Thursday, 5 November 2026
Thursday, 5 November 2026
- In brief
- 1UN says money to help poorer countries cope with climate harm has stalled at $32bn at most, far short of the $305bn a year needed by 2035
- 2Democrats gain a way to push US climate spending
- 3El Nino floods hit Florida and the Four Corners
- 4East Asia's typhoon energy forecast near double normal
- 5UNICEF short of $5.54 million for Malawi's El Nino
- 6The polar vortex falters unusually early
- 7COP31 wants more of the world on electricity
- 8Brazil's forest roadmap makes no new promises
- 9Orsted's Revolution Wind starts full service
- 10Arizona's biggest utility may keep coal until 2038
- 11US ban on foreign grid parts worries its industry
- 12Greenpeace counts 36 billion euros of extra EU fuel profit
- 13OMV's boss says fuel stays tight as crude falls
- 14India now buys crude from 43 countries
- 15California's sea hits records at 4 sites
- 16The same rain now falls in fewer hours
- 17CO2 seeps faster from Antarctic ground
- 18Recent record heat is small beside what could come
- 19Warmer UK seas could split the food chain
- 20Pakistan's Swat basin could warm by over 5C
- 21Bhutan's burst lake lost 73% of its area
- 22Delhi's air turns 'very poor' before Diwali
- 23War may have dirtied Asian air, a study cannot prove it
- 24Democrats win state power over energy
- 25Voters reject a right to natural gas
- 26Fuel prices and lost seats, 50 years on
- 27COP31's host leans on coal as well as sun
- 28US lawmakers go to COP31 without a seat
- 29Ten years of Paris: less warming ahead, more carbon now
- 30Omaha's power company runs short for new customers
- 31A Michigan utility's gas plan rests on unproven carbon capture
- 32Home batteries could soften a data centre bust
- 33A transformer now takes over 3 years to arrive
- 34Puerto Rico's grid leans on home batteries for 18 days
- 35India's farm pumps could take 116 gigawatts of solar
- 36Electric cars take 37% of German sales
- 37Dear petrol sends US buyers to used electric cars
- 38GM recalls 67,380 electric cars over brakes
- 39Lenders offer extra for an Abu Dhabi chemicals port
- 40Two US solar suppliers plan to merge
- 41Wall-climbing robots check Gulf plants after attacks
5 Nov · Climate · In brief
Climate · Thursday, 5 November 2026
Climate, in brief
41 stories · 48 sources
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What is moving · 1 of 4
A record El Nino
Sea temperatures in the tropical Pacific reached 4C above normal in October, the highest since 1949.
What is moving · 2 of 4
Climate money falling short
Rich countries gave poorer ones at most $32bn in 2024 to adapt.
What is moving · 3 of 4
Power demand outrunning supply
Arizona's biggest utility expects its yearly sales to more than double by 2041, and is keeping a coal plant to help.
What is moving · 4 of 4
Voters angry at energy costs
US petrol prices at this week's election were the highest at any such vote.
Part of the day's signals
41 stories
- 1UN says money to help poorer countries cope with climate harm has stalled at $32bn at most, far short of the $305bn a year needed by 2035
- 2Democrats gain a way to push US climate spending
- 3El Nino floods hit Florida and the Four Corners
- 4East Asia's typhoon energy forecast near double normal
- 5UNICEF short of $5.54 million for Malawi's El Nino
11 sources
Climate, in brief
- 1Funding to help poorer countries cope with climate crisis has stalled, says UN
- 5Typhoons batter East Asia as El Nino makes Pacific 'burn with fever'
- 6California coastal water levels break records
- 7The Super El Nino is already soaking the U.S. Expect more flooding to come
- 8Malawi: UNICEF Warns of Strongest El Nino On Record As $5.54 Million Gap Threatens Malawi's Children
- 9APS expects sales to double by 2041, plans extending coal use to 2038
- 10As Nebraska seeks to grow, Omaha's energy capacity is a major hurdle
- 11Trump ban on foreign grid components sparks industry concern over cost, practicality
- 12Midterms are bad for incumbents - and even worse when energy prices are high
- 13Environmentalists Notch Wins on Key Ballot Measures
- 14Top clean energy wins from the midterm elections
UN says money to help poorer countries cope with climate harm has stalled at $32bn at most, far short of the $305bn a year needed by 2035
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Rich countries gave poorer ones at most $32bn in 2024 to cope with climate harm, the UN Environment Programme says.
The 155 developing countries will need $305bn a year by 2035 to adapt.
The money has been flat or falling since 2022, despite growing harm from extreme weather.
Adaptation means getting ready for the harm: flood barriers, early warnings, stronger infrastructure, and irrigation that survives drought.
Who is involved
UN Environment Programme
the UN's environment agency; its report put the need at $305bn a year
Inger Andersen
head of that agency; she says a rise past 1.5C is now locked in
Who is involved
European governments
among the rich donors; many are moving budget money to defence
Why it matters
Campaigners want grants or cheap loans, because high-interest loans are hard to repay on sea walls and heat shelters.
Why it matters
The UN report says the cost of debt and investors' returns can more than double what an adaptation project costs.
Why it matters
Small island states
Least developed countries
The poorest countries and small island states are hit hardest, and can least afford sea barriers and firefighting equipment.
How it works
The starting year of such a promise is called its baseline, and the Belem promise to triple has none.
How it works
It also never said who pays or which money counts.
Seen it before
Promising to double your pocket money means little until someone says how much you get now.
The truth
Some harm is never counted, because poorer countries are less likely to track heat deaths or damage to nature.
The truth
The 2025 goal cannot be checked yet, because the latest figures stop at 2024.
The truth
Successful adaptation often leaves no claim or bill showing what it saved, a Nature Communications comment says.
What comes next
9 November
the summit opens
20 November
the summit is due to end
Countries meet at the UN's COP31 climate summit in Antalya, Turkey, from 9 to 20 November.
What's really going on
Rich countries promised poorer ones help against climate harm, gave at most $32bn in 2024, and many are now moving budgets to defence.
What's really going on
Four days before COP31, nobody has agreed what the promise to triple that money starts from, or who pays.
Why it works on people
A promise to "triple" sounds exact, and it hides that no starting figure was agreed.
Who gains
Lenders to adaptation projects
When a sea wall is paid for with debt, part of the budget goes to interest and investors' returns rather than to the wall.
Who pays
Small island states and the poorest countries
They have the least money for sea barriers, so they wait, or borrow at rates they struggle to repay.
Nobody knows yet
How much money poorer countries will need each year by 2035.
Our $305bn comes from The Guardian's report of the UN study.
Nobody knows yet
What the promise to triple will come to in dollars.
The Guardian gives $85bn to $120bn a year, and New Scientist says no starting year was agreed.
The short version
That's the story in short.
The whole story has 5 more parts.
or swipe up for the next storyor scroll on for the next story ↓
The whole story, in 5 parts ↓
Part 1 of 5
2021
the promise
2025
$40bn a year
In 2021 rich countries promised to reach $40bn a year by 2025.
Part 1 of 5
They are well behind that pace, though development banks may have filled some of the gap last year.
Part 1 of 5
2025
Belem: triple the money
2035
the new deadline
At last year's climate summit in Belem, Brazil, they agreed to triple the money by 2035.
Part 1 of 5
That would mean $85bn to $120bn a year, which still meets only 20-29% of the need.
Part 2 of 5
The least developed countries and small island states need $40bn to $50bn a year, about 3-4% of what they produce.
Part 2 of 5
That is double the burden on better-off developing countries.
Part 2 of 5
Yet the least developed countries received 16% less adaptation money in 2024 than two years earlier.
Part 3 of 5
99 of 100
of those hit lived in low- and middle-income countries
From 2020 to 2025, floods and landslides hit 765 million people.
Part 4 of 5
The money peaked in 2022 and then fell, partly because many European governments now spend more on defence.
Part 4 of 5
Aid donors
cutting budgets
Development banks
pressed by the US
Major donors are cutting aid budgets, Carbon Brief reports.
Part 4 of 5
“Now is the time to honour commitments in full.”
Inger Andersen runs the UN Environment Programme.
Part 5 of 5
A separate fund for harm already done, the loss and damage fund, is already overwhelmed.
Part 5 of 5
In its first round, 119 developing countries asked for $2.8bn.
4 sources
UN says money to help poorer countries cope with climate harm has stalled at $32bn at most, far short of the $305bn a year needed by 2035
The full story
UN says money to help poorer countries cope with climate harm has stalled at $32bn at most, far short of the $305bn a year needed by 2035
Rich countries gave poorer ones at most $32bn in 2024 to cope with climate harm, the UN Environment Programme says.
