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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 nonprofit laid off 36 employees, or 28% of its headcount.
The Trump administration’s funding freeze has hit the leading electrification nonprofit Rewiring America, which announced Thursday that it will be cutting its workforce by 28%, or 36 employees. In a letter to the team, the organization’s cofounder and CEO Ari Matusiak placed the blame squarely on the Trump administration’s attempts to claw back billions in funding allocated through the Greenhouse Gas Reduction Fund.
“The volatility we face is not something we created: it is being directed at us,” Matusiak wrote in his public letter to employees. Along with a group of four other housing, climate, and community organizations, collectively known as Power Forward Communities, Rewiring America was the recipient of a $2 billion GGRF grant last April to help decarbonize American homes.
Now, the future of that funding is being held up in court. GGRF funds have been frozen since mid-February as Lee Zeldin’s Environmental Protection Agency has tried to rescind $20 billion of the program’s $27 billion total funding, an effort that a federal judge blocked in March. While that judge, Tanya S. Chutkan, called the EPA’s actions “arbitrary and capricious,” for now the money remains locked up in a Citibank account. This has wreaked havoc on organizations such as Rewiring America, which structured projects and staffing decisions around the grants.
“Since February, we have been unable to access our competitively and lawfully awarded grant dollars,” Matusiak wrote in a LinkedIn post on Thursday. “We have been the subject of baseless and defamatory attacks. We are facing purposeful volatility designed to prevent us from fulfilling our obligations and from delivering lower energy costs and cheaper electricity to millions of American households across the country.”
Matusiak wrote that while “Rewiring America is not going anywhere,” the organization is planning to address said volatility by tightening its focus on working with states to lower electricity costs, building a digital marketplace for households to access electric upgrades, and courting investment from third parties such as hyperscale cloud service providers, utilities, and manufacturers. Matusiak also said Rewiring America will be restructured “into a tighter formation,” such that it can continue to operate even if the GGRF funding never comes through.
Power Forward Communities is also continuing to fight for its money in court. Right there with it are the Climate United Fund and the Coalition for Green Capital, which were awarded nearly $7 billion and $5 billion, respectively, through the GGRF.
What specific teams within Rewiring America are being hit by these layoffs isn’t yet clear, though presumably everyone let go has already been notified. As the announcement went live Thursday afternoon, it stated that employees “will receive an email within the next few minutes informing you of whether your role has been impacted.”
“These are volatile and challenging times,” Matusiak wrote on LinkedIn. “It remains on all of us to create a better world we can all share. More so than ever.”
The company managed to put a positive spin on tariffs.
The residential solar company Sunrun is, like much of the rest of the clean energy business, getting hit by tariffs. The company told investors in its first quarter earnings report Tuesday that about half its supply of solar modules comes from overseas, and thus is subject to import taxes. It’s trying to secure more modules domestically “as availability increases,” Sunrun said, but “costs are higher and availability limited near-term.”
“We do not directly import any solar equipment from China, although producers in China are important for various upstream components used by our suppliers,” Sunrun chief executive Mary Powell said on the call, indicating that having an entirely-China-free supply chain is likely impossible in the renewable energy industry.
Hardware makes up about a third of the company’s costs, according to Powell. “This cost will increase from tariffs,” she said, although some advance purchasing done before the end of last year will help mitigate that. All told, tariffs could lower the company’s cash generation by $100 million to $200 million, chief financial officer Danny Abajian said.
But — and here’s where things get interesting — the company also offered a positive spin on tariffs.
In a slide presentation to investors, the company said that “sustained, severe tariffs may drive the country to a recession.” Sounds bad, right?
But no, not for Sunrun. A recession could mean “lower long term interest rates,” which, since the company relies heavily on securitizing solar leases and benefits from lower interest rates, could round in the company’s favor.
In its annual report released in February, the company mentioned that “higher rates increase our cost of capital and decrease the amount of capital available to us to finance the deployment of new solar energy systems.” On Wednesday, the company estimated that a 10% tariff, which is the baseline rate in the Trump “Liberation Day” tariffs, could be offset with a half percentage point decline in the company’s cost of capital, although it didn’t provide any further details behind the calculation.
