Episoder
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Rooftop solar is four times more expensive in America than it is in other countries. It’s also good for the climate. Should we even care about its high cost?
Yes, says Severin Borenstein, an economist and the director of the Energy Policy Institute at the University of California, Berkeley’s Haas School of Business. In a recent blog post, he argued that the high cost of rooftop solar will shift nearly $4 billion onto the bills of low- and middle-income Californians who don’t have rooftop solar. Similar forces could soon spread the cost-shift problem across the country.
On this week’s episode of Shift Key, Rob and Jesse talk with Borenstein about who pays for rooftop solar, why power bills are going up everywhere, and about whether the government should take over electric utilities. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University.
Mentioned:
California’s Exploding Rooftop Solar Cost Shift
What rooftop solar costs customers without it, from the California Public Advocates Office
Borenstein on California’s new income-graduated fixed electricity charge
Borenstein on what constitutes a fair electricity bill
Jesse’s upshift; Rob’s downshift.
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This episode of Shift Key is sponsored by…
Watershed’s climate data engine helps companies measure and reduce their emissions, turning the data they already have into an audit-ready carbon footprint backed by the latest climate science. Get the sustainability data you need in weeks, not months. Learn more at watershed.com.
As a global leader in PV and ESS solutions, Sungrow invests heavily in research and development, constantly pushing the boundaries of solar and battery inverter technology. Discover why Sungrow is the essential component of the clean energy transition by visiting sungrowpower.com.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.
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Why isn’t rooftop solar cheaper in America? In Australia in 2024, a standard rooftop system can cost as little as $0.90 per watt. In the U.S., a similar system might go for $4 per watt. If America could come even close to Australia’s rooftop solar prices, then we would be able to decarbonize the power system much faster than we are now.
Mary Powell has the answers. She is the chief executive officer of Sunrun, a $2.6 billion company that is the largest rooftop solar and battery installer in the U.S. Sunrun has set up or managed more than 900,000 rooftop systems across the U.S. Powell previously led Green Mountain Power, Vermont’s largest investor-owned power company.
On this week’s episode of Shift Key, Rob and Jesse talk about how the rooftop solar business works and what’s driving America’s higher costs. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University.
Previously on Shift Key: Does Rooftop Solar Actually Help the Climate?
Mentioned:
What solar panels cost in Australia
The Department of Energy’s quarterly solar update
Introduction to solar soft costs
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This episode of Shift Key is sponsored by…
Watershed's climate data engine helps companies measure and reduce their emissions, turning the data they already have into an audit-ready carbon footprint backed by the latest climate science. Get the sustainability data you need in weeks, not months. Learn more at watershed.com.
FischTank PR uses its decade-plus experience working in the climate tech space to introduce clients to top-tier journalists at the right time, for the right story. We don’t tire-spin — we take action and understand we are hired to get results. To learn more, visit fischtankpr.com.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.
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Manglende episoder?
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Transmission has been one of the biggest obstacles of decarbonizing the power grid in America. In the past week, however, the country has taken two big steps toward finally removing it.
Last week, the Department of Energy published a list of 10 high-priority areas for grid development, called National Interest Electric Transmission Corridors, designed to help accelerate some of the most annoying aspects of the siting process. Then on Monday, the Federal Energy Regulatory Commission passed a new rule directing grid planners to take a longer view on what America’s future electricity needs will look like.
On this week’s episode of Shift Key, Rob and Jesse talk with two special guests — Maria Robinson, who leads the Energy Department’s Grid Deployment Office, and Heatmap reporter Matthew Zeitlin — about what these measures mean for the Biden administration’s climate policy and how soon we might see new power lines get built. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University.
Mentioned:
America’s Power Line Problems Just Got a FERC Fix
Rob on the headache that is permitting reform
Jesse on what it will actually take to electrify everything
FERC’s lone Republican talks with Heatmap
The NIETC map
Jesse’s version of the NIETC map
Jesse's downshift; Rob’s upshift
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This episode of Shift Key is sponsored by…
Watershed's climate data engine helps companies measure and reduce their emissions, turning the data they already have into an audit-ready carbon footprint backed by the latest climate science. Get the sustainability data you need in weeks, not months. Learn more at watershed.com.
FischTank PR uses its decade-plus experience working in the climate tech space to introduce clients to top-tier journalists at the right time, for the right story. We don’t tire-spin — we take action and understand we are hired to get results. To learn more, visit fischtankpr.com.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.
