Episoder

  • Last night, Donald Trump secured a second term in the White House. He campaigned on an aggressively pro-fossil -fuel agenda, promising to repeal the Inflation Reduction Act, Biden’s landmark 2022 climate law, and roll back Environmental Protection Agency rules governing power plant and car and truck pollution.


    On this week’s episode of Shift Key, Jesse and Rob pick through the results of the election and try to figure out where climate advocates go from here. What will Trump 2.0 mean for the federal government’s climate policy? Did climate policies notch any wins at the state level on Tuesday night? And where should decarbonization advocates focus their energy in the months and years to come? 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: 


    Rob’s post-election story: Trump Won. Now the Fight Over the Clean Energy Economy Begins.


    Heatmap’s rundown of climate election results around the country


    How clean energy stocks are faring post-Trump’s win


    --

    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.


    Intersolar & Energy Storage North America is the premier U.S.-based conference and trade show focused on solar, energy storage, and EV charging infrastructure. To learn more, visit intersolar.us.


    Music for Shift Key is by Adam Kromelow.


    Hosted on Acast. See acast.com/privacy for more information.

  • It’s all happening. The presidential election is a week away, and our cohost Jesse Jenkins is back from vacation. There is so much to talk about in the world of decarbonization and energy. So we tried to catch up on all of it. Are EV sales starting to rebound in the U.S.? What’s up with the Cybertruck? And what about Senator Joe Manchin’s permitting reform bill? 


    On this week’s episode of Shift Key, Jesse and Rob attempt to discuss all those questions and more. Peak oil demand — the IRA’s focus on manufacturing — the emerging political economy of decarbonization — we hit it all. Or we try to, at least. 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: 


    Q3 EV sales; GM beats expectations


    Is Tesla struggling to convert Cybertruck preorders? 


    Jesse was wrong about Cybertruck sales: Exhibit 1, Exhibit 2


    The IEA projects peak demand for fossil fuels.


    The importance of local PUC elections


    New York’s hydrogen hub is on ice


    Jesse’s upshift; Rob’s upshift.


    --

    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.


    Intersolar & Energy Storage North America is the premier U.S.-based conference and trade show focused on solar, energy storage, and EV charging infrastructure. To learn more, visit intersolar.us.


    Music for Shift Key is by Adam Kromelow.


    Hosted on Acast. See acast.com/privacy for more information.

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    Klik her for at forny feed.

  • Over the past two months, the country’s biggest tech companies have announced a flurry of deals with advanced and conventional nuclear companies. At the same time, Democratic candidates running for federal office — including Kamala Harris and a handful of Senate candidates — have touted their support of building new nuclear power plants. Has nuclear’s moment finally arrived?


    On this week’s episode of Shift Key, we have Josh Freed, the senior vice president of Third Way’s climate and energy program, discussing why nuclear might be about to boom, why Democrats are embracing nuclear, and whether a Trump administration could derail the investments. This episode of Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jillian Goodman, Heatmap’s deputy editor. 


    Shift Key co-host Jesse Jenkins, a professor of energy systems engineering at Princeton University, is out this week.


    Mentioned: 


    What Makes Amazon’s Big Nuclear Deal Different


    Microsoft’s Mega Deal Is a Massive Victory for Nuclear Power


    Google’s deal with Kairos Energy


    Democrats Embrace Nuclear Power In Heated Senate Races, by Alexander Kaufman


    Jillian’s upshift/downshift, Rob’s upshift.


    --

    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.


    Intersolar & Energy Storage North America is the premier U.S.-based conference and trade show focused on solar, energy storage, and EV charging infrastructure. To learn more, visit intersolar.us.


    Music for Shift Key is by Adam Kromelow.


    Hosted on Acast. See acast.com/privacy for more information.

  • What’s next for the Biden administration — and for climate policy in the United States? Should Democrats negotiate with Republicans over permitting reform, even if it means making concessions to fossil fuel interests? And how should the country’s trade policy handle the problem of carbon pollution?  


