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The hiking community is usually the biggest supporter of conservation efforts. But sometimes the animal you’re conserving is scary.

Before I learned his name, I knew Joe Scott only as the Bear Guy.
“Oh, and he is an archetypal Bear Guy,” Andrea Wolf-Buck, the communications director of Conservation Northwest, a Washington state conservation nonprofit, wrote me in a follow-up email after the initial oblique introduction. “Joe does not disappoint!”
I was speaking with Wolf-Buck in the first place because, unlike Conservation Northwest, I am not someone who has a Bear Guy on speed dial. To be honest, all I knew about bears at that point boiled down to three things: 1) that I really do not want to get eaten by one, 2) something something something play dead?, and 3) that they brought out extremely strong opinions in the ever-lively Washington Hikers and Climbers Facebook group, a 263,000-member-strong private community prone to long debates over the ethics of geotagging photos, the progeny of large animal tracks, and, evidently, the proposed restoration of grizzly bears in North Cascades National Park on the Canadian border.
A typical comment thread on a post about the latter in recent years has looked something like this:
Stupid idea. Let them roam where they roam. If they end up migrating down here, then so be it.
We do not want grizzly bears in the North Cascades. Keep them where they are. This is a terrible idea.
I think Mother Earth approves. I’m excited about this!
I am a hiker and climber and would prefer not to be killed by a bear.
This is amazing conservation news and a project long in the making to bring them back to their habitat!
I love the N Cascades the way they are.
NO.
I, like many members of the overwhelmingly liberal, animal-loving, granola-munching hiking community in Washington state, am predisposed to anything and everything that has a conservation angle. The fisher restoration? Bring ‘em back! Gray wolves? A majestic animal and a beautiful success story! But guiltily, I’d felt a niggling sense of, well, understanding when fellow outdoor enthusiasts expressed nervousness about the grizzly proposal.
“[T]he thought of grizzlies in the North Cascades sends shivers down many a Northwest hiker’s spine,” Craig Romano, a local guidebook author in favor of the restoration project, has written. “And I know that many of my fellow hikers have no desire to hike in grizzly country — even less so to encourage these bears to return to some of their favorite hiking grounds.”

Though grizzlies (also called brown bears) once numbered in the thousands in the Pacific Northwest, their population was decimated by the Hudson Bay Company's fur operation in the mid 1800s. While hikers send pictures of cinnamon-colored (and deceptively named) black bears to the North Cascades park stewards in excitement every season, the last credible grizzly sighting in the area was in 1996. The grizzly bear — one of the most iconic symbols of the mountain west — is now believed to be functionally extirpated in the North Cascades.
Despite being a conservation horror story, this history has made modern Washington something of an arkoudaphobic hiker’s paradise. The state has all the rugged, breathtaking alpine beauty of places like Glacier National Park, Yellowstone, or British Columbia, but without the accompanying media reports of grizzly attacks. While Washington does have plenty of smaller black bears, they’re skittish and not considered to be much of a threat; precautions like bear spray and bear bells, all necessary in grizz’ country, are frequently dismissed by longtime locals as paranoid out-of-towner behavior. As Conservation Northwest’s Wolf-Buck sympathized with me on a call, “No Washingtonian who goes into the woods is really afraid of a black bear. We know what we’re supposed to do. Grizzly is a different story.”
The latest iteration of the on-again-off-again Washington state grizzly reintroduction process began in 2015 and found an unexpected bipartisan ally in President Donald Trump’s then-secretary of the Interior, Ryan Zinke. Opposition by the local ranching communities, taken up by Rep. Dan Newhouse (R-Wash.), sent Zinke backpedaling, and his successor, David Bernhardt, shut down the plan for good. Then last November, the National Park Service and U.S. Fish and Wildlife Service revived the effort to reintroduce the bears using the Endangered Species Act provision 10(j), intended to “relieve landowner concerns” by giving potential newcomer bears an experimental status of “threatened,” allowing for more management options and relaxing regulations. The public comment period ended in December; now everyone is waiting for the environmental impact statement, which is the next bureaucratic hurdle to clear.