In 2021 rich countries promised to reach $40bn a year by 2025.
The least developed countries and small island states need $40bn to $50bn a year, about 3-4% of what they produce.
From 2020 to 2025, floods and landslides hit 765 million people.
The money peaked in 2022 and then fell, partly because many European governments now spend more on defence.
A separate fund for harm already done, the loss and damage fund, is already overwhelmed.
Countries meet at the UN's COP31 climate summit in Antalya, Turkey, from 9 to 20 November.
Why it matters. Campaigners want grants or cheap loans, because high-interest loans are hard to repay on sea walls and heat shelters.
Democrats gain a way to push US climate spending
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US House
US Senate
Democrats won both houses of the US Congress on Tuesday, which gives them control of must-pass funding bills.
Who is involved
Chellie Pingree
House funding committee
Chellie Pingree, the lead Democrat on funding for the US environment agency, has a long list of subpoenas ready.
How it got here
The Trump administration froze billions in climate money, including a $7 billion community solar programme.
How it got here
Its energy department also halted trial projects for hydrogen in Pennsylvania and low-carbon cement in California.
Trump keeps his veto, which can block new laws unless two-thirds of the US Congress overrule it.
“We can put a lot more teeth into the next appropriations bill.”
Pingree said: "We can put a lot more teeth into the next appropriations bill."
Why it matters
Funding bills could deny agencies running money unless they pay out the solar and energy funds the US Congress ordered.
How it works
Lawmakers call this the power of the purse: the US Congress can attach conditions to any agency's money.
How it works
So the US environment agency could be told to pay out frozen solar money, or lose its running costs.
Seen it before
A parent can say no pocket money until the chores are done.
The truth
None of this restores any money yet, because Trump must still agree a budget with them to avoid a shutdown.
2 sources
Democrats gain a way to push US climate spending
The full story
Democrats gain a way to push US climate spending
Democrats won both houses of the US Congress on Tuesday, which gives them control of must-pass funding bills.
Why it matters. Funding bills could deny agencies running money unless they pay out the solar and energy funds the US Congress ordered.
El Nino floods hit Florida and the Four Corners
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Malabar, Florida, took 2 feet of rain in 36 hours on 1 and 2 November.
It was a once-in-1,000-year event for the area, meaning a one-in-1,000 chance in any year.
In Colorado, the San Juan River peaked at 16.81 feet in Pagosa Springs, above 15 feet a week earlier.
The weekend storm killed at least 4 people across the US Southwest, Grist reports.
Clovis, New Mexico, has had 28.84 inches of rain since 20 September, against a usual 3.3 inches.
How it got here
Sea water off Mexico's Baja California is 11 to 12 degrees Fahrenheit warmer than average, which feeds the storms moisture.
What comes next
The flood risk in the US West will shift to California in the coming weeks, climate scientist Daniel Swain says.
Why it matters
Lake Powell
Lake Mead
Even this rain cannot reverse the fall of Lake Powell and Lake Mead, the Colorado River's two largest reservoirs.
How it works
Hydrologists call this antecedent moisture: ground already soaked cannot take more, so new rain runs off.
How it works
The late October storms soaked the Southwest, so this week's rain ran straight off into rivers already high.
Seen it before
A dry sponge drinks a spill, while a soaked one lets it run across the table.
The truth
El Nino
Climate change
Swain blames a very strong El Nino with a boost from climate change.
2 sources
El Nino floods hit Florida and the Four Corners
The full story
El Nino floods hit Florida and the Four Corners
Malabar, Florida, took 2 feet of rain in 36 hours on 1 and 2 November.
Why it matters. Even this rain cannot reverse the fall of Lake Powell and Lake Mead, the Colorado River's two largest reservoirs.
East Asia's typhoon energy forecast near double normal
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The typhoon season in South East and East Asia is forecast to carry nearly double its 30-year average energy.
Storms this year have killed dozens, shut major airports and wiped out crops, the BBC reports.
In October, sea temperatures in the tropical Pacific reached 4C above normal, the highest since records began in 1949.
The old record was 3.6C, in December 1997.
El Nino makes typhoons form further east, so they stay longer over warm water and grow stronger.
Who is involved
Rafaela Jane Delfino, a climatologist in Manila, simulated past storms in warmer conditions and found 26% more total rain.
Those storms included Super Typhoon Haiyan, which killed more than 6,000 people in 2013.
Why it matters
Japan
stockpile food
China
better warnings
Japan has told people to stockpile food, and China is upgrading its warning systems.
Why it matters
The Philippines and its neighbours are preparing for lost rice harvests, and are giving farmers extra fertiliser.
How it works
Meteorologists use Accumulated Cyclone Energy: a single figure for the total intensity of a season's storms.
How it works
Typhoons staying longer over warm water build more of that energy, which is why this year's forecast is so high.
Seen it before
A player's points over a whole season tell you more than one big game.
The truth
Filipinos have protested that corruption is eating money meant for flood-control projects.
Part of a signal
El Nino drying fields and flooding towns
Seen in 2 of the 12 beats
Also seen in Food.
A hot Pacific shifts the rain, so some fields go dry and some towns flood.
The whole signal →1 source
East Asia's typhoon energy forecast near double normal
The full story
East Asia's typhoon energy forecast near double normal
The typhoon season in South East and East Asia is forecast to carry nearly double its 30-year average energy.
Why it matters. Japan has told people to stockpile food, and China is upgrading its warning systems.
UNICEF short of $5.54 million for Malawi's El Nino
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UNICEF, the UN's children's agency, says it is $5.54 million short for protecting Malawi's children from El Nino.
It needs $7.61 million in all.
2.6 million people in Malawi already face crisis levels of hunger, and cholera could return.
Forecasters expect erratic rains, long dry spells and local floods there from October to March.
What comes next
Under a severe drought, up to 6 million more people could need help by the 2028 hungry season.
Malawi's government plan aims to reach 958,172 people in 9 high-risk districts.
Some supplies are already in warehouses in Lilongwe, Blantyre and Bangula.
Why it matters
Children
Women
Children and women are hit hardest, through malnutrition, unsafe water and lost schooling, UNICEF says.
How it works
Aid workers call this anticipatory action: spending before a disaster peaks, while roads still work.
How it works
The crisis can be seen coming, so UNICEF can treat children before the roads are cut.
Seen it before
Buying an umbrella before the rain costs less than drying everything after.
The truth
The 6 million figure is for a severe drought, one scenario UNICEF set out, not a forecast.
How it works
Why a solar farm can borrow and a sea wall cannot
How it works
In project finance, a loan is repaid from what a project earns, so a solar farm with buyers gets lenders and a sea wall, which sells nothing, does not.
How it works · step 1 of 6
A lender first asks where the repayment will come from
How it works · step 2 of 6
In project finance, the loan is repaid from what the project earns
How it works · step 3 of 6
A wind or solar farm sells power under contract, so its income can be counted years ahead
How it works · step 4 of 6
A sea wall sells nothing: it stops a loss, and no buyer pays it for that
How it works · step 5 of 6
With no income to lend against, the wall needs a grant, a cheap loan or a tax
How it works · step 6 of 6
So loans go first to what has something to sell, even where a wall is needed more
The twist
A sea wall can save a town far more than it costs and still be hard to borrow for, because the saving stays with the town and no money comes back to the lender.
The picture
Both can be worth building. A lender can only be repaid from the one that brings in money.
Seen the same day
It began full service under contracts with utilities in Connecticut and Rhode Island, and a contract with a named buyer is the income a lender counts on.
Seen the same day
Ta'ziz drew more offers than it needed for a terminal and an ammonia plant, both of which will have products to store and sell.
Seen the same day
Treating hungry children and keeping water safe brings in no income to repay a loan, so UNICEF has to ask donors to give the money.
Seen the same day
The grid pays for each release of power, so the company running the batteries earns steady income from equipment that protects homes.
The catch
This is not a fixed law: a fee on the homes behind a wall can repay a loan, but the poorest towns have the least to charge.
The whole
The lender who says no is doing the job properly, because no money would come back.
The whole
A family in a flood zone sees only that no wall was built, and neither of them sees what the other sees.
Who pays
Children in Malawi's nine high-risk districts
Without the missing money, screening and safe water may not reach them before the roads are cut.
