Daylila

Climate & Energy · Wednesday, 19 August 2026

01 · Briefing · what happened

Europe's seas took the summer's heat, and the ocean gives it back slowly

Climate & Energy 8 min 25 sources

Scientists say carbon pollution drove a massive expansion of marine heatwaves around Europe this year, with peak sea temperatures that would have been virtually impossible without it. A record El Nino is now building in the Pacific, the heat bill is landing on European budgets, and the energy system is pulling two ways at once.

2C

extra heat in the Mediterranean

added by human warming, per the analysis

90%

of the Bay of Biscay region

hit marine heatwave conditions this year

25,000

heat deaths in Europe this year

on Bloomberg's estimate

3 TW

of solar installed worldwide

the third terawatt took under two years

At a glance

  • Carbon pollution drove a massive expansion of marine heatwaves around Europe this year, a rapid analysis published Wednesday found.
  • In three of four sea regions, this year's hottest fortnight would have been virtually impossible without human warming.
  • The sea is about 2C hotter than natural in the Mediterranean, and 1.3C to 1.4C around Ireland, the Channel and Iberia.
  • Warm water holds coastal nights hot after dark and kills the corals and seaweeds that build habitat.
  • A record El Nino is building in the Pacific, with forecasters putting the odds of a very strong event above 90%.
  • Europe's heat has killed more than 25,000 people this year on one estimate, and almost none of the damage is insured.
  • Solar passed 3 terawatts installed and US plant additions are now mostly solar and batteries.
  • At the same time China is throwing away record clean power and India is proposing far more coal.

Forces in play

Ocean heat High

Europe's seas ran about 2C above natural in the Mediterranean, and the hottest fortnight of the year would have been virtually impossible without carbon pollution.

El Nino building Building

Forecasters put the odds of a very strong Pacific event above 90%. Panama has had no major storm since May and India had its fifth-driest June since 1901.

Cost landing on states Building

Only a quarter of EU climate losses are insured, so governments pay. Weather extremes cost the bloc an estimated 822 billion euros since 1980, a quarter of it in four years.

Clean build-out Steady

Solar passed 3 terawatts installed, and 207 of the 368 US plants that opened in the first half of this year were solar, against three big gas plants.

Fossil lock-in Building

India proposed enough new mines to add 2.5 billion tonnes of coal a year. China's five-year plan names no peak year for coal, and US data centres are ordering their own gas plants.

Land clearing Easing

Emissions from deforestation and land clearing are down about 32% from their 2000s average, the one large source that is genuinely falling.

In play World Weather Attribution — published the marine heatwave analysis European governments — carry the uninsured share of the damage US Climate Prediction Center — raised the odds of a very strong El Nino China's grid operators — turned away 360 terawatt-hours of clean power

How it unfolded

  1. July the Mediterranean averages 27C, its hottest July on record
  2. 2 Aug South Korea records 42.5C, its highest since 1904
  3. Early Aug a buoy near Mallorca reads 33C
  4. Wed scientists tie the marine heat to carbon pollution
  5. Winter the El Nino is forecast to peak

Where this points

Watch whether the El Nino peaks as forecast this winter. A strong event releases stored ocean heat into the air, pushing global temperature to a level the greenhouse gases alone have not yet delivered.

Full briefing

The sea absorbed the summer

The World Weather Attribution group published a rapid analysis on Wednesday. It found that carbon pollution has driven a “massive expansion” of marine heatwaves around Europe this year [1]. In three of the four sea regions studied, this year’s hottest fortnight would have been “virtually impossible” in a preindustrial climate [1]. In the Celtic region, the water around Britain and Ireland, the peak heat was a once-a-century event in a world without human warming [1].

The added heat is roughly 2C in the Mediterranean, 1.4C along the Bay of Biscay and the Iberian coast, and 1.3C around Ireland and the Channel [1]. About two-thirds of the observed excess heat traces to climate change, the researchers said [1]. Last month the Mediterranean averaged 27C, the hottest July on record, and a buoy near Mallorca read 33C in early August [2].

The reach is wide. About 90% of the Bay of Biscay region and 80% of the western Mediterranean have been in marine heatwave conditions this year [1][2]. Strip the human warming out of the models and the numbers collapse. The expected heatwave area in the eastern Mediterranean falls from 70% to 9%, and in the Celtic region from 80% to 30% [1].