In the meantime, you can count on a Bear Guy to tell it to you straight. “I think the number of human deaths at the claws of grizzly bears [in Yellowstone National Park] totals 11 since 1872,” Scott said. “So there’s your perspective.”
Scott’s real title is international program director of Conservation Northwest; in addition to working on the grizzly program in the North Cascades, he partners with teams in British Colombia on similar grizzly revitalization projects. The programs in B.C. are often led by First Nations groups, who are spiritually, culturally, and even geographically linked to the grizzly; on the southern side of the border, the Upper Skagit Indian Tribe has voiced support for the restoration efforts but did not reply to a request for comment by press time.
Scott had actually overestimated the fatalities he quoted to me: Since Yellowstone was founded, just eight people have been killed by grizzlies inside the park boundary (a ninth unsubstantiated fatality may have occurred in 1907 after someone supposedly poked a bear cub with an umbrella). The home of Old Faithful gets 4.8 million visitors a year; North Cascades, by contrast, is one of the least-visited National Parks, with just 30,154 visitors in 2022. Yellowstone estimates the odds of being injured by a grizzly within its borders are around 1 in 2.7 million visits; in theory, if that ratio held in Washington, it could take almost 90 years before there was even an injury.
Grizzlies are “not like little Tasmanian devils spinning around the landscape, striking hapless humans at random, or some nonsense like that,” Tom Smith, a bear biologist specializing in human-bear conflict, and who is not involved in the North Cascades restoration effort, told me. “There is always some predisposing factor, and the vast majority of those [attacks] … if the persons had done something proactive or differently, they wouldn’t have happened.”

The problem is, there is a lot of bad information out there about grizzlies, which is why people like me — outdoorsy, environmentally minded, sympathetic to conservation efforts — can get caught up in the what-ifs. Many such fallacies are repeated and amplified in those Facebook posts: that the translocation candidates would be other place’s “problem bears” (they wouldn’t be); that we don’t need more meat-eating carnivores roaming the mountains (Cascade grizzlies are heavy plant-eaters); and that we should wait for the bears to come back on their own (cut off from the North Cascades by roads and cities in B.C., they won’t). Even concerns about climate change’s impact on future bears can be assuaged; research shows habitats favorable to grizzlies are only likely to expand as the region warms, in part because bears eat many of the plants that are the first to spring up after wildfires.
Then there is the fact that we’re still years and years away from grizzlies being more than a few needles in a vast 9,800-square-mile haystack. The proposal on the table is to move just 25 bears into the mountains over a 10-year period, with the dream goal of the population reaching perhaps 200 after a century. “I will probably never see a grizzly in the wild in my lifetime in Washington state,” Wolf-Buck told me.
Despite the anxiety on social media, most people are also supportive of the proposal. A May 2016 poll commissioned by Defenders of Wildlife, another conservation nonprofit supporting the bear project, and conducted by Tulchin Research, found 79% of hikers, campers, hunters, and fishers in the state supported the effort. Among all voters, approval was one percentage point better.
Support dips to a still-strong 66% in the eastern, agricultural, and red parts of the state, including Okanogan County, which lies directly to the proposed reintroduction area’s east. “In the community that I am a part of, and in the circles that I typically spend my time in, people are staunchly opposed to having another predator to deal with,” Pam Lewison, a rancher and the director of the Center for Agriculture at the conservative Washington Policy Center think tank, told me, adding that “ultimately, the thought that these are majestic creatures who are more afraid of you than you are them is just not true.”
But grizzlies are “odds assessors,” according to Smith, the bear biologist, and there are simple ways for hikers to tilt the math in their favor. In addition to precautions recreationists should already be taking in black bear country — storing food in bear canisters and never in a tent — the “one thing I don’t see blazoned across every pamphlet that should be there is, you have no business going into bear country without a deterrent,” Smith told me. “I mean, you have no business.” For most people, that just means getting in the habit of carrying bear spray. And hike with friends: “The simplest thing that a person can do, that shows consistent positive results, is hike with two or more people,” Smith added. “I don’t have a single incident in North America where two people calmly stood their ground and the bear touched them.” (Oh, and all that stuff about playing dead? Don’t do that.)

