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Trade is unprepared for the world’s waterways running dry.

Here’s an image that feels too heavy-handed to be true, like a film student’s blundering attempt at metaphor. In the height of last summer, Europe shimmering under 104 degree heat, a coal barge carried fuel down the arid Rhine river, but it was only a quarter full. That was the most it could haul without scraping the bottom of the barely-flowing trickle the river had become. The coal was headed for recently fired-up, old power stations.
If you’re able to think past the thickly suffocating heat-haze of late last summer you might remember there was a string of articles about fantastic things emerging from river beds. Amazing old statues and carved rocks, all of them dire warnings that “if you see me, then weep” because they indicated deadly levels of drought.
In China huge areas of Sichuan were shut down, factories forcibly closed to conserve power. The Yangtze ran dry, revealing its own ancient statues and calling a halt to cargo shipments. The Mississippi took until February 2023 to recover its water level from the 2022 summer drought.
This wasn't happening in any specific part of the world, unless you count “the northern hemisphere” as very specific. And it wasn’t just a hot summer or a dry spell. It was a vision of what’s likely to get even worse over the next 10 years. Economies, much less ecosystems, are unprepared for the world’s rivers drying up.
Let’s start with the science. What keeps freshwater rivers flowing are mostly mountain glaciers. They can basically be considered natural water towers, storing ice and snow in the winter that melt and feed rivers in the summer. As climate change makes winters milder and summers hotter, glacier shrinkage has been increasing, with repercussions for Earth’s waterways that are quickly felt by humans.
Rapid glacier melt first poses a higher risk of flooding, but then there’s the more extended threat of not enough water flowing down from the mountains. The Alps, Hindu Kush, Pamir, and Himalayas are particularly badly affected, according to the most extensive study that’s been done into the situation, put together by ETH Zurich and the University of Toulouse. The Himalayas are particularly worrying, per the research, because without glacier meltwater, it’s possible the entire region will run arid (at temperatures MIT researchers warn will be unlivable for humans in the near future). In the Alps, there’s a less immediate threat of reaching a heat level that will cook your organs, but the problem is still going to bludgeon Europe with its bluntly obvious warning that we should have done something sooner.
This is where Earth’s near-groan-worthy metaphors come back into play. In 2022, the Alpine-meltwater-fed Rhine reached water levels measured as low as 2.4 inches in parts of Germany. That’s not navigable by ships, even only laden at a quarter of their normal load, which meant that Germany’s recently fired-up coal power stations (responding to a lack of natural gas after Russia’s invasion of Ukraine) were starved of the fuel that would otherwise be shipped up the then-dehydrated river.
That might sound like a way for nature to strike back. We cook the planet, she takes our fuel for doing it away. But an unpredicted and pretty immediate consequence of our complacency in the face of climate change might not be the dramatic wildfires and extreme climate events as much as everything just slowly, sweatily stopping. For months on end.
River transport isn’t talked about all that much unless you’re particularly interested in logistics and you’d be forgiven for thinking it’s something out of industrial history. Coal barges don’t really fit with the image of modern Germany but that’s how fuel, including oil, gets moved around, massively more efficiently than by road. In Germany, the Rhine accounts for 86 percent of inland shipping and is a vital route for coal and oil, as long as they’re still used. (Except when the river is dry, of course.)Twelve million tonnes shipped along it in the first five months of 2022,
To put it into perspective, it’s not dissimilar to how the U.S. nearly hit disaster last year with a planned railway strike that would have completely throttled goods movement, from crops to cars, across the country. But while you can argue with industrial action (and god knows the railroads tried), there’s no negotiating with a dry riverbed.
But back to Europe. At the same time as Germany was puzzling out the movement of coal, France was throttling its electricity network, running on low power after its system of relatively clean nuclear power stations had to be partially shut down.