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Tesla is now facing its worst crisis in years. Last week, CEO Elon Musk laid off the automaker’s roughly 500-person Supercharger team and what remained of its policy and new vehicle teams. Before that, it reported its first-quarter financial results — and they were even worse than the lackluster performance that investors were expecting.
Already this year, Tesla has cut around 10% of its employees. Now Musk is promising that it will shift toward becoming an “AI” company.
Does Tesla, long a stalwart of America’s EV transition, now pose a danger to it? On this week’s episode of Shift Key, Rob and Jesse discuss the automaker’s turn away from EVs, and why Musk’s decision to lay off the Supercharger team could throw the entire country’s EV transition off track. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University.
Mentioned:
Previously on Shift Key: The U.S. Has a Tesla Problem
Tesla’s Identity Crisis Gets Hardcore
Tesla’s Q1 2024 investor report
BloombergNEF on Superchargers’ profit potential
Rob on how to make sense of Elon Musk’s wacky moves
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This episode of Shift Key is sponsored by…
Watershed's climate data engine helps companies measure and reduce their emissions, turning the data they already have into an audit-ready carbon footprint backed by the latest climate science. Get the sustainability data you need in weeks, not months. Learn more at watershed.com.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.
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One of the most important pieces of the Biden administration’s climate policy has arrived: On Thursday, the Environmental Protection Agency issued new rules restricting climate pollution from coal-fired plants and natural gas plants that haven’t been built yet. The rules will eliminate more than a billion tons of greenhouse gas pollution by the middle of the century.
They are the long-awaited “stick” in the Biden administration’s carrots-and-sticks climate policy. So how do the rules work? Why do they emphasize carbon capture so much? And is this the end of coal in America? On this special episode of Shift Key, Rob and Jesse dig into the regulations and why they matter to American climate policy. Shift Key is hosted by Robinson Meyer is founding executive editor of Heatmap, and Jesse Jenkins is a professor of energy systems engineering at Princeton University.
Mentioned:
The New EPA Power Plant Rules Are Out — and Could Change the Calculus for Gas
The White House Also Has Some Transmission News
The EPA’s announcement of the new rules
Massachusetts v EPA (2005)
West Virginia v EPA (2022)
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This episode of Shift Key is sponsored by…
KORE Power provides the commercial, industrial, and utility markets with functional solutions that advance the clean energy transition worldwide. KORE Power's technology and manufacturing capabilities provide direct access to next generation battery cells, energy storage systems that scale to grid+, EV power & infrastructure, and intuitive asset management to unlock energy strategies across a myriad of applications. Explore more at korepower.com.
Watershed's climate data engine helps companies measure and reduce their emissions, turning the data they already have into an audit-ready carbon footprint backed by the latest climate science. Get the sustainability data you need in weeks, not months. Learn more at watershed.com.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.
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Jigar Shah might have more control over America’s new wave of industrial policy — not to mention its climate policy — than anyone not named Joe Biden. And he’s not even a Cabinet-level official. As director of the Department of Energy’s Loan Programs Office, which is akin to its in-house bank, Shah oversees how roughly $400 billion in lending authority will be spent. That money will help finance new EV factories, geothermal wells, carbon capture sites, and more.
On this week’s episode, Rob sits down with Shah to discuss the philosophy that he brings to his role. When financing new projects — many of which are the first of their kind — how does he think about cash flow, about technological innovation, about risk? Robinson Meyer is executive editor of Heatmap News; Jesse Jenkins, an energy systems engineering professor at Princeton, is off this week.
Mentioned:
The Loan Programs Office: Building a Bridge to Bankability
The Race to Spend the I.R.A.’s $100 Billion in Grants Has Begun
Ezra Klein’s theory of “everything-bagel liberalism”
Rob on the questions swirling at one-time LPO beneficiary Tesla
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This episode of Shift Key is sponsored by…
KORE Power provides the commercial, industrial, and utility markets with functional solutions that advance the clean energy transition worldwide. KORE Power's technology and manufacturing capabilities provide direct access to next generation battery cells, energy storage systems that scale to grid+, EV power & infrastructure, and intuitive asset management to unlock energy strategies across a myriad of applications. Explore more at korepower.com.
