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In this episode of CleanTech Talk, renowned climate author and social movement leader Bill McKibben and I talk about the climate change crisis we’re quickly rolling into, climate grief and how to deal with it, US climate policy, rampant conspiracy theories, the great energy transition, and more. Listen to this first part of a two-part interview via the embedded SoundCloud player below or on your favorite podcast platform (links below).

You can subscribe and listen to CleanTech Talk on: AnchorApple Podcasts/iTunesBreakerGoogle Podcasts, Overcast, Pocket, Podbean, Radio Public, SoundCloud, Spotify, or Stitcher.

We quickly jumped into the core issue society is facing in the 21st century: even though we are quickly deploying and adopting cleantech solutions (solar energy, wind energy, electric cars, electric buses, etc.), we consistently remain a little behind what’s needed in order to stop our growing climate crisis. In fact, at times, it seems like we’re falling further and further behind in our challenge rather than catching up. Unfortunately, one thing we’ve discovered in recent years is that as scary and “alarmist” as climate scientists’ messages were a decade ago, those scientists were largely underestimating the risk and destruction. The situation looks worse today than it did then. The following tweet thread from climate scientist Peter Gleick was not covered in our discussion, as Gleick just published it last night and McKibben and I had recorded the podcast long before that, but it captures the point well:

McKibben, who wrote the first book about climate change for a general audience back in 1989, noted in his introduction of himself that he now spends much of his time “volunteering at the task of failing to save the world.” In response, I said, “Yeah … we’re making so much progress, but it always feels like we’re a sizable distance behind what we need to do to solve the climate challenge.” McKibben’s framing in response was superb: “That’s exactly right, and the reason it’s right and the thing that’s the hardest to get across always to people is this one’s a timed test. And we’re just not used to timed tests in our public life.”

My first question for McKibben came from one of our top writers, Steve Hanley (who McKibben seemed to be a fan of). Steve’s question was about climate grief. He wanted to know McKibben’s take on climate grief, and on how climate grief could be leveraged to create political change. With his characteristic straight honesty, McKibben noted that he’s been feeling more climate grief lately due to all that has been going on this year — extreme flooding in some regions (like Europe and China), extreme wildfires in others (most notably Greece and the US West, which created so much smoke that it actually blew over in large volume to the East Coast). I think many of us have felt the same this year — even, as he noted, with decades of understanding that this was coming.

“In my experience, the only way to deal with that emotional toll — and it’s not a perfect solution, but it’s a partial one — is to be as active — as activist — as possible,” he said. “And I think that there are times when the only antidote in my life for that sadness that works is anger, and anger particularly at the forces in our society — the fossil fuel industry above all — that have systematically lied about this for decades and put us in the position where we are.” A Zen master might have said something else, but I think many people can relate to this, especially many CleanTechnica readers and listeners. McKibben did then add, “I’m not sure that that anger is any emotionally healthier than the grief, but it’s probably more productive in terms of getting stuff done, because we’re still at a place where breaking the political power of the fossil fuel industry is crucial to working at the pace where we now need to go.”

Continuing on the topic of climate politics, I brought up Senator Joe Manchin and the fact that he is a huge blockade to climate progress in Congress. Democrats have a slim majority in both the House and Senate and a rare chance to initiate strong climate legislation, but Manchin and Senator Kyrsten Sinema have been blocking progress on this for months. The former, Manchin, has received more campaign funding from fossil fuel industries than any other US senator (Republican or Democrat), and the latter has completely swerved from being a member of the Arizona Green Party to being the opposite of a Green.

“I gotta say, it feels to me like the Biden administration is doing what they can right now […] — not everything, and there’s plenty that I wish they were doing that they could, like stopping big fossil fuel projects and things — but on this front of getting legislation passed, you know, it now looks like we’ve got this bipartisan infrastructure bill, which isn’t particularly good on climate — it includes a lot of stupid giveaways to the fossil fuel industry — but it’s something, and it was the price for getting this other reconciliation $3½ trillion thing that we’re going to be fighting over for the next couple of months, and that really seems to represent the one big chance that America will take a big cut at the climate crisis in this decade. So, I think it’s incumbent on all of us to think how we can help make that happen. It is incredibly frustrating that Prime Minister Manchin gets to sign off on everything that happens, but that’s where we are! It’s a reminder that it would be good to win a few more senate seats next time around, so we weren’t in quite the same hamstrung position.

