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Ice is melting — but what does that mean for climate science?

As is usually the case, one of the most basic questions in climate science has also been one of the most difficult to answer: How much energy is the Earth sending out into space? The pair of shoebox-sized satellites that comprise PREFIRE — Polar Radiant Energy in the Far-InfraRed Experiment — could very well provide the answer.
Principal investigator Tristan L’Ecuyer, a professor in the Department of Atmospheric and Oceanic Sciences at the University of Wisconsin-Madison and the director of the Cooperative Institute for Meteorological Satellite Studies, spoke with Heatmap about PREFIRE. Tentatively scheduled to launch in May, the project stands not only to make future climate models more accurate, but could also help shape a new generation of atmospheric exploration.
The interview has been edited for length and clarity.
Could you tell me a little bit about your research and the work that you do?
A lot of our climate information comes from models — where I come in is trying to make sure that those predictions are rooted in actual observations of our planet. But it’s impossible to cover the whole globe with a temperature sensor or water vapor [sensor] or those sorts of things, so I’ve always focused on using satellite observations, and in particular I’ve been focusing on the exchange of energy.
Basically, what drives the climate is the incoming energy from the sun and how that’s balanced by the thermal energy that the Earth emits. One of the big influencers of that balance are clouds — they reflect the sunlight, but they also have a greenhouse effect of their own; they trap the thermal energy emitted. So I’ve spent most of my career trying to understand the effects of clouds on the climate and how that might change if the climate warms.
And what’s the goal of this particular mission?
One of the fastest changing regions on Earth right now is the polar regions — I think a lot of people are aware of that. Normally, the polar regions are very cold — they reflect a lot of sunlight just because of the ice surface. But as the ice surface melts, the ocean is a lot darker than ice, and so [the poles] can actually absorb more of the solar radiation that’s coming in.
A lot of people say, “Well, okay, but that’s the Arctic. I don’t live there.” But the way the climate works is that in order to create an equilibrium between these really, really cold polar caps and the really, really warm tropics. It’s just like heating the end of a rod — the rod is going to transfer some of the heat from the hot end to the cold end to establish an equilibrium between them. The Earth does the same thing, but the way it does that is through our weather systems. So basically, how cold the polar region is versus the equator is what’s going to govern how severe our weather is in the mid-latitudes.
What we’re trying to do is make measurements of, basically, how that thermal energy is distributed. We just have a lack of understanding right now — or it’s more that the understanding comes from isolated, individual field projects, and what we really want to do is map out the whole Arctic and understand all of the different regions and how it’s changing.
How do you expect your findings to influence our climate models? Or how significantly do you expect them to affect the climate models?
This is quite unusual for a satellite project, we actually have climate modelers as part of our team. There’s the people that take, for example, the Greenland ice sheet, and they model things like the melting of the ice, how heat transports into the ice sheet, how the water once it melts percolates through the ice and then runs off at the bottom of the glacier, or even on top of the glacier. And then I have a general climate modeling group that basically uses climate models to project future climate.
There’s two ways that's going to happen. The first is we’ve developed a tool that allows us to kind of simulate what our satellite would see if it was flying in a climate model as opposed to around the real Earth — we can simulate exactly what the climate model is suggesting the satellite should see. And then of course, we’re making the real observations with the satellite. We can compare the two and evaluate, in today’s climate, how well is that climate model reproducing what the satellites see?
The other way is we’re going to generate models of how much heat comes off of various surfaces — ice surfaces, water surfaces, snow surfaces — and that information can be used to create a new module that goes right into the climate model and improves the way it represents the surface.
So what do these satellites look like and how do they work?
Our satellite is called a CubeSat. It’s not very big at all, maybe a foot wide, a foot-and-a-half or so long. There’s a little aperture, a little hole on the end of the satellite that lets the thermal energy from the Earth go in, and then the the rest of the satellite is basically just this big box that has a radio and a transmitter. In total, I think the whole thing weighs about 15 kilograms.
Because it's relatively small and relatively inexpensive, we're actually able to have two of those instead of just having one, and what that lets us do is put them into different orbits. At some point that will cross and see the same spot on the ground — let’s say somewhere in the center of Greenland — but up to eight or nine hours apart. Let’s say it melts in between, we’ll be able to understand how that melting process affected the heat that was emitted from the surface into the atmosphere.
How big of a deal do you think this is? Or how big of a deal do you think it could be?