    On this week’s episode of Shift Key, Rob speaks with Ali Zaidi, the national climate advisor to President Joe Biden. Zaidi leads the White House Climate Policy Office, which coordinates domestic climate policy across federal agencies. Before joining the White House in 2021, Zaidi was the state of New York’s deputy secretary for energy and environment. This interview was recorded live on October 10 in New Haven, Connecticut, at the Yale Clean Energy Conference. 


    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. Jesse is out this week.


    Mentioned: 


    Rob on housing policy as climate policy


    Hydrogen Tax Credit Rules Will Be Done by the End of the Year


    Rob’s upshift, and his other upshift.


    --

    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.


    Intersolar & Energy Storage North America is the premier U.S.-based conference and trade show focused on solar, energy storage, and EV charging infrastructure. To learn more, visit intersolar.us.


    Music for Shift Key is by Adam Kromelow.


    Hosted on Acast. See acast.com/privacy for more information.

  • How can you fight climate change in your daily life? Last month, Heatmap published our attempt at answering that question: Called Decarbonize Your Life, it’s a series of stories and guides to help you make decisions that nudge the energy system away from fossil fuels. We consulted studies, ran our own analysis (with help from some friends), and used our expert judgment to arrive at six big, high-leverage actions you can take to fight climate change.


    On this week’s episode of Shift Key, Jesse and Rob speak with Heatmap’s deputy editor Jillian Goodman and founding staff writer Emily Pontecorvo about what those actions are, how the guide came together, and why big choices matter so much more than small ones. 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: 


    Decarbonize Your Life


    Quantifying the potential for climate change mitigation of consumption options


    Emily on WattTime’s work with Apple


    Emily on heat pumps


    Jillian on the climate food rules


    Rob on switching to an EV


    Rob and Emily on why we don’t include flying


    Jesse’s downshift (sorta); Rob’s upshift.


    --

    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.


    Intersolar & Energy Storage North America is the premier U.S.-based conference and trade show focused on solar, energy storage, and EV charging infrastructure. To learn more, visit intersolar.us.


    Music for Shift Key is by Adam Kromelow.


    Hosted on Acast. See acast.com/privacy for more information.

  • This is a special Hurricane Helene edition of Shift Key. Our regular programming will resume next week.


    Nearly a week after Hurricane Helene made landfall, we are still coming to terms with the scale of its destruction. The storm killed at least 182 people, making it the deadliest cyclone to make landfall in the continental United States since Katrina. From Tampa Bay to Asheville, North Carolina, it caused the worst hurricane-related damage in a century.


    Why was Hurricane Helene so bad? Why did it cause such horrible flooding in western North Carolina, South Carolina, Tennessee, and Georgia? And did climate change have anything to do with its destruction? To answer these questions, Rob and Jesse speak with Gabriel Vecchi, a Princeton geoscientist and one of the world’s top experts on hurricanes and climate change. Shift Key is hosted by Robinson Meyer is the founding executive editor of Heatmap, and Jesse Jenkins is a professor of energy systems engineering at Princeton University.


    Mentioned: 


    Vecchi’s study on how hurricanes will get wetter as the climate warms 


    An early attribution study on Hurricane Helene and climate change


    The Wall Street Journal: Why Helene Devastated an Area So Far Inland


    The Average U.S. Hurricane Kills 7,000 to 11,000 People


    In terms of organizations on the ground, we like World Central Kitchen and the North Carolina Disaster Relief Fund.


    --

    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.


    Intersolar & Energy Storage North America is the premier U.S.-based conference and trade show focused on solar, energy storage, and EV charging infrastructure. To learn more, visit intersolar.us.


    Music for Shift Key is by Adam Kromelow.


    Hosted on Acast. See acast.com/privacy for more information.

  • In just over a month, America will elect hundreds of thousands of people to state, county, and municipal offices. While those elections might lack the splashiness of the race for the White House or Congress, they could shape how and whether the United States fights climate change. So which elections matter most?