Watershed's climate data engine helps companies measure and reduce their emissions, turning the data they already have into an audit-ready carbon footprint backed by the latest climate science. Get the sustainability data you need in weeks, not months. Learn more at watershed.com.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.
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It isn’t just bad vibes: Electric vehicle sales are slumping in the United States. Fewer than 300,000 EVs were sold nationwide during the first three months of 2024 — although it could be more than 350,000, depending on how you count and whose data you trust. That’s a slight decline from last quarter at a time when EV sales need to be accelerating.
What caused the slump, and what can be done about it? And could hybrids or plug-in hybrids help solve the problem? In this week’s episode, Rob and Jesse chat with Corey Cantor, an EV analyst at Bloomberg NEF. They talk about Tesla’s spiraling problems, whether Detroit can pull its EV strategy together, and whether plug-in hybrids can co-exist with a climate strategy. Shift Key is hosted by Robinson Meyer, executive editor of Heatmap, and Jesse Jenkins, a Princeton professor of energy systems engineering.
Mentioned:
BloombergNEF’s EV market outlook for Q1 2024
Jesse’s 2023 story on the EV market’s bad vibes
Rob’s story on Tesla’s slumping Q1 sales
Rob asks: Is Tesla Even a Car Company, Anymore?
Tesla Has Built a Charging Business to Be Taken Seriously
Reuters’ report on the Model 2’s cancellation
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This episode of Shift Key is sponsored by…
KORE Power provides the commercial, industrial, and utility markets with functional solutions that advance the clean energy transition worldwide. KORE Power's technology and manufacturing capabilities provide direct access to next generation battery cells, energy storage systems that scale to grid+, EV power & infrastructure, and intuitive asset management to unlock energy strategies across a myriad of applications. Explore more at korepower.com.
Watershed's climate data engine helps companies measure and reduce their emissions, turning the data they already have into an audit-ready carbon footprint backed by the latest climate science. Get the sustainability data you need in weeks, not months. Learn more at watershed.com.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.
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Can capitalism solve climate change? Wrong question, argues the author and journalist Akshat Rathi: In fact, you can’t solve climate change without capitalism. Look around the world, as Rathi does in his new book Climate Capitalism, and he says you’ll find companies and leaders who are proving that cutting carbon emissions is not just possible, but also profitable.
The venture capitalist Sophie Purdom, the founder of Planeteer Capital, spends her days looking for those profitable climate companies. She says that a newer, smarter generation of climate startups is on the way.
In this week’s episode, recorded earlier this month live at Princeton University, Rob and Jesse host a special in-person conversation with Rathi and Purdom. They talk about the rise of Chinese EVs, what interest rates mean for the energy transition, and the proper role of policy in decarbonizing. Shift Key is hosted by Robinson Meyer, executive editor of Heatmap, and Jesse Jenkins, a Princeton professor of energy systems engineering.
Mentioned:
Akshat Rathi’s Climate Capitalism
Sightline Climate
Martin Wolf’s The Crisis of Democratic Capitalism
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This episode of Shift Key is sponsored by…
KORE Power provides the commercial, industrial, and utility markets with functional solutions that advance the clean energy transition worldwide. KORE Power's technology and manufacturing capabilities provide direct access to next generation battery cells, energy storage systems that scale to grid+, EV power & infrastructure, and intuitive asset management to unlock energy strategies across a myriad of applications. Explore more at korepower.com.
Watershed's climate data engine helps companies measure and reduce their emissions, turning the data they already have into an audit-ready carbon footprint backed by the latest climate science. Get the sustainability data you need in weeks, not months. Learn more at watershed.com.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.
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Will the rise of machine learning and artificial intelligence break the climate system? In recent months, utilities and tech companies have argued that soaring use of AI will overwhelm electricity markets. Is that true — or is it a sales pitch meant to build more gas plants? And how much electricity do data centers and AI use today?
In this week’s episode, Rob and Jesse talk to Jonathan Koomey, an independent researcher, lecturer, and entrepreneur who studies the energy impacts of the internet and information technology. We discuss why AI may not break the electricity system and the long history of anxiety over computing’s energy use. Shift Key is hosted by Robinson Meyer, executive editor of Heatmap, and Jesse Jenkins, a Princeton professor of energy systems engineering.
Mentioned:
Koomey’s paper on worldwide electricity use in data centers.