1 source
UNICEF short of $5.54 million for Malawi's El Nino
The full story
UNICEF short of $5.54 million for Malawi's El Nino
UNICEF, the UN's children's agency, says it is $5.54 million short for protecting Malawi's children from El Nino.
Why it matters. Children and women are hit hardest, through malnutrition, unsafe water and lost schooling, UNICEF says.
The polar vortex falters unusually early
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The Arctic polar vortex, a spinning mass of air far above the North Pole, is breaking down unusually early.
Experts say it may be the earliest such break-down on record.
28 November 1968
the earliest on record
This November
it is happening again
The earliest one recorded until now was on 28 November 1968.
The vortex normally peaks in December and January, and usually breaks down deep in winter.
Its tight spin keeps cold air over the pole.
Who is involved
Judah Cohen
climatologist
Judah Cohen, a climatologist at the Massachusetts Institute of Technology, says it could still prove minor or major.
Why it matters
El Nino
mild winter
Vortex split
cooler weeks
Forecasters expected a mild North American winter because of El Nino, and a split could bring cooler weeks instead.
How it works
Meteorologists call a big disruption a sudden stratospheric warming: waves knock the vortex until it drifts or splits.
How it works
Its wobble shifts the polar jet stream, the band of wind that steers our weather, and so moves the cold.
Seen it before
A spinning top stays tight and upright, until a nudge makes it wobble and wander.
Nobody knows yet
Where and when any cold from the polar vortex will arrive, or whether it will arrive at all.
Forecasters say the break-down looks likely, and where everything sets up is still in question.
The full story
The polar vortex falters unusually early
The Arctic polar vortex, a spinning mass of air far above the North Pole, is breaking down unusually early.
Why it matters. Forecasters expected a mild North American winter because of El Nino, and a split could bring cooler weeks instead.
COP31 wants more of the world on electricity
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COP31's organisers want countries to raise electricity's share of energy use to 35% by 2035, from about 20%.
Who is involved
Chris Bowen
lead negotiator
Their lead negotiator is Chris Bowen, Australia's climate and energy minister.
Who is involved
COP31 is the UN climate summit opening in Antalya, Turkey, on 9 November.
So far the goal is voluntary.
3 of 4
of the world's people live in importing countries
Dear oil and gas from wars push importing countries, home to three-quarters of people, to cut fuel use.
Falling prices for solar panels and batteries have sped up the move to electric cars and heat pumps.
How it got here
Last year's summit in Brazil could not agree new commitments on moving away from fossil fuels.
Why it matters
Countries that switch to electric cars and heat pumps buy less from oil and gas exporters.
How it works
Diplomats call it consensus: a COP decision needs every country's agreement.
Seen it before
A group that must all agree on a film often ends up with the one nobody minds.
The truth
New Scientist expects little from Antalya, with no big declaration or new treaty planned.
Nobody knows yet
Where electricity's share of the world's energy stands today.
Bloomberg says about 20%, and New Scientist says about 23%, against the same 35% goal.
2 sources
COP31 wants more of the world on electricity
The full story
COP31 wants more of the world on electricity
COP31's organisers want countries to raise electricity's share of energy use to 35% by 2035, from about 20%.
Why it matters. Countries that switch to electric cars and heat pumps buy less from oil and gas exporters.
Brazil's forest roadmap makes no new promises
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Brazil, which led last year's climate summit, published its roadmap to end deforestation on 3 November.
It came less than a week before COP31 begins.
The roadmap offers countries 18 policies and a five-step process for national forest plans.
How it got here
2021
140 countries pledge
2030
the date they set
In 2021, more than 140 countries pledged to halt and reverse forest loss by 2030.
How it got here
At COP30, 93 countries backed this roadmap, short of the 196 needed for a formal decision.
Only 18 countries, and 4 groups of countries, sent in ideas for it.
Why it matters
It hands the 93 backers a guide for their own plans, and nothing forces them to use it.
How it works
Lawyers call this soft law, because it binds nobody: the roadmap makes no new commitments.
Seen it before
A coach's training plan only helps the players who choose to follow it.
The truth
India
objected, then welcomed
Russia
does not support
India objected to voluntary roadmaps in the formal COP30 outcome, then its minister welcomed this one.
Good news
Brazil's deforestation rate has fallen to its lowest on record, down more than 70% since 2022, COP30's president said.
1 source
Brazil's forest roadmap makes no new promises
The full story
Brazil's forest roadmap makes no new promises
Brazil, which led last year's climate summit, published its roadmap to end deforestation on 3 November.
Why it matters. It hands the 93 backers a guide for their own plans, and nothing forces them to use it.
Orsted's Revolution Wind starts full service
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Revolution Wind, a 704-megawatt wind farm off the US north-east coast, began full commercial operation in October.
Connecticut utilities
Rhode Island utilities
It sells its power under contracts with utilities in Connecticut and Rhode Island.
Who is involved
Orsted, the Danish company that built it, is the world's largest offshore wind developer.
How it got here
The Trump administration issued several stop-orders against the project.
How it got here
Orsted has lost more than 70% of its market value since Trump returned to office in 2025.
Its shares jumped almost 10% after this week's Democratic win, then closed almost 5% higher.
Orsted said on Thursday that core earnings rose 19% in nine months, to 20.2 billion Danish kroner.
Why it matters
A Democratic House could block further repeal of wind and solar tax credits, a Rystad Energy economist says.
Why it matters
Barclays analysts say calmer politics could make new US renewable projects cheaper to finance.
How it works
Bankers call this a risk premium: lenders charge more when a government might stop a project.
How it works
Stop-orders made US wind look risky, so its money cost more.
Seen it before
A shop gives credit more cheaply to a customer who always pays on time.
The truth
The 19% leaves out new partnerships and cancellation fees.
The truth
Orsted says that fall came mainly from cutting the value of its US projects as interest rates rose.
How it works
It began full service under contracts with utilities in Connecticut and Rhode Island, and a contract with a named buyer is the income a lender counts on.
The idea, in story 5: Why a solar farm can borrow and a sea wall cannot →Who gains
Wind and solar developers in the US
Lenders may charge them less if a Democratic Congress makes sudden stop-orders less likely, Barclays analysts say.
2 sources
Orsted's Revolution Wind starts full service
The full story
Orsted's Revolution Wind starts full service
Revolution Wind, a 704-megawatt wind farm off the US north-east coast, began full commercial operation in October.
Why it matters. A Democratic House could block further repeal of wind and solar tax credits, a Rystad Energy economist says.
Arizona's biggest utility may keep coal until 2038
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Arizona Public Service, the state's largest electric utility, plans to keep its Four Corners coal plant open up to 2038.
2031
the old closing date
2038
the new latest date
It had planned to close the plant in 2031.
The utility expects yearly sales to reach about 80,600 gigawatt-hours in 2041, up from about 34,200 in 2025.
Peak demand would pass 14.5 gigawatts in 2041, against a record of about 9.2 gigawatts set in August.
Big factories and data centres drive the growth.
It will add 2,000 megawatts of solar and 2,500 of batteries by 2029, plus 4,000 of gas through 2036.
What comes next
State regulators, the Arizona Corporation Commission, will now consider the plan.
Why it matters
APS says big users that never arrive are a risk, so it makes them sign minimum terms and exit fees.
How it works
Planners call this a load forecast: a bet on future demand, here that big users will double APS's sales.
How it works
APS's forecast has peak demand growing 3.4% a year, so it counts on the coal plant for longer.
Seen it before
A baker who expects a busy year keeps the old oven instead of scrapping it.
The truth
APS
saves customers money
Sierra Club
protects profits
APS says keeping the plant could save customers close to $1 billion.
Nobody knows yet
When the Four Corners coal plant will really close.
APS says it will choose between 2031 and 2038, depending on what customers need.
1 source
Arizona's biggest utility may keep coal until 2038
The full story
Arizona's biggest utility may keep coal until 2038
Arizona Public Service, the state's largest electric utility, plans to keep its Four Corners coal plant open up to 2038.
Why it matters. APS says big users that never arrive are a risk, so it makes them sign minimum terms and exit fees.
US ban on foreign grid parts worries its industry
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A Trump order lets the US energy secretary block foreign-made grid equipment judged a security risk.
It can also force the removal of equipment already installed.
Who is involved
Chris Wright
US energy secretary
Executive Order 14421 was issued on 26 August, and the secretary is Chris Wright.
What comes next
His department has until 24 December to publish the rules.
The order centres on big transmission equipment of 69 kilovolts and above.
Transformers are already 15% short this year and substations 8%, Wood Mackenzie, an energy analyst, estimates.