Will there be a learning curve? Of course. But “just like the bears, we’re a highly adaptable species,” Scott told me, pointing out that “people will get used to it: They get used to carrying bear spray, they get used to storing their food in bins, they get used to making noise on a trail, and they get used to leashing their dogs. None of this is all that big of a deal.”
Then the Bear Guy said something that surprised me: that maybe we should be a little bit nervous outdoors. Maybe Washingtonians’ laxity is what is unnatural, the wildlife population long ago brought to a bloody heel by us. But is that actually what we want our state’s remaining wild lands to be — human playgrounds? “Some people want it, but I think most people don’t,” Scott said. “All the marketing for the outdoor crap and all this stuff — it’s all about adventure. Well, you want adventure? Here you go. Guaranteeing your safety is not adventure.”
There is still much work ahead: more studies; more research; more proposals; more letters to Congress; more outreach to the state’s ranchers, who are concerned about their livelihoods and the stresses on animals they care about; and, especially, more education of those who want to enjoy the beauty of Washington state but are a little bit uneasy about sharing that space with newcomers.
Which, to an extent, maybe we ought to be. As a wise Bear Guy once told me, “we might not necessarily be the boss out there, and that’s a good thing.”
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Even though he is partially responsible for them.
This is an edition of Heatmap Daily, an evening review of the day’s news written by our executive editor. Sign up for it here.
Welcome to August — which, as the political commentator Josh Barro once observed, is the year’s “stupidest news month.” Because Congress goes on recess around this time of year, and so many other Americans go on vacation, “the quantity of serious news structurally declines,” and we journalists have to turn to sillier stories in order to fill the space.
I couldn’t help but think of that post today. As my colleague Matthew Zeitlin covered last week, oil companies recently had a blowout quarter. Last week, Chevron reported its best quarterly earnings result ever, while Exxon announced its largest profit in four years. None of this was a surprise: The Iran war and the Strait of Hormuz’s closure sent oil prices soaring around the world in the spring, making the supermajors’ domestic refinery business especially profitable. Despite its big result, Exxon actually underperformed Wall Street’s expectations — that’s how expected all of this was.
Still, though — the oil companies benefited from a supply shock that was hurting everyone else in the economy. Although this kind of volatility is part and parcel of the commodities business — it is part of what makes commodities so enticing to investors — it is, at the very least, not a good look. And in times like these, progressive policymakers will sometimes call for a windfall profits tax, a one-time levy on large and unexpected profits arising from a situation outside a company’s control. (Centrists and conservatives tend to prefer making different reforms to the tax system that tax “supernormal” profits.)
The United States last imposed a windfall profits tax on oil companies in the 1970s, but other countries still use them today: The U.K. implemented one after Russia’s invasion of Ukraine drove up gas prices in 2022, as did a handful of European countries. More recently, Senator Sheldon Whitehouse of Rhode Island and Representative Ro Khanna of California proposed a windfall tax after gasoline prices shot up in March.
I wouldn’t have counted President Trump among Whitehouse’s and Khanna’s number. Yet speaking to reporters from the Oval Office today, Trump said the oil companies were “making too much money” from the Strait of Hormuz closure.
“Chevron, too much money. ExxonMobil, too much money,” the president said. “When you look at one company where they made 12 times what they made the year before, they ought to give some of that back to the public … And they better cut the retail price, the consumer price.”
He noted that many reporters looked “surprised” he was saying it, but reiterated he “wasn’t happy.”
