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Workers at EmPower Solar joined the United Auto Workers. Then management furloughed nearly half of them.

President Biden’s pitch to get the American public behind the transition to clean energy is that it will bring good-paying, high-quality jobs — union jobs. But so far, that’s been more true in some areas than others.
When Daniel Lozano first got hired at EmPower Solar, a rooftop solar installation company on Long Island last April, he thought he had landed a pretty sweet gig. He was 24, with a background in electrical work and construction, and was attracted by the company’s summer schedule of four tens — four-day work weeks, ten hours per day.
But soon it became clear the job wasn’t as ideal as it seemed. Extreme pressure from management to finish installations as quickly as possible was wearing people down. Workers felt overworked and underpaid. An opaque bonus system and frequent firing and hiring created an atmosphere of anxiety. Vacation requests took months to approve. Lozano grew especially frustrated that his manager kept delaying his scheduled performance review — and therefore his prospects for a raise.
All the while, Lozano watched as the UPS Teamsters and the United Auto Workers were waging historic campaigns to try to increase pay for their workers. Inspired by their success, he began trying to organize at EmPower.
“We don't want to be treated like dogs that are just pushed and pushed and pushed and then let go like used rags,” he told me. “We can make this a good place to work.”
The number of solar workers represented by a union has been creeping up over the last decade, reaching about 10.5% of the workforce in 2022, according to the most recent National Solar Jobs Census. By comparison, about 16% of autoworkers and about 48% of electric power line workers were members of a union that year, according to the Union Membership and Coverage Database, which is built on federal data.
But most union clean energy work is on big commercial projects like utility-scale solar farms, where developers have to pay prevailing wages, use apprentices, or enter into project labor agreements in order to qualify for state and federal subsidies. Union representation is much more unusual in residential work like rooftop solar, where rebates and tax credits typically have no labor requirements.
Residential construction is a fragmented industry, with lots of small businesses that employ only a handful of people. In some ways, EmPower stands out in this field. The company has a staff of more than 100 and offers full benefits like paid time off, health insurance, and a 401k retirement plan. But many of the complaints workers had about EmPower are common in the industry. A 2020 report by the California Workforce Development Board, for example, says that rooftop solar and energy efficiency jobs there “are characterized by low wages” and “lack of career ladders.”
The primary union for solar workers to date has been the International Brotherhood of Electrical Workers. But Lozano thought the group seemed stagnant — its leadership wasn’t out there the way that Shawn Fain, the progressive UAW president, was, fighting for its workers in the national spotlight, Lozano said. So instead, in September, he went to see if his local UAW chapter would represent EmPower workers. They agreed. Next, Lozano began gathering support from his coworkers and soon had enough to schedule an official vote with the National Labor Relations Board.
The company’s leadership did not welcome the organizing effort. In the weeks leading up to the vote, EmPower hired National Labor Relations Advocates, a strategy firm that promises, “within 24 hours of being retained,” to “arm you with the tools you need and bring our experience and 96% success rate in keeping our clients union-free.” According to Lozano and other workers, management began visiting job sites with coffee and donuts and asking about their concerns. They said the company was a family, and that any issues they had would be resolved more slowly with a union, not faster.
The workers weren’t convinced. On December 22, EmPower’s installers and service technicians voted 29 to 16 in favor of unionizing.
One week later, on the Friday before the new year, the company notified 21 workers — including Lozano — that they were being put on unpaid leave, some for more than a year. Michael DiGiuseppe, the vice president of UAW Local 259, accused the company of illegally retaliating against the unionization effort and filed charges with the National Labor Relations Board.
“One week out, we wanted to find collaborative bargaining priorities, and instead of doing that, they went out and laid off 21 guys,” DiGiuseppe told me.
EmPower said it furloughed the workers because business typically slows down in the winter, and the company took a particularly hard hit in 2023 due to soaring interest rates and inflation. (It is continuing to provide health insurance for those who were furloughed.) But regardless of whether the layoffs were retaliatory, they still violated the National Labor Relations Act, according to DiGiuseppe. Once workers have voted to unionize, an employer is not allowed to make any changes to the covered workers’ terms or conditions without notifying and negotiating with the union, even if the changes are pure business decisions. “At a minimum, they should have communicated with us that they were laying off workers,” DiGiuseppe said.