Squabbling over the same dry Rhine, plants didn’t have enough water to cool reactors running at full pelt. The plant in Fessenheim, France’s oldest, had to be shut down in August over fears the river water it used to cool itself would be so super-heated it would result in mass die-offs of fish when it had been cycled through the reactor. By September the energy shortage was so severe France simply changed the law to let that happen. Nature takes away our rivers? We’ll screw them even harder.
Over in China, 8.2 billion tons of goods are moved around each year by river. Even during the lockdown-struck 2020, the Yangtze moved 2.9 billion tons alone. But in 2022, authorities in Sichuan had to resort to using gigantic drones and rockets to seed clouds and force rainfall, in order to get the power back on to factories dependent on hydroelectric dams. The economic impacts of extended shutdown in China’s sixth biggest economic region forced the desperate move, but it’s not one that can be pulled off regularly or as a long-term solution to a problem that’s going to keep happening.
In the U.S., parts of the Mississippi hit record lows in the summer and fall of 2022 due to extreme drought. Barges got stuck in the mud, freight traffic got backed up for days along the vital waterway, and cargo prices spiked. The river that 92% of American agricultural exports travel down was responsible for a $64 billion cost to on trade. It took $20 billion just to close marinas up and down the river. A bill to try to protect waterways, amongst other natural infrastructure, has been passed around Congress but is yet to pass.
The world runs on energy, as a physical process as much as a phone battery percentage, and the situation with rivers is going to keep cutting the world off from it. And it’s happening quickly. Back in 2019 the IPCC released a report into the effects of climate change on the Earth’s water systems that reassured us that despite falling river levels there was, as yet, only "limited evidence" that hydropower production would be affected. You can scratch that one out and put in a dead certainty, just three years later. No one writing the report would have suspected that coal would be the other energy casualty of droughts with the world supposed to be transitioning rapidly away from dirty energy production.
Switching from trucking to river freight is an environmental priority, too. Due to CO2 emissions and the catastrophe that is tire particulate pollution, the waterways are a much better way to carry heavy loads. The EU’s green plan is to switch a "substantial amount" of the 75 percent of freight currently carried on roads to waterways by 2027, which is unfortunately going to be literally scuppered by boats being unable to navigate waterways. And the more we don’t switch, the worse we make the problem that's causing this dry-up in the first place.
There isn’t going to be a quick answer. The impacts of glacial retreat are, according to the latest (and last, until 2030) IPCC report, "approaching irreversibility" for some ecosystems and even clever drones and cloud seeding can't actually control the weather in the long term. Rivers have been systems of security since ancient civilizations but we might not be able to rely on them going forwards.
It’s been another warm winter, with not much to thaw for this summer. The dire warning the dry rivers are giving us is very much from this century, with record lows set to be seen again.
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Current conditions: Typhoon Champi swept past Taiwan, leaving one dead and 500 injured as the weakened storm slams into South Korea and Japan • Hurricane Vance is churning off Mexico, bombarding the coast with waves up to 13 feet tall • Tropical Storm In-Fa could strengthen into a powerful storm as it heads toward the Northern Mariana Islands, a U.S. territory.
Brazilian President Luiz Inácio Lula da Silva has secured an unprecedented fourth term, winning 51% of votes in Sunday’s run-off election with far-right challenger Flávio Bolsonaro. The photogenic son of the imprisoned former president Lula defeated in 2022, Bolsonaro, 45, had promised to cut taxes, slash government spending on things like environmental enforcement, and bring South America’s largest economy in closer alignment with President Donald Trump. His message, which resonated in the Amazon’s frontier boomtowns, secured Bolsonaro more votes in the first round of the election on October 4. Lula’s win makes history twice over. He’s the first since democracy returned to Brazil in 1988 to pull ahead and defeat the first-round winner in the runoff. He’s also the first president elected to four terms, with his first two served between 2003 and 2011. On energy, the differences between the candidates are primarily over the role of government in the market, with the conservative Bolsonaro advocating more privatization and Lula seeking to strengthen the role of state-backed enterprises in generating income for the government and carrying out industrial policy.
