Lifestyle
The Quest to Ban the Best Raincoats in the World
Why Patagonia, REI, and just about every other gear retailer are going PFAS-free.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
Why Patagonia, REI, and just about every other gear retailer are going PFAS-free.
On uranium challenges, Cadillac’s EV dreams, and a firefighter’s firestorm
On Trump’s latest wind target, new critical minerals, and methane maps
On GOP lockstep on renewables, a wind win, and EPA’s battery bashing
On Interior’s birdwatching, China’s lithium slowdown, and recycling aluminum
On residential solar dims, New Jersey makes history, and Brazil’s challenge
On abandoning Antarctica, an EV milestone, and this week’s big earnings
Current conditions: Heavy rainfall in China has left at least 30 dead as forecasters predicts more days of downpours ahead • Severe thunderstorms are hitting the Midwest as a cold front suppresses the heat dome • The wildfires blazing across Canada are stretching into Alaska, with dozens of fires raging in the foothills of the Brooks Range.
Last year, oil giants Shell, ExxonMobil, and BP either abandoned their decarbonization goals or dialed down investments in green energy. Last week, the Financial Times also reported that the oil industry had put its effort to establish a net-zero emissions standard on pause as major companies quit the initiative. But at least one oil titan is doubling down on clean energy. On Monday, the Italian oil giant Eni said it expects its green business to rival revenues from oil and gas within a decade.
By 2035, CEO Claudio Descalzi told the FT, the operating profit “created by our new companies will balance what is coming from oil and gas, and in 2040 it will be more.” It’s a bullish bet. Earnings from Eni’s oil and gas business are still more than 10 times those from the biofuels and renewables divisions. While the company’s stock dipped by a little over 1% on Monday after the company reported its latest earnings, which beat analysts’ expectations and promised a $1.8 billion buyback, shares in Eni are up nearly 6% over the past month.
This is a big earnings week, with lots of upcoming announcements relevant for Heatmappers:
Tuesday:
Carrier
DTE Energy
Stellantis
Wednesday:
Microsoft
Meta
Rio Tinto
Hess
Entergy
Thursday:
Amazon
Shell
Southern Company
Air Products and Chemicals
TC Energy
Exelon
Xcel
Cameco
First Solar
ArcelorMittal
U.S. Steel
AES
Friday:
ExxonMobil
Chevron
Enbridge
Dominion
Brookfield Renewable Corporation
American researchers in Antarctica in 1955 set off across the ice from the icebreaker, USS Burton Island. Pictorial Parade/Archive Photos/Getty Images
In a shock to polar scientists, the National Science Foundation plans to cease operations of the United States’ only research ship capable of braving the farthest reaches of Antarctica in the Southern Ocean, the RV Nathaniel B. Palmer, Science magazine reported. Doing so would end 60 years of continuous operations of American icebreakers in Antarctica. More than 170 researchers sent a letter to the head of the NSF and Congress asking for the agency to reconsider.
The move comes amid heightened tensions on both poles as climate change brings radical changes to the planet’s ice caps. The Trump administration has taken a keen interest in the race to dominate the trade routes, military outposts, and natural resources becoming newly accessible in the Arctic, going as far as to pressure NATO ally Denmark to cede sovereignty of semi-autonomous Greenland the U.S. While the geopolitics of the uninhabited Antarctic have garnered less attention, similar dynamics are arising. China is boosting its investments in Antarctica and just opened its fifth research station. Russia has undermined attempts to inspect its bases there, which violates the Antarctica Treaty, an international agreement meant to ensure that no country can militarize the continent. China and Russia have also teamed up to tank new international protections on marine life.
The U.S. is on track to add 16,700 public fast-charging ports by the end of this year, according to InsideEVs. The effort — led by Tesla, ChargePoint, and EVgo — would represent 2.4 times the number of ports added in 2022. If the pace continues, the U.S. could have 100,000 public fast-charging ports by 2027. That’s nearing the 145,000 gas stations the U.S. operates for refueling internal combustion engine vehicles.
