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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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Republicans are taking over some of the most powerful institutions for crafting climate policy on Earth.
When Republicans flipped the Senate, they took the keys to three critical energy and climate-focused committees.
These are among the most powerful institutions for crafting climate policy on Earth. The Senate plays the role of gatekeeper for important legislation, as it requires a supermajority to overcome the filibuster. Hence, it’s both where many promising climate bills from the House go to die, as well as where key administrators such as the heads of the Department of Energy and the Environmental Protection Agency are vetted and confirmed.
We’ll have to wait a bit for the Senate’s new committee chairs to be officially confirmed. But Jeff Navin, co-founder at the climate change-focused government affairs firm Boundary Stone Partners, told me that since selections are usually based on seniority, in many cases it’s already clear which Republicans are poised to lead under Trump and which Democrats will assume second-in-command (known as the ranking member). Here’s what we know so far.
This committee has been famously led by Joe Manchin, the former Democrat, now Independent senator from West Virginia, who will retire at the end of this legislative session. Energy and Natural Resources has a history of bipartisan collaboration and was integral in developing many of the key provisions in the Inflation Reduction Act — and could thus play a key role in dismantling them. Overall, the committee oversees the DOE, the Department of the Interior, the U.S. Forest Service, and the Federal Energy Regulatory Commission, so it’s no small deal that its next chairman will likely be Mike Lee, the ultra-conservative Republican from Utah. That’s assuming that the committee's current ranking member, John Barrasso of Wyoming, wins his bid for Republican Senate whip, which seems very likely.
Lee opposes federal ownership of public lands, setting himself up to butt heads with Martin Heinrich, the Democrat from New Mexico and likely the committee’s next ranking member. Lee has also said that solving climate change is simply a matter of having more babies, as “problems of human imagination are not solved by more laws, they’re solved by more humans.” As Navin told me, “We've had this kind of safe space where so-called quiet climate policy could get done in the margins. And it’s not clear that that's going to continue to exist with the new leadership.”
This committee is currently chaired by Democrat Tom Carper of Delaware, who is retiring after this term. Poised to take over is the Republican’s current ranking member, Shelley Moore Capito of West Virginia. She’s been a strong advocate for continued reliance on coal and natural gas power plants, while also carving out areas of bipartisan consensus on issues such as nuclear energy, carbon capture, and infrastructure projects during her tenure on the committee. The job of the Environment and Public Works committee is in the name: It oversees the EPA, writes key pieces of environmental legislation such as the Clean Air Act and Clean Water Act, and supervises public infrastructure projects such as highways, bridges, and dams.
Navin told me that many believe the new Democratic ranking member will be Sheldon Whitehouse of Rhode Island, although to do so, he would have to step down from his perch at the Senate Budget Committee, where he is currently chair. A tireless advocate of the climate cause, Whitehouse has worked on the Environment and Public Works committee for over 15 years, and lately seems to have had a relatively productive working relationship with Capito.
This subcommittee falls under the broader Senate Appropriations Committee and is responsible for allocating funding for the DOE, various water development projects, and various other agencies such as the Nuclear Regulatory Commission.
California’s Dianne Feinstein used to chair this subcommittee until her death last year, when Democrat Patty Murray of Washington took over. Navin told me that the subcommittee’s next leader will depend on how the game of “musical chairs” in the larger Appropriations Committee shakes out. Depending on their subcommittee preferences, the chair could end up being John Kennedy of Louisiana, outgoing Senate Minority Leader Mitch McConnell of Kentucky, or Lisa Murkowski of Alaska. It’s likewise hard to say who the top Democrat will be.
Inside a wild race sparked by a solar farm in Knox County, Ohio.
The most important climate election you’ve never heard of? Your local county commissioner.
County commissioners are usually the most powerful governing individuals in a county government. As officials closer to community-level planning than, say a sitting senator, commissioners wind up on the frontlines of grassroots opposition to renewables. And increasingly, property owners that may be personally impacted by solar or wind farms in their backyards are gunning for county commissioner positions on explicitly anti-development platforms.