Even in the absence of interest rate relief, a recession could still be okay for Sunrun.
“Historically, recessions have driven more demand for our products,” the company said in its presentation, arguing that because their solar systems offer savings compared to utility rates, they become more attractive when households get more money conscious.
Sunrun shares are up almost 10% today, as the company showed more growth than expected.
For what it’s worth, the much-ballyhooed decline in long-term interest rates as a result of Trump’s tariffs hasn’t actually happened, at least not yet. The Federal Reserve on Wednesday decided to keep the federal funds rate at 4.5%, the third time in a row the board of governors have chosen to maintain the status quo. The yield on 10-year treasuries, often used as a benchmark for interest rates, is up slightly since “Liberation Day” on April 2 and sits today at 4.34%, compared to 4.19% before Trump’s tariffs announcements.
Meta and Microsoft both confirmed plans to invest heavily in AI infrastructure.
Big Tech said this week that it’s going full steam ahead with building out data centers, and the power industry loves it. Since Microsoft and Meta reported their earnings for the beginning of the year on Wednesday, including announcements either reaffirming their guidance on capital expenditures or even increasing it, power sector stocks have jumped.
Shares of Vistra, which has a fleet of power plants including nuclear, natural gas, coal, and renewables, are up almost 7% in early afternoon trading. Constellation, one of the largest nuclear producers in the country, is up 8%. GE Vernova, which makes in-demand gas turbines, is up 4%. Chip designer Nvidia’s shares are up 4%.
Microsoft, which has been dogged byanalyst and media reports that it’s canceling some data center builds or slowing down its overall pace of deployment, reaffirmed its previousguidance that it would spend around $80 billion on data centers for its fiscal year. The affirmed guidance, Dan Ives of Wedbush Securities wrote in a note to clients, came “put to rest” the earlier chatter.
Meta, meanwhile, raised its guidance for capital expenditures from a range of $60 billion to $65 billion to at least $64 billion and as much as $72 billion.
Looking at these hyperscalers, as well as the data center company CoreWeave, Morgan Stanley estimates 38% annual growth in capital expenditures for cloud computing in 2025, to $392 billion — a $29 billion or 7 percentage point jump from its estimate a month ago. This increased spending will be a “boost to AI capex/power enablers.”
These companies, which make up the larger artificial intelligence supplier complex, were some of the most affected by Donald Trump’s Liberation Day tariffs announcements, as energy production ishighly sensitive to the global macroeconomy. (Not to mention power plants and power plant suppliers are themselvesoften major purchasers of foreign goods and commodities.) GE Vernova, for example, told investors last month that it would take a several hundred million hit thanks to tariffs.
But in the topsy turvy world of post “Liberation Day” markets, these companies’ investors are optimistic about the future again.
Microsoft chief executive Satya Nadella told analysts on the company’s earnings call that “we will be short power” when it comes to building out data centers, and that “I need power in specific places so that we can either lease or build at the pace at which we want.”
How that power will be provided is one of the key questions of the energy transition.
Big tech companies tend to have some kind of commitment to using renewable or low-carbon power, and are among the country’s largest voluntary purchasers of non-carbon-emitting power. Microsoft, for example,is helping pay for the planned restart of one unit of the Three Mile Island nuclear plant by agreeing to buy its power output.
There is a tight market for all sorts of power equipment right now, especially gas turbines, which will remain in short supply well into the back end of this decade based on current production plans. Renewable developers such as NextEra argue that solar, wind, and batteries make the most sense to quickly meet the needs of power-hungry data center developers and utilities because of how quickly and cheaply they can be built.“We should be thinking about renewables and battery storage as a critical bridge to when other technology is ready at scale, like new gas-fired plants,” NextEra chief executive John Ketchum said on an earnings call late last month, reversing the typical line that natural gas can serve as a “bridge fuel” to a low carbon future. “Gas turbines are in short supply and in high demand.”
In the meantime, load growth from data centers could push up power prices across the board. So even if you can’t build a new gas plant anytime soon, the one you’re operating that’s powering a data center right now is as good as gold.