On actual energy technologies, however, the discrepancy is relatively small, at least compared to the partisan divides in U.S. politics. Brazil’s grid is overwhelmingly clean, powered primarily by hydroelectricity. And Lula, an octogenarian leftist, has ramped up production of oil and gas through Brazil’s state-backed Petrobras. Lula’s signature since he first won the presidency in 2002 has been growing the economy and shrinking poverty while reducing deforestation of the Amazon. Bolsonaro, by contrast, had promised to strip away protections for the world’s largest tropical rainforest. The Amazon is currently seeing a surge of fires as ranchers look to clear woodlands to make way for more cattle pastures. Folha de S.Paulo, Brazil’s newspaper of record, wrote that Trump would now be Lula’s chief foreign challenge.

Brazil’s election wasn’t the only political earthquake on Sunday. Serbian voters booted out former President Aleksandar Vučić, a pro-Russian figure widely described as a “strongman” in the Western press, in a student-led movement that the Associated Press said heralded a “seismic shift” in the Balkan country’s politics. The victorious Student List party had formed adjacent to protests against what would have been Europe’s largest lithium mine, Rio Tinto’s so-called Jadar. Amid increasingly fierce protests, the Anglo-Australian mining giant mothballed the project last year. Vučić had championed the mine as a way to improve his country’s ties to the West as European battery makers look for sources of the metal outside of China. His defeat signals little hope of the project’s return. Serbia’s other energy megaproject, its planned first nuclear power station, now faces new uncertainty. The Student List has not, from what I can tell, made any statements for or against atomic energy. But the previous government had been in talks with Russia’s Rosatom and the Chinese government to build its first reactors. That decision on whether and with whom to move forward on the plant will now fall to the new government.
Helium may seem like a pretty casual commodity, the sort of thing you can buy a tank of in Costco to fill party balloons. But the gas, which has the lowest boiling point of any element, has a wide range of industrial applications. It’s used to make semiconductors, as a tool to detect leaks in natural gas pipelines, and as a coolant in a next-generation class of high temperature gas-cooled nuclear reactors. Now the Department of Energy has anointed helium with a special strategic status. On Friday, the agency designated helium as the latest critical material, a key step toward directing more federal funding toward domestic production of the gas. The U.S. is already among the top three suppliers of helium in the world. But global supplies took a hit this year when Iran closed off the Strait of Hormuz, preventing Qatar’s vast helium exports from reaching the market. “Helium is essential to producing the semiconductors and advanced technologies that power our economy,” Secretary of Energy Chris Wright said in a statement. “By designating helium as a critical material, we are taking another step toward securing our supply chains, creating American jobs, and ensuring the United States leads the world in energy and technological innovation.”
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The Russian energy giant Novatek is “secretly controlling” Polar Train LNG, the Trump-linked company developing a liquified natural gas export terminal on Alaska’s North Slope, the Financial Times reported. The venture — launched in March by Gentry Beach, an investor with ties to the Trump family, to repurpose work the Russians had done on a facility in Alaska — had “featured in high-level negotiations between Washington and Moscow over potential business deals that could help secure an end to Russia’s war in Ukraine,” the newspaper reported. Polar has been awaiting permission from the Trump administration to circumvent U.S. sanctions to negotiate with Russia. Now Polar LNG’s American chief executive, Joel Riddle, told the FT “that he discovered Novatek was already financing the venture and directing operations before the necessary approvals were obtained.” He resigned from his post last month, along with most of the executive leadership team. “I resigned as chief executive of Polar LNG because I felt uncomfortable that the Russian company Novatek was financing and ultimately controlling the strategic direction of the company,” Riddle said. “Building an LNG facility in Alaska is a very strategic project for the U.S. and as a patriot I feel this needs to be developed using US technology and funded by U.S. investors, not a Russian company.”