Take the case of newly-elected Ohio county commissioner – and Christian social media lifestyle influencer – Drenda Keesee.
In March, Keesee beat fellow Republican Thom Collier in a primary to become a GOP nominee for a commissioner seat in Knox County, Ohio. Knox, a ruby red area with very few Democratic voters, is one of the hottest battlegrounds in the war over solar energy on prime farmland and one of the riskiest counties in the country for developers, according to Heatmap Pro’s database. But Collier had expressed openness to allowing new solar to be built on a case-by-case basis, while Keesee ran on a platform focused almost exclusively on blocking solar development. Collier ultimately placed third in the primary, behind Keesee and another anti-solar candidate placing second.
Fighting solar is a personal issue for Keesee (pronounced keh-see, like “messy”). She has aggressively fought Frasier Solar – a 120 megawatt solar project in the country proposed by Open Road Renewables – getting involved in organizing against the project and regularly attending state regulator hearings. Filings she submitted to the Ohio Power Siting Board state she owns a property at least somewhat adjacent to the proposed solar farm. Based on the sheer volume of those filings this is clearly her passion project – alongside preaching and comparing gay people to Hitler.
Yesterday I spoke to Collier who told me the Frasier Solar project motivated Keesee’s candidacy. He remembered first encountering her at a community meeting – “she verbally accosted me” – and that she “decided she’d run against me because [the solar farm] was going to be next to her house.” In his view, he lost the race because excitement and money combined to produce high anti-solar turnout in a kind of local government primary that ordinarily has low campaign spending and is quite quiet. Some of that funding and activity has been well documented.
“She did it right: tons of ground troops, people from her church, people she’s close with went door-to-door, and they put out lots of propaganda. She got them stirred up that we were going to take all the farmland and turn it into solar,” he said.
Collier’s takeaway from the race was that local commissioner races are particularly vulnerable to the sorts of disinformation, campaign spending and political attacks we’re used to seeing more often in races for higher offices at the state and federal level.
“Unfortunately it has become this,” he bemoaned, “fueled by people who have little to no knowledge of what we do or how we do it. If you stir up enough stuff and you cry out loud enough and put up enough misinformation, people will start to believe it.”
Races like these are happening elsewhere in Ohio and in other states like Georgia, where opposition to a battery plant mobilized Republican primaries. As the climate world digests the federal election results and tries to work backwards from there, perhaps at least some attention will refocus on local campaigns like these.
And more of the week’s most important conflicts around renewable energy.
1. Madison County, Missouri – A giant battery material recycling plant owned by Critical Mineral Recovery exploded and became engulfed in flames last week, creating a potential Vineyard Wind-level PR headache for energy storage.
2. Benton County, Washington State – Governor Jay Inslee finally got state approvals finished for Scout Clean Energy’s massive Horse Heaven wind farm after a prolonged battle over project siting, cultural heritage management, and bird habitat.
3. Fulton County, Georgia – A large NextEra battery storage facility outside of Atlanta is facing a lawsuit that commingles usual conflicts over building these properties with environmental justice concerns, I’ve learned.
Here’s what else I’m watching…
In Colorado, Weld County commissioners approved part of one of the largest solar projects in the nation proposed by Balanced Rock Power.
In New Mexico, a large solar farm in Sandoval County proposed by a subsidiary of U.S. PCR Investments on land typically used for cattle is facing consternation.
In Pennsylvania, Schuylkill County commissioners are thinking about new solar zoning restrictions.
In Kentucky, Lost City Renewables is still wrestling with local concerns surrounding a 1,300-acre solar farm in rural Muhlenberg County.
In Minnesota, Ranger Power’s Gopher State solar project is starting to go through the public hearing process.
In Texas, Trina Solar – a company media reports have linked to China – announced it sold a large battery plant the day after the election. It was acquired by Norwegian company FREYR.