I spoke with three other field workers from EmPower, in addition to Lozano, who had been with the company for several years, and had also been furloughed. When I asked why they wanted to unionize, the workers, who requested not to be named, echoed many of Lozano’s grievances. They described an atmosphere of pressure to work fast, even in riskier situations, such as when they were installing panels on steeply pitched roofs or working with electrical equipment in the rain. They didn’t like that they were blamed, yelled at, and sometimes docked pay when things broke or went wrong. Many of their complaints were around compensation, including not being paid for travel time or for taking on additional responsibilities. One of the workers, like Lozano, was frustrated by performance review delays that left no clear pathway to a raise. Another described how the company awarded bonuses to workers based on their speed and adherence to safety protocols, but said the scoring system was mysterious and seemed to be inconsistent from job to job.
In general, the workers told me, they liked their jobs at EmPower and wanted to stay there, but were seeking more transparency, accountability, and standardization.
David Schieren, the CEO of EmPower and chairman of the New York State Solar Energy Industry Association, rejected the workers’ characterization of the company. When I asked about the pressure to work quickly, Schieren said this was the nature of running a customer-centric business. “We have one boss,” he told me. “The boss is the consumer. They tell us, do we want to work with this company or not? Are they happy or are they not?”
If workers were uncomfortable with the pace, Schieren went on, then maybe this wasn’t the right job for them. “We are hungry, we do efficient work, we’re productive,” he said. “So that’s what I think we promote here at EmPower. I think that a lot of employees feel that they thrive in that environment. Is everybody right for a highly productive company? I don't know, maybe some people don't want that.”
Schieren said the company had a track record of upward mobility, including promoting 20 field team members to leadership in recent years, and that workers had an average tenure with the company of more than 5 years. He declined to weigh in on whether he supported having a union at his company. When I asked whether he thought unionization threatened the business, he said no.
There is research showing that paying solar workers prevailing wages does not significantly increase the cost of solar. But there’s another calculus to consider in all of this, beyond the economics of any one company or technology. Proponents of unionization — including those in the federal government — say that making sure clean energy jobs are good jobs is essential to building the political will to address the climate crisis.
As we enter the next stage of the transition, where climate solutions like electric vehicles and wind turbines are becoming increasingly politicized and one bad power outage can invite endless litigation over the reliability of renewables, clean energy companies may want workers on their side.
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The Trump administration’s rollback of coal plant emissions standards means that mercury is on the menu again.
It started with the cats. In the seaside town of Minamata, on the west coast of the most southerly of Japan’s main islands, Kyushu, the cats seemed to have gone mad — convulsing, twirling, drooling, and even jumping into the ocean in what looked like suicides. Locals started referring to “dancing cat fever.” Then the symptoms began to appear in their newborns and children.
Now, nearly 70 years later, Minimata is a cautionary tale of industrial greed and its consequences. Dancing cat fever and “Minamata disease” were both the outward effects of severe mercury poisoning, caused by a local chemical company dumping methylmercury waste into the local bay. Between the first recognized case in 1956 and 2001, more than 2,200 people were recognized as victims of the pollution, which entered the population through their seafood-heavy diets. Mercury is a bioaccumulator, meaning it builds up in the tissues of organisms as it moves up the food chain from contaminated water to shellfish to small fish to apex predators: Tuna. Cats. People.
In 2013, 140 countries, including the U.S., joined the Minamata Convention, pledging to learn from the mistakes of the past and to control the release of mercury into the environment. That included, explicitly, mercury in emissions from “coal-fired power plants.” Last month, however, the U.S. Environmental Protection Agency retreated from the convention by abandoning the 2024 Mercury and Air Toxics Standards, which had reduced allowable mercury pollution from coal-fired plants by as much as 90%. Nearly all of the 219 operating coal-fired plants in the U.S. already meet the previous, looser standard, set in 2012; Trump’s EPA has argued that returning to the older rules will save Americans $670 million in regulatory compliance costs by 2037.
The rollback — while not a surprise from an administration that has long fetishized coal — came as a source of immense frustration to scientists, biologists, and activists who’ve dedicated their careers to highlighting the dangers of environmental contaminants. Nearly all human exposure to methylmercury in the United States comes from eating seafood, according to the EPA, and it’s well-documented that adding more mercury to the atmosphere will increase levels in fish, even those caught far from fenceline communities.