Smart Everything: Will Intelligent Systems Reduce Resource Use?
A 2017 estimate of the electricity intensity of internet data transmission.
Meeting Growing Electricity Demand Without Gas
RMI report on previous forecasts of electricity demand.
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This episode of Shift Key is sponsored by…
KORE Power provides the commercial, industrial, and utility markets with functional solutions that advance the clean energy transition worldwide. KORE Power's technology and manufacturing capabilities provide direct access to next generation battery cells, energy storage systems that scale to grid+, EV power & infrastructure, and intuitive asset management to unlock energy strategies across a myriad of applications. Explore more at korepower.com.
Watershed's climate data engine helps companies measure and reduce their emissions, turning the data they already have into an audit-ready carbon footprint backed by the latest climate science. Get the sustainability data you need in weeks, not months. Learn more at watershed.com.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.
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Radia is a $1 billion climate tech startup with an unusual pitch: It is trying to build the world’s largest airplane. Its proposed aircraft, the Radia Wind Runner, would be as long as a football field, nearly as wide as a New York city block, and capable of carrying 12 times the volume of a Boeing 747. Such a plane could ferry massive wind-turbine blades, unlocking what the company calls “gigawind” — the ability to build offshore-sized wind farms on land.
In this week’s episode, Rob and Jesse talk to Radia’s chief executive officer, Mark Lundstrom. (Jesse’s consulting firm did some research for Radia while it was in stealth mode, in 2020 and 2023.) We discuss why the world needs a bigger plane, how such a new aircraft gets licensed, and why massive wind turbines could be such a big deal for renewable electricity. Shift Key is hosted by Robinson Meyer, executive editor of Heatmap, and Jesse Jenkins, a Princeton professor of energy systems engineering.
Mentioned:
The Wall Street Journal: How the World’s Biggest Plane Would Supersize Wind Energy
The National Renewable Energy Laboratory’s report on why big turbines could unlock more wind energy
How big are offshore wind turbines? Really big.
Jesse’s downshift, Jesse’s upshift.
Rob’s downshift, Rob’s upshift.
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This episode of Shift Key is sponsored by…
Advanced Energy United educates, engages, and advocates for policies that allow our member companies to compete to power our economy with 100% clean energy, working with decision makers and energy market regulators to achieve this goal. Together, we are united in our mission to accelerate the transition to 100% clean energy in America. Learn more at advancedenergyunited.org/heatmap
KORE Power provides the commercial, industrial, and utility markets with functional solutions that advance the clean energy transition worldwide. KORE Power's technology and manufacturing capabilities provide direct access to next generation battery cells, energy storage systems that scale to grid+, EV power & infrastructure, and intuitive asset management to unlock energy strategies across a myriad of applications. Explore more at korepower.com.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.
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Earlier this month, the electric-car maker Rivian announced its new SUV, the R2 — a $45,000 family hauler that will get more than 300 miles in range. It also debuted the R3 and R3X hatchbacks, which entranced online car nerds.
These new Rivian models are sleek and important, but they won’t go on sale until 2026 at the earliest. Can Rivian last that long? In this week’s episode, Rob and Jesse discuss Rivian’s quest to survive, how electrification is changing car design, and the coolest EVs coming down the pike. Shift Key is hosted by Robinson Meyer, executive editor of Heatmap, and Jesse Jenkins, a Princeton professor of energy systems engineering.
Mentioned:
Look Closely at Rivian’s New SUV. You’ll See a Survival Strategy.
Why 2024 Is a Make or Break Year for Rivian
Rivian R2, R3, R3X
Honda Crosstour
1991 Toyota Previa
Why Do Animals Keep Evolving into Crabs?
Watch a Hyundai Ioniq 5N Lap the Nürburgring
Dodge Charger Will Live on as an EV
Jesse’s downshift, Rob’s downshift.
Rob’s upshift, Jesse’s upshift.
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This episode of Shift Key is sponsored by…
Advanced Energy United educates, engages, and advocates for policies that allow our member companies to compete to power our economy with 100% clean energy, working with decision makers and energy market regulators to achieve this goal. Together, we are united in our mission to accelerate the transition to 100% clean energy in America. Learn more at advancedenergyunited.org/heatmap
KORE Power provides the commercial, industrial, and utility markets with functional solutions that advance the clean energy transition worldwide. KORE Power's technology and manufacturing capabilities provide direct access to next generation battery cells, energy storage systems that scale to grid+, EV power & infrastructure, and intuitive asset management to unlock energy strategies across a myriad of applications. Explore more at korepower.com.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.
