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His new book, Terrible Beauty, argues that “fighting losing battles is a worthy cause.”
When I scheduled this interview with Auden Schendler back in August, I’d picked what at the time felt like an arbitrary time closer to his book’s publication date. It wasn’t until much later that I realized we’d agreed to speak exactly one week after the results of the U.S. presidential election.
Schendler, of course, didn’t write Terrible Beauty: Reckoning with Climate Complicity and Rediscovering Our Soul knowing that President Trump would win reelection, but his book feels all the more vital given the new context of climate policy in America.
Terrible Beauty is a memoir, but it also functions as a practical roadmap to attaining climate consciousness, both for companies and for consumers — an unusual blend. In it, Schendler draws on his more than two decades of sustainability work at the Aspen Skiing Company, which owns one of the most iconic ski resorts in the world, to urge by example that we need to get uncomfortable with the big upheavals necessary to combat climate change. The modern environmental movement has failed, he argues, by focusing on the kinds of small-scale changes that have businesses touting flawed carbon credit programs and paper straws — pursuits that are complicit with fossil fuel interests.
Schendler insists that instead, we should be swinging for the fences: Companies that are serious about climate and sustainability ought to use their lobbying powers and legal teams to put pressure on the government, and parents who want a better future for their children should be getting involved in local politics, no experience required. It might be lead to awkward conversations at the water cooler or in the cereal aisle — what Schendler calls the “supermarket problem” — but when everything is at stake, you have to try, even if it means losing.
Our conversation has been edited and condensed for clarity.
Do you think the stakes of your book have changed between when you began writing it and now, when it’s finally hitting shelves?
On one hand, the stakes have changed because it’s even harder to get to the climate fix than before. A major theme of the book is the idea that we’re not playing a uniquely American game of winning and losing; we’re involved in a practice and trying to make things better. We’re not going to “solve” climate change. We’ve already, you could argue, failed because it’s beyond 1.5 [degrees] Celsius warming. The stakes have changed, but the methodology is the same — and possibly more important now because we are in a long struggle that we might not see the end of in our lifetime.
Something I’ve been hearing since the election is that climate advocates need to play small ball during the Trump administration — keep moving progress forward, even in inches. This is an idea you grapple with quite directly in the book. From your perspective, what is the highest-value target an average person can take on?
To be clear, I’m not advocating for small ball — my book is a critique of modern environmentalism going all-in on small ball. It didn’t work, and that’s not surprising.
Historically, we say, I care about climate and I'm going to plug in on all the things everyone has said I’m supposed to do: recycle, drive a Prius, insulate my house, take the blame for the problem myself. And what I’m saying in Terrible Beauty is, all that hasn’t worked, and it’s actually complicit with a fossil fuel economy.
The thing you need to do is get a six-pack of beer and say, Where am I powerful? What is my power? When people do that, people who don’t appear to have power show that they do. Greta Thunberg is a great example because she was just a high school girl, and look what she did. But if you’re a business, your power is different than you think it is — it’s not cutting your carbon footprint and buying offsets. It’s wielding political power.
I’m asking people to become citizens. Being a citizen is difficult — it’s messy, it’s tricky, you get in trouble.
If somebody wants to get involved interacting with their local government, how do they get past the discomfort of what you call the supermarket problem?
The supermarket problem is one of my favorite illustrations: It’s that if a person is given a choice between being a material part of saving civilization — speaking out publicly on climate, that’s one side of the balance — then you’re going to have a really awkward encounter in the cereal aisle in the supermarket with someone who disagrees with you. Most people will say, Yeah, I really do want to save civilization, but I’d rather not have that awkward encounter.
I don’t think that’s actually the problem in public office. I think what keeps people out is the perception that they don’t know enough — that there’s some secret to being a town council person. Speaking as an ex-town council person, we had no skills at all. It was shocking how bottom of the barrel we were. There’s this mystique, and people have to get over it. The United States was created to enable citizens to govern the country, and so as a citizen, you have an obligation. People shouldn’t be scared off by that.
What is your suggestion for someone who has a corporate sustainability role and reads your book and feels inspired to pursue meaningful, large-scale change, but then runs into resistance or skepticism? How do you get the bigwigs on your side?
My experience was years and years of spoon feeding, and spoon feeding in a way that is not righteous. One approach would be, Hey, I’ve been doing these carbon footprints for five years. Obviously, we care about climate. Have we talked to the Government Affairs Department about how this company can wield power?
You have to become a trusted employee by doing your work well. Corporations are made up of human beings that have great loves and epic tragedies and they care about the world. You have to think that if you bring a reasonable offer to do something next level — and by the way, it also helps the brand — then you’re going to get some traction. Another message of the book is, you might not win, but you try again. And you try again. You try again.
Like what you’ve done with including an appendix on how to sue ExxonMobil. You couldn’t put that lawsuit into motion at Aspen Skiing Company, but now you’ve put it out into the world for someone else to try.
Right. The idea is that fighting losing battles is a worthy cause. That is how humans make progress, whether it’s a fight or an invention or a business model. You try, and it doesn’t work, and then the next person learns from your mistakes and tries, and then the next and the next. And this was true of all the great movements, like civil rights. It was a series of attempts and a series of bad losses over many, many years, and then we won more and more and more.
What, if anything, do you think corporations owe the environment?
One of the things I’ve been thinking about recently is that, historically, corporations have opposed regulations. The reality I think we’re coming into is that business is starting to say, Oh my gosh, climate actually is threatening us. It’s threatening our supply chain, our factories, our customers, everything. I’m inclined to think that businesses will start to say, actually, we need to fix this problem because it’s getting worse and worse.
What does business owe the environment? There is a long history of thought and writing that says the source of all wealth comes from the environment. I think the real question is, is business capable of acknowledging that? Can we count on business as designed to help us solve these problems?
My answer is that we don’t have a lot of tools for climate. We have the vote, we have the legal system, we have NGOs, we have government, we have faith groups, we have philanthropy. Business is pretty powerful. We should at least try to use this lever versus just saying, huh, we can’t do it.
The Aspen Skiing Company, as you acknowledge, often ends up serving the kind of clientele who disproportionately contribute to carbon emissions. How do you square that with the work that you do? Why is corporate sustainability at a luxury level still — or perhaps especially — important?
There are two ways to look at that question, which is ultimately an accusation of hypocrisy. I think one response is, if we are trying to wield power and drive change, where are the powerful people? They’re right here. Those are the rich people spraying champagne on each other. If you said, We’re just going to change our light bulbs and reduce our carbon footprint, then you’d be missing the opportunity to access power. So from one perspective, we have the obligation to see if we can lean on those people and get them conscripted into the movement. I would accept criticism that said, you’re not doing that well enough. That’s fair, but we should be trying.
But then the second piece of that is this: Should they — or we — be guilty for using fossil fuels? The short answer to that is that American citizens asked for the affordably provided services that energy gives us: mobility, heat, cold beer, hot showers. We didn’t say, can you provide that in a way that will destroy civilization? We shouldn’t feel guilty for living in a fossil fuel system we didn’t create.
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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.
You can also add the show’s RSS feed to your podcast app to follow us directly.
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.