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A pre-print study from smoke researcher Marshall Burke and others shows how fires are eating into air quality gains.

The Greater Los Angeles area is awash in smoke and ash as multiple fires burn in and around the city. It’s too soon to assess the overall pollution impacts from this rare January event, but we know the smoke is filled with tiny particles known as PM2.5, one of the most pernicious public health villains, associated with increased risk of respiratory and heart disease and premature death.
Last year, the Environmental Protection Agency tightened the National Ambient Air Quality Standard for PM2.5 for the first time since 2012. The South Coast Air Quality District, which contains Los Angeles, is known for having some of the worst air quality in the country. State officials have already deemed it to be out of compliance — and that’s without even counting pollution from major wildfires. But new research raises questions about whether complying with the new standard will even be possible in many places due to the increasing frequency and severity of wildfires.
Marshall Burke, who published the not-yet-peer-reviewed findings in December, is a Stanford University researcher who has spent the past several years investigating how wildfires have affected PM2.5 exposure in the U.S. In a 2023 paper published in Nature, he and his co-authors found that over just six years, wildfire smoke eroded decades of air quality improvements throughout the country. The trend was particularly bad in Western states, of course — some of which saw more than half of their gains erased. The pre-print of the new paper updates those findings to include data from 2023. But it also goes deeper on what this means in light of the new air quality standards. The authors find that 34% of air monitoring stations registered PM2.5 above the regulatory limit because of smoke in at least one of the last five years.
Technically, wildfire smoke is completely unregulated. Jurisdictions can request to exclude “exceptional events,” such as days when PM2.5 spiked due to wildfire, from their calculations. But as the “smoke season” has grown longer and more places experience more days with degraded air quality due to smoke, local officials have not been requesting more exemptions. The researchers analyzed applications for exemptions since 2019, and found that they were more common on days with higher levels of wildfire smoke, but were still infrequent overall.
One reason might be that local pollution control officers don’t always recognize when smoke has pushed pollution over the limit on a particular day versus other factors. There is also a “substantial resource burden involved” in demonstrating the influence of wildfire smoke on ambient air quality, the paper says. Also, as smoke becomes more commonplace, it may be more difficult for officials to make the case that a given smoke event is “exceptional.”
In any case, if this low rate of applications for exemptions continues, many more regions may find themselves to be out of compliance with the new PM2.5 standard.
In the paper’s discussion section, the researchers posit that as wildfire smoke continues to get worse, either of two possible scenarios could play out. In the first, air quality districts affected by smoke get better at applying for exemptions and therefore achieve compliance with the Clean Air Act, even as local air quality and public health deteriorate. In the second, they find other ways to stay in compliance with the standards, such as by tightening pollution caps on power plants and factories. “Such mitigation could be cost effective in many regions where abatement costs remain low relative to the benefits of further air quality improvements,” the authors write, “but could become onerous if wildfire smoke concentrations continue to grow, as is expected under a warming climate.”
The first scenario is bleak, and the second comes with a pretty big caveat. But those aren’t the only options — we can also reduce the risk of wildfires with better land-use planning and management. Unfortunately, promising strategies like controlled burns can push PM2.5 levels over the standard, and those are not exempt from reporting the way that wildfires are — creating a perverse incentive not to do them.
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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.
The offshore wind industry is now five-for-five against Trump’s orders to halt construction.
District Judge Royce Lamberth ruled Monday morning that Orsted could resume construction of the Sunrise Wind project off the coast of New England. This wasn’t a surprise considering Lamberth has previously ruled not once but twice in favor of Orsted continuing work on a separate offshore energy project, Revolution Wind, and the legal arguments were the same. It also comes after the Trump administration lost three other cases over these stop work orders, which were issued without warning shortly before Christmas on questionable national security grounds.
The stakes in this case couldn’t be more clear. If the government were to somehow prevail in one or more of these cases, it would potentially allow agencies to shut down any construction project underway using even the vaguest of national security claims. But as I have previously explained, that behavior is often a textbook violation of federal administrative procedure law.
Whether the Trump administration will appeal any of these rulings is now the most urgent question. There have been no indications that the administration intends to do so, and a review of the federal dockets indicates nothing has been filed yet.
The Department of Justice declined to comment on whether it would seek to appeal any or all of the rulings.
Editor’s note: This story has been updated to reflect that the administration declined to comment.