Utilities are projected to spend over a trillion dollars on grid upgrades through 2030.
Why it matters
Alice Wu of RMI, a clean energy group, asks what removing equipment would cost people on their bills.
How it works
Function
Origin
Security engineers call this function over origin: what a machine can do matters more than where it was built.
How it works
Most replies that took a side told the US government this, since a flaw can be exploited by anyone, anywhere.
Seen it before
A front door lock is judged by how well it holds, not by where it was made.
The truth
Wood Mackenzie counts over $22 billion of grid imports since 2025.
Who pays
US utility customers
If foreign grid equipment has to be ripped out and replaced, RMI asks whether that cost lands on their bills.
1 source
US ban on foreign grid parts worries its industry
The full story
US ban on foreign grid parts worries its industry
A Trump order lets the US energy secretary block foreign-made grid equipment judged a security risk.
Why it matters. Alice Wu of RMI, a clean energy group, asks what removing equipment would cost people on their bills.
Greenpeace counts 36 billion euros of extra EU fuel profit
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Oil companies earned 36 billion euros more from EU diesel and petrol than before the war, Greenpeace estimates.
That is 154.4 million euros a day, from 1 March to 19 October.
Germany's share was just under 6.7 billion euros, and France's 5.7 billion.
EU energy ministers discussed cutting bills on 29 October, but reached no decision on a tax.
BP's third-quarter profit hit $8.46 billion, its highest since 2008.
In EU countries with capped pump prices, diesel before tax rose 0.38 euros a litre, against 0.57 euros elsewhere.
Why it matters
Europe buys almost all its oil and gas abroad, and road transport still runs on petrol and diesel.
How it works
Refiners call it the crack spread: the gap between crude's price and the fuel made from it.
How it works
It has tripled in Europe since the Hormuz crisis began, because there is too little refining capacity.
Seen it before
When the only bakery in town runs short, bread's price rises faster than flour's.
The truth
Oil firms
passing on costs
Noah Gordon
margins rose too
Oil firms reject the charge, saying they only pass on dearer crude.
Who pays
Drivers across the EU
Before tax, diesel at the pump rose more than crude did, and Greenpeace says that gap went to oil companies.
Nobody knows yet
Whether the Greenpeace figure for oil company profits is right.
It comes from a campaign group's report, and the oil industry rejects the charge.
1 source
Greenpeace counts 36 billion euros of extra EU fuel profit
The full story
Greenpeace counts 36 billion euros of extra EU fuel profit
Oil companies earned 36 billion euros more from EU diesel and petrol than before the war, Greenpeace estimates.
Why it matters. Europe buys almost all its oil and gas abroad, and road transport still runs on petrol and diesel.
OMV's boss says fuel stays tight as crude falls
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Emma Delaney
head of OMV
Emma Delaney, the new head of Austria's OMV, says low fuel stocks will keep refining markets tight.
OMV's European refining margin, what it earns per barrel refined, more than tripled to $37.50.
Its quarterly operating result rose 68% to 2.1 billion euros, its strongest since 2022.
The IEA, the West's energy watchdog, says world oil stocks fell 509 million barrels from February to September.
Adnoc's chief says diesel stocks in some markets are at their lowest seasonal level in 35 years.
Crude itself fell to $94.10 a barrel on Thursday, after a three-day drop of about 19%.
Why it matters
Delaney said the disruption will take time to work through the market.
How it works
Traders call this a tight market: with stocks low, a small supply gap moves prices a lot.
How it works
OMV's three refineries ran at 92% of capacity, so it could sell into those prices.
Seen it before
When a shop has almost no stock left, one late lorry empties the shelves.
The truth
Delaney's company gains from this tightness, so her view comes from a seller.
Who gains
Refiners such as OMV
Low stocks let them charge far more for diesel than crude costs, and OMV's refineries were running to sell into that.
Part of a signal
War around the Gulf keeping energy dear, and rates rising with it
Seen in 5 of the 12 beats
Also seen in World, Food, Finance and Money.
Ships burning near the Gulf keep energy dear, so lorries, fertiliser and food cost more.
The whole signal →2 sources
OMV's boss says fuel stays tight as crude falls
The full story
OMV's boss says fuel stays tight as crude falls
Emma Delaney, the new head of Austria's OMV, says low fuel stocks will keep refining markets tight.
Why it matters. Delaney said the disruption will take time to work through the market.
India now buys crude from 43 countries
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India buys crude from about 43 countries since the Hormuz disruption, says Neeraj Mittal, its top petroleum ministry official.
90 of 100
of India's crude is imported
It relies on imports for over 90% of its crude.
The UAE now supplies about 15% of its crude and 25% of its cooking gas.
US supplies of imported cooking gas rose to 67% of the total, from 10% at the start of the year.
India launched a $9 billion deep-water oil search in July.
Mittal says prices rose only 7%, with no shortages and no rationing.
Why it matters
Mittal says other countries have cut their use because of price, while Indian demand is still growing.
How it works
Energy analysts call this diversifying supply: buying from many sellers, so one closed sea route cannot stop everything.
How it works
Venezuela
United States
When Hormuz shut, India turned to sellers as far off as Venezuela and the US.
Seen it before
A family that shops at several markets still eats when one closes.
The truth
Mittal's claim that India's rise is perhaps unique is his own, and we could not check it.
1 source
India now buys crude from 43 countries
The full story
India now buys crude from 43 countries
India buys crude from about 43 countries since the Hormuz disruption, says Neeraj Mittal, its top petroleum ministry official.
Why it matters. Mittal says other countries have cut their use because of price, while Indian demand is still growing.
California's sea hits records at 4 sites
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4 of 4
tide gauges at an all-time high
Four California tide gauges set all-time high water records between 24 and 30 October, NOAA, the US ocean agency, says.
San Diego reached 2.80 feet above the usual highest tide.
La Jolla and Santa Barbara each reached 2.65 feet, in records going back more than 100 years.
The water flooded roads, homes and businesses.
Three things stacked up: a very high tide, slow ocean waves from El Nino, and a marine heatwave.
What comes next
22 to 27 November
high tides
22 to 26 December
high tides
NOAA expects more high tides on 22 to 27 November and 22 to 26 December.
Why it matters
Low-lying parts of the California coast could flood again before the year ends.
How it works
Oceanographers call this thermal expansion: warm water takes up more space, so the marine heatwave lifted the sea.
How it works
Kelvin waves, slow pulses of warm water from El Nino, added 6 to 12 inches on top.
Seen it before
Soup warmed in a full pan rises up the side and can spill over.
The full story
California's sea hits records at 4 sites
Four California tide gauges set all-time high water records between 24 and 30 October, NOAA, the US ocean agency, says.
Why it matters. Low-lying parts of the California coast could flood again before the year ends.
The same rain now falls in fewer hours
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About half the world's yearly rain falls in about 9 storms, delivered over a total of about 28 days.
A study found those storms have shortened by about 86 minutes a decade since 1980.
That cuts the time to deliver half the year's rain by just over 9.5 hours.
Who is involved
Chiyuan Miao
Beijing Normal University
Chiyuan Miao and colleagues at Beijing Normal University used more than 19,000 rain gauges, from 1980 to 2022.
Europe and South America changed most, with the wettest storms shortening by up to 144 minutes a decade.
The findings are published in Earth's Future, a science journal.
Why it matters
The change reaches flash floods, water supply, farm output, soil loss and wildfire risk, and varies by region.
How it works
Hydrologists call this rising rainfall intensity: the same rain in fewer hours means more in each hour.
Seen it before
A bucket poured slowly soaks a plant pot, while the same bucket poured at once runs over the top.
The truth
The Guardian's report of the study does not say how much of the change warming caused.
1 source
The same rain now falls in fewer hours
The full story
The same rain now falls in fewer hours
About half the world's yearly rain falls in about 9 storms, delivered over a total of about 28 days.
Why it matters. The change reaches flash floods, water supply, farm output, soil loss and wildfire risk, and varies by region.
CO2 seeps faster from Antarctic ground
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CO2 seeping from frozen ground in Antarctica's Taylor Valley rose five-and-a-half times between 2020 and 2025.
The rate went from about 1.7 grams per square metre a day to 9.5 grams.
Who is involved
Livio Ruggiero
National Research Council, Italy
Livio Ruggiero of Italy's National Research Council led 3 field trips, driving canisters into the soil.
That rate roughly matches what Arctic soils give off in summer.
Scaled to all Antarctica's ice-free land, it could reach 76.8 million tonnes of CO2 a year.