Now, the president hasn’t quite called for a windfall profits tax — he seems to have something more voluntary in mind. Yet given Trump’s fealty to the industry in virtually every other context, his comments are striking and make his political judgement around the war all the more perplexing. The president chose to go to war with Iran — and the almost certain outcome of that conflict, in any world, was going to be higher oil prices. If anything, the war has moved crude less than analysts would have thought. What was Trump expecting here?
I don’t expect these remarks to usher in some new era of Trumpian policy or politics — this is probably just another silly August story. But they reflect how much the politics of energy have changed since President Trump took office in January 2025. Americans know it, Democrats know it, and President Trump knows it too.
Data centers are a big test for the nascent industry. But they also can’t fill the orderbooks.
For the last few years, there’s been just one story dominating the economy, Silicon Valley, and much of the climate tech world too: artificial intelligence. It has consumed investor’s time and money, leaving relatively little for the rest of the startup ecosystem. But for companies that can hitch themselves to the AI boom and tie their value proposition to the data center buildout, this narrow funding focus can be a tailwind.
The most obvious beneficiaries so far have largely fallen into two camps: startups using AI to build cheaper, better products or those developing technologies to cleanly power data centers themselves. But what about the companies actually manufacturing the physical materials behind these facilities? The data center buildout is ultimately an investment in the physical economy, which largely means an investment in concrete — the most widely used man-made material on Earth.
Cement, the key ingredient that binds concrete together, accounts for 8% of global CO2 emissions, and is a major driver of hyperscaler’s scope 3 emissions. Microsoft and Google’s recent sustainability reports, for example, reveal that their largest emissions category isn’t electricity but “capital goods,” which includes the embodied carbon in their physical assets and infrastructure such as the concrete, steel, server racks, and silicon used to build data centers.
Cement is a big part of that picture because producing it typically requires burning limestone in kilns at extremely high temperatures, a process that both uses large amounts of fossil fuels and releases CO2 through the underlying chemical reaction itself. So if hyperscalers are serious about decarbonization, one might expect them to be pretty interested in startups such as Brimstone, Sublime Systems, and Fortera, each of which is pursuing a different approach to reducing cement’s carbon footprint.
And they are interested. But that alone won’t fill these company’s orderbooks or offset the headwinds generated by the Trump administration rescinding previously obligated grants. That challenge has only been compounded by climate tech’s broader fall from favor as investors chase flashier, more explicitly AI-centric bets.
Still, Cory Waltrip, Sublime’s VP of business development, told me that data centers make a fantastic beachhead market for the company’s low-carbon cement, which it produces through an electrochemical process that eliminates the need for high-temperature kilns. Hyperscalers, he said, have both the market power and financial runway to think long-term about “the way that they’re signing agreements” and “how you can structure those agreements.” Of course, “the balance sheet and the amount of capital that they allocate towards sustainability commitments” doesn’t hurt either.
Last May, Microsoft signed an offtake agreement with Sublime to purchase up to 622,500 metric tons of cement from the company’s future demonstration plant in Holyoke, Massachusetts, as well as a yet-to-be-sited full-scale facility. The deal is unique because it doesn’t require Microsoft to actually use Sublime’s cement in its data centers. Since cement is expensive and impractical to ship long distances, what Microsoft really purchased is the cement’s so-called “environmental attributes,” allowing Sublime to sell the physical product to local customers while Microsoft gets to claim the associated emissions reductions.
It was one of the first deals in the cement industry to decouple the physical product from its environmental benefits. But that good news was quickly overshadowed. Just eight days later, Energy Secretary Chris Wright announced the cancellation of 24 awards from the DOE’s Office of Clean Energy Demonstrations, including a $87 million grant for Sublime and a $189 million grant for Brimstone. That sent Sublime into a tailspin: In December, it paused plans for its demo plant, and in March it laid off roughly two-thirds of its workforce. The company has since filed a suit in the court of federal claims, alleging that the DOE breached its contract with Sublime, but a resolution could take years.
All the cement-hungry data centers in the world would struggle to make up for the loss of that federal funding. Hyperscalers want to buy low-carbon cement from companies that already have a credible pathway to commercial production, not foot the bill for a first-of-a-kind plant.