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Few people have shaped Bidenomics more than Brian Deese. From 2021 to 2023, Deese led the National Economic Council at the White House, serving as President Joe Biden’s top economic aide. He’s now an Innovation Fellow at MIT, where he helps lead the new Clean Investment Monitor project.
In part two of Shift Key’s conversation with Deese, we discuss electric vehicles, the future of U.S.-China trade relations, and whether the Big Three automakers can survive. Shift Key is hosted by Heatmap Executive Editor Robinson Meyer and Princeton Professor Jesse Jenkins.
Mentioned:
The Clean Investment Monitor
Why Ford and GM Are Scared of China’s Electric Cars
China’s Electric Vehicles Are Going to Hit Detroit Like a Wrecking Ball
Trade Wars Are Class Wars, by Matthew C. Klein and Michael Pettis
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This episode of Shift Key is sponsored by…
Advanced Energy United educates, engages, and advocates for policies that allow our member companies to compete to power our economy with 100% clean energy, working with decision makers and energy market regulators to achieve this goal. Together, we are united in our mission to accelerate the transition to 100% clean energy in America. Learn more at advancedenergyunited.org/heatmap
KORE Power provides the commercial, industrial, and utility markets with functional solutions that advance the clean energy transition worldwide. KORE Power's technology and manufacturing capabilities provide direct access to next generation battery cells, energy storage systems that scale to grid+, EV power & infrastructure, and intuitive asset management to unlock energy strategies across a myriad of applications. Explore more at korepower.com.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.
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Few people have shaped Bidenomics more than Brian Deese.
From 2021 to 2023, Deese led the National Economic Council at the White House, serving as President Joe Biden’s top economic aide during such events as the post-pandemic recovery, Russia’s invasion of Ukraine, and the passage of the Inflation Reduction Act.
Before that, Deese was global head of sustainable investing for Blackrock and a senior political advisor to President Barack Obama. He’s now the Institute Innovation Fellow at MIT, where he helps lead the Clean Investment Monitor, a project that tracks investment in climate technology and infrastructure across the U.S. economy.
On this episode, Deese joins Shift Key for a two-part conversation. Part 1 focuses on the future of Bidenomics, Biden’s State of the Union speech, what the 2024 campaign might mean for the politics and policy of climate change. Shift Key is hosted by Heatmap Executive Editor Robinson Meyer and Princeton Professor Jesse Jenkins.
Mentioned:
The full text of Biden’s 2024 State of the Union speech.
Why Biden Talked Up the IRA Without Saying Its Name
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This episode of Shift Key is sponsored by…
Advanced Energy United educates, engages, and advocates for policies that allow our member companies to compete to power our economy with 100% clean energy, working with decision makers and energy market regulators to achieve this goal. Together, we are united in our mission to accelerate the transition to 100% clean energy in America. Learn more at advancedenergyunited.org/heatmap
KORE Power provides the commercial, industrial, and utility markets with functional solutions that advance the clean energy transition worldwide. KORE Power's technology and manufacturing capabilities provide direct access to next generation battery cells, energy storage systems that scale to grid+, EV power & infrastructure, and intuitive asset management to unlock energy strategies across a myriad of applications. Explore more at korepower.com.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.
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For a few weeks now, Heatmap’s staff writer, Emily Pontecorvo, has been trying to figure out if installing rooftop solar panels on your home actually reduces carbon pollution in a systematic way. In other words: If you own a home, and install solar panels on it, are you doing anything to change how much fossil fuel gets burned in your region or around the world? Or — somewhat counterintuitively — will your panels just increase the cost of electricity near you while shifting demand for those fossil fuels around?
On this week’s episode, we try to answer these questions in a satisfying way. Heatmap Executive Editor Robinson Meyer and Princeton Professor Jesse Jenkins welcome Emily to the podcast to discuss the messy truth of distributed solar power.
Mentioned:
An NREL report on the cost of rooftop vs utility-scale solar in the USA.
The most recent Energy Department report on the solar industry.
Seel, Barbonse & Wiser (2014), "An analysis of residential PV system price differences between the United States and Germany"
Jesse’s upshift; Jesse’s downshift.