“Mercury is an extremely toxic metal,” Nicholas Fisher, an expert in marine pollution at Stony Brook University, told me. “It’s probably among the most toxic of all the metals, and it’s been known for centuries.” In his opinion, it’s unthinkable that there is still any question of mercury regulations making Americans safer.
Gabriel Filippelli, the executive director of the Indiana University Environmental Resilience Institute, concurred. “Mercury is not a trivial pollutant,” he told me. “Elevated mercury levels cost millions of IQ points across the country.” The EPA rollback “actually costs people brain power.”
When coal burns in a power plant, it releases mercury into the air, where it can travel great distances and eventually end up in the water. “There is no such thing as a local mercury problem,” Filippelli said. He recalled a 2011 study that looked at Indianapolis Power & Light, a former coal plant that has since transitioned to natural gas, in which his team found “a huge plume of mercury in solids downwind” of the plant, as well as in nearby rivers that were “transporting it tens of kilometers away into places where people fish and eat what they catch.”
Earthworms and small aquatic organisms convert mercury in soils and runoff into methylmercury, a highly toxic form that presents the most danger to people, children, and the fetuses of pregnant women as it moves up the food chain. Though about 70% of mercury deposited in the United States comes from outside the country — China, for example, is the second-greatest source of mercury in the Great Lakes Basin after the U.S., per the National Oceanic and Atmospheric Administration — that still leaves a significant chunk of pollution under the EPA’s control.
There is, in theory, another line of defense beyond the EPA. For recreational fishers, of whom there are nearly 60 million in the country each year, state-level advisories on which waterways are safe to fish in based on tests of methylmercury concentrations in the fish help guide decisions about what is safe to eat. Oregon, for example, advises that people not eat more than one “resident fish,” such as bass, walleye, and carp, caught from the Columbia River per week — and not eat any other seafood during that time, either. Forty-nine states have some such advisories in place; the only state that doesn’t, coal-friendly Wyoming, has refused to test its fish. One also imagines that safe waterways will start to become more limited if the coal-powered plants the Trump administration is propping up forgo the expensive equipment necessary to scrub their emissions of heavy metals.
“It’s not something where you’re going to see a dramatic change overnight,” Tasha Stoiber, a senior scientist with the Environmental Working Group, a research and advocacy nonprofit that focuses on toxic chemicals, told me. “But depending on the water body that you’re fishing in, you want to seek out state advisories.”
For people who prefer to buy their fish at the store, the Food and Drug Administration sets limits on the amount of mercury allowed in commercial seafood. But Kevin McCay, the chief operations officer at the seafood company Safe Catch, told me the FDA’s limit of 1 part per million for methylmercury is outrageously high compared with limits in the European Union and Japan. “It has to be glowing red before the FDA is actually going to do anything,” he said. (Watchdog groups have likewise warned that the hemorrhaging of civil servants from the FDA will have downstream consequences for food safety.)
McCay also told me that he “certainly” expects mercury levels in the fish to rise due to the EPA’s decision. Unlike other canned tuna companies that test batches of fish, Safe Catch drills a small test hole in every fish it buys to ensure the mercury content is well below the FDA’s limits. (Fish that are lower on the food chain, like salmon, are the safest choices, while fish at the top of the food chain, like tuna, sharks, and swordfish, are the worst.)
The obsessive oversight gives the company a front-seat view of where and how methylmercury is working its way up the food chain, and McCay worries his company could face more limited sourcing options in the coming years if policies remain friendly to coal. (An independent investigation by Consumer Reports in 2023 found that even fish sourced by an ultra-cautious company like Safe Catch contain some level of mercury. “There’s probably no actual safe amount,” McCay told me, recommending that customers should eat a diverse range of seafood to limit exposure.)
Even people who don’t eat fish should be concerned, though. That’s because, as Filippelli told me, “a lot of [contaminated] fish meal is being incorporated into pet food.”
There are no regulatory standards for mercury in pet foods. But avoiding mercury is not as simple as bypassing the tuna-flavored kibble, Sarrah M. Dunham-Cheatham, who authored a 2019 study on mercury in pet food, told me. Even many brands that don’t list fish among their ingredients contain fish meal that is high in mercury, she said.
