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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 leaders of both countries reached deals with the U.S. in exchange for a 30-day reprieve on border taxes.
U.S. President Donald Trump and Mexican President Claudia Sheinbaum announced a month-long pause on across-the-board 25% tariff on Mexican goods imported into the United States that were to take effect on Tuesday.
In a post on Truth Social, Trump said that Sheinbaum had agreed to deploy 10,000 Mexican troops to the U.S.-Mexico border, “specifically designated to stop the flow of fentanyl, and illegal migrants into our Country.” Secretary of State Marco Rubio, Secretary of the Treasury Scott Bessent, and Secretary of Commerce Howard Lutnick will lead talks in the coming month over what comes next.
“I look forward to participating in those negotiations, with President Sheinbaum, as we attempt to achieve a ‘deal’ between our two Countries,” Trump wrote.
In her own statement, Sheinbaum said the U.S. had committed to work on preventing the trafficking of firearms into Mexico.
There has still been no pause on planned tariffs on Canadian imports, which would likely affect the flow of oil, minerals, and lumber, as well as possibly break automobile supply chains in the United States. Canadian leaders announced several measures to counter the tariffs at both the federal and provincial level.
Trump and Canadian Prime Minister Justin Trudeau have spoken today, and are scheduled to do so again this afternoon. Canadian officials are not optimistic, however, that they’ll be able to get a similar deal, a Canadian official told The New York Times.
UPDATE 4:55 p.m. ET: Trudeau announced that he had reached a similar deal that would stave off the imposition of tariffs for a month. Following a “good call” with Trump, Trudeau said in a post on X that he would deploy personnel and resources to his country’s southern border. “Nearly 10,000 frontline personnel are and will be working on protecting the border,” Trudeau wrote. He also said that Canada would have a “Fentanyl Czar” and would “launch a Canada- U.S. Joint Strike Force to combat organized crime, fentanyl and money laundering.”
PJM is projecting nearly 50% demand growth through the end of the 2030s.
The nation’s largest electricity market expects to be delivering a lot more power through the end of the next decade — even more than it expected last year.
PJM Interconnection, which covers some or all of 13 states (and Washington, D.C.) between Maryland and Illinois, released its latest long-term forecast last week, projecting that its summer peak demand would climb by almost half, from 155,000 megawatts in 2025 to around 230,000 in 2039.
The electricity market attributed the increased demand to “the proliferation of data centers, electrification of buildings and vehicles, and manufacturing,” and noted (not for the first time) that the demand surge comes at the same time many fossil fuel power plants are scheduled to close, especially coal plants. Already, some natural gas and even some coal plants in PJM andelsewhere that were scheduled to close have seen their retirement dates pushed out in order to handle forecast electricity demand.
This is just the latest eye-popping projection of forthcoming electricity demand from PJM and others — last year, PJM forecast summer peak demand of about 180,000 megawatts in 2035, a figure that jumped to around 220,000 megawatts in this year’s forecast.
While summer is typically when grids are most taxed due to heavy demand from air conditioning, as more of daily life gets electrified — especially home heating — winter demand is forecast to rise, too. PJM forecast that its winter peak demand would go from 139,000 megawatts in 2025, or 88% of the summer peak, to 210,000 megawatts in 2039, or 95% of its summer peak demand forecast for that year.
Systems are designed to accommodate their peak, but winter poses special challenges for grids. Namely, the electric grid can freeze, with natural gas plants and pipelines posing a special risk in cold weather — not to mention that it’s typically not a great time for solar production, either.
Aftab Khan, PJM’s executive vice president for operations, planning, and security, said in a statement Thursday that much of the recent demand increase was due to data centers growing “exponentially” in PJM’s territory.
The disparity between future demand and foreseeable available supply in the short term has already led to a colossal increase in “capacity” payments within PJM, where generators are paid to guarantee they’ll be able to deliver power in a crunch. These payments tend to favor coal, natural gas, and nuclear power plants, which can produce power (hopefully) in all weather conditions whenever it’s needed, in a way that variable energy generation such as wind and solar — even when backed up by batteries — cannot as yet.