Hot seas matter on land too. Water cools far more slowly than ground does, so a warm sea holds coastal nights hot after dark [1][2]. It also kills the species that build habitat, such as corals and large seaweeds, and the fish and seabirds that live off them [1]. “We are rapidly approaching the absolute biological limits of adaptation for many species,” said John Bruno, a marine ecologist at the University of North Carolina [2]. The analysis has not yet been submitted for peer review [1].

A separate paper in Nature Climate Change sharpens why the ocean’s pace matters. It finds that the Atlantic overturning circulation, the great conveyor that carries warm water north, does not have a single temperature at which it breaks [6]. Its stability depends on how fast the push changes. Under a slow rise in carbon dioxide of 0.5 parts per million a year, the model circulation held together up to 5.5C of warming [6]. Under faster rises it collapsed at about 2C [6].

The Pacific is about to hand some heat back

The US Climate Prediction Center now puts the odds of a very strong El Nino at greater than 90% for the northern hemisphere autumn and winter [4]. El Nino is a periodic warming of the eastern Pacific sea surface, caused by trade winds weakening [4]. It arrives every two to seven years and usually runs nine to twelve months [4]. This one is on track to be the strongest in nearly 80 years of records [5].

The effects are already showing. Parts of Panama, normally one of the wettest countries on Earth, have had no major storm since early May [5]. Ethiopia’s highlands are in one of their driest summer stretches in four decades, and India had its fifth-driest June since modern rain records began in 1901 [5]. Around Christmas Island in Kiribati, the sea surface is 2C warmer than usual for this time of year, measured against the previous 30 years [3]. About 10% of corals appeared bleached in dives over recent days [3].

The World Food Programme estimates that 50 million more people could be pushed into hunger by the developing event [14]. Every strong El Nino of the past 55 years has cut cocoa output, according to the investment firm WisdomTree [4].

The bill on land

Heatwaves have killed more than 25,000 people across Europe this year, on Bloomberg’s estimate [7]. Triodos Bank forecasts they will cost the European Union 180 billion euros, about 1% of its output, largely because worker productivity falls once temperatures pass 25C [7]. Europe is warming at 0.6C per decade, faster than any other continent, yet only 23% of its households have air conditioning against 90% in the United States [7].

Very little of the damage is insured. Moody’s estimates last summer’s extreme weather cost Europeans 43 billion euros while generating only about 500 million euros of insured payouts [7][9]. “Heat in itself is not a traditionally insured risk,” said Swenja Surminski of the broker Marsh [9]. In Padua, a survey of about 600 hospitality businesses found more than 80% reporting turnover down around 20% during the recent heatwave, as the evening drink moved indoors [9].

That gap pushes the cost onto governments. The European Environment Agency puts weather and climate losses in the EU at an estimated 822 billion euros between 1980 and 2024 [8]. A quarter of that came in just the last four years [8]. Only a quarter of climate catastrophe losses in the bloc are insured, and coverage is below 5% in some countries [8]. Fitch’s Federico Barriga-Salazar said the problem is that such events are “becoming more recurrent” rather than one-off budget shocks [8].

The health picture is worse than assumed. A study in The Lancet Public Health, led by Stanford academics, looked at uncompensable heat stress, where the body loses the ability to cool itself [10]. It finds people aged 60 and over reach that point at about 1.5C of global warming, against 4C for younger adults [10]. Each additional degree of warming exposes roughly a million more people to at least 180 hours of it a year [10]. In Britain, the May and June heatwaves together caused 2,877 excess deaths, nearly double the 1,504 seen across summer 2025 [10].

Britain is also dry. Three-quarters of England and all of Wales are in drought, and five key reservoirs are described as exceptionally low [13]. Farm analysts think the country could see its worst cereal harvest in four decades, while grass growth for winter feed has stalled [12]. Water companies must write emergency drought plans, but the government will not publish them, citing security [13].

East Asia had its own summer. Yangsan in South Korea reached 42.5C on 2 August, the highest since records began in 1904 [11]. The heat has been blamed for at least 31 deaths, 900,000 dead livestock and 1.4 million dead farmed fish [11]. Japan logged its first “cruelly hot day”, a category introduced this year for temperatures above 40C, and Hong Kong hit 36.9C, its highest since 1884 [11]. Japan’s Weather Attribution Centre calculated that July’s heat there would have been virtually impossible without global warming, a once-in-10,000-year event otherwise [11].

