Innovation Fund, as well as an offtake agreement for the fuel that will help offset its emissions from employee travel.
Whether Microsoft is building a gas pipeline in this particular community I haven’t been able to determine, though it seems irrelevant to Twelve’s SAF facility, which doesn’t rely on natural gas. But it is true that Microsoft is one of the largest power consumers in Grant County, Washington, home to Moses Lake, where a natural gas pipeline operator is looking to expand its network to accommodate data center load growth.
Another audience interruption was more pointed. “How does signing a 20-year deal with Chevron help you reach your clean energy goals?,” one protestor asked, referring to Microsoft's recently announced power purchase agreement with Chevron for nearly 2.7 gigawatts of natural gas-fired power to supply a West Texas data center. The project represents one of the largest gas-powered artificial intelligence developments in the U.S., and Stiffler acknowledged that she had been planning to ask about it, herself.
Nakagawa answered the question. at least in part, saying “that project with Chevron is initially using natural gas and it’s a natural gas contract,” before emphasizing that the company has built “over 4.5 gigawatts of clean energy already today,” and remains committed to balancing speed-to-power with its clean energy goals. She added that, “with this deal in particular, we’re looking at a range of tools in our toolbox to ensure that we can continue to grow our power, but also do so in a way that is responsible and sustainable.” She stopped short, however, of making any commitments to transitioning the project to renewable energy over time.
The session became more chaotic from there. Another protestor stood up, shouting that “Microsoft is enabling genocide in Palestine.” Other activists joined in, while still other audience members shouted back. As Nakagawa recovered and resumed answering a question from Stiffler about Microsoft’s recent decision to pause its carbon removal purchases after years of dominating the nascent industry, protestors throughout the crowd began a chant of “Microsoft, you can’t hide, we can see your dirty side.” Security eventually shepherded many of them out.
Stiffler continued speaking with Nakawaga about the company’s clean energy efforts, touching on many of the protestors’ concerns as she asked about community opposition to data centers, the role of large corporations in the clean energy transition, and whether Microsoft can realistically achieve its goal of becoming carbon negative by 2030.
Nakawaga emphasized that the company must, “first and foremost, listen to where the communities are and what they are calling for.” Regarding the concerns she hears most often, she explained that “first has been transparency. Second has been around resource uses and what are we doing about those resource uses. We’re hearing about jobs and employment and investments in education, investments in housing.”
If this session was any indication, those concerns won’t go away anytime soon.