Different species also have different sensitivities to mercury, with chimpanzees and cats being among the most sensitive. “I don’t want to be alarmist or scare people,” Dunham-Cheatham said. But because of the issues with labeling pet food, there isn’t much to be done to limit mercury intake in your pets — that is, short of dealing with the emissions on local and planetary scales. “We’re expecting there to be more emissions to the atmosphere, more deposition to aquatic environments, and therefore more mercury accumulated into proteins that will go into making the pet foods,” she said.
To Fisher, the Stony Brook professor, the Trump administration’s decision to walk back mercury restrictions makes no sense at all. The Ancient Romans understood the dangers of mercury; the dancing cats of Minamata are now seven decades behind us. “Why should we make the underlying assumption that the mercury is innocent until proven guilty?” he said.
On Qatari aluminum, floating offshore wind, and Taiwanese nuclear
Current conditions: Upstate New York and New England are facing another 2 inches of snow • A heat wave in India is sending temperatures in Gujarat beyond 100 degrees Fahrenheit • Record-breaking rain is causing flash flooding in South Australia, New South Wales, and Victoria.
The war with Iran is shocking oil and natural gas prices as the Strait of Hormuz effectively closes and Americans start paying more at the pump. “So despite the stock market overall being down, clean energy companies’ shares are soaring, right?” Heatmap’s Matthew Zeitlin wrote yesterday. “Wrong. First Solar: down over 1% on the day. Enphase: down over 3%. Sunrun: down almost 8%; Tesla: down around 2.5%.” What’s behind the slump? Matthew identified three reasons. First, there was a general selloff in the market. Second, supply chain disruptions could lead to inflation, which might lead to higher interest rates, or at the very least slow the planned cycle of cuts. Third, governments may end up trying “to mitigate spiking fuel prices by subsidizing fossil fuels and locking in supply contracts to reinforce their countries’ energy supplies,” meaning renewables “may thereby lose out on investment that might more logically flow their way.”
The U.S. liquified natural gas industry is certainly looking at boom times. U.S. developers signed sale and purchase agreements for 40 million tons per year in 2025 from planned export facilities, according to new Department of Energy data the Energy Information Administration posted. That’s the highest volume since 2022, when Russia’s invasion of Ukraine sent demand for American LNG soaring. That conflict, too, is still having its effects on global fossil fuel supplies. A Russian-flagged LNG tanker is on fire in the Mediterranean Sea as the result of a drone strike by Ukraine, The Independent reported Wednesday.
It’s not just fossil fuels. Qatari smelter Qatalum started shutting down on Tuesday as 50% shareholder Norsk Hydro issued a force majeure notice to customers. “The decision to shut down was made after the company’s gas supplier informed it of a forthcoming suspension of its gas supply,” the company said in a statement to Mining.com. QatarEnergy — which owns 51% of Qatalum’s other shareholder, Qatar Aluminum Manufacturing Co. — had previously suspended production after halting output of natural gas due to Iranian drone attacks.
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Panel manufacturer Silfab Solar paused production at its South Carolina factory in Fort Mill after a chemical spill triggered a regulatory investigation. The plant accidentally spilled approximately 300 gallons of a water solution containing less than 0.3% potassium hydroxide. Experts told WCNC, the Charlotte-area NBC News affiliate, that the volume of the caustic chemical that spilled will be harmless. But the state Department of Environmental Services “asked Silfab to cease receipt of additional chemicals at their facility until an investigation is complete.” Such accidents risk political backlash at a time of heightened public health anxiety over clean energy technologies. As Heatmap’s Jael Holzman wrote last summer, the Moss Landing battery factory fire sparked a nationwide backlash.
Two-thirds of offshore wind potential is located at sites where the water is too deep for traditional turbine platforms. But the first wind farm with floating platforms only came into operation nine years ago. The largest so far, located in Norway’s stretch of the North Sea, is just under 100 megawatts. So, if completed, Spanish developer Ocean Winds’ in the United Kingdom would be by far the largest plant. The company took a step forward on the 1.5-gigawatt project when the company signed the lease agreement this week, according to OffshoreWIND.biz.
In Denmark, meanwhile, right-wing politicians are campaigning against the country’s offshore wind giant, Orsted. The country’s conservative Liberal party campaigned on divesting from the company, which claims the Danish government as its largest shareholder, back in 2022. Now, Bloomberg reported, the party is once against renewing its calls to exit Orsted after this year’s election.

