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Marvel at America’s green transition on your next vacation.
Scroll past San Jacinto Mountain, Brandini Toffee, a bicycle-powered bar crawl, and 13 other attractions on Tripadvisor’s list of “Things to Do in Palm Springs” and you’ll come to “Palm Springs Windmill Tours.” Its user-generated blurb tells would-be visitors to expect “a tour in the middle of wind turbine generators,” lest the name suggests something slightly more romantic and Dutch. In the accompanying photo, a black convertible noses toward the white gyrating towers that have become synonymous with the north entrance to the Coachella Valley.
If you leave your uncannily verdant gated community and drive up Highway 10 — away from the Mod Squad architectural tour and the horseback rides at Smoke Tree Stables, past signs advertising breast augmentations and the Air Force Reserve to homebound Angelenos — you’ll eventually reach a frontage road where a WINDMILL TOURS PARKING sign directs visitors toward an unassuming green trailer for check-in. All around the parking lot, and on both sides of the highway, you can already see the main attractions: wind turbines, many of them taller than the Statue of Liberty, though perspective is difficult here since there are hardly any normal-sized reference points, like palm trees, around for orientation.
One thing is immediately clear: This is “not Disneyland,” as Tom Spiglanin, Palm Springs Windmill Tours’ enthusiastic education director, will be the first to admit. “We’re not fun and games,” Spiglanin adds on a video call, about a week after I take a tour for myself. “Here, we are education.”
Once wind tour visitors have their curiosity piqued, “then we force the history down their throat, and it all turns out to be this great experience at the end,” says Tom Spiglanin.Heatmap/Jeva Lange
Visiting a wind farm on vacation admittedly might not be at the top of most people’s to-do lists. They still have a reputation as eye-sores: “Palm Springs, California, has been destroyed — absolutely destroyed — by the world’s ugliest wind farm at the Gateway on Interstate 10,” one future president tweeted in 2012. Even today, wind naysayers will leave fake one-star reviews that Spiglanin and his team have to dutifully remove.
But while it might not be much to look at from the parking lot, Palm Springs Windmill Tours sits at the intersection of two rich niches of the modern travel industry: eco-tourism and industrial tourism. The former is considered to be the fastest-growing segment within the global tourism industry; the latter is why I spent many a family car trip being shuttled to places like Grand Coulee Dam and Hoover Dam to marvel at the wonders of human engineering and hydroelectric power.
Though commercial wind farms are younger than Depression-era public works projects (Palm Spring’s just turned 40) and less scenic than a carbon-neutral eco-lodge in Costa Rica, they might have a place in the travel plans of the future: For one thing, as Spiglanin said, they’re educational. But they’re also an experience of history in real-time, almost like watching the Hoover Dam being built, something Palm Springs Windmill Tours impresses upon you with its first stop, an exhibit of obsolete and phased-out designs, the newest of which, the massive Zond Z-50, was removed from operation as recently as August 2022. Visiting a wind farm might still mostly be the dominion of nerds, but perhaps not for much longer; to tour one is to witness the unfolding story of America’s green transition.
The day I talk to Spiglanin, the wind is buffeting the tour trailer at 35 to 50 miles per hour — he shows me an app on his phone that caught one gust clocking in at 63 mph. April to June is windy season on the farm, when the phenomenon that makes the region so desirable for the renewable energy sector — hot air in the Valley rising, allowing cold air from the coast to funnel, with gusto, through San Gorgonio Pass — is at its most forceful. Across the highway from the trailer, a cluster of turbines have stopped turning, which sometimes happens to protect the machinery when the wind speeds are too high, though Spiglanin doesn’t think that’s the issue today. Maybe a circuit got shut off?
The Windmill Tours operate on Wintec Energy-owned land, but there is little communication between the tour company and the businesses that run the turbines, Spiglanin says. Though the tours initially began as a promotional arm of Wintec in the 1990s, intended to dispel negative local perceptions about the turbines, those ended after 9/11, when it seemed like it might not be such a good idea to have strangers tromping around on a piece of the local power grid. In 2014, Palm Springs Windmill Tours started anew as an LLC; though it’s still located on Wintec-owned land, its purposes are no longer strictly promotional — which is great for visitors, but leaves Spiglanin to wonder about things like why Brookfield Renewables, a Canadian power company that leases public land in the nearby hills, recently removed over 450 older turbines but hasn’t yet replaced them with its planned nine newer machines.