So Sublime is now pursuing “alternative scale up plans” that don’t involve the Holyoke facility, with Microsoft remaining “a committed customer,” Waltrip said. The most promising option involves co-locating with existing but underutilized standard cement plants in North America or Europe. Doing so could reduce capital costs by roughly 20% to 40%, Waltrip told me. “We can use all of the existing crushing, grinding, finishing, and storage equipment that an existing cement plant already has.”
Building in Europe — something Sublime has yet to commit to but is certainly considering — could also open the door to other non-dilutive public financing, such as the bloc’s roughly €40 billion EU Innovation Fund, which regularly backs industrial decarbonization projects such as low-carbon cement.
In the meantime, the company also says it’s made significant process improvements that could drastically change the scale at which it builds plants. While former CEO Leah Ellis described Sublime’s future commercial facility as a “megaton-scale plant,” Sublime now thinks it could economically produce the material in 50,000 to 250,000 metric tons-per-year facilities. These smaller plants would be far easier to finance without relying on large government grants, Waltrip told me.
Sublime is exploring multiple other undisclosed data center engagements as well, as Waltrip revealed that “we’ve completed materials testing with at least one hyperscaler. We’ve completed a concrete demonstration pour with another hyperscaler,” and “we’ve negotiated or are in the process of negotiating commercial agreements with other hyperscalers beyond Microsoft.”
The company also conducted a small test pour of its low-carbon concrete last year with STACK Infrastructure, a data center developer that leases out its facilities. But while the material has exceeded performance standards, STACK is unlikely to become a customer anytime soon. “If we had a commercial plant ready to go, I think we would be having no issues with finding customers for that product,” Waltrip told me. The challenge is that developers outside the major hyperscalers typically lack the financial flexibility to sign long-term offtake agreements for a product that may not reach meaningful scale until the mid-2030s.
So for now, Google, Microsoft, Meta, and Amazon remain the most sought-after buyers.
Brimstone, another low-carbon cement company, also landed a major hyperscaler deal last year. The company, which still uses kilns but replaces limestone with carbon-free calcium silicate rocks in its production process, agreed to supply Amazon with an undisclosed amount of cement and supplementary cementitious materials, which can partially replace cement in concrete. CEO Cody Finke told me he couldn’t share any additional details, including the volume of materials reserved or when he expects deliveries to begin, though he readily acknowledges the impact of the data center boom.
“There’s no question that the data center buildout has increased the demand for these materials,” Finke told me. Early last year, the company announced that it’s also figured out how to adapt its process to produce alumina — the refined material that smelters turn into aluminum. Data centers also use this metal throughout their operations in structural panels, server racks, and cooling systems. Eventually, the company says it will be able to make additional critical minerals and materials including steel, magnesium, and titanium.
For now though, Brimstone is working to complete construction of its demo plant in Reno, Nevada, which the company recently said it expects to be operational in 2028. Finke was somewhat more cautious, however, telling me only that it should come online by “the end of the decade.” The company’s first full-scale plant, the location of which it’s yet to announce, is slated to begin operations around 2034, producing 350,000 metric tons of alumina and an undisclosed amount of cement and other materials.
But like Sublime, Brimstone also lost a major source of federal support when the Trump administration rescinded its $189 million DOE grant, which was intended to finance construction of the demo plant. Finke, however, insisted this hasn’t altered the company’s timeline because Brimstone, having netted over $80 million to date, “had effectively raised the money that we needed, regardless of the grant.”
Finke isn’t relying on the goodwill of hyperscalers either, even though many do appear willing to pay a green premium in order to align with their ambitious, if flailing, decarbonization agendas. “To be frank, I don’t think that it’s that important to the transition whether or not those climate policies exist, because the companies that really matter are going to be cheaper anyway,” he told me.