Chile emitted 78.7 million tonnes in 2024.
Why it matters
Climate scientists may need to add this to the southern hemisphere's carbon budget, the team argues.
How it works
Climate scientists keep a carbon budget: a count of every source and store of carbon.
How it works
A source nobody counted leaves the count short, so this gas would have to go in.
Seen it before
A forgotten monthly payment leaves your budget wrong, even if every other line is right.
The truth
The 76.8 million is not a proper inventory, New Scientist says.
Nobody knows yet
What is driving the rise in CO2 from Antarctic soil.
An outside permafrost expert says the leak does not look driven by thaw, and that the cause is unclear.
1 source
CO2 seeps faster from Antarctic ground
The full story
CO2 seeps faster from Antarctic ground
CO2 seeping from frozen ground in Antarctica's Taylor Valley rose five-and-a-half times between 2020 and 2025.
Why it matters. Climate scientists may need to add this to the southern hemisphere's carbon budget, the team argues.
Recent record heat is small beside what could come
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Record-breaking heatwaves of recent years are "no match" for those possible later this century, a study in Nature Communications finds.
Under high emissions, many regions would get heatwaves with several times more total heat.
Those heatwaves would also last many times longer, up to several months.
For several past heatwaves, this holds even under low and medium emissions.
Who is involved
Philipp Aglas-Leitner
Free University of Berlin
Philipp Aglas-Leitner of the Free University of Berlin is the first author, working with colleagues in Australia and Germany.
If countries skip their Paris plans, many heatwaves in most regions would break every past measure at once.
Why it matters
Many of these future heatwaves lie well outside what people have lived through, which matters for how places prepare.
How it works
Climate scientists call these emissions scenarios: model runs under different amounts of future pollution.
How it works
The gap between runs shows how much of the future heat depends on what countries burn.
Seen it before
Driving faster or slower on one road gives different arrival times, and neither is a promise.
The truth
These are model projections, not forecasts of any given year.
1 source
Recent record heat is small beside what could come
The full story
Recent record heat is small beside what could come
Record-breaking heatwaves of recent years are "no match" for those possible later this century, a study in Nature Communications finds.
Why it matters. Many of these future heatwaves lie well outside what people have lived through, which matters for how places prepare.
Warmer UK seas could split the food chain
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Warming could raise fish and seabed animal variety around the UK by about 12% by 2050, a study says.
Over the same time, phytoplankton could lose about 3% of its variety and zooplankton about 7%.
Who is involved
Those are tiny drifting plants and animals, the food at the bottom of the sea's chain.
Who is involved
The study, in Science Advances, was led by Cefas, a British government science agency.
The sea around Britain is among 20 hotspots that warmed fastest over 50 years.
The projections assume 3C of warming by 2100.
What comes next
The work has gone to the UK government's review of protected sea areas.
Why it matters
Anchovies, sea bass
gain
Cod, haddock, coley
lose
Earlier work suggests anchovies and sea bass may gain, while cod, haddock and coley lose out.
How it works
Ecologists call this a food web: who eats whom.
Seen it before
A party with more guests and fewer sandwiches soon runs short.
The truth
These are machine-learning projections under one warming path, so the numbers could shift.
1 source
Warmer UK seas could split the food chain
The full story
Warmer UK seas could split the food chain
Warming could raise fish and seabed animal variety around the UK by about 12% by 2050, a study says.
Why it matters. Earlier work suggests anchovies and sea bass may gain, while cod, haddock and coley lose out.
Pakistan's Swat basin could warm by over 5C
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The Swat basin in northern Pakistan is expected to warm by more than 5C by the end of the century.
Who is involved
Green Climate Fund
Asian Development Bank
The warning comes from a study by the Green Climate Fund, with support from the Asian Development Bank.
Summer rain could more than double under some climate scenarios, while winter rain would change little.
The basin holds more than 10,000 glaciers.
The study warns of worse floods, erosion, farm losses and failing infrastructure.
1 of 4
basins studied
It is one of 4 basins studied across Central and West Asia.
Why it matters
People and farms below the glaciers would get more water for a while, then less.
How it works
Hydrologists call this peak water: melting ice first swells the rivers, then the flow drops as the glaciers shrink.
How it works
So the study expects Swat to have a short water surplus, followed by a long shortage.
Seen it before
Spending your savings feels like extra income, until the account runs low.
1 source
Pakistan's Swat basin could warm by over 5C
The full story
Pakistan's Swat basin could warm by over 5C
The Swat basin in northern Pakistan is expected to warm by more than 5C by the end of the century.
Why it matters. People and farms below the glaciers would get more water for a while, then less.
Bhutan's burst lake lost 73% of its area
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A glacial lake in Bhutan shrank by 73% when it burst on 29 October, satellite images show.
Sintaphu Tsho fell from 24.13 hectares to 6.54 hectares.
Who is involved
Suhora Technologies, an Indian satellite data company, made the assessment.
A second lake on the glacier beside it fell 24% to 12.47 hectares.
How it got here
That second lake had grown 188% over the 10 years before the flood.
The flood destroyed facilities at Gasa Tshachu, a popular hot spring.
West Bengal
Assam
It also set off flash flood warnings in India's West Bengal and Assam.
Why it matters
The second lake is still more than twice its 2016 size, so a lot of water remains above the valley.
How it works
Glaciologists call this a glacial lake outburst flood: a lake fed by melting ice breaks out all at once.
How it works
Sintaphu Tsho had grown only 3.4% in 10 years, so its size alone gave no warning.
Seen it before
A balloon looks fine right up until it bursts.
The truth
The figures come from a private firm that sells satellite data, and no Bhutan agency is quoted confirming them.
1 source
Bhutan's burst lake lost 73% of its area
The full story
Bhutan's burst lake lost 73% of its area
A glacial lake in Bhutan shrank by 73% when it burst on 29 October, satellite images show.
Why it matters. The second lake is still more than twice its 2016 size, so a lot of water remains above the valley.
Delhi's air turns 'very poor' before Diwali
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- 1Delhi on Wednesday377 index
- 2Very poor ends here400 index
Delhi's air quality index reached 377 on Wednesday morning, in the "very poor" band of 301 to 400.
Who is involved
The index measures 8 pollutants, including tiny particles that reach deep into the lungs.
Smoke from burning fields in Punjab and Haryana, cold air and still winds drove the rise.
How it got here
October had been Delhi's cleanest in 8 years.
Authorities added Metro trains, raised parking charges and staggered government office hours.
What comes next
India's Supreme Court allowed certified "green" firecrackers on 7 and 8 November, only in set hours.
Why it matters
Children
Older people
Children and older people are most at risk from air like this.
How it works
Regulators call this a graded response: emergency rules tighten step by step as pollution rises.
How it works
A forecast of very poor air triggered Delhi's Stage II, which adds road cleaning and dearer parking.
Seen it before
A school moves from a warning to detention to calling parents as behaviour gets worse.
The truth
Delhi has banned firecrackers before, and enforcing the bans has proved difficult, with toxic haze again last year.
1 source
Delhi's air turns 'very poor' before Diwali
The full story
Delhi's air turns 'very poor' before Diwali
Delhi's air quality index reached 377 on Wednesday morning, in the "very poor" band of 301 to 400.
Why it matters. Children and older people are most at risk from air like this.
War may have dirtied Asian air, a study cannot prove it
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India
China
A new paper asks whether the Middle East war has dirtied the air over India and China.
India gets about 45% of its imported crude from the Middle East, and China about 54%.
Coal supplies about 57.5% of India's energy and about 54.79% of China's, the paper says.
Satellites saw more sulphur dioxide, a gas from burning coal, during the war than in a period without it.
Sulphate, made from that gas, is about 48% of the fine particles over India and 42% over China.
The paper is in npj Clean Air, a Nature journal.
Why it matters
If fuel shortages push power plants back to coal, people nearby could breathe the cost, the paper suggests.
How it works
Scientists separate a plausible path from proof of a cause.
Seen it before
Your shoes are muddy and it rained, but that does not prove you walked in the rain.
Nobody knows yet
Whether the sulphur dioxide over India and China came from the war.
The authors say it cannot be pinned on coal or on the war, because nobody measured coal burning over the same months.
1 source
War may have dirtied Asian air, a study cannot prove it
The full story
War may have dirtied Asian air, a study cannot prove it
A new paper asks whether the Middle East war has dirtied the air over India and China.
Why it matters. If fuel shortages push power plants back to coal, people nearby could breathe the cost, the paper suggests.