The tours are actually a bit of a joke among the techs who work on the turbines. “They laugh at the word ‘windmill’ because they're like, ‘dude, it’s not a windmill, it doesn’t have a grist stone,’” Spiglanin says. “And I'm like, ‘well, windmills don’t just have grist stones. They also pumped water, they started with grinding grain, but then—.’ And so we get into this whole thing, and it turns out I know a lot more about their business than they do.”
Spiglanin has a PhD in chemical physics and retired to the Coachella Valley after working as an educator at the Aerospace Corporation, in Los Angeles, for years. Driving past the windmills, he used to wonder if they had a tour; “lo and behold,” they did, and he ended up marrying the woman who ran their marketing. When it comes to wind, he’s thus a bit of a self-taught enthusiast, doing his own research for the exhibits and joining wind energy Facebook groups to geek out over, and glean more information about, the archival photos he uploads. He has also independently published a book of his research, Backstories of the Palm Springs Windmills, which is available in the gift shop along with stickers that read “I’m a big FAN of renewable energy.” (Wind nerds love puns; when I was checking in for my tour, I was asked what a turbine’s favorite music genre is. Heavy metal).
A view of a turbine out the sun roof during a recent self-driving tour.Heatmap/Jeva Lange
Recently, Palm Springs Windmill Tours learned they’re not the only land-based wind tour in the nation. Another wind farm in Washington State offers tours from a sparkling new visitor’s center that has vistas of the Cascades, as well as a hard-hat experience that allows visitors to actually look inside a turbine (in Palm Springs, guests have to stay 100 yards back from the operating machinery, something my dad, who was with me, eagerly pressed by counting out his strides). But the Washington tour is run by Puget Sound Energy, the regional energy supplier; Palm Springs Windmill Tours is uniquely independent and history-focused, taking what Spiglanin — with a nod to the Alcatraz Island tours — calls the National Park approach: “We have something here. We’re interpreting it. We’re helping people and our guests who come through here understand it.”
Other nations have also caught onto the draw wind farms have for visitors. In Scotland, England, and Denmark, wind farm tours have taken off with an added dash of adventure — boats bring visitors beneath the blades of offshore farms, while others offer mountain biking or hiking trails around the turbines. “While there’s no data to indicate the size of this nascent slice of the hospitality sector,” writes Bloomberg, “there is ample research to suggest that travelers are not only unfazed by wind farms, but find them objects of fascination.” As a boat captain who runs tours at a wind farm off of Rhode Island told the publication, “I thought, ‘This is definitely going to be a moneymaker.’”
It’s not necessarily a heightened interest in renewable energy, though, that is bringing visitors. Spiglanin says many of the guests who come to Palm Springs are actually interested in robotics. That is particularly true this year, since the world’s major high school robotics competition is focused this season on the future of sustainable energy and power: “As a result of that, we had a family fly down in a private jet from San Jose so that these kids could learn about wind energy, and they flew back the same day,” Spiglanin tells me.
Palm Springs Windmill Tours doesn’t mind shifting to fit the interests of its visitors, whether they’re engineers or curious passing travelers to whom “325 megawatts” — the storage capacity of an enormous new battery facility being built on the grounds — is just a number. The tour adapted to COVID-19 with a self-driving tour (the one I took, facilitated by an app) as well as an open-air golf cart tour. They’re bringing back bus tours this summer, too, both so tourists can stay air-conditioned as the temperatures begin to crest 100 degrees, but also because — as I increasingly realized speaking with Spiglanin — you can’t beat the experience of having a live, personal wind “fan” lead your way.
You won’t get views like you do from taking “the tram up to the top [of San Jacinto Mountain]” — the 8th-ranked attraction — “and we don’t give you good food. We actually don’t serve any food,” Spiglanin says. People still mostly come to Palm Springs for the music and the golf courses, the casinos and the Elvis honeymoon house, the sun and the stargazing. But maybe one day, they’ll come for the wind, too.
