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They look like a weapon. They work like a weapon. But they could save countless lives.
I confess that when I first heard about flamethrowing drones, I did not think they sounded like a good idea.
Being an American sometimes means learning that flamethrowers can get marked down for Black Friday (25% off! Bitcoin accepted!) and that a device that shoots literal fire is “not considered a firearm” in the United States. These discoveries did not leave me with the best first impression; drones struck me as untrustworthy enough before I learned they were being rigged to ignite things.
But for all that they sounds like they belong in a supervillain’s arsenal, fire-starting drones could also save countless lives. That’s because unmanned vehicles — especially ones that fly — just might be the next frontier in wildland firefighting.
“It’s still pretty new technology and there’s a long way to go before it’s being used everywhere,” Carrick Detweiler, the CEO and co-founder of Drone Amplified, stressed to me. He and his team of computer science and engineering professors and alums from the University of Nebraska-Lincoln are focused on supplying major fire agencies with devices that can be used to safely conduct backburns and prescribed burns. They already have “hundreds” of such drones out in the field, with clients including the U.S. Forest Service and the Bureau of Land Management, as well as comparable fire agencies in Canada, Australia, and New Zealand.
Rather than mount a whole flamethrower to a drone, the Drone Amplified device works by dropping small potassium permanganate shells that had been injected with anti-freeze, causing the shells to ignite, over a landscape. (The shells are known as “dragon eggs.”) This allows fire agencies to conduct controlled low-intensity burns in hard-to-reach locations to limit the available fuel for future wildfires. It also allows firefighters to start what are known as backburns, defensive “counter-fires” of last resort that block an advancing wildfire from moving into a new landscape, and that are traditionally started by hand with dip torches.
IGNIS 2.0 Introductionyoutu.be
Most important of all, though, Drone Amplified’s invention keeps the skies above wildfires in the domain of unmanned aircraft. Already this month in Australia, where wildfire season is just beginning, a fire-mapping plane crashed, killing all three people on board, including a 22-year-old New Yorker. In the U.S. this summer, a helicopter collision in California killed an additional three who’d been attending to a grass fire. By the CDC’s measure, about a quarter of all firefighting deaths are aviation-related; according to High Country News, 37 firefighters died in aerial accidents between 2005 and 2015, meaning “more than 200 ground firefighters would die every year” if earthbound casualty rates were the same.
“A bushfire creates its own weather system, right?” Adrian Hollis of the Perth-based digital technology company Remsense, which is developing an aerial ignition system to rival Drone Amplified’s in Australia, explained to me. The heat from a wildfire creates an updraft, which in addition to natural weather conditions, can result in “a lot of wind shear,” Hollis went on. “And because you are fighting a fire, you’re so low [in a plane or helicopter] that you’ve got no recovery altitude. So if you go into a stall or something happens, you’ve got no height to get out of trouble. That’s why it’s so dangerous.”
With wildfires being so unpredictable and deadly, you’d think there would have already been more advances in firefighting drones and robotics. But what makes fires so complicated for humans to fight also makes them difficult for the equipment. “The environment of fighting fires is probably one of the most challenging environments for any technology,” Carlos Viegas, a mechanical engineer at Portugal’s University of Coimbra and the head of the school’s Field Tech Lab, told me.
Viegas’ specialty when it comes to drone payload isn’t fire; it’s water. In Portugal, where backburning is less common, he’s helped to invent a drone that will drag a fire hose to douse hard-to-reach or dangerous fires, the design of which required overcoming the same obstacles of high heat, low visibility, ashy air, and unpredictable weather conditions that a fire-dropping drone might encounter. “This is why we are still fighting fires the way we used to fight for the last 50 or 100 years, almost,” he said of the tough conditions engineers have to overcome in drone design. “The progress, in this case, it’s very slow.”
Beyond safety concerns, there are, of course, financial and logistical considerations compelling the advancements, too. Wildfires aren’t always cooperative, for one thing; they often start in areas where it’s hard — or expensive — to shuttle people to the site. In Hollis’ line of work, in Australia, responding to a wildfire might require transporting fuel, a helicopter, and staff hundreds of miles into remote or roadless terrain, all of which makes a drone that weighs only about as much as a small golden retriever when fully loaded far more appealing.
A drone is also cheaper. One of Drone Amplified’s Alta X’s, outfitted with the Ignis fire-starting system, runs around $80,000, which might sound expensive if you’re an, um, home flame-throwing enthusiast, but for a fire agency, “the alternative is a helicopter that costs $10,000 to $20,000 a day to operate,” Detweiler said. “And then the added risk of the people who are up in helicopters.” The price tag has the further benefit of deterring pyromaniacs; though anyone can technically buy one of Drone Amplified’s products, which the FAA has carved out a dangerous weapon exemption for, Detweiler reassuringly pointed out that “few people have $80,000 just to spend” and “we do have pretty in-depth discussions, and we do trainings, with users.”
Besides, the people the drone really needs to win over are the firefighters, who are understandably distrustful of newfangled gadgets that could quit on them in a life-or-death situation. But according to Detweiler, they are coming around: “It’s been really exciting to see just how the fire community has started to embrace these new technologies because historically, they’re putting their lives on the line and they trust their shovel and their chainsaw,” he said. “New technology really needs to work to get them to start adopting it.”
It might also, one day, make them obsolete. Already, drones are being used for fire surveillance and mapping, and Viegas, the Portuguese mechanical engineer, showed me videos of other autonomous systems the Field Tech Lab is pioneering, including a mini bulldozer that can dig a fireline and drones equipped with remote sensors that can tell when a landscape is becoming overgrown, and thus more fire-prone, long before people on the ground can.
On the one hand, it’s incredible to be on the cusp of this moment, where a technology shift could save hundreds of firefighters’ lives by taking them out of difficult, dangerous landscapes in the decades to come. On the other — and as the existence of an online flamethrower retailer perhaps implies — these are powerful tools in the wrong hands, too. Armchair drone enthusiasts have already scuttled wildfire suppression efforts by flying cameras over burns, grounding official aerial fire missions in the process, not to mention that some 89% of wildfires are started by people. I don’t have an enormous amount of trust that someone, somewhere, won’t do something dumb with an expensive toy.
But the upsides certainly outweigh any edge cases my overactive imagination can dream up. Viegas, for one, sees only upsides: “I firmly believe that we are working towards a solution where we won’t need any firefighters in the terrain — we will just fight fires with unmanned means,” he said.
And while the “dangerous weapon” parallel is never too far away from something like a fire-starting drone, he suggested the embrace of the technology requires a simple reframe of the enemy. “In the war, you are seeing already everything is done by drones,” Viegas said. “I believe that in the war against fires, it’s going to be the same as well.”
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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.