    On this week’s episode of Shift Key, Jesse and Rob speak with Caroline Spears, the executive director of Climate Cabinet, a group that tries to do ‘Moneyball for climate policy,’ analyzing the races that could matter most for the country’s decarbonization. A winner of the Grist 50 award, Spears formerly worked in the solar industry and now leads the growing organization. We dive into which offices have the most sway role over adaptation and mitigation and which races deserve your attention in 2024. 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: 


    Climate Cabinet


    Rob’s upshift, Jesse’s downshift.


    --

    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.


    Intersolar & Energy Storage North America is the premier U.S.-based conference and trade show focused on solar, energy storage, and EV charging infrastructure. To learn more, visit intersolar.us.


    Music for Shift Key is by Adam Kromelow.


    Hosted on Acast. See acast.com/privacy for more information.

  • It’s potentially one of the most important — but least understood — provisions in the Inflation Reduction Act, and it’s finally out in the world. Last month, the Environmental Protection Agency spent $27 billion to set up new green banks across the country. 


    These new lending institutions could direct billions of dollars to supercharging decarbonization, financing new solar farms, geothermal projects, EV chargers, and more. They’ll also recycle their funding indefinitely, meaning they will likely last longer than any other provision in the law. 


    On this week’s show, Rob and Jesse bring you a user’s guide to these new green banks and what they might mean for decarbonization. The episode features two conversations: First, Rob speaks with Jahi Wise, the former director for the Greenhouse Gas Reduction Fund program at the Environmental Protection Agency. Second, Rob and Jesse chat with Dawn Lippert, the founder and CEO of Elemental Impact, a climate tech investment and nonprofit organization. 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: 


    The EPA’s $27 billion GGRF announcement


    The three big new green banks: Climate United, Coalition for Green Capital, Power Forward Communities


    Elemental’s $100 million in new funding from GGRF


    Jesse’s upshift (and the new facility in Flint, Michigan); Rob’s upshift.


    --

    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.


    Antenna Group helps you connect with customers, policymakers, investors, and strategic partners to influence markets and accelerate adoption. Visit antennagroup.com to learn more.


    Music for Shift Key is by Adam Kromelow.


    Hosted on Acast. See acast.com/privacy for more information.

  • Geothermal is getting closer to the big time. Last week, Fervo Energy — arguably the country’s leading enhanced geothermal company — announced that its Utah demonstration project had achieved record production capacity. On the whole, enhanced geothermal — which borrows drilling techniques from the oil and gas industry — seems poised to become a player on America’s coming clean, 24/7 power grid. 


    Why is geothermal so hot? How soon could it appear — and what advantages does it have other zero-carbon technologies don’t? On this week’s episode, Rob and Jesse speak with Sarah Jewett, the vice president of strategy at Fervo Energy, which she joined after several years in the oil and gas industry. Wilson Ricks is a doctoral student of mechanical and aerospace engineering at Princeton University, where he studies macro-energy systems modeling. 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: 


    Fervo’s Tech Day announcement


    The Department of Energy’s Pathways to Commercial Liftoff: Next-Generation Geothermal report


    Wilson’s preprint paper on flexible geothermal in Nature Energy 


    Is Geothermal About to Become the Solar of the 2020s?


    Jesse’s upshift, Rob’s upshift.


    --

    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.


    Antenna Group helps you connect with customers, policymakers, investors, and strategic partners to influence markets and accelerate adoption. Visit antennagroup.com to learn more.


    Music for Shift Key is by Adam Kromelow.


    Hosted on Acast. See acast.com/privacy for more information.

  • Maybe you’ve never heard of it. Maybe you know it too well. But to a certain type of clean energy wonk, it amounts to perhaps the three most dreaded words in climate policy: the interconnection queue. 


    The queue is the process by which utilities decide which wind and solar farms get to hook up to the power grid in the United States. Across much of the country, it has become so badly broken and clogged that it can take more than a decade for a given project to navigate. 


    On this week’s episode of Shift Key, Jesse and Rob speak with two experts about how to understand — and how to fix — what is perhaps the biggest obstacle to deploying more renewables on the U.S. power grid. Tyler Norris is a doctoral student at Duke University’s Nicholas School of the Environment. Claire Wayner is a senior associate at RMI’s carbon-free electricity program, where she works on the clean and competitive grids team. 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: 


    Tyler’s study on “energy only” interconnection rules


    Heatmap’s Matthew Zeitlin on the big problems with PJM


    FERC Order 2023


    Advanced Energy United’s report on unsnarling the grid


    Subscribe to Heatmap Plus


    Rob’s downshift; Jesse’s upshift.