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Rob and Jesse talk with John Henry Harris, the cofounder and CEO of Harbinger Motors.
You might not think that often about medium-duty trucks, but they’re all around you: ambulances, UPS and FedEx delivery trucks, school buses. And although they make up a relatively small share of vehicles on the road, they generate an outsized amount of carbon pollution. They’re also a surprisingly ripe target for electrification, because so many medium-duty trucks drive fewer than 150 miles a day.
On this week’s episode of Shift Key, Rob and Jesse talk with John Henry Harris, the cofounder and CEO of Harbinger Motors. Harbinger is a Los Angeles-based startup that sells electric and hybrid chassis for medium-duty vehicles, such as delivery vans, moving trucks, and ambulances.
Rob, John, and Jesse chat about why medium-duty trucking is unlike any other vehicle segment, how to design an electric truck to last 20 years, and how President Trump’s tariffs are already stalling out manufacturing firms. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.
Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, YouTube, or wherever you get your podcasts.
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Here is an excerpt from our conversation:
Robinson Meyer: What is it like building a final assembly plant — a U.S. factory — in this moment?
John Harris: I would say lots of people talk about how excited they are about U.S. manufacturing, but that's very different than putting their money where their mouth is. Building a final assembly line, like we have — our team here is really good, that they made it feel not that hard. The challenge is the whole supply chain.
If we look at what we build here in-house at Harbinger, we have a final assembly line where we bolt parts together to make chassis. We also have two sub-component assembly lines where we take copper and make motors, and where we take cells and make batteries. All three of those lines work pretty well. We're pumping out chassis, and they roll out the door, and we sell them to people, which is great. But it’s all the stuff that goes into those, that's the most challenging. There's a lot of trade policy at certain hours of the day, on certain days of the week — depending on when we check — that is theoretically supposed to encourage us manufacturing.
But it's really not because of the volatility. It costs us an enormous amount to build the supply chain, to feed these lines. And when we have volatile trade policy, our reaction, and everyone else's reaction, is to just pause. It’s not to spend more money on U.S. manufacturing, because we were already doing that. We were spending a lot on U.S. manufacturing as part of our core approach to manufacturing.
The latest trade policy has caused us to spend less money on U.S. manufacturing — not more, because we're unclear on what is the demand environment going to be, what is the policy going to be next week? We were getting ready to make major investments to take certain manufacturing tasks in our supply chain out of China and move them to Mexico, for example. Now we’re not. We were getting ready to invest in certain kinds of automation to do things in house, and now we're waiting. So the volatility is dramatically shrinking investment in US manufacturing, including ours.
Meyer: And can you just explain, why did you make that decision to pause investment and how does trade policy affect that decision?
Harris: When we had 25% tariffs on China, if we take content out of China and move it to Mexico, we break even — if that. We might still end up underwater. That's because there's better automation in China. There's much higher labor productivity. And — this one is always shocking to people — there’s lower logistics costs. When we move stuff from Shenzhen to our factory, in many cases it costs us less than moving shipments from Monterey.
Mentioned:
CalStart’s data on medium-duty electric trucks deployed in the U.S.
Here’s the chart that John showed Rob and Jesse:
Courtesy of Harbinger
It draws on data from Bloomberg in China, the ICCT, and the Calstart ZET Dashboard in the United States.
Jesse’s case for EVs with gas tanks — which are called extended range electric vehicles
On xAI, residential solar, and domestic lithium
Current conditions: Indonesia has issued its highest alert level due to the ongoing eruption of Mount Lewotobi Laki-laki • 10 million people from Missouri to Michigan are at risk of large hail and damaging winds today • Tropical Storm Erick, the earliest “E” storm on record in the eastern Pacific Ocean, could potentially strengthen into a major hurricane before making landfall near Acapulco, Mexico, on Thursday.
The NAACP and the Southern Environmental Law Center said Tuesday that they intend to sue Elon Musk’s artificial intelligence company xAI over alleged Clean Air Act violations at its Memphis facility. Per the lawsuit, xAI failed to obtain the required permits for the use of the 26 gas turbines that power its supercomputer, and in doing so, the company also avoided equipping the turbines with technology that would have reduced emissions. “xAI’s turbines are collectively one of the largest, or potentially the largest, industrial source of nitrogen oxides in Shelby County,” the lawsuit claims.