There’s more than a couple of aspects to this. To really segue from the last question to this one, the reason [the satellites are] inexpensive, it’s not that they’re low-quality. It’s actually because they’re very uniform sizes and shapes. You can mass produce them. And so it’s that fact, coupled with the fact that we can now do real science on this small platform. We’ve been able to miniaturize the technology. If we can keep demonstrating that these missions are viable and producing realistic science data, this could be the future of the field.
Coming back to the polar climate, we absolutely know that the poles are warming at a very alarming rate. We know that the ice sheets are melting. We know that this has implications for the weather in the lower latitudes where we live, and for sea level. But when you try to predict that 100 years from now, there’s quite a range of different answers, from very catastrophic to still pretty bad. Depending on which of those answers is correct, it really dictates what we need to do today. How quickly do we need to adapt to a rising sea level, or to stronger storms or more frequent storms? After this mission, we will be able to improve the climate models in such a way that we’ll have a narrower range of possibilities.
The other thing that’s exciting is also just the unknown. There’s always new things that you learn by measuring something for the first time. We might learn something about the tropics, we might learn something about the upper atmosphere. There are some people in mountainous areas that are quite interested in the measurements — at the top of mountains, it’s actually quite similar in climate to the Arctic. So I’m also really excited about what happens when the science community in general explores that data for the first time.
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The additional clean capacity would represent nearly 3% of North America’s existing total.
North America has about 37.5 gigawatts of total virtual power plant capacity, according to energy consultancy Wood Mackenzie’s latest estimate, published last year. That capacity is spread across roughly 2,000 VPPs, which aggregate distributed energy resources like batteries, smart thermostats, and heat pumps to cut, shift, or supply electricity when the grid is under strain — effectively turning them into a single, coordinated power plant.
On Thursday, Google and VPP operator Voltus announced plans to add another 1 gigawatt of clean capacity over the next three or four years — or nearly 3% of North America’s existing total. Under Voltus’ “bring your own capacity” model, Google will fund the VPP to help meet its booming data center power needs, while Voltus will enroll businesses and households across the PJM Interconnection, the notoriously overstrained grid region spanning parts of the Midwest and Mid-Atlantic, compensating them for their participation either directly or through electricity bill credits.
The announcement expands on a three-year, 100-megawatt deal the two companies signed in June, extending their commitment through 2040. Voltus CEO Dana Guernsey told me that the smaller deal gave the companies a starting point for a much more ambitious partnership. “It’s a lot easier to explain to people how you’re going to 10x if you’ve already 1x, and so we had to start somewhere,” she said. “We always had our eyes set on bigger things.”
Earlier this month, Voltus closed an oversubscribed $225 million Series D round led by Generation Investment Management to scale its VPP portfolio to 20 gigawatts by 2030. The first phase of the Google partnership is also oversubscribed, Guernsey told me. While that flexible power won’t come online until next year, this means Voltus has already lined up over 100 megawatts of accredited capacity that PJM can count on to deliver when needed, much as it would a natural gas plant or solar-plus-storage installation.
In the meantime, the VPP operator says its broader PJM portfolio has already demonstrated what it can do. Last week, an unseasonably warm stretch of fall weather required PJM to activate its Emergency Load Response Program twice. With 46 gigawatts of generation offline for planned maintenance or construction and another 15 gigawatts unexpectedly unavailable, “distributed resources came through,” Guernsey posted on LinkedIn. “This is how a modern grid should work.” Based on preliminary data, she told me that Voltus delivered about 105% of its committed load reduction during the events.
And VPPs can do more than help avert emergencies. Grid operators are increasingly calling on distributed resources for routine grid management too, such as to ease daily price spikes, reduce emissions when the sun or wind isn’t available, or relieve congestion on a local line. “It’s nearly constant. I think soon we’ll be able to say it’s like every hour,” Guernsey told me.
So far this year, Voltus has reduced electricity demand in PJM by more than 200 gigawatt-hours. Now the company plans to lean more heavily on batteries, particularly at commercial and industrial sites, to accelerate its growth. Guernsey told me that with battery costs falling, electricity prices rising, and fixed payments to participants through 2040, the math now works to deploy batteries at scale, without exposure to unpredictable wholesale electricity prices.