Emily’s upshift; Emily’s downshift.
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This episode of Shift Key is sponsored by…
Advanced Energy United educates, engages, and advocates for policies that allow our member companies to compete to power our economy with 100% clean energy, working with decision makers and energy market regulators to achieve this goal. Together, we are united in our mission to accelerate the transition to 100% clean energy in America. Learn more at advancedenergyunited.org/heatmap
KORE Power provides the commercial, industrial, and utility markets with functional solutions that advance the clean energy transition worldwide. KORE Power's technology and manufacturing capabilities provide direct access to next generation battery cells, energy storage systems that scale to grid+, EV power & infrastructure, and intuitive asset management to unlock energy strategies across a myriad of applications. Explore more at korepower.com.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.
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When we talk about carbon removal, we often focus on “direct air capture” facilities — big factories that suck carbon dioxide out of the ambient air.
But a simpler and easier way to remove carbon from the atmosphere may exist. It’s called “enhanced rock weathering” — grinding up rocks, spreading them out, and exposing them to the ambient air — and it works, essentially, by speeding up the Earth’s carbon cycle. Enhanced rock weathering recently got a major vote of confidence from Frontier, a consortium of tech and finance companies who have teamed up to support new and experimental carbon removal technologies. In this episode, we speak with Jane Flegal, a former Biden White House climate adviser and now the market development and policy lead at Frontier, about the promise of enhanced rock weathering and why Frontier just spent $57 million to do it.
Mentioned:
Why Big Tech is pouring $925 million into carbon removal.
More about Frontier’s commitment to Lithos.
Enhanced weathering in the US Corn Belt delivers carbon removal with agronomic benefits.
Rob’s downshift, Rob’s upshift.
Jesse’s downshift, Jesse’s upshift.
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This episode of Shift Key is sponsored by…
Advanced Energy United educates, engages, and advocates for policies that allow our member companies to compete to power our economy with 100% clean energy, working with decision makers and energy market regulators to achieve this goal. Together, we are united in our mission to accelerate the transition to 100% clean energy in America. Learn more at advancedenergyunited.org/heatmap
KORE Power provides the commercial, industrial, and utility markets with functional solutions that advance the clean energy transition worldwide. KORE Power's technology and manufacturing capabilities provide direct access to next generation battery cells, energy storage systems that scale to grid+, EV power & infrastructure, and intuitive asset management to unlock energy strategies across a myriad of applications. Explore more at korepower.com.
Build your skills in policy, finance, and clean technology at Yale. Yale’s Financing and Deploying Clean Energy certificate program is a 10-month online certificate program that trains and connects clean energy professionals to catalyze an equitable transition to a clean economy. Connect with Yale’s expertise, grow your professional network, and deepen your impact. Learn more at cbey.yale.edu/certificate.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.
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A year and a half ago, President Biden signed the Inflation Reduction Act, the biggest climate law in American history — and arguably in world history. But is it actually working? A new report from a coalition of major energy analysts — including our cohost Jesse Jenkins’ lab at Princeton — looks at data from the power and transportation sectors and concludes that yes, the law is starting to decarbonize the American economy.
But it isn’t working in the way many people might expect. Robinson Meyer, the executive editor of Heatmap News, and Jesse Jenkins, an energy systems expert and professor at Princeton University, talk about how and why.
Mentioned:
The new report: Clean Investment in 2023: Assessing Progress in Electricity and Transport
Jesse’s story on the EV bad vibes.
American carbon emissions fell last year for the first time since the pandemic.
Jesse’s downshift, Jesse’s upshift.
Rob’s upshift, Rob’s downshift.
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This episode of Shift Key is sponsored by…
Advanced Energy United educates, engages, and advocates for policies that allow our member companies to compete to power our economy with 100% clean energy, working with decision makers and energy market regulators to achieve this goal. Together, we are united in our mission to accelerate the transition to 100% clean energy in America. Learn more at advancedenergyunited.org/heatmap
KORE Power provides the commercial, industrial, and utility markets with functional solutions that advance the clean energy transition worldwide. KORE Power's technology and manufacturing capabilities provide direct access to next generation battery cells, energy storage systems that scale to grid+, EV power & infrastructure, and intuitive asset management to unlock energy strategies across a myriad of applications. Explore more at korepower.com.