The SELC has additionally said that residents who live near the xAI facility already face cancer risks four times above the national average, and opponents have argued that xAI’s lack of urgency in responding to community concerns about the pollution is a case of “environmental racism.” In a statement Tuesday, xAI responded to the threat of a lawsuit by claiming the “temporary power generation units are operating in compliance with all applicable laws,” and said it intends to equip the turbines with the necessary technology to reduce emissions going forward.
Shares of several residential solar companies plummeted Tuesday after the Senate Finance Committee declined to preserve related Inflation Reduction Act investment tax credits. As my colleague Matthew Zeitlin reported, Sunrun shares fell 40%, “bringing the company’s market cap down by almost $900 million to $1.3 billion,” after a brief jump at the end of last week “due to optimism that the Senate Finance bill might include friendlier language for its business model.”
That never materialized. Instead, the Finance Committee’s draft proposed terminating the residential clean energy tax credit for any systems, including residential solar, six months after the bill is signed, as well as the investment and production tax credits for residential solar. SolarEdge and Enphase also suffered from the news, with shares down 33% and 24%, respectively. You can read Matthew’s full analysis here.
Chevron announced Tuesday that it has acquired 125,000 net acres of the Smackover Formation in southwest Arkansas and northeast Texas to get into domestic lithium extraction. Chevron’s acquisition follows an earlier move by Exxon Mobil to do the same, with lithium representing a key resource for the transition from fossil fuels to renewable energy sources “that would allow the company to pivot if oil and gas demands wane in the coming decades,” Bloomberg writes.
“Establishing domestic and resilient lithium supply chains is essential not only to maintaining U.S. energy leadership but also to meeting the growing demand from customers,” Jeff Gustavson, the president of Chevron New Energies, said in a Tuesday press release. The Liberty Owl project, which was part of Chevron’s acquisition from TerraVolta Resources, is “expected to have an initial production capacity of at least 25,000 tonnes of lithium carbonate per year, which is enough lithium to power about 500,000 electric vehicles annually,” Houston Business Journal reports.
The Federal Emergency Management Agency prepared a memo titled “Abolishing FEMA” at the direction of Homeland Security Secretary Kristi Noem, describing how its functions can be “drastically reformed, transferred to another agency, or abolished in their entirety” as soon as the end of 2025. While only Congress can technically eliminate the agency, the March memo, obtained and reviewed by Bloomberg, describes potential changes like “eliminating long-term housing assistance for disaster survivors, halting enrollments in the National Flood Insurance Program, and providing smaller amounts of aid for fewer incidents — moves that by design would dramatically limit the federal government’s role in disaster response.”
In May, FEMA’s acting administrator, Cameron Hamilton, was fired one day after defending the existence of the department he’d been appointed to oversee when testifying before the House Appropriations subcommittee. An internal FEMA memo from the same month described the agency’s “critical functions” as being at “high risk” of failure due to “significant personnel losses in advance of the 2025 Hurricane Season.” President Trump has, on several occasions, expressed a desire to eliminate FEMA, as recommended by the Project 2025 playbook from the Heritage Foundation. The March “Abolishing FEMA” memo “just means you should not expect to see FEMA on the ground unless it’s 9/11, Katrina, Superstorm Sandy,” Carrie Speranza, the president of the U.S. council of the International Association of Emergency Managers, told Bloomberg.
The Spanish government on Tuesday released its report on the causes of the April 28 blackout that left much of the nation, as well as parts of Portugal, without power for more than 12 hours. Ecological Transition Minister Sara Aagesen, who heads Spain’s energy policy, told reporters that a voltage surge in the south of Spain had triggered a “chain reaction of disconnections” that led to the widespread power loss, and blamed the nation’s state-owned grid operator Red Eléctrica for “poor planning” and failing to have enough thermal power stations online to control the dynamic voltage, the Associated Press reports. Additionally, Aagesen said that utilities had preventively shut off some power plants when the disruptions started, which could have helped the system stay online. “We have a solid narrative of events and a verified explanation that allows us to reflect and to act as we surely will,” Aagesen went on, responding to criticisms that Spain’s renewable-heavy energy mix was to blame for the blackout. “We believe in the energy transition and we know it’s not an ideological question but one of this country’s principal vectors of growth when it comes to re-industrialisation opportunities.”