The milestone comes as EV sales are surging ahead of the September 30 deadline phasing out the $7,500 tax credits for electric cars Republicans set in President Donald Trump’s landmark tax law, the One Big Beautiful Bill. U.S. Even though Tesla sales dropped, U.S. EV sales overall surged 10% in the last quarter, led by GM’s new offerings.
The State of New York announced its first bulk solicitation for energy storage, putting out a bid for 3 gigawatts of batteries. The projects will be “credited and compensated based on the operational availability they achieve in each month over the course of” contracts ranging from 15 to 25 years. Governor Kathy Hochul said the bid highlighted “New York’s ongoing commitment to strengthening our grid, ensuring the state continues to have a more affordable and reliable electricity system now and well into the future.”
It’s just the latest big energy announcement from the state. Last month, Hochul ordered the New York Power Authority — the nation’s second-biggest government-owned utility after the federal Tennessee Valley Authority — to build the state’s first new nuclear power station since the 1980s. As Heatmap’s Matthew Zeitlin pointed out, the project mirrors the atomic ambitions of other government-owned utilities. Ontario plans to build what could be the nation’s first small modular reactors, using GE-Hitachi Nuclear Energy’s design. The TVA is slated to build the second set of those same reactors. But as I reported over the weekend for New York Focus, one of the state’s biggest utilities is lobbying Albany to consider the same kind of large-scale reactors that were just completed in Georgia, the Westinghouse AP1000.
Last month, solar panels delivered the largest share of the European Union’s electricity for the first time, narrowly eclipsing nuclear power, according to data from Ember. Yet this month, industry projections put the bloc on track for the first decline in solar growth since 2015. The EU is set to deploy 64.2 gigawatts this year, down from 65.1 gigawatts in 2024. The installations are set to help the bloc exceed the European Commission’s 2025 solar target of 400 gigawatts, bringing the total to 402 gigawatts by the end of the year.
But if the trend continues, Europe may fall roughly 4% short of its 2030 goal of 750 gigawatts of solar, installing just 723 gigawatts. That may not sound like a lot, but Dries Acke, the deputy chief executive of SolarPower Europe, said “the symbolism is big. Market decline, right when solar is meant to be accelerating, deserves EU leaders’ attention.” The industry group blamed the downturn on declines in residential solar as feed-in tariff schemes waned in Austria, Belgium, Czechia, Hungary, Italy, and the Netherlands. But corporate deals for solar power also dropped 41% between the first and second quarters of this year. Over the weekend, meanwhile, the EU signed a major trade deal with the Trump administration, promising to ramp up purchases of liquified natural gas and oil.
Scientists at the University of California at Davis used artificial intelligence to engineer proteins to boost the immune systems of plants, helping the flora fight off bacterial threats. The research, published Monday in the journal Nature Plants, opens the door to new ways of protecting crops such as tomatoes and potatoes from disease. “Bacteria are in an arms race with their plant hosts,” Gitta Coaker, the study’s lead author and a professor in the Department of Plant Pathology, said in a press release.
On Fervo’s megadeal tease, steel’s coal gamble, and Norway’s CO2 milestone
Current conditions: Manila is facing severe flooding amid days of monsoon rains • Of the seven Marshall Islands that the U.S. Drought Monitor tracks, two are currently suffering extreme drought, and another three are under severe drought conditions • Wildfires are blazing in Oregon, where the Cram Fire has already scorched nearly 100,000 acres just 50 miles south of Portland.
OpenAI CEO Sam AltmanKevin Dietsch/Getty Images
Six months after the top executives of OpenAI and Softbank stood shoulder to shoulder at the White House to announce a $500 billion joint venture to build out the infrastructure for artificial intelligence across the United States, the so-called Stargate project has yet to complete a deal for a single data center. The companies promised in January to “immediately” invest $100 billion. But in a sign of the dialed-back ambitions, the project is now targeting the more modest goal of constructing one small data center by the end of this year, likely in Ohio, The Wall Street Journal reported.