Facing surging electricity demand and mounting threats of blackouts from Chinese attacks on energy imports, Taiwan is taking yet another step toward reversing its nuclear phaseout. Nearly a year after the island nation’s last reactor shut down, Taiwanese Premier Cho Jung-tai, a member of the ruling Democratic Progressive Party that has long opposed atomic energy, announced new proposals to allow the state-owned Taiwan Power Company to submit plans to restart at least two of the country’s three shuttered nuclear stations. (A fourth plant, called Lungmen, was nearly completed in the late 2010s before the DPP government canceled its construction.) The government report also said Taiwan may consider building new nuclear technologies, such as small modular reactors or fusion plants.
In June 2023, thousands of lightning strikes in heat wave-baked Quebec sparked more than 120 wildfires that ultimately scorched nearly 7,000 acres of parched forests. Lightning, in fact, starts almost 60% of wildfires. Now a Vancouver-based weather modification startup called Skyward Wildfire says it can prevent catastrophic blazes by stopping lightning strikes through cloud seeding. MIT Technology Review found some good reasons to doubt the company’s claims. But experts said preventing wildfires is cheaper than putting them out, so it may have some merit.
The attacks on Iran have not redounded to renewables’ benefit. Here are three reasons why.
The fragility of the global fossil fuel complex has been put on full display. The Strait of Hormuz has been effectively closed, causing a shock to oil and natural gas prices, putting fuel supplies from Incheon to Karachi at risk. American drivers are already paying more at the pump, despite the United States’s much-vaunted energy independence. Never has the case for a transition to renewable energy been more urgent, clear, and necessary.
So despite the stock market overall being down, clean energy companies’ shares are soaring, right?
Wrong.
First Solar: down over 1% on the day. Enphase: down over 3%. Sunrun: down almost 8%; Tesla: down around 2.5%.
Why the slump? There are a few big reasons:
Several analysts described the market action today as “risk-off,” where traders sell almost anything to raise cash. Even safe haven assets like U.S. Treasuries sold off earlier today while the U.S. dollar strengthened.
“A lot of things that worked well recently, they’re taking a big beating,” Gautam Jain, a senior research scholar at the Columbia University Center on Global Energy Policy, told me. “It’s mostly risk aversion.”
Several trackers of clean energy stocks, including the S&P Global Clean Energy Transition Index (down 3% today) or the iShares Global Clean Energy ETF (down over 3%) have actually outperformed the broader market so far this year, making them potentially attractive to sell off for cash.
And some clean energy stocks are just volatile and tend to magnify broader market movements. The iShares Global Clean Energy ETF has a beta — a measure of how a stock’s movements compare with the overall market — higher than 1, which means it has tended to move more than the market up or down.
Then there’s the actual news. After President Trump announced Tuesday afternoon that the United States Development Finance Corporation would be insuring maritime trade “for a very reasonable price,” and that “if necessary” the U.S. would escort ships through the Strait of Hormuz, the overall market picked up slightly and oil prices dropped.
It’s often said that what makes renewables so special is that they don’t rely on fuel. The sun or the wind can’t be trapped in a Middle Eastern strait because insurers refuse to cover the boats it arrives on.
But what renewables do need is cash. The overwhelming share of the lifetime expense of a renewable project is upfront capital expenditure, not ongoing operational expenditures like fuel. This makes renewables very sensitive to interest rates because they rely on borrowed money to get built. If snarled supply chains translate to higher inflation, that could send interest rates higher, or at the very least delay expected interest rate cuts from central banks.
Sustained inflation due to high energy prices “likely pushes interest rate cuts out,” Jain told me, which means higher costs for renewables projects.
While in the long run it may make sense to respond to an oil or natural gas supply shock by diversifying your energy supply into renewables, political leaders often opt to try to maintain stability, even if it’s very expensive.
“The moment you start thinking about energy security, renewables jump up as a priority,” Jain said. “Most countries realize how important it is to be independent of the global supply chain. In the long term it works in favor of renewables. The problem is the short term.”
In the short term, governments often try to mitigate spiking fuel prices by subsidizing fossil fuels and locking in supply contracts to reinforce their countries’ energy supplies. Renewables may thereby lose out on investment that might more logically flow their way.
The other issue is that the same fractured supply chain that drives up oil and gas prices also affects renewables, which are still often dependent on imports for components. “Freight costs go up,” Jain said. “That impacts clean energy industry more.”
As for the Strait of Hormuz, Trump said the Navy would start escorting ships “as soon as possible.”