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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 SPEED Act faces near-certain opposition in the Senate.
The House of Representatives has approved the SPEED Act, a bill that would bring sweeping changes to the nation’s environmental review process. It passed Thursday afternoon on a bipartisan vote of 221 to 196, with 11 Democrats in favor and just one Republican, Brian Fitzpatrick of Pennsylvania, against.
Thursday’s vote followed a late change to the bill on Wednesday that would safeguard the Trump administration’s recent actions to pull already-approved permits from offshore wind farms and other renewable energy projects.
Prior to that tweak, the bill would have limited the Trump administration’s ability to alter or revoke a federal permitting decision after the fact. The new version, adopted to secure votes from Republican representatives in Maryland and New Jersey, carves out an exception for agency actions taken between January 20 and the day the law takes effect.
"Last-minute changes to the SPEED Act undercut the bill’s intent to provide certainty to American business,” Rich Powell, the CEO of the Clean Energy Buyers Association said in a press release after the bill passed. “We hope the Senate will now take this language and strengthen those protections for existing and new projects needed to maintain grid reliability and meet growing electricity demand.”
At a high level, the SPEED Act would hasten federal permitting by restricting the evidence that federal agencies consider during the environmental review process and limiting the amount of time a court can deliberate over challenges to federal decisions. It would also disallow courts from vacating permits or issuing injunctions against projects if it finds that a federal agency violated NEPA. The changes would apply to permits of all kinds, including for oil and gas drilling, solar and wind farms, power lines, and data centers.
Environmental groups were generally against the bill. “Far from helping build the clean energy projects of the future, the SPEED Act will only result in an abundance of contaminated air and water, dirty projects, and chronic illnesses with fewer opportunities to hold polluters accountable in court,” Stephen Sciama, senior legislative council for Earthjustice Action, said in a press release on Thursday.
But proponents, such as the conservative energy group Clearpath Action, argue the bill will enable American industry to “invest and build with confidence” by cutting unnecessary red tape, improving coordination across agencies, and setting clearer rules and timelines for judicial review.
In House floor testimony on Thursday morning, Republican Bruce Westerman of Arkansas, the SPEED Act’s lead sponsor, said the bill had the backing of more than 375 industry groups and businesses, and bipartisan support in both the House and Senate. “The SPEED act will deliver the energy and infrastructure Americans need,” he said.
The bill lost at least one significant industry supporter after Wednesday’s changes, however. The American Clean Power Association, which had previously joined the American Petroleum Institute and others in a letter urging the House to pass the bill, withdrew its support, calling the new language a “poison pill” that “injects permit uncertainty, and creates a pathway for fully permitted projects to be canceled even after the Act’s passage.”
The Solar Energy Industries Association also denounced the bill’s passage.
Contrary to Westerman’s assertion, the bill’s fate in the Senate is far from certain. “Even if the House passes this bill today, it is going nowhere in the Senate,” Democratic Representative Jared Huffman of California asserted on the floor on Thursday. “What a missed opportunity to tackle a serious issue that Democrats were very interested in working on in good faith.”
Some Senate Democrats came out in opposition of the bill even before the late-breaking amendments. Senators Brian Schatz of Hawaii, Sheldon Whitehouse of Rhode Island, and Martin Heinrich of New Mexico told my colleague Jael Holzman that the bill did not do enough to ensure the buildout of transmission and affordable clean energy, but that they “will continue working to pass comprehensive permitting reform that takes real steps to bring down electricity costs.”
Some see getting the SPEED Act through the House as merely a starting point for a more comprehensive and fair permitting deal. Democratic Representative Adam Gray of California told Politico’s Joshua Siegel Thursday that he was voting in favor of the bill despite the last minute changes due to his faith that the Senate will hammer out a version that provides developers of all energy stripes the certainty they need.
His Californian colleague Representative Scott Peters, on the other hand, voted against the bill, but committed to getting a deal done with the Senate. “We need to get permitting reform done in this Congress,” he said on the House floor Thursday.
The market is reeling from a trio of worrisome data center announcements.
The AI industry coughed and the power industry is getting a cold.
The S&P 500 hit a record high on Thursday afternoon, but in the cold light of Friday, several artificial intelligence-related companies are feeling a chill. A trio of stories in the data center and semiconductor industry revealed dented market optimism, driving the tech-heavy NASDAQ 100 down almost 2% in Friday afternoon trading, and several energy-related stocks are down even more.
Here’s what’s happening:
Taken together, the three stories look like an AI slowdown, at least compared to the most optimistic forecasts for growth. If so, expectations of how much power these data centers need will also have to come down a bit. That has led to notable stock dips for companies across the power sector, especially independent power producers that own power plants, many of whose shares have risen sharply in the past year or two.
Shares in NRG were down around 4.5% on the day on Friday afternoon; nuclear-heavy Constellation Energy was down over 6%; Talen Energy, which owns a portfolio of nuclear and fossil fuel plants, was down almost 3% and Vistra was down 2%. Shares in GE Vernova, which is expanding its gas turbine manufacturing capacity to meet high expected demand for power, were down over 3.5%.