That’s bad news for the power companies that have lavished in the projected demand from data centers. Crusoe Energy, a developer of gas- and renewable-powered data centers, boasted earlier this year that it was “pouring concrete at three in the morning” to build out its portions of the Stargate project at “ludicrous speed,” Heatmap’s Katie Brigham reported in March. Over the course of just one month this spring, Morgan Stanley ratcheted up its estimates for capital expenditures in cloud computing this year by a whopping $29 billion, to $392 billion, as Heatmap’s Matthew Zeitlin reported in May. Perhaps that’s another AI hallucination.
Fervo Energy’s breakthrough in harnessing fracking technology to tap into the Earth’s molten heat in far more places than ever before effectively launched the next-generation geothermal industry in the U.S. Now the Houston-headquartered startup is poised to vault “enhanced” geothermal power into a gigawatt-scale electricity source.
In a Monday post on LinkedIn, Fervo CEO Tim Latimer teased a “multi-GW development deal” currently in the works. He promised “more to come on this soon.” He did not respond to my inquiry Monday night. The company already has a deal for a 500-megawatt project called Cape Station in Utah, for which it netted a $206 million investment last month. But a project several times that size would put next-generation geothermal in the big leagues with nuclear power as a potential source of large-scale, baseload power.
Shares of Cleveland-Cliffs soared nearly 13% on Monday afternoon after the steelmaker said President Donald Trump’s tariffs had boosted demand. The company’s second-quarter earnings bested estimates, thanks to cost cutting and record steel shipments. CEO Lourenco Goncalves even suggested the company could sell parts of itself in the wake of Japanese steelmaker Nippon Steel’s megadeal to take over American rival U.S. Steel. He confirmed “active conversations” to sell non-core assets but said “everything else is possible.”
On the call, Goncalves also suggested the administration’s embrace of coal had improved market conditions for the company. As my colleague Matthew Zeitlin reported, the chief executive confirmed that Cleveland-Cliffs would abandon its landmark green steel project because the hydrogen it needed was not available widely enough. Instead, Goncalves said, the company would revamp the project “in a way that we preserve and enhance Middletown using beautiful coal, beautiful coke.”
The chief executive of the largest natural gas company in the U.S. is urging Congress to overhaul energy permitting or risk losing the AI race to China. In an interview with the Financial Times, EQT CEO Toby Rice said, “The threat of not getting infrastructure built has only gotten larger — not only from bad actors getting rich by selling energy that could be replaced with American energy — it’s also the threat of China winning the AI race.” Specifically, he called on lawmakers to end what’s called “judicial review,” a period of six years during which opponents of a project can challenge the federal permits in court.
The U.S. has come to the cusp of easing federal permitting for years. After the passage of the Inflation Reduction Act, Democrats tried to ease permitting rules but faced opposition from progressives and conservationists who deemed any relaxing of regulations that could benefit fossil fuels a nonstarter. Democrats tried to revive the issue last year, but Republicans walked away from the negotiations once the election turned in the GOP’s favor. With the One Big Beautiful Bill revoking many of Democrats’ energy priorities, it’s unclear how much leverage Republicans have to restart talks ahead of next year’s midterm elections.
The world’s first carbon shipping terminal designed to permanently store captured CO2 that would have otherwise gone into the atmosphere just took its first shipment, The Washington Post reported. Located on an island on the edge of the North Sea, Norway’s Northern Lights facility accepted 7,500 metric tons of liquefied CO2 from a Norwegian cement factory. The plant — funded by the government in Oslo and fossil fuel companies — could serve as Europe’s primary carbon dump, and as a model for Asian countries looking to establish their own storage facilities.
China’s exports of clean-energy technologies such as solar panels, batteries and electric vehicles shaved 1% of the global emissions outside China last year, a new Carbon Brief analysis found.