“But, look, our political machine is clearly geared to prevent change, not to accelerate it. It’s an antiquated system in every way, from the filibuster and the Electoral College on down. Right now, in an era when we need incredibly urgent action, that’s particularly frustrating. But, that said — what a difference a year has made! At least the country is no longer run, for the moment, by absolute jackasses. The fact that we came into 2020 with a president of the United States who believed that climate change was a hoax invented by the Chinese — I mean, if you were sitting on a bus next to someone who was muttering that, you’d get up and change seats, but this was the guy who was running our country.”

I took the opportunity to point out that the first article I wrote about Donald Trump running for president was “Could The US Really Elect A Conspiracy Theorist?” Unfortunately, the country’s propensity for dangerous, idiotic conspiracy theories was even much greater than I anticipated.

I also asked McKibben if he thought the extreme weather events we’ve been seeing lately have been bringing more people into the climate action cause and could make the difference we need. To hear McKibben answer this question and talk more about the positive trends of the past few years, listen to the whole podcast chat. Of course, we also talked more about the urgency of the matter and the challenges we’re facing. Part two will be coming soon too, so stay tuned to CleanTechnica. I will preview that it covers significantly more complicated and nuanced matters within the US and global climate solutions community.

 

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Tesla jumped the gun, Nissan drivers will have to wait a bit for Supercharger access

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Tesla jumped the gun, Nissan drivers will have to wait a bit for Supercharger access

It sounds like Tesla jumped the gun when announcing that Nissan drivers now have access to the Supercharger network in North America.

They will have to wait a bit.

Yesterday, we reported that Tesla added Nissan to the list of automakers with EVs capable of using the Supercharger network in North America.

However, Tesla has since removed Nissan from its list of automakers with access and switched the Japanese automaker back to the “coming soon” list.

Nissan confirmed to Electrek that access is not currently available, but it will be available by the end of the year.

It sounds like a miscommunication on Tesla’s side. We hear that it should be coming soon.

Elon Musk fired Tesla’s entire charging team – seemingly to make an example of its then-head of charging, Rebecca Tinucci, who reportedly disagreed with Musk about making further layoffs following another layoff wave.

Instead of just firing her, Musk decided to fire the entire team and then sent an email to other Tesla managers using the charging team situation as a warning.

Tesla has since had to rehire several former members of its charging team to rebuild the department.

This is believed to have slowed down the opening of the Supercharger network to other automakers in North America. We were told that communications with Tesla’s charging team were difficult to non-existent for those automakers for weeks earlier this year.

As we have previously reported, the situation has definitely slowed down Tesla’s own deployment of Supercharger stations.

Nonetheless, the Supercharger network recently hit the milestone of 60,000 chargers worldwide.

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Northvolt files for bankruptcy, CEO quits

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Northvolt files for bankruptcy, CEO quits

Europe’s “green dream” Northvolt has filed for bankruptcy protection in the US after a rescue package failed to go through, leaving the battery maker with just one week’s worth of cash in the account. Cofounder and CEO Peter Carlsson, who spearheaded a costly expansion, has also quit.

The Swedish-owned battery maker filed for Chapter 11 in the Southern District of Texas, reports Bloomberg, with $5.8 billion debt. CEO Peter Carlsson, Telsa’s former chief products officer, stepped down from his role as CEO after the filing, but will remain onboard as advisor and director.

According to a statement, Northvolt said that its main factory will maintain business as usual during the reorganization, as the company now has a buffer from creditors, giving it time to restructure the balance sheet. However, the company said that this will not impact its business in Germany, and through the court process, Northvolt now has access to about $145 million in cash collateral. An additional $100 million in debtor-in-possession financing will be added to the pot via one of its customers, the report said.

In recent weeks, Northvolt has been in intense negotiations in the hope of securing a $300 million rescue package to give the company a bit more time to seek longer-term funding. But when that deal fell through, the battery maker was forced to seek protection from creditors via the Chapter 11 filing.  

The company still has a $7 billion project in place in Quebec – a new campus that is set to include a cell production plant, battery recycling, and cathode active-material production facilities –  and the bankruptcy won’t affect those plans, the company said on its website. “Northvolt Germany and Northvolt North America, subsidiaries of Northvolt AB with projects in Germany and Canada, are financed separately and will continue to operate as usual outside of the Chapter 11 process as key parts of Northvolt’s strategic positioning.”