Democrats win state power over energy
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Democrats will hold the governor's office and both state houses in Michigan, Minnesota, Nevada, Pennsylvania and Wisconsin, and likely Arizona.
Such control is called a trifecta.
Democrats in Pennsylvania's state house want to make community solar and battery storage easier to build.
They also want to stop local governments banning renewable energy.
Jon Rosenthal
won
Bo French
lost
In Texas, Democrat Jon Rosenthal beat Bo French for a seat on the all-Republican Railroad Commission.
Who is involved
Despite its name, that commission oversees Texas's oil and gas industry.
Texas supplies over 40 percent of US oil and gas, and voters there also elected a Democratic senator.
Why it matters
New onshore wind, solar and battery projects are usually decided by states, an Atlantic Council energy expert says.
How it works
States
Trump
Federalism means US states hold powers of their own, so they can back renewables while Trump opposes them.
Seen it before
A school can set its own phone rules, whatever a minister says about phones.
The truth
Utility regulator races in Arizona and Montana had still not been called by Wednesday afternoon.
The full story
Democrats win state power over energy
Democrats will hold the governor's office and both state houses in Michigan, Minnesota, Nevada, Pennsylvania and Wisconsin, and likely Arizona.
Why it matters. New onshore wind, solar and battery projects are usually decided by states, an Atlantic Council energy expert says.
Voters reject a right to natural gas
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Colorado voters rejected a change to the state constitution creating a right to produce and use natural gas.
How it got here
It answered cities trying to block gas lines in new buildings, and state moves to cut gas emissions.
In California, voters turned down a measure to shorten environmental reviews and limit legal challenges.
In Eugene, Oregon, voters approved a clean energy fund paid for by a tax on large companies.
Utilities
Campaign committees
Michigan voters barred utilities from sidestepping campaign-finance rules by giving to political action committees, which fund election campaigns.
Ann Arbor, Michigan, voted against a board that could have led to a public takeover of its DTE Energy grid.
Why it matters
A right in a state constitution would have given utilities legal power to challenge environmental rules, opponents said.
How it works
In constitutional law, a constitution outranks ordinary law, so a right to gas could have overridden city gas rules.
Seen it before
A school can ban phones in class, but a country's law can overrule the school.
The truth
Yale digest
defeated
Canary Media
early results
Yale's environment digest reports California's measure as defeated.
2 sources
Voters reject a right to natural gas
The full story
Voters reject a right to natural gas
Colorado voters rejected a change to the state constitution creating a right to produce and use natural gas.
Why it matters. A right in a state constitution would have given utilities legal power to challenge environmental rules, opponents said.
Fuel prices and lost seats, 50 years on
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US petrol prices at this week's midterm elections were the highest at any such vote, The Conversation reports.
“unquestioningly an energy election”
Brenda Shaffer of the Atlantic Council, a think tank, called it "unquestioningly an energy election".
How it got here
In 1974, after an Arab oil embargo took crude from $4.31 to $10.31, President Ford's party lost 48 House seats.
How it got here
In 1978, with inflation at 9%, President Carter's Democrats lost 15 House seats.
Maine
heating bills
Florida
home insurance
This year Maine voters worried about heating bills, and Florida voters about home insurance, Scientific American reports.
The fuel price rise from the Iran war was perhaps the most consequential issue, Scientific American says.
Why it matters
The cost of energy runs through much of the economy, so it reaches voters quickly.
How it works
Political scientists call this retrospective voting: judging those in power by recent pain, here at the petrol pump.
How it works
Voters notice those price changes, and those in power become less likely to win again.
Seen it before
A coach gets the blame for a bad run, even when the best players are injured.
The truth
A US president or Congress has little control over petrol prices.
The full story
Fuel prices and lost seats, 50 years on
US petrol prices at this week's midterm elections were the highest at any such vote, The Conversation reports.
Why it matters. The cost of energy runs through much of the economy, so it reaches voters quickly.
COP31's host leans on coal as well as sun
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Turkey, which hosts COP31, is showing off Karapinar, one of Europe's largest solar farms.
Karapinar has more than 3 million panels, on land the size of 2,600 football pitches.
It supplies about 0.7% of Turkey's power demand, the plant director says.
He says it avoids about 1.75 million tonnes of carbon a year.
Coal was Turkey's largest source of electricity last year, at 33%.
Why it matters
Campaigners
Turkey
Campaigners say Turkey's clean energy push sits badly with its reliance on coal.
How it works
Energy analysts read a country's energy mix, and Turkey's still has coal at 33%, ahead of solar and wind.
Seen it before
One healthy salad does not change a week of chips.
The truth
Plant director
gives the figure
Campaigners
want a plan
The plant's carbon figure comes from its own director.
1 source
COP31's host leans on coal as well as sun
The full story
COP31's host leans on coal as well as sun
Turkey, which hosts COP31, is showing off Karapinar, one of Europe's largest solar farms.
Why it matters. Campaigners say Turkey's clean energy push sits badly with its reliance on coal.
US lawmakers go to COP31 without a seat
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A group of 19 US lawmakers will travel to COP31, Representative Sean Casten said on Wednesday.
The US is not in the talks, because Trump took it out of the Paris Agreement a second time.
Who is involved
The trip is led by the SEEC Institute, a think tank, and will meet officials and businesses.
US state and city leaders are also going, under a coalition called America is All In.
“America has spoken”
Casten said they would tell the world that "America has spoken".
Why it matters
Casten says it would be naive to forget that the US failed to ratify Kyoto and left Paris twice.
How it works
Diplomats call this parliamentary diplomacy: lawmakers meet foreign officials while their own government stays out of the talks.
How it works
These 19 cannot sign anything at Antalya, but they can show other delegations what the election changed.
Seen it before
A parent says the family is not coming, and a cousin turns up anyway to say hello.
The truth
Trump can still veto new climate laws, so how much Democrats can deliver is an open question.
1 source
US lawmakers go to COP31 without a seat
The full story
US lawmakers go to COP31 without a seat
A group of 19 US lawmakers will travel to COP31, Representative Sean Casten said on Wednesday.
Why it matters. Casten says it would be naive to forget that the US failed to ratify Kyoto and left Paris twice.
Ten years of Paris: less warming ahead, more carbon now
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The Paris Agreement, the world's main climate treaty, came into force 10 years ago this week, on 4 November 2016.
Global emissions are now 9% higher than in 2016.
In 2015 the world was on course for about 3.6C of warming by 2100.
Progress has stalled since 2021, and policies still point well past the treaty's goal.
The years 2023 to 2025 were the hottest on record, the first three averaging over 1.5C of warming.
China
United States
India
China, the US and India now produce more than half of yearly emissions.
The US left the treaty again this January.
Why it matters
Every extra fraction of a degree brings more deadly floods, heatwaves and wildfires, the UN's environment chief says.
How it works
Diplomats call it pledge and review: each country sets its own target, and public reporting supplies the pressure.
How it works
No country can be forced to meet its target, so the treaty works only through that pressure.
Seen it before
Telling friends your running goal adds pressure, though nobody fines you for skipping a run.
Nobody knows yet
How much warming the world is heading for.
Al Jazeera cites Climate Action Tracker at about 2.6C by 2100, and New Scientist says 2.8C.
Good news
In 2015 the world was on course for about 3.6C of warming by 2100. Climate Action Tracker now puts it at about 2.6C.
2 sources
Ten years of Paris: less warming ahead, more carbon now
The full story
Ten years of Paris: less warming ahead, more carbon now
The Paris Agreement, the world's main climate treaty, came into force 10 years ago this week, on 4 November 2016.
Why it matters. Every extra fraction of a degree brings more deadly floods, heatwaves and wildfires, the UN's environment chief says.
Omaha's power company runs short for new customers
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Omaha Public Power District projects it has under 100 megawatts to offer new large customers for the next few years.
Who is involved
It serves about 419,000 customers across eastern Nebraska.
A large data centre alone could need as much as 1,000 megawatts.
Javier Fernandez
head of the utility
Its boss Javier Fernandez says anything needing 2 megawatts or more may have to wait.
Projects totalling nearly 2,000 megawatts are in its queue through 2031, and about 5,000 more are looking at the area.
How it got here
Winter Storm Uri forced rolling blackouts there in 2021, and the regional grid then required more spare power.
“Literally, no one has excess capacity.”
Fernandez told Grist: "Literally, no one has excess capacity."
Why it matters
Nebraska expects a $208 million budget gap next year, and leaders fear losing jobs and tax money to power limits.