It’s not just traditional power companies that are catching this AI chill — renewables are shivering, as well. American solar manufacturer First Solar is down over 5%, while solar manufacturing and development company Canadian Solar is down over almost 9%.
Shares of Blue Owl, the investment firm that is helping to fund the big tech data center buildout, were down almost 4%.
The fates of all these companies are deeply intertwined. As Heatmap contributor Advait Arun wrote recently, ”The commercial potential of next-generation energy technologies such as advanced nuclear, batteries, and grid-enhancing applications now hinge on the speed and scale of the AI buildout.” Many AI-related companies are either invested in or lend to each other, meaning that a stumble that looks small initially could quickly cascade.
The power industry has seen these types of AI-optimism hiccups before, however. In January, several power companies swooned after Chinese AI company DeepSeek released an open source, compute-efficient large language model comparable to the most advanced models developed by U.S. labs.
Constellation’s stock price, for example, fell as much as 20% in response to the “DeepSeek Moment,” but are up over 45% this year, even factoring in today’s fall. GE Vernova shares have doubled in value this year.
So it looks like the power sector will still have something to celebrate at the end of this year, even if the celebrations are slightly less warm than they might have been.
Plus more insights from Heatmap’s latest event Washington, D.C.
At Heatmap’s event, “Supercharging the Grid,” two members of the House of Representatives — a California Democrat and a Colorado Republican — talked about their shared political fight to loosen implementation of the National Environmental Policy Act to accelerate energy deployment.
Representatives Gabe Evans and Scott Peters spoke with Heatmap’s Robinson Meyer at the Washington, D.C., gathering about how permitting reform is faring in Congress.
“The game in the 1970s was to stop things, but if you’re a climate activist now, the game is to build things,” said Peters, who worked as an environmental lawyer for many years. “My proposal is, get out of the way of everything and we win. Renewables win. And NEPA is a big delay.”
NEPA requires that the federal government review the environmental implications of its actions before finalizing them, permitting decisions included. The 50-year-old environmental law has already undergone several rounds of reform, including efforts under both Presidents Biden and Trump to remove redundancies and reduce the size and scope of environmental analyses conducted under the law. But bottlenecks remain — completing the highest level of review under the law still takes four-and-a-half years, on average. Just before Thanksgiving, the House Committee on Natural Resources advanced the SPEED Act, which aims to ease that congestion by creating shortcuts for environmental reviews, limiting judicial review of the final assessments, and preventing current and future presidents from arbitrarily rescinding permits, subject to certain exceptions.
Evans framed the problem in terms of keeping up with countries like China on building energy infrastructure. “I’ve seen how other parts of the world produce energy, produce other things,” said Evans. “We build things cleaner and more responsibly here than really anywhere else on the planet.”
Both representatives agreed that the SPEED Act on its own wouldn’t solve all the United States’ energy issues. Peters hinted at other permitting legislation in the works.
“We want to take that SPEED Act on the NEPA reform and marry it with specific energy reforms, including transmission,” said Peters.
Next, Neil Chatterjee, a former Commissioner of the Federal Energy Regulatory Commission, explained to Rob another regulatory change that could affect the pace of energy infrastructure buildout: a directive from the Department of Energy to FERC to come up with better ways of connecting large new sources of electricity demand — i.e. data centers — to the grid.
“This issue is all about data centers and AI, but it goes beyond data centers and AI,” said Chatterjee. “It deals with all of the pressures that we are seeing in terms of demand from the grid from cloud computing and quantum computing, streaming services, crypto and Bitcoin mining, reshoring of manufacturing, vehicle electrification, building electrification, semiconductor manufacturing.”
Chatterjee argued that navigating load growth to support AI data centers should be a bipartisan issue. He expressed hope that AI could help bridge the partisan divide.
“We have become mired in this politics of, if you’re for fossil fuels, you are of the political right. If you’re for clean energy and climate solutions, you’re the political left,” he said. “I think AI is going to be the thing that busts us out of it.”
Updating and upgrading the grid to accommodate data centers has grown more urgent in the face of drastically rising electricity demand projections.
Marsden Hanna, Google’s head of energy and dust policy, told Heatmap’s Jillian Goodman that the company is eyeing transmission technology to connect its own data centers to the grid faster.
“We looked at advanced transition technologies, high performance conductors,” said Hanna. “We see that really as just an incredibly rapid, no-brainer opportunity.”
Advanced transmission technologies, otherwise known as ATTs, could help expand the existing grid’s capacity, freeing up space for some of the load growth that economy-wide electrification and data centers would require. Building new transmission lines, however, requires permits — the central issue that panelists kept returning to throughout the event.
Devin Hartman, director of energy and environmental policy at the R Street Institute, told Jillian that investors are nervous that already-approved permits could be revoked — something the solar industry has struggled with under the Trump administration.
“Half the battle now is not just getting the permits on time and getting projects to break ground,” said Hartman. “It’s also permitting permanence.”
This event was made possible by the American Council on Renewable Energy’s Macro Grid Initiative.