    --

    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.


    Antenna Group helps you connect with customers, policymakers, investors, and strategic partners to influence markets and accelerate adoption. Visit antennagroup.com to learn more.


    Music for Shift Key is by Adam Kromelow.


    Hosted on Acast. See acast.com/privacy for more information.

  • You don’t need us to say it: The 2024 election will have enormous stakes for America’s climate policy and the planet’s climate. But how well can we quantify those stakes? What would a Trump presidency — or a Harris presidency, for that matter — really mean for the country’s emissions trajectory?  


    On this week’s episode of Shift Key, Jesse and Rob speak with Sonia Aggarwal, the chief executive officer of Energy Innovation, a climate policy think tank that operates across North America, Europe, and Asia. She was previously special assistant to the president for climate policy, innovation, and deployment under President Joe Biden, and she co-chaired the Biden administration’s Climate Innovation Working Group. She and Jesse — another top-notch modeler — dive into what the data can and can’t tell us about the election and how to think about energy system models in the first place. 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: 


    The REPEAT Project’s annual report on U.S. emissions pathways


    Energy Innovation’s report: “The Second Half of the Decisive Decade”


    Jesse’s upshift; Rob’s upshift.


    --

    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.


    Antenna Group helps you connect with customers, policymakers, investors, and strategic partners to influence markets and accelerate adoption. Visit antennagroup.com to learn more.


    Music for Shift Key is by Adam Kromelow.


    Hosted on Acast. See acast.com/privacy for more information.

  • It’s time to start talking about a big year for climate politics and policy: 2025. No matter who wins this fall’s elections, next year’s executive and legislative climate policy will be huge for America’s decarbonization strategy. Congress is all but guaranteed to negotiate over key parts of the country’s tax code, and whoever controls the White House will have to finalize the Inflation Reduction Act’s last few big programs. 


    On this week’s episode of Shift Key, Jesse and Rob are joined by Josh Freed, who leads Third Way’s climate and energy program, to game out the most likely scenarios. If Trump wins with a Republican Congress, will they repeal the Inflation Reduction Act? What if Trump wins but Democrats take the House? And what would Kamala Harris do with a trifecta? 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: 


    Jesse’s article for Heatmap: Manufacturing Is Back, Baby


    The IRA’s Labor Provisions Look Like They’re Working


    To Win a Climate Election, Don’t Say ‘Climate’


    Are Pollsters Getting Climate Change Wrong?


    What are the Trump tax cuts expiring in 2025?


    The $500 million grant for Ohio’s Middletown Works


    Jesse’s and Rob’s downshift.


    --

    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.


    Antenna Group helps you connect with customers, policymakers, investors, and strategic partners to influence markets and accelerate adoption. Visit antennagroup.com to learn more.


    Music for Shift Key is by Adam Kromelow.


    Hosted on Acast. See acast.com/privacy for more information.

  • Democrats are gathering in Chicago this week for their quadrennial convention and to celebrate Kamala Harris’s nomination for president. This year’s convention will look different from 2020’s for many reasons — but one of them is that we’re likely to hear far less about climate change. Unlike in 2020, when President Joe Biden described global warming as one of “four overlapping crises” confronting the country, Harris has been more subtle when discussing it.


    So … is that a problem? Should we be freaked out? On this week’s episode of Shift Key, Rob and Jesse discuss the modern electoral politics of climate change. We talk about whether the electorate’s interest in climate issues has faded, how the Inflation Reduction Act could affect voting, and why a “quiet on climate” strategy might be okay. 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: 


    Jesse on how the IRA is actually bringing back American manufacturing


    Rob on how housing could be Kamala’s housing policy


    The IRA’s labor provisions look like they’re working


    The Harvard Institute of Politics poll on young voters in 2024


    Jesse’s upshift; Rob’s downshift