Brimstone, he argues, is one of those companies. By co-producing multiple products at once, each can effectively offset the cost of the others, and Finke expects even the cement produced at the Reno demo plant to sell at standard market rates. Ultimately, while he sees growth in the data center industry as a tailwind, he doesn’t think Brimstone depends on that market, noting these facilities still only account for a small sliver of global cement demand. The company’s primary customers, he said, will ultimately be traditional buyers: concrete producers purchasing cement and aluminum smelters buying alumina.
Yet data centers willing to negotiate multi-year contracts still represent uniquely valuable first customers in an industry where such agreements are exceedingly rare. Instead, producers typically sell cement into a merchant spot market, where buyers purchase from whatever supplier meets their myriad requirements at the time. But that leaves low-carbon materials startups in a bind, Fortera’s CEO Ryan Gilliam told me. “When you’re trying to bring a new technology to market like us, you typically use offtake agreements to get project financing to justify building up big projects,” he explained. Potential investors simply want to see demonstrated future demand.
Fortera, which has raised about $150 million and has an operational pilot plant in California, captures the CO2 emitted from conventional cement production and converts it into a mineral form that then becomes part of the cement itself. Last year, it secured a strategic investment from Microsoft’s Climate Innovation Fund to help finance its first commercial-scale facility, expected to produce 400,000 tons of cement per year. In return, the tech giant secured the right to procure Fortera’s low-carbon cement and its associated environmental attribute certificates — more of a reservation than the binding offtake contract it signed with Sublime.
Just one plant of this size “would meet all the hyperscalers’ needs easily,” Gilliam told me, underlining Finke’s point that data centers will by no means represent a cement company’s largest buyer long-term. “Most hyperscalers, you’re talking maybe upwards of 100,000 tons a year of requirements around cement, and that might even be at the upper end,” Gilliam explained. By comparison, standard cement plants typically produce about a million tons of product annually.
So while Gilliam and others are happy to ride the AI boom, they also recognize that data centers are likely more valuable as an early market signal than a long-term source of demand. Even now, it remains unclear whether the boom is even a net positive for the sector as a whole.
“The number of AI startups and the amount of money that’s been diverted into that space definitely changed the pool of investors that you can go to right now,” Gilliam told me. And that’s the core paradox. The data center boom has become one of the clean cement industry’s most promising early markets and one of its fiercest competitors for capital. Welcome to the AI economy.
The energy developer is backing off after a Heatmap report.
Clearway says it is backing off its plans to build a data center and gas power plant on federal land, days after Heatmap revealed the energy developer’s proposal.
Last week, I reported that Clearway asked the Trump administration’s Bureau of Land Management to swap a five year-old application for a solar farm’s permits with “a proposed data center and natural gas facility.” Clearway’s chief development officer John Woody had written in a letter to BLM dated April 3 that the swap was “the result of a shift in our internal development priorities” and intended “to better align with the goals of our Administration.” He also noted the plans were in “exploratory early stages.”
This news fit a trend. I obtained Clearway’s letter right after reporting on a different solar project on federal land that was being swapped for a data center. But it turns out, the company’s internal thinking continued to shift: on Friday, they reached out to me saying they are now nixing the data center and gas plant, after concluding it wasn’t the right call for their business.
“Since our initial filing, we’ve evaluated how to make the best use of this public land in a way that serves its intended purpose: the public interest. As a clean energy developer and operator, our focus in Nevada remains solar and battery storage,” Clearway said in a statement it provided to me from an unnamed spokesperson. “We are in the process of amending our application to reflect the state’s growing demand for low-cost, reliable energy.”
In addition, Clearway on Monday sent a letter to BLM formally alerting the agency it has no plans to build the data center, which it also provided to me.
When I first broke news of Clearway’s plans, I said it was an apparent aberration – they oversaw relatively few fossil projects and had never worked in data centers. I chalked this pivot up to yet another energy developer changing its tune with the winds of national politics. Now that the company is apparently sticking to its guns, I’m mostly just left wondering what happened here – and relieved some still remain committed to zero-emissions power in the booming business of electrons.