How it works
Utilities keep a waiting list of big new users, called a queue, and Fernandez knows not all will get built.
How it works
Build too little
jobs lost
Build too much
customers pay
If the utility builds too little, Omaha loses new firms and jobs.
Seen it before
A school bus company guessing next year's pupils risks too few buses or too many.
The truth
The utility would not say how much of its queue is data centres.
Part of a signal
Data centres outbidding everyone, as investors start to doubt them
Seen in 5 of the 12 beats
Also seen in Tech, Gaming, Food and Finance.
Data centres pay more, so chip makers and power companies serve them first, and game and phone buyers pay higher prices.
The whole signal →1 source
Omaha's power company runs short for new customers
The full story
Omaha's power company runs short for new customers
Omaha Public Power District projects it has under 100 megawatts to offer new large customers for the next few years.
Why it matters. Nebraska expects a $208 million budget gap next year, and leaders fear losing jobs and tax money to power limits.
A Michigan utility's gas plan rests on unproven carbon capture
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DTE Electric, in south-east Michigan, proposes two new gas plants totalling 2.1 gigawatts, running from 2031 and 2032.
2031
first gas plant
2035
capture added
2040
carbon-free by law
It says carbon capture added by 2035 will make them meet state law.
Michigan law requires carbon-free power by 2040.
90 of 100
of emissions must be captured
A gas plant counts as clean there only if it captures at least 90% of its emissions.
The 20-year plan also closes the 3-gigawatt Monroe coal plant, and adds 15 gigawatts of renewables and 4.5 of storage.
The gas plan is more than double the 946 megawatts DTE proposed 4 years ago.
What comes next
Michigan regulators will study the plan over the coming year.
Why it matters
Oracle
DTE has contracts to supply Oracle and Google with 2.4 gigawatts, and critics link the extra gas to them.
How it works
Engineers call it carbon capture: taking CO2 out of the chimney and storing it underground.
How it works
The one US commercial power plant to use it, Petra Nova, had a 3-year shutdown and missed its targets.
Seen it before
Building a house now and promising to add the fire escape later leaves everyone trusting the promise.
The truth
DTE
no comment
Earthjustice
objects
DTE declined to comment to Canary Media.
Who pays
DTE's customers in Michigan
Critics say they would pay billions for gas plants that depend on a carbon capture system not yet shown to work at US power plants.
1 source
A Michigan utility's gas plan rests on unproven carbon capture
The full story
A Michigan utility's gas plan rests on unproven carbon capture
DTE Electric, in south-east Michigan, proposes two new gas plants totalling 2.1 gigawatts, running from 2031 and 2032.
Why it matters. DTE has contracts to supply Oracle and Google with 2.4 gigawatts, and critics link the extra gas to them.
Home batteries could soften a data centre bust
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A report says home batteries and rooftop solar, run together, could save the US $614 billion in grid spending.
Who is involved
The Brattle Group, a consultancy, wrote it for The Pew Charitable Trusts.
The US had 113 gigawatts of such equipment in 2025.
The average household bill would fall by $122 a year by 2050, the report estimates.
It also tests what happens if power demand falls 5% short of forecasts to 2030.
In that case, overbuilt plants and wires add about $84 billion in costs from 2030 to 2040.
Virtual power plants would cut that by $33 billion, or roughly 40%.
Why it matters
Customers could end up paying for plants built for data centres that never arrive, and states want to shield them.
How it works
A virtual power plant is a network of home batteries and solar that a utility controls remotely.
How it works
Planners value being able to wait: these small units can be added once demand really appears.
Seen it before
Renting extra chairs once guests confirm beats buying a hundred you may never use.
The truth
The $614 billion is a model estimate, and Pew, which paid for it, also publishes a guide to these policies.
Who pays
Ordinary US power customers
If data centres never arrive, the plants built for them still get paid for through household bills.
Nobody knows yet
How much power data centres will really need.
A lead author at Brattle says the people forecasting it face more uncertainty than anyone has in his 20 years of analysis.
1 source
Home batteries could soften a data centre bust
The full story
Home batteries could soften a data centre bust
A report says home batteries and rooftop solar, run together, could save the US $614 billion in grid spending.
Why it matters. Customers could end up paying for plants built for data centres that never arrive, and states want to shield them.
A transformer now takes over 3 years to arrive
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Large power transformers can take more than 3 years to arrive after ordering, The Conversation reports.
They change electricity's voltage, and can be the size of a 2-storey house and weigh up to 400 tons.
Many in service around the world are past their intended life.
Demand for those linking power plants to the grid nearly tripled from 2019 to 2025.
Demand for those serving towns more than doubled, and their cost rose 80%.
Each is custom-built, so no spare sits in a warehouse when one fails in a storm.
Why it matters
New power plants of every kind can wait over 2 years to connect to the grid.
How it works
Materials scientists prize one metal here: grain-oriented electrical steel, with its magnetic crystals lined up one way.
How it works
That cuts energy loss, but only a handful of mills can make it, and just one is in the US.
Seen it before
A tailor's suit takes weeks, because it cannot come off a shelf.
1 source
A transformer now takes over 3 years to arrive
The full story
A transformer now takes over 3 years to arrive
Large power transformers can take more than 3 years to arrive after ordering, The Conversation reports.
Why it matters. New power plants of every kind can wait over 2 years to connect to the grid.
Puerto Rico's grid leans on home batteries for 18 days
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Puerto Rico's grid used Sunrun's home batteries for 18 straight days in October, during unusually hot weather.
Who is involved
Sunrun
home solar
LUMA
the grid
Sunrun is a US home solar company, and LUMA runs the island's grid.
Sunrun's network has grown to over 60,000 customers and nearly 70,000 batteries, from about 4,000 customers in 2024.
They often deliver 45 megawatts for 4 hours at a time.
Customers there averaged 36 hours without power in 2025, against about 2 hours on the US mainland.
Homes pay 26.36 cents a kilowatt-hour, against 18.16 cents across the US.
Why it matters
The grid can draw power without waiting for a new plant, and homeowners get paid for sharing it.
How it works
Grid engineers call this dispatch: calling up power when supply runs short, as LUMA now does with home batteries.
How it works
Each home gives a small share of its battery and keeps the rest for its own blackouts.
Seen it before
Neighbours each lending one chair can seat a wedding.
The truth
Battery firms told regulators some 2025 gaps exceeded the programme's roughly 50 megawatts, so it could not stop every blackout.
How it works
The grid pays for each release of power, so the company running the batteries earns steady income from equipment that protects homes.
The idea, in story 5: Why a solar farm can borrow and a sea wall cannot →Who gains
Puerto Rican homeowners with batteries
They are paid for sharing stored power, on top of having their own backup in a blackout.
Good news
In Puerto Rico, nearly 70,000 home batteries were called on for 18 straight days in October, during unusually hot weather.
1 source
Puerto Rico's grid leans on home batteries for 18 days
The full story
Puerto Rico's grid leans on home batteries for 18 days
Puerto Rico's grid used Sunrun's home batteries for 18 straight days in October, during unusually hot weather.
Why it matters. The grid can draw power without waiting for a new plant, and homeowners get paid for sharing it.
India's farm pumps could take 116 gigawatts of solar
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India's farms could use another 116 gigawatts of solar panels, says a report by the Indian Solar Manufacturers Association.
About 100 gigawatts would power grid-connected pumps, and 16 gigawatts would replace diesel ones.
India has nearly 23 million irrigation pumps.
A government scheme, PM-KUSUM, added a record 7.6 gigawatts in 2025-26.
18 of 100
of India's power goes to farms: 17.88%
Farms use 17.88% of India's electricity.
Power subsidies for farms doubled, from 1.21 trillion rupees in 2020 to 2.41 trillion in 2025.
Why it matters
Solar pumps could give farmers steadier power, the report says.
How it works
Trade economists call this a local content rule: a scheme buys only home-made parts.
How it works
Parts of PM-KUSUM require Indian-made cells and panels, and 13.8 gigawatts have been installed that way.
Seen it before
A school that must buy uniforms from one local shop keeps that shop busy.
The truth
The association's members sell these panels, so the 116 gigawatts comes from those who stand to gain.
Good news
Over 2.8 million irrigation pumps had gone solar by July 2026.
Who gains
Indian solar panel makers
Parts of the farm pump scheme must use Indian-made cells and panels, so the scheme's demand goes straight to them.