Unlike other kinds of intermittent renewable power sources, tidal energy promises almost guaranteed predictability. The problem, however, is that it’s geographically limited. A lot of the most advanced projects attempting to make the technology work are in Canada or Europe. Yet renewable technologies have, in recent decades, found commercial viability after sorting out the details of their hardware in Asia. That’s what makes tidal energy developer Minesto’s project in Indonesia so interesting. It’s in one of Asia’s fastest-growing economies, with an archipelagic geography that offers a lot of potential for tidal. Last week, the trade magazine International Water Power & Dam Construction reported that the company had been chosen to participate in the Sweden-Indonesia Sustainability Partnership, a Swedish government-backed program backing clean energy projects in Indonesia. “Indonesia has significant untapped potential in ocean and hydropower resources, which can play an important role in diversifying the country’s renewable energy mix,” said Johan Lennefalk, the acting country manager for Indonesia at Business Sweden, the government agency that promotes Swedish companies overseas. “Minesto’s technology offers a particularly promising solution by harnessing tidal currents that have previously been difficult to utilise, providing predictable renewable electricity that complements other hydropower and ocean energy solutions.”
Remember when solar panels were exclusively large, rooftop rigs? The commodification of the solar panel in recent years has begun making photovoltaics almost ubiquitous, a reality set to expand as more countries legalize plug-in solar that can work on a balcony like a satellite dish. Chinese panels are now so cheap that Europeans have started using them to build garden fences. Now, in Nigeria, solar panels are the must-have wedding gift du jour. Bloomberg reports that solar panels, batteries, and inverters “are turning up on wedding registries, alongside more traditional gifts such as bed linen and microwaves.”
Talking with Leah Qusba, the CEO of GoodPower.
This week’s conversation is with Leah Qusba, CEO of GoodPower, which recently released a survey experiment you need to read. Conducted with Data for Progress, the project, published Monday, takes a unique approach to asking people why they opposed data centers for artificial intelligence and whether constructing renewable energy instead of gas power moves the needle at all in their support for AI infrastructure near them. Instead of just asking polling questions, they posed various hypothetical project designs to people — and the results were eye-popping. Turning to solar instead of gas? Might not be a panacea for gaining approval at the local level. Protecting electricity rates from going sky-high? Now that’s a way to get buy-in.
The following conversation was lightly edited for clarity.
Before we jump into the survey, is the data center boom changing the trajectory for renewable energy development in the U.S.?
If you look back over the last decade and a half, the largest global procurer of decarbonized electricity has been the Big Tech industry. I think we’re still seeing the trendlines of that today. The speed and scale of data center development is driving a lot of incremental clean energy growth.
I think we’re really at a crossroads right now because of the speed to meet rising demand and because, as people are scrambling to find electrons, commitments previously around purchasing and procuring decarbonized electricity have slid a little bit. We’ve seen proposals over the last six months or so have roughly doubled for combined cycle gas. We’re at this crossroads: Are we going to leverage this moment to drive incremental clean and protect ratepayers in the process? That’s the only way we’re going to be able to build this infrastructure.
Or are we going to go another path where we’re locking in decades of combined cycle gas?
I think voters across the political spectrum think this is a very important issue, and people are thinking about this as we move closer to November.
Walk my readers through the survey experiment you ran with Data for Progress.
The impetus was that we wanted to demonstrate to any stakeholder in the world — a data center developer, a household concerned with their rising electricity bills, policymakers trying to meet this new energy moment — what Americans want, which is guarantees from data centers that their electric bills won’t increase. They want strong electricity grid upgrades. They want home energy upgrades like rooftop solar, heat pumps, storage systems, or battery walls.
We wanted to make the case. We’ve seen surveys recently that if you say you’ll power them with renewable energy, favorability will increase. We wanted to go a step further and set up an experiment to see the difference between what people say they’ll do and what they’ll actually do. Often there’s a difference when they’re faced with a real-life situation. Even when renewable energy support is high — even Republicans favor large-scale solar — then why do we have NIMBYism? Why do we have public opposition? Why are projects being phased out or canceled entirely because of protests? That’s because of a gap between what people say they’ll do and what they’ll actually do.