The plant is expected to have capacity to produce 30 GWh of battery cell every year, with an expansion set to double that output, making it enough to power 1 million EVs. The Canadian government is putting $1.334 billion CND toward the project, with Quebec chipping in another $1.37 billion CND.

Northvolt has hit hard times in recent months, once thought of as Europe’s best shot to homegrown EVs and the makers of “the world’s greenest battery.” Enthusiasm mounted as the company opened the doors to its first plant in Sweden, in the small town of Skelleftea near the Arctic Circle, in 2021. Billions of dollars have been invested into the company, and Volvo, VW, and BMW rushed to place future orders.

All of this enthusiasm has been fueled by a vision to cut dependency on China by creating greener EV batteries using 100 percent recycled nickel, manganese, and cobalt. Plans were put in place to build factories in Gothenburg, in southern Sweden, and Poland, Germany, and Canada, all backed by huge government subsidies. Back in January, the company raised an additional $5 billion, firmly locking in its position as one of Europe’s best-funded startups and recipient of the largest-ever green loan in the EU.

But then things started going south, with Northvolt’s production problems and massive delays forcing BMW to cancel its €2 billion battery cell order with the company. This past May, Northvolt also announced that it pushing back its plans for an IPO until next year. The interim report that followed revealed the dire state of its finances and how far its production had fallen short of goals, with Carlsson admitting he had been “too aggressive” with the company’s expansion plan.

Since Northvolt has put in place a series of changes to reset the company’s course, including bringing onboard a new CFO, leaving the former CFO to focus solely on expansion plans. Plus the company started making cuts, including closing down its research center, Cuberg, in San Francisco and deprioritizing secondary businesses. At the end of September, Northvolt announced that it would cut 1,600 staff from three Swedish sites and about 20 percent of its international workforce.

Last month, Volvo started proceedings to take over their joint venture with Northvolt, while Volkswagen Group’s representative to Northvolt’s board stepped down this month. Sweden, for its part, is ruling out taking a stake to save its homegrown enterprise, Bloomberg reports. Carlsson had said last month that the company needs more than $900 million to permanently shore up its finances.

Photo credit: Northvolt


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YMX Logistics deploys 20 new Orange EV electric yard trucks

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YMX Logistics deploys 20 new Orange EV electric yard trucks

Leading yard operation 3PL YMX Logistics has announced plans to deploy fully twenty (20) of Orange EV’s fully electric Class 8 terminal trucks at a number of distribution and manufacturing sites across North America.

As the shipping and logistics industries increasingly move to embrace electrification, yard operations have proven to be an almost ideal use case for EVs, enabling companies like Orange EV, which specialize in yard hostlers or terminal tractors, to drive real, impactful change. To that end, companies like YMX are partnering with Orange EV.

“This relationship between YMX and Orange EV is a significant step forward in transforming yard operations across North America,” said Matt Yearling, CEO of YMX Logistics. “Besides the initial benefits of reduction in emissions and carbon footprint, our customers are also seeing improvements in the overall operational efficiency and seeking to expand. Our team members have also been sharing positive feedback about their new equipment and highlighting the positive impact on their health and day-to-day activities.”

This Orange looks good in blue

YMX Logistics electric yard trucks; by Orange EV.

One of the most interesting aspects of this story – beyond the Orange EV HUSK-e XP’s almost unbelievable 180,000 lb. GCWR spec. – is that this isn’t a story about California’s ports, which mandate EVs. Instead, YMX is truly deploying these trucks throughout the country, with at least four currently in Chicago (and more on the way).

“Our collaboration with YMX Logistics represents a powerful stride in delivering sustainable yard solutions at scale for enterprise customers,” explains Wayne Mathisen, CEO of Orange EV. “With rising demand for electric yard trucks, our joint efforts ensure that more companies can access the environmental, financial, and operational benefits of electrification … this is a win for the planet, the workforce, and the bottom line of these organizations.”

We interviewed Orange EV founder Kurt Neutgens on The Heavy Equipment Podcast a few months back, but if you’re not familiar with these purpose-built trucks, it’s worth a listen.

HEP-isode 26

SOURCE | IMAGES: YMX Logistics.

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