Metrograph
“It seems that with the current political climate, with the removal of any reference to climate change on U.S. government websites, with the gutting of environmental laws, and the recent devastating fires in Los Angeles, this trilogy of films is still urgently relevant.” —Filmmaker Jennifer Baichwal on the upcoming screenings of the Anthropocene trilogy, co-created with Nicholas de Pencier and photographer Edward Burtynsky between 2006 and 2018, at the Metrograph in New York City.
Shares in Sunrun, SolarEdge, and Enphase are collapsing on the Senate’s new mega-bill draft.
The residential solar rescue never happened. Shares in several residential solar companies plummeted Tuesday as the market reacted to the Senate Finance Committee’s reconciliation language, which maintains the House bill’s restriction on investment tax credits for residential solar installers and its scrapping of the tax credit for homeowners who buy their own systems.
The Solar Energy Industries Association, a solar trade group, criticized the Senate text, saying that it had only “modest improvements on several provisions” and would “pull the plug on homegrown solar energy and decimate the American manufacturing renaissance.”
Sunrun shares fell 40% Tuesday, bringing the company’s market cap down by almost $900 million to $1.3 billion, a comparable loss in value to what it sustained the day after the passage of the House reconciliation bill. The stock price had jumped up late last week due to optimism that the Senate Finance bill might include friendlier language for its business model.
Instead the Finance Committee proposal would terminate the residential clean energy tax credit for any systems, including residential solar, six months after the bill is signed. The text also zeroes out investment and production tax credits for residential solar when “the taxpayer rents or leases such property to a third party,” a common arrangement in the industry pioneered by Sunrun.
Sunrun’s third party ownership model well predates the Inflation Reduction Act and is about as old as the company itself, which was founded in 2007. The company had been claiming investment tax credits for solar before the IRA made them tech neutral. The company began securitizing solar deals in 2015 and in a 2016 securities filling, the company said that it had six deals where investors would be able to garner the lease payments and investment tax credits.
“Ain’t no sunshine for resi,” Jefferies analyst Julien Dumoulin-Smith wrote in a note to clients on Tuesday. “Overall, we view Senate's version as a negative” for Sunrun, as well as SolarEdge and Enphase, the residential solar equipment companies, whose shares are down by about 33% and 24% respectively.
“If this language is not adjusted before the bill passes the Senate floor,” Morgan Stanley analyst Andrew Perocco wrote in a note to clients, “we believe Sunrun, SolarEdge, and Enphase will trade towards our bear cases.”
Morgan Stanley had earlier estimated that cutting off home solar from tax credits would lead to a “85% contraction in residential solar volumes” due, in many cases, to solar products no longer resulting in savings on electricity bills.
That’s because the ability to lease solar equipment (or have homeowners sign power purchase agreements) and then claim tax credits sits at the core of the contemporary residential solar model.
“Our core solar service offerings are provided through our lease and power purchase agreements,” the company said in its 2024 annual report. “While customers have the option to purchase a solar energy system outright from us, most of our customers choose to buy solar as a service from us through our Customer Agreements without the significant upfront investment of purchasing a solar energy system.”
This means that to claim tax credits for the projects, they have to be investment tax credits, not home energy credits. These credits play a role in Sunrun’s extensive business raising money from investors to finance solar projects, which can then be partially monetized via tax credits.
Fund investors “can receive attractive after-tax returns from our investment funds due to their ability to utilize Commercial ITCs,” the company said in its report. The financing then “enables us to offer attractive pricing to our customers for the energy generated by the solar energy system on their homes.”
Without the ability to claim investment tax credits, Sunrun could be left having to charge higher prices to homeowners and face a higher cost of capital to raise money from investors.
“Last night’s draft text confirms the Senate intends to abruptly repeal tax credits available to homeowners who want to go solar – effectively increasing costs and limiting choice for countless Americans,” Chris Hopper, chief executive of Aurora Solar, said in an emailed statement.