Two energy systems, pulling opposite ways

Solar crossed 3 terawatts of installed capacity, according to BloombergNEF, an energy research firm [15]. The first terawatt took about ten years from 100 gigawatts in 2012, the second under three years, the third under two [15]. Seventy-four countries had at least a gigawatt installed in 2025, up from 42 in 2020 [15]. Last year the world added 600 terawatt-hours of solar generation, enough to power Canada for a year, and the first time a renewable led global supply growth [16]. In May, US solar beat coal’s monthly share of power for the first time [16].

The build shows in the plant list. Of 368 grid-scale US plants that came online in the first half of this year, 207 were solar and 95 were batteries [17]. Only three were large combined-cycle gas plants, the big always-on kind [17]. In Europe, wind and solar are on track to out-generate gas for the longest stretch on record this year [18]. Their capacity climbed from under 20 gigawatts to nearly 750 over 25 years, while gas went from 250 to about 400 [18]. Coalburn 1, a 500 megawatt battery built on a former coal-mine site near Glasgow, is now the largest operating battery in Europe [19].

Cars are moving too, pushed by the oil shock. A record 29% of new cars sold worldwide this year are expected to be electric or plug-in hybrid, up from 4% in 2020 [20]. Brent crude, the global oil benchmark, is up more than a quarter since the Iran war began in February [20]. Electric sales have roughly doubled in Australia, Brazil, India and South Korea [20].

The other direction is just as real. China turned away 360 terawatt-hours of clean power from January to June, up 49% on the year and enough to run Mexico for a year [21]. Its grids simply ran out of room to carry it. Throwing power away like this is called curtailment. “Curtailment in China is structural, not a temporary bottleneck,” said Yuan Ren of Wood Mackenzie [21]. New Chinese solar installations have fallen 66% this year [21]. Beijing’s new five-year coal plan, published on 10 August, declines to name a year for coal use to peak [24]. Coal still supplied under half of China’s power in the first half of 2026 [24]. In India, new mine proposals last year would add 2.5 billion tonnes a year to global supply, up 11%, driven almost entirely by Jharkhand and Odisha [23]. And in the United States, data-centre developers are commissioning their own gas plants, a shift Bloomberg reports will sharply raise power-sector emissions [22].

One genuine easing. Emissions from land-use change, mostly deforestation, are down about 32% from their 2000s average, with preliminary 2025 figures at 4.1 billion tonnes of carbon dioxide [25]. Fossil-fuel and cement emissions hit a record 38.1 billion tonnes over the same period [25].

The quiet one: money for dry ground

The UN’s desertification talks opened in Ulaanbaatar on Monday and run to 28 August [14]. Negotiators are working out how to spend more than $12bn pledged over seven years to 74 countries hit by drought and land degradation [14]. The UNCCD, the UN body that handles drought and land degradation, estimates that repairing degraded land needs about $2.6tn cumulatively by the end of this decade [14]. Saudi Arabia, which has blocked fossil-fuel language at the climate talks, is one of the fund’s most enthusiastic backers [14]. The United States remains a member despite leaving the Paris agreement [14].

02 · Lesson · why it matters

The heat is already spent. The ocean is just holding it.

The ocean takes almost all the extra heat we trap and returns it slowly, so the temperature you feel today was set years ago.

How it works

  1. Greenhouse gases trap extra energy
  2. Most of it goes into the ocean, not the air
  3. Water needs enormous energy to warm
  4. So the air lags years behind the gases
  5. The heat already stored still has to surface

The twist

The temperature you feel today is not the temperature today's greenhouse gases imply. The ocean is holding most of the extra energy, and it hands it back on its own schedule.

Where you've seen this

A hot bath

the water is still warm long after the tap is off

Pension shortfalls

the gap is set years before anyone feels the missing money

Antibiotic resistance

the resistance is already selected before the failures show up in clinics

The catch

How much further warming is truly locked in is genuinely contested. Modern estimates of the surface warming still to come at true zero emissions are much smaller than the old intuition. The ocean keeps absorbing heat even as carbon dioxide falls. Sea-level rise is the part that is unambiguously committed for centuries.