The first part of the experiment was a typical poll asking people how they felt and measuring what they said they would do. What people indicated was similar to other polls circulated widely and picked up by the press, that when you say a data center is powered by solar, people say they’ll be more favorable. But then we put them in a setting where we told them a data center in their community was going to be powered by either gas or renewables, and we had other treatment conditions that would be manipulated. We told them, for example, that there would be a rate-binding guarantee, that 100% of their costs would be paid for by the data center and their electricity rates would not go up. We also gave them conditions where they’d get residential solutions.
When we compared what people said they would do with what they actually would do, what we found was pretty definitive. Really, Americans indicated a strong preference that data center developers guarantee stable electricity rates or provide them with meaningful residential or community benefits. Those are really the only two things in a real-life situation that moved support for data centers.
What we didn’t see, actually, is that renewable energy powering the data centers alone was enough. It didn’t have enough statistical significance to improve data centers’ support on its own.
Now, connecting the solar to stable electricity rates or ratepayer protections, that’s helpful. Could we do that? Absolutely, and that’s a strong recommendation to think about centering communities because they want affordability. But the technology alone — solar versus gas — had a null effect.
It’s great to talk about solar, especially because there’s high favorability for solar. Connecting affordability to clean energy is a great strategy, and we hope tech companies take this to heart! The only way we’re going to build social permission for these technologies is to do it in a community-centric way that guarantees rates won’t increase and guarantees community benefits. We want to make sure people ask for all this in negotiations and that policymakers think about all this, especially federally as we think about permitting reform.
What’s the relationship to permitting reform?
I think it’s important that it preserves maximum ratepayer protections and large load tariffs. Thinking about that, as well as bringing-your-own-clean-energy, or BYONCE, is in great parallel with the findings. If we can deliver that through federal legislation, it’s something that would be supported by the data we gathered through this experiment.
Why was there no statistically significant difference between solar and gas?
I don’t think it’s a question of why people were agnostic about technology. I think it all just boils down to pocketbook-kitchen-table issues. We live in a cost of living crisis where upwards of 65% of Americans live paycheck to paycheck. The cost of everything from gas prices at the pump to groceries … When we look at the data and inflation and what it takes to build a home, its very clear the message the American electorate is sending is that affordability is the queen issue right now.
Until we meet demand in a community centered way and a ratepayer centered way, with maximum ratepayer protections and large load tariffs for these companies, we’re going to see incredible polarization across America where these data centers are being built.
What’s next, from a research perspective?
I think there were a few surprising things we found in the data we want to dig into.
For example, there’s been talk of spillover opposition — that by associating solar with data centers, we might pollute public opinion around solar. We actually asked questions in the survey experiment about this and so far, solar hasn’t been tarnished by data centers. It showed zero spillover. It does not drag down favorability for solar.
We also found that Americans trust renewable energy developers second only to consumer watchdogs, which we found to be fascinating. By contrast, they trust data center developers the least. In other words, choose to pay for a decarbonized electron if you can because associating yourself with clean, fast-to-power electrons has a true positive association there. It’s in the data.
One last one: Artificial intelligence and public opinion about AI was the top driver of opposition to data centers. It was feelings about AI as a technology superseding personal ideology and backgrounds, even if they cared about climate change. Skepticism about AI and data centers isn’t a partisan issue. Anti-AI sentiment sits evenly across Democrats, Republicans, and independents alike.
And more of the week’s top fights around development.
1. Umatilla County, Oregon – A small town in Oregon this week declared a state of emergency over fears that a statewide pause on data center permits will harm its economy.
2. Saratoga County, New York – Is Trump’s country music superstar-turned-power-project combatant John Rich preparing to debut a new song about solar farms, or something more?
3. Eau Claire County, Wisconsin – There’s now a must-watch race to see who is more anti-transmission in the race for Wisconsin’s 3rd congressional seat.
4. Adams County, Colorado – Here’s the chaser you needed: the largest solar farm approved in the Rocky Mountains.