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Everything has a cooler name when you’re on a boat. A kitchen becomes a galley. You’re not parked, you’re at berth. There is even a fun, old-timey name for cutting emissions when you’re at port by plugging into the local power grid: cold ironing.
Right now, lots of smart people are working to lower ship emissions, and for good reason: Container ships cart between 80% and 90% of global trade, yet more than 95% of them run on petroleum products (mainly an extremely dirty sludge called bunker fuel). By one estimate, a single large ship can emit as much CO2 as 70,000 cars, as much nitrogen oxide as 2 million cars, and as much fine dust and carcinogenic particles as 2.5 million cars. By another estimate, shipping pollution is responsible for 60,000 premature deaths per year. Though fully electrifying container ships remains distant and challenging for a number of reasons (albeit not for lack of trying), alternate fuel sources ranging from liquid natural gas to ammonia to hydrogen to nuclear propulsion to that oldie but goodie, wind, are all on the table.
Until that gets sorted out, though, container ships need to keep doing what they’re doing, which is moving stuff (we can all remember what happens when they don’t!). And that means the ships need to berth at ports to transfer their cargo, idling all the while with their auxiliary engines so the crew onboard has basic power for things like emergency equipment, lights, plumbing, temperature controls, and refrigeration. This is bad for all the same reasons a car idling for days on end would be bad if that car used the energy of a small town. It’s also bad for another reason that usually only gets mentioned in passing: Idling container ships are really, really loud.
The ‘Rio de Janeiro’ ship auxiliary generator noise at 30mwww.youtube.com
When you hear about container ships being loud, it’s usually in the context of distressing whales. That’s because container ships are also noisy when they’re at sea, and most marine life depends on sound and sonar that gets drowned out by human activity. But much of the sound a ship at sea makes comes from its propellors, a design issue that will require solutions regardless of what kind of energy source is powering the ship.
At berth, though, container ships continue to make a racket. “During port stay, [the diesel generator] will often be the most predominant source of noise radiating from the ship to the surroundings,” a 2010 paper on noise pollution by the Danish Ministry of the Environment found. According to a report by Signol, a U.K.-based software company that markets its product as a potential solution for inefficient idling, “in close proximity to auxiliary engines, noise levels can reach 80-120 decibels — in comparison, a chainsaw averages 110 decibels!”
It’s a given that ports are loud: Idling ship engines join a cacophony of cranes, trucks, heavy machinery, trains, horns, and the like. Historically, this was fine, since ports were usually built away from residential areas, on land zoned for industry. But as cities grow more crowded, former industrial areas are becoming residential; some 39 million Americans lived near ports according to a 2016 EPA estimate, many of them people of color. “Complaints about noise from seagoing ships at berth are increasingly becoming an environmental issue ... mainly due to the rising population in residential areas around ports, the increase in the number of residential areas being built closer to the port itself, and changing expectations from people living in these residential areas,” explained the Noise Exploration Program To Understand Noise Emitted by Seagoing ships (NEPTUNES), a now-defunct collaboration between 11 ports in Europe, Australia, and Canada.
And whales aren’t the only mammals that hate ship noise. “Research on the effects of low-frequency noise has … shown that this is a stressor that can lead to headaches, dizziness, insomnia, depression, loss of concentration, and distortion of heart rhythm” in humans, the NEPTUNES report added.
Beyond health concerns, the noise is also just ... really annoying. In 2019, residents of Port Otago, New Zealand, were terrorized by what sounded like “a V8 running in your driveway” but were in fact 10-year-old container ships idling out in the harbor.
In Vancouver, in 2022, residents offered a similar simile for their acoustic tormentors: “It’s like having a garbage truck revving at the bottom of your driveway all day long,” one local told Vancouver Is Awesome.
When a supply-chain-related backlog forced container ships to idle off Seattle in 2021, an afflicted islander complained, “We’re getting the noise, the throbbing noise at night.”
Even in the best of circumstances, container ship noise is a persistent nuisance; some have even attributed a worldwide phenomenon called “the hum” to the racket made by container ship generators.
Everyone hates how container ships sound.www.youtube.com
Addressing the problem of ship noise, though, is tricky. There isn’t an international standard for how loud ships can be, and the most NEPTUNES was ultimately able to do was produce a list of unenforceable “best practices.” Many of the recommendations would also be tricky to implement on pre-existing vessels. While boats can be built to be quieter from the get-go, container ships are in circulation for decades; it might be 20 years or more before quiet fleets take over.
Ports also don’t want to rock the boat: “A strict noise policy is ... seen as a competitive disadvantage,” noted a 2013 study by Sweden’s Transport Research Institute (TRI), noting that shipowners must obey a long list of mandatory environmental regulations that they’re loathe to follow voluntary ones.
Thankfully for anyone who’s ever had to listen to the monotonous chuckling of a ship generator, two birds can be killed with one stone. Remember cold ironing? The term harkens back to the age of coal-fired ship engines: At port, the fires didn’t need to be fed, and the ship’s iron engines were allowed to go cold. Today, cold ironing refers to when a ship turns off all its engines at berth — including the smaller auxiliary ones belching sulfur oxide, nitrogen oxide, and CO2 over port cities — and instead plugs into onshore power (or “OSP,” in the industry lingo). “The overall emitted sound ... of a ship at berth could be reduced by up to 5 to 10 decibels by replacing the use of auxiliary engine(s) with external power suppliers,” NEPTUNES found.
In the EPA’s sexily titled “Shore Power Technology Assessment at U.S. Ports — 2022 Update,” the agency reported that there are currently 10 American ports that offer OSP for container and cruise ships, including the ports of Seattle, Tacoma, San Francisco, Los Angeles, San Diego, and Brooklyn (future upgrades are planned for Miami and Galveston). By all accounts, it’s working on both the environmental and the noise pollution fronts. “Port representatives report that neighbors notice when the shore power system is non-operational and vessels are emitting at-berth, compared to times when vessels are plugged in with no emissions coming from the vessel stacks and engine noise is reduced,” the EPA wrote. Unsurprisingly, “The community is strongly in support of the shore power system at the port.”
Cold ironing doesn’t reduce all port noise, of course; you can still expect the clanging of dropped containers, the vibration of ships, and the rumble of trucks and trains. There are other considerations, too: On-shore power generation needs to be low-emission, otherwise you’re just transferring pollution from the ship to the power plant. Still, the EPA is optimistic, noting that almost anything is better than ship engine emissions and that the situation will only improve as renewables roll out in force.
The possibilities only get more exciting from there. Stillstrom, a subsidiary of the Danish shipping conglomerate Maersk, is working on creating “charging buoys” that can power idling ships before they dock via underwater cables connected to offshore wind farms or onshore renewable power sources. OSP availability is rapidly expanding in the meantime. The Port of Seattle aims to install shore power at all of its major cruise and container berths by 2030. Starting this year, California will require 90% of vessels berthing at state-regulated ports to either use shore power or an approved emissions-reducing alternative. Abroad, the Port of Rotterdam is also working toward 90% shore power usage by 2030, and other European ports are pursuing OSP, too.
The impacts will be huge. The California Air Resources Board, for example, boasts its regulations will result in a 90% reduction in pollution from ships at port — and a 55% reduction in potential cancer risk.
That is, of course, great and worthy of pursuing in and of itself. “People will live longer, healthier lives” is a pretty unbeatable top line. But let’s not forget there are other laudable upsides to plugging in container ships — like living those longer lives in blessed peace and quiet.
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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.
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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.