1 source
India's farm pumps could take 116 gigawatts of solar
The full story
India's farm pumps could take 116 gigawatts of solar
India's farms could use another 116 gigawatts of solar panels, says a report by the Indian Solar Manufacturers Association.
Why it matters. Solar pumps could give farmers steadier power, the report says.
Electric cars take 37% of German sales
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37 of 100
of new cars in Germany were electric
Electric cars took a record 37% of new car sales in Germany in October, the country's vehicle authority says.
That is 94,086 cars, up 79.5% from a year earlier.
Petrol cars fell 40.5% to 38,516, and diesel fell 21.6%.
For a second month running, Germans registered more electric cars than petrol and diesel together.
How it got here
December 2023
old subsidy ends
2024
sales fall
Germany scrapped its last subsidy overnight in December 2023, and sales fell sharply in 2024.
Germany has already passed the 693,000 sales the car industry forecast for all of 2026.
BYD
Tesla
China's BYD is just ahead of Tesla in German sales this year, though most BYDs sold there are plug-in hybrids.
Why it matters
Average CO2 from new cars fell 21.1% in a year, to 79.4 grams per kilometre.
How it works
Economists call this a purchase subsidy: public money off the price, which Germany pays to private buyers.
How it works
Germany pays 3,000 euros, up to 6,000 for poorer families, and private registrations rose 20.6% in October.
Seen it before
A half-price sale fills a shop with people who were only thinking about buying.
The truth
Electrek calls the subsidy the biggest driver, without measuring it against dear fuel.
Good news
Electric cars took a record 37% of new car sales in Germany in October, more than petrol and diesel cars together.
1 source
Electric cars take 37% of German sales
The full story
Electric cars take 37% of German sales
Electric cars took a record 37% of new car sales in Germany in October, the country's vehicle authority says.
Why it matters. Average CO2 from new cars fell 21.1% in a year, to 79.4 grams per kilometre.
Dear petrol sends US buyers to used electric cars
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High fuel prices are pushing more US used car buyers toward electric cars, Electrek reports.
A used Audi Q4 Sportback e-tron now sits about 29.8 days on a dealer's lot.
The average new car spent 82 days on the lot in October.
Used electric cars averaged $32,533 in September, up $2,896 in a year.
Average prices for electric cars rose 9.8% last month, while petrol cars rose just 0.3%.
Who is involved
iSeeCars, a car pricing company, reported that the Toyota bZ4X and Honda Prologue also sell in 35 days or less.
Why it matters
Fast sales matter to dealers, who often borrow to hold their stock and pay interest for each extra day.
How it works
Economists call this substitution: petrol got dearer, so used car buyers moved to electric cars.
How it works
Used electric demand rose with no matching rise in supply, so these cars sell faster and cost more.
Seen it before
When bus fares jump, more people dust off their bikes.
1 source
Dear petrol sends US buyers to used electric cars
The full story
Dear petrol sends US buyers to used electric cars
High fuel prices are pushing more US used car buyers toward electric cars, Electrek reports.
Why it matters. Fast sales matter to dealers, who often borrow to hold their stock and pay interest for each extra day.
GM recalls 67,380 electric cars over brakes
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General Motors is recalling 67,380 electric cars because a software fault can briefly cut braking.
The recall covers the Cadillac Lyriq, Celestiq and Vistiq, and the Chevrolet Blazer EV, in all-wheel-drive versions.
GM found 24 complaints, including 20 minor accidents and 2 claims of minor injury.
How it got here
2024 Lyriq
hits a garage at low speed
April
a GM worker reports it
It began when a 2024 Lyriq hit a garage at low speed, and a GM worker reported it in April.
How it got here
GM had a similar recall in 2024.
The fix is a free software update, over the air or at a dealer.
What comes next
Owner letters are due to go out on 14 December.
Why it matters
Software now runs the brakes on these cars, so a fix can reach owners without a workshop visit.
How it works
Software engineers call this an edge case: a fault that shows only in a rare mix of conditions.
How it works
Here a light touch on the brake, a sharp turn and a bump together made the software misread wheel movement.
Seen it before
A door that sticks only on wet days with the heating on is hard to spot.
1 source
GM recalls 67,380 electric cars over brakes
The full story
GM recalls 67,380 electric cars over brakes
General Motors is recalling 67,380 electric cars because a software fault can briefly cut braking.
Why it matters. Software now runs the brakes on these cars, so a fix can reach owners without a workshop visit.
Lenders offer extra for an Abu Dhabi chemicals port
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Ta'ziz, an Abu Dhabi chemicals company, raised $1.39 billion for two projects at Ruwais.
Over $928 million goes to a chemical storage and export terminal, including $225 million of Islamic finance.
Over $460 million goes to an ammonia plant making 1 million tonnes a year.
Who is involved
Adnoc
ADQ
Ta'ziz is owned by Adnoc, the UAE's state oil company, and ADQ, an Abu Dhabi investment company.
Both deals drew more offers than needed, which bankers call oversubscribed.
With April's $2 billion methanol deal, it has now raised over $3.39 billion.
Why it matters
Ta'ziz says the projects support the UAE's plan to rely less on selling crude oil.
How it works
Bankers call this project finance: money raised for one plant or terminal, not for the whole company.
How it works
The terminal and the ammonia plant will have chemicals to store and sell, and lenders offered more than was asked.
Seen it before
A lemonade stall on a busy street finds it easy to borrow for lemons.
How it works
Ta'ziz drew more offers than it needed for a terminal and an ammonia plant, both of which will have products to store and sell.
The idea, in story 5: Why a solar farm can borrow and a sea wall cannot →1 source
Lenders offer extra for an Abu Dhabi chemicals port
The full story
Lenders offer extra for an Abu Dhabi chemicals port
Ta'ziz, an Abu Dhabi chemicals company, raised $1.39 billion for two projects at Ruwais.
Why it matters. Ta'ziz says the projects support the UAE's plan to rely less on selling crude oil.
Two US solar suppliers plan to merge
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Shoals
Array
Shoals Technologies and Array Technologies, two US solar equipment makers, plan to merge in a share swap.
Who is involved
Shoals sells electrical systems for solar farms, and Array sells trackers, which tilt panels toward the sun.
- Shoals shareholders65%
- Array shareholders35%
Shoals shareholders would own about 65%, and Array's about 35%.
They forecast combined sales of $2.2 billion to $2.4 billion in 2027.
Brandon Moss
would run it
Shoals's boss Brandon Moss would run the new company, and the two already share a chairman.
What comes next
The deal needs shareholder approval and should close in early 2027.
Why it matters
Solar farm builders could then buy both products from one supplier, which the firms call a one-stop shop.
How it works
Business schools call this cross-selling: selling existing customers more of your range.
How it works
20 of 100
of projects used both firms' products
Only 20% of the pair's projects used both firms' products, so Moss sees $2.5 billion of extra sales.
Seen it before
A burger shop that adds chips sells more to the people already in the queue.
The truth
The $2.5 billion is the most possible, if each firm sold everything on every project the other serves.
1 source
Two US solar suppliers plan to merge
The full story
Two US solar suppliers plan to merge
Shoals Technologies and Array Technologies, two US solar equipment makers, plan to merge in a share swap.
Why it matters. Solar farm builders could then buy both products from one supplier, which the firms call a one-stop shop.
Wall-climbing robots check Gulf plants after attacks
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Gecko Robotics, a US company, is sending wall-climbing robots across the facilities of Adnoc, the UAE's state oil firm.
They look for weak spots and damage after attacks on Gulf energy sites in the Iran war.
The new model, Raptor, is 3 to 5 times faster than the last, the company says.
It works without taking a plant offline.
Gecko also signed a $300 million deal with the US Navy last week.
It may build the robots in the UAE.
Why it matters
The sooner an owner knows what is damaged, the sooner a plant can go back to work, Gecko's boss says.
How it works
Engineers call this non-destructive testing: checking metal for faults with sound waves, without cutting into it.
How it works
Raptor's sensors gather millions of readings, so repair crews know what to fix first.
Seen it before
A doctor's ultrasound looks inside you without opening you up.
The truth
The speed claims, including 50 times faster than rivals, come from Gecko itself.
1 source
Wall-climbing robots check Gulf plants after attacks
The full story
Wall-climbing robots check Gulf plants after attacks
Gecko Robotics, a US company, is sending wall-climbing robots across the facilities of Adnoc, the UAE's state oil firm.
Why it matters. The sooner an owner knows what is damaged, the sooner a plant can go back to work, Gecko's boss says.
That's the whole Climate day.
41 stories, 48 sources.