She’s betting that other hyperscalers will see the value in large-scale battery deployments too. Most of the buzz today has revolved around hyperscalers bringing their own generation online — both to secure power faster and head off community opposition by paying their own way. Thus far, Google is the only hyperscaler committed to bringing its own distributed capacity through a VPP. But getting the big players to embrace these new “bring your own capacity” contracts, which Voltus launched last September, is central to its growth strategy.
Guernsey has likened these novel capacity contracts to the corporate renewable power purchase agreements that Google also helped pioneer in the early 2010s. Now she sees a similar opportunity for VPPs to move from a promising concept to a mainstream procurement tool.
“There’s been this notion that we’re coming up on an inflection point for a very long time,” she said of the VPP market. “And I want to be able to say we came up on the inflection point, we went past it, and now we are scaling. And this is an awesome proof point.”
The Federal Reserve raised the federal funds rate by a quarter point, the central bank announced Wednesday afternoon, its first rate change since Chairman Kevin Warsh took his seat in May and its first rate hike in over three years.
The federal funds rate will now sit between 3.75% and 4%. According to projections by regional Federal Reserve presidents and members of the Board of Governors, the central bank expects to hike rates one more time this year.
In its now characteristically brief statements, the Federal Open Market Committee said that the hike “will support a timelier return to the Committee's 2 percent goal” for inflation. Inflation is currently running at 3.4% and has been above the Fed’s 2% target since 2021.
The FOMC’s (brief) statement explaining the hike pointed to “resilient” domestic spending and “robust” capital investment. It characterized the economy as “expanding at a solid pace,” albeit with “elevated” uncertainty due to “geopolitical developments.”
This combination of factors — high oil prices due to the partial shutdown of the Strait of Hormuz and high investment in data centers — have helped push up yields on Treasury bonds, which helped maneuver the Federal Reserve into its rate hike. These rising Treasury yields have made raising capital more difficult for sectors besides artificial intelligence, very much including the capital-intensive renewable and clean energy industries.
Warsh attributed higher Treasury yields to “economic strength, competition for capital, and geopolitics,” in his press conference following the rate announcement. The yield on the 10-year treasury bond, often used as a benchmark for the cost of money throughout the economy, rose to over 5% on the news, the highest level since 2007.
The August Electricity Price Hub data is in.
It’s another hot and expensive summer.
Across the country, average household electricity bills are up 2.7% in the first eight months of the year, according to the latest update to Heatmap and MIT’s Electricity Price Hub, tacking on $4 per month to the typical bill. This level of rise is consistent with the pace set in 2024 and 2025, but faster than 2021 and 2023.
As we’ve discussed before, some of the fastest growth in prices comes either in the Atlantic Seaboard — with Washington, D.C., Virginia, and New Jersey all having year over year growth rates of at least 7.5% — thanks largely to increased demand and capacity payments in the PJM Interconnection marketplace. Another standout so far this year is Hawaii, which is uniquely dependent on imported oil to power its grid and has seen its 12-month trailing average prices rise by over 8% so far this year.
California, which is well known for seeing especially sharp price increases in recent years largely due to wildfire-related costs, has seen somewhat restrained bill growth so far this year across the state, with the 12-month-rolling average bill rising just 3% in the past 12 months and prices going up 4%. (That price level is still quite high, however, at almost 32 cents per kilowatt-hour, compared to a national average of around 19.)
Rates charged by Southern California Edison, one of the state’s big three investor-owned utilities, are up almost 15% in the past year, averaged across its baseline regions. The MIT researchers attribute this increase to two major factors: one, a decrease in the California Climate Credit, which is paid out to electricity customers from the state’s emissions cap-and-invest program. This year, the credit for Southern California Edison ratepayers is $72, applied to bills in July and August in tranches of $36. Last year, by contrast, Southern California Edison handed out $112 in two tranches, April and October.
The second factor in Southern California Edison’s inflated bills is an increase in the fixed charge portion of the bills ratepayers receive. Following changes in California state law designed to distribute the cost of the grid more equitably, SCE revamped its rate structure at the end of last year to include a “Base Services Charge” of $24 per month for customers not enrolled in any special rate program. At the same time, SCE instituted a roughly 10% decrease in its per-kilowatt-hour electricity rate in order to protect lower-income ratepayers (who would pay a fixed charge substantially lower than the baseline $24). PG&E moved to a similar system earlier this year.
When it introduced the new rates in November of last year, SCE said that “medium energy users” would likely see little change in their bills. Price Hub data suggests, however, that the typical household has seen a bill increase from the new service charge of 13%, even before accounting for the smaller climate credit.