Prices at the latest capacity auction were high enough to induce Calpine, the independent power company that operates dozens of natural gas power plants and recently announced a merger with Constellation, the owner of the Three Mile Island nuclear plant, to say it would look at building new power plants in the territory.
The expected relentless increase in power demand, power capacity, and presumably, profits for power companies, was thrown into doubt, however, when the Chinese artificial intelligence company DeepSeek released a large language model that appears to require far less power than state of the art models developed by American companies such as OpenAI. While the biggest stock market victim has been the chip designer Nvidia, which has shed hundreds of billions of dollars of market capitalization this week, a number of power companies including Constellation and Vistra are down around 10%, after being some of the best stock market performers in 2024.
It’s not just AI companies taking a beating today.
It’s not just tech stocks that are reeling after the release of Chinese artificial intelligence company DeepSeek’s open-source R1 model, which performs similarly to state-of-the-art models from American companies while using less expensive hardware far more efficiently. Energy and infrastructure companies — whose share prices had soared in the past year on the promise of powering a massive artificial intelligence buildout — have also seen their stock prices fall early Monday.
Shares in GE Vernova, which manufactures turbines for gas-fired power plants, were down 19% in early trading Monday. Since the company’s spinoff from GE last April, the share price had risen almost 200% through last Friday, largely based on optimism about its ability to supply higher electricity demand. Oklo, the advanced nuclear company backed by OpenAI chief executive Sam Altman, is down 25%, after rising almost 300% in the past year. Constellation Energy, the independent power producer that’s re-powering Three Mile Island in partnership with Microsoft, saw its shares fall almost 20% in early trading. It had risen almost 190% in the year prior to Monday.
“DeepSeek’s power implications for AI training punctures some of the capex euphoria which followed major commitments from Stargate and Meta last week,” Jefferies infrastructure analyst Graham Hunt and his colleagues wrote in a note to clients Monday. “With DeepSeek delivering performance comparable to GPT-4 for a fraction of the computing power, there are potential negative implications for the builders, as pressure on AI players to justify ever increasing capex plans could ultimately lead to a lower trajectory for data center revenue and profit growth.”
Investors fear that the proliferation of cheaper, more efficient models may hurt the prospects of technology companies — and their suppliers — that are spending tens if not hundreds of billions of dollars on artificial intelligence investments.
Just last week, both Altman and Mark Zuckerberg, the founder and chief executive of Meta, announced huge new investments in artificial intelligence infrastructure.
Altman’s OpenAI is part of Stargate, the joint venture with Microsoft and SoftBank that got a splashy White House-based announcement and promises to invest $500 billion in artificial intelligence infrastructure. There was already some skepticism of these numbers, with Altman-nemesis Elon Musk charging that certain members would be unable to fulfill their ends of the deal, Microsoft Chief Executive Satya Nadella told CNBC from Davos, “I’m good for my $80 billion.”
Zuckerberg, meanwhile, said late last week that his company was building a data center “so large it would cover a significant part of Manhattan,” which would require 2 gigawatts of electricity to power. (For scale, reactors 3 and 4 of the Vogtle nuclear plant in Georgia are a little over 1 gigawatt each.) He also said that Meta had planned up to $65 billion of capital expenditure this year.
These escalating announcements have been manna to investors in any company that provides the building blocks for large artificial intelligence systems — namely chips and energy, with companies like Nvidia, the chip designer, and power companies and energy infrastructure companies posting some of the best stock market performances last year.
But exactly how cheaper artificial intelligence plays out in terms of real investment remains to be seen. Late Sunday night Redmond, Washington-time, Nadella posted a link on X to the Wikipedia page for Jevons Paradox. The idea dates from 19th century Britain, and posits that increased efficiency in using a resource (in Jevons’ case, coal) could actually accelerate its depletion, as the resource becomes cheaper for the same economic output, encouraging more use of it (in Jevons’ case, iron).
“Jevons paradox strikes again!,” Nadella wrote. “As AI gets more efficient and accessible, we will see its use skyrocket, turning it into a commodity we just can't get enough of.”
Investors in chips and energy companies are hoping that’s the case; at least so far, the market doesn’t appear to agree.