Build your skills in policy, finance, and clean technology at Yale. Yale’s Financing and Deploying Clean Energy certificate program is a 10-month online certificate program that trains and connects clean energy professionals to catalyze an equitable transition to a clean economy. Connect with Yale’s expertise, grow your professional network, and deepen your impact. Learn more at cbey.yale.edu/certificate.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.
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It has been a catastrophic 12 months for offshore wind in the U.S. Large projects have been canceled, and Orsted, the world’s biggest offshore wind developer, has laid off hundreds of employees. Is the industry dying?
Maybe it’s actually about to turn a corner. In this episode, Robinson Meyer, the executive editor of Heatmap News, and Jesse Jenkins, an energy systems expert and professor at Princeton University, discuss the future of the sector.
Mentioned:
Orsted’s troubles: FT
A wind farm powers up: Heatmap.
New offshore contracts and auctions: NYTimes & Reuters
Global Wind Atlas
Lease areas in the U.S.
Jesse’s downshift, Rob’s downshift.
Rob’s upshift, Jesse’s upshift.
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This episode of Shift Key is sponsored by…
Advanced Energy United educates, engages, and advocates for policies that allow our member companies to compete to power our economy with 100% clean energy, working with decision makers and energy market regulators to achieve this goal. Together, we are united in our mission to accelerate the transition to 100% clean energy in America. Learn more at advancedenergyunited.org/heatmap
KORE Power provides the commercial, industrial, and utility markets with functional solutions that advance the clean energy transition worldwide. KORE Power's technology and manufacturing capabilities provide direct access to next generation battery cells, energy storage systems that scale to grid+, EV power & infrastructure, and intuitive asset management to unlock energy strategies across a myriad of applications. Explore more at korepower.com.
Build your skills in policy, finance, and clean technology at Yale. Yale’s Financing and Deploying Clean Energy certificate program is a 10-month online certificate program that trains and connects clean energy professionals to catalyze an equitable transition to a clean economy. Connect with Yale’s expertise, grow your professional network, and deepen your impact. Learn more at cbey.yale.edu/certificate.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.
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Last month, President Biden announced the federal government would temporarily stop approving new export terminals for liquified natural gas. The move was hailed as a victory by climate activists and lamented by fossil-fuel companies. But what will the pause mean for the climate — really? Will it stop exports from rising in the near-term, and can we say with any certainty whether it will make carbon emissions go up or down?
In this inaugural episode of Shift Key, Robinson Meyer, the executive editor of Heatmap News, and Jesse Jenkins, an energy systems expert and professor at Princeton University, unpack the president’s decision and try to figure out what — if anything — it means for the climate.
Mentioned:
Research by Shuting Yang, et al.
Robert Howarth’s unpublished paper on natural gas’s effect on the climate
Bill McKibben’s reaction to news of the pause
The People on the Front Lines of the LNG Fight, by Jeva Lange
The Biden administration’s fact sheet on the approval pause
Jesse’s upshift, Jesse’s downshift.
Rob’s upshift, Rob’s downshift.
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This episode of Shift Key is sponsored by KORE Power and Advanced Energy United…
KORE Power provides functional solutions that push the front line of the transition to clean energy and form the backbone of the decarbonized future worldwide. KORE Power’s manufacturing capabilities and robust portfolio of products provide the commercial, industrial, utility and defense markets with next-generation battery cells, advanced energy storage systems that scale to grid+, intuitive asset management, and EV power and charging infrastructure support. Learn more at Korepower.com
Advanced Energy United educates, engages, and advocates for policies that allow our member companies to compete to power our economy with 100% clean energy. We work with decision makers at every level of government as well as regulators of energy markets to achieve this goal. The businesses we represent are lowering consumer costs, creating thousands of new jobs every year, and providing the full range of clean, efficient, and reliable energy and transportation solutions. Learn more at info.advancedenergyunited.org/heatmap
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.
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Every week, Heatmap News Executive Editor Robinson Meyer and Princeton University Professor and energy systems expert Jesse Jenkins, make sense of the biggest shift of our time -- navigating the energy transition away from fossil fuels. Drawing on their years of experience reporting on and researching climate change and decarbonization, Meyer and Jenkins unpack the most important issues of the week and how the impacts of climate change and efforts to address it are transforming our economy, politics, and society at large.
Hosted on Acast. See acast.com/privacy for more information.