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The fire was “fueled by drought and hurricane-force winds.” It “jumped from one home to the next,” the local news later reported, and “moved in unpredictable and unprecedented ways.” Camera phone videos showed shaky scenes of last-minute evacuations — a “dizzyingly chaotic display of improvisation and panic.” The fire had apparently ignited in dry invasive grasses outside of town, perhaps due to a downed power line, before blowing into an unstoppable “urban firestorm.” Airborne embers destroyed hundreds of structures, leaving behind ashen ruins that survivors said looked like a war zone.
It was December 30, 2021. The Marshall fire would become the most destructive in Colorado’s history, ultimately killing two people, causing 35,000 to flee, and destroying more than 1,000 homes and businesses outside of Boulder. But to an untrained eye, the landscape hardly looked like a place where a wildfire could break out; after all, there was no forest. “It was 200 yards from a Costco — why would I have to worry about fire?” one survivor recounted to The Washington Post afterward. “It’s, like, suburbia, you know?”
But grass fires are a growing danger in the United States, even if they lack the iconic imagery of the forest fires that tend to dominate the news this time of year. The 2018 Martin fire in Nevada, the largest in the state’s history, burned 435,000 acres of invasive cheatgrass and at one point stretched 54 miles long. The 2006 East Amarillo Complex fire in Texas blackened almost a million acres. And the wildfires in Maui this month were the deadliest in modern U.S. history, in part because they ignited in highly flammable non-native grasses, which burn hot, fast, and unpredictably.
“They’re too intense for firefighters to get next to with either ‘dozers or engines,” Brad Smith, the Predictive Services department head at Texas A&M Forest Service, told me of the wind-driven grass fires he sees across Texas. “They also move too fast, so it’s dangerous to put people out in front of these fires. It’s often the case we have to wait either for the weather to change or for the fire to move into a more favorable fuel type,” such as plowed agricultural land, before first responders can get it under control.
I had reached out to Smith after seeing him dispense grassland firefighting advice in a 2011 educational video for firefighters titled, “Oh, It’s Just a Grass Fire.” Produced by the Wildland Fire Lessons Learned Center — a grimly named government agency that exists to “share lessons and knowledge within the entire wildland fire community” — the video was apparently intended to head off dismissals of what it calls a “potentially underestimated fuel type.”
Such an underestimation in the industry comes from the fact that grass fires can actually have “a few advantages” for wildland firefighters, as authors Justin Angle and Nick Mott write in their forthcoming guideThis Is Wildfire. “There are a lot of fire-fighting strategies that are just more feasible in a grassy landscape that’s more open and has more fuel breaks like roads and bodies of water,” the authors go on to explain. “In addition, the fuel type is more homogenous (and therefore predictable) compared with a mountain ecosystem.”
But throw in high winds, and all of a sudden grassland fires can become a completely different beast. “People think [wildfires] just move in one direction, but winds generally quarter,” Smith said. “So let’s say you have a north wind; you think, Well, [the fire] is going south. But if you get a 45-degree change in direction, that fire can move left or right for short periods of time very quickly. That can catch people by surprise.” In the instructional video, this point is made with the cautionary tale of Destry Horton, a father of two who was killed fighting a grass fire in Oklahoma in 2006.
But if even firefighters need the occasional somber refresher to take grass fires seriously, then many of the rest of us have likely barely registered them as a threat. “I think a lot of people look at a grass fire and feel like, ‘Well, I could just go stomp it out,’” Barb Satink Wolfson, the University of California’s Cooperative Extension fire advisor for Monterey, San Benito, Santa Clara, and Santa Cruz counties, told me.
Perhaps that’s partially because “forest fire” is often interchanged with “wildfire,” inadvertently evoking the conflagration out of Bambi: popping evergreen trees, flames reaching for the sky, adorable woodland animals running for cover. Reality looks a little different: Grassland pasture and range make up 60% of land use in the Mountain West and about 29% of land use in the Pacific Coast states, the most recent survey by the United States Department of Agriculture found (compared to 18% and 29% forest-use land, respectively).
Fire statistics seem to bear that out: In a study of burns in 11 western states between 1984 and 2020, only 35% were actually in forests, Denver’s 5280 magazine reports. In another cited study, local fire departments “responded to forest fires just 7% of the time, compared to 39% for grass fires.” Smith also told me that of the 30 largest fires in Texas since 2000, 28 had “occurred in our grass-dominant fuel-scape in West Texas.”
The tragic consequence of the public not taking grass fires seriously — or not knowing to take them seriously — is that many people who live in wildland-urban interface communities near or adjacent to natural, undeveloped lands might not have made the proper wildfire preparations or have an evacuation plan because the fire threat feels remote.
That can prove deadly. A quarter of Hawaii is covered in highly flammable non-native grasses and “virtually every community [in the state] is on a wildland-urban interface,” one fire manager recently told Wired. Yet the communities were unsuspecting and unprepared for the fire that swept through Lahaina and the surrounding landscape last week. Part of that is because fire is “not something that has been a part of ... society in Hawaii,” Satink Wolfson said, adding: “There isn’t a big history of people telling [residents]: ‘You need metal gutters, you need to make your home fire safe.’”
Though fire is not a historic part of the ecology of Hawaii, it is in North American grasslands, where Indigenous communities have practiced cultural burning for centuries upon centuries. But non-native grass species are likewise disrupting these natural cycles in the western United States, since invasive plants tend to grow thickly and contiguously, unlike native perennials that grow in more isolated clumps that help naturally break up fires. By one estimate, invasive grasses can more than triple a region’s susceptibility to wildfire.
Making matters worse, non-native grasses tend to quickly colonize and outcompete native plants after burns, in effect bridging fire further and further into landscapes where it doesn’t belong, such as deserts — or urban environments. “Those non-native herbaceous species are like the wick,” Max Moritz, a Cooperative Extension wildfire specialist and adjunct professor at U.C. Santa Barbara’s Bren School of Environmental Science & Management, told me. “They’re the place that fire can get a foothold on the landscape, even if the landscape wasn’t supposed to burn very often from a fire ecology perspective.”
Increasingly, attention in the West has focused on allowing “good fires” to run their course — grass fires included. “I would love to see CalFire use natural ignitions to reduce fire hazard and to improve ecosystem health,” Satink Wolfson said. “I’ve already seen so many fires put out this year that could have had a positive impact.” Moritz’s focus is on better land-use planning, including rehabilitating abandoned farmlands into working buffer zones. Both Satink Wolfson and Moritz floated strategic grazing as another possibility. But everyone agrees: Something needs to be done.
“Grasslands — there’s a lot of area there to manage if you are hoping to reduce the ignition potential,” Moritz said, then ominously warned: “It’s almost all ignitable.”
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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.