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New research finally sheds some light on what the heck is happening.

If hurricanes, wildfires, heat, and floods are the Big Four of extreme weather in America, then tornadoes are perhaps the equivalent of the National Bowling League.
That’s not for lack of fatalities — tornadoes kill more people annually than hurricanes, per the 30-year average — nor for their lack of star power (see: The Wizard of Oz, Sharknado, Twister, and my most highly anticipated movie of the year, Twisters). But when it comes to the study of extreme weather, robust, detailed data on tornadic supercells has been described as “largely absent,” at least compared to the scholarship on their more popular meteorological counterparts.
This absence of data (as well as the complexity and unpredictability of the storms) has been a problem not just when it comes to forecasting tornadoes, but also in understanding how or even if they’re being affected by climate change. After at least 26 people were killed across eight states over Memorial Day weekend, this knowledge gap has felt especially urgent and worrisome.
But a new analysis of research recently published by the American Meteorological Society’s Journal of Applied Meteorology and Climatology might at last shed some much-needed light on how tornadoes have changed in the last half-century. (The research has passed peer review but is not yet in its final published form.) According to the paper’s authors — Timothy Coleman of the University of Alabama in Huntsville; Richard Thompson of the National Oceanic and Atmospheric Administration Storm Prediction Center in Norman, Oklahoma; and Gregory Forbes, formerly of the Weather Channel — between 1951 and 2020, “tornadogenesis events” have trended both eastward and “away from the warm season, especially the summer, and toward the cold season.”
This is intriguing for several reasons. For one thing, it means more and more tornadoes are forming outside Tornado Alley (which runs north-south through the Great Plains) and in densely populated southeastern and midwestern states like Arkansas, Tennessee, Alabama, Mississippi, Louisiana, and southwest Kentucky. We truly aren’t in Kansas anymore.
While spring is traditionally thought of as “tornado season” by those with storm cellars in their backyards, the authors of the paper also point to a rise in tornadoes during the “cold season,” defined as September through February. Such a shift in seasonality could potentially increase the destruction and disruption of tornadoes that catch people off guard over the holidays or simply unawares. The analysis indicates that the frequency of winter tornadoes has increased by a staggering 102% from 1951 to 2020, further underscoring the potential dangers of the changing seasonal patterns.
While the “causes of any geographic and seasonal shifts in tornado activity” were not within the scope of the analysis, the authors did offer a handful of insights. Some studies have suggested that decreasing sea ice might reduce summer tornadoes, and that the Pacific decadal oscillation and the Atlantic multidecadal oscillation could also play a role. Another researcher used numerical models to determine that “tornado environments may be less favorable in spring by the late 21st century” due to climate change. These conditions, in some part or combination, could potentially result in a reversal of the changes observed in the paper “in future years.”
For now, though, the analysis found the most significant decrease in annual tornadoes in eastern Kansas through Oklahoma and northern Texas, while the most significant increase was in southern Mississippi. The authors even offered a bit of real estate advice: avoid Jackson, Mississippi, which saw one of the greatest increases in tornadoes of any city in the United States, and exhale if you’ve recently purchased property in Cleburne, Texas, which saw one of the greatest decreases.
Much of avoiding disaster and tragedy comes down simply to being prepared, though. That, of course, requires knowing who should be making such preparations and when. While there is still much left to understand about tornadoes, the new analysis offers a better picture than what we had before.
But it’s still up to agencies to get the word out — and to Hollywood. The Twister sequel is reportedly set in Oklahoma.
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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.