Full lesson

The heat did not go into the sky

A buoy near Mallorca read 33C in early August. The Mediterranean had its hottest July on record. Around Britain and Ireland, this summer’s peak sea heat was a once-a-century event in a world without carbon pollution.

Most coverage treats hot seas as a side effect of hot air. It is closer to the reverse. When greenhouse gases trap extra energy, only a small fraction stays in the atmosphere. The overwhelming majority goes into the ocean. The air is thin and light; the sea is deep and heavy, and it is where the planet’s extra energy is actually stored.

So a marine heatwave is not the weather leaking into the water. It is the ledger, showing where the heat has been sitting all along.

Water is slow, and that is the whole point

It takes an enormous amount of energy to warm water. A kilo of seawater needs roughly four times the energy a kilo of air needs to rise one degree. And the ocean is not a puddle. It is kilometres deep, and surface heat works its way downward over decades and centuries as water mixes.

Put those two facts together and you get a sponge with a very long memory. It soaks up almost everything we add, and gives it back on its own schedule, not ours.

This is not the same thing as the bath filling up. The stock of carbon dioxide in the air is one quantity, and it rises as long as we keep adding. The lag is a different quantity entirely. Even if the tap stopped, the sponge underneath would not be finished. It has not finished absorbing, and what it has absorbed has not finished coming back.

The queue

The consequence is the part that reorders everything. The temperature you feel today is not the temperature today’s greenhouse gases imply. The system is still catching up to a push applied years ago. There is a queue, and we are standing in the middle of it.

El Nino is that queue made visible. Trade winds slacken, warm water piles up in the eastern Pacific, and heat the ocean had been storing surfaces and passes into the air. Nothing new is emitted. The planet simply hands back some of what it was already holding. That is why forecasters can say, months ahead, that a strong event will lift global temperature. They are not predicting new warming. They are predicting a release.

What is committed, and what is contested

Here is where the honest version diverges from the popular one. The intuition runs: stop emitting tomorrow and a large amount of extra warming still arrives. That turns out to be a poor description of surface temperature. Modern estimates of how much more the air warms at true zero emissions are small, and some are close to zero. The reason is a cancellation: carbon dioxide falls as oceans and land keep taking it up, and the ocean keeps absorbing heat, and those two effects roughly offset.

What is unambiguously committed is different. Warm water expands. Ice that has started to go keeps going. Sea-level rise is locked in for centuries regardless of what the thermometer does. It runs on deep heat that has not finished arriving, and on ice that responds over lifetimes, not seasons.

So the honest sentence is narrower than the slogan. Not that the warming is baked in, but that the sea and the ice are committed, and the air is a closer call than we thought.

The rate is its own variable

A new paper on the Atlantic overturning circulation makes the same slowness cut the other way. The great conveyor that carries warm water north has no single breaking temperature. Its stability depends on how fast the push changes. Pushed gently, the modelled circulation held together up to 5.5C. Pushed hard, it collapsed at about 2C.

The ocean’s slowness protects you if you give it time to adjust, and destroys you if you do not. It is the same property, read at two speeds.

Who is standing in the queue

The lag is why the argument about action never feels connected to the weather outside. Anyone acting today is buying a result they will not feel. Anyone alive now is living inside a decision made decades ago by people who could not see this summer.

And the heat does not land evenly on the people in the queue. Only about a quarter of climate losses in the European Union are insured, and in some countries the figure is under 5%. Twenty-three per cent of European households have air conditioning; in the United States it is ninety. A person over sixty reaches the point where the body cannot cool itself at about 1.5C of warming, while a younger body holds out to four.

None of that is physics. Heat is not a traditionally insured risk because someone drew the boundary of insurable damage around things that break visibly. Heat mostly does not. It ruins a harvest, empties a terrace, stops a heart. The line looks like a fact about the world. It is a decision, made before the seas were this warm.

Everyone is in that queue. All of us hold a bill for energy someone else spent. All of us wait on heat that left the sky years ago and has not yet come back out of the water. Nobody standing in a queue can see where it ends.

03 · Lab · your turn

The Two Clocks

Stop the carbon, then run the clock and feel how long the heat keeps arriving after you let go.

04 · Hope · carry this

The lag runs in both directions. The forests we stopped clearing and the panels we put up this decade are already on their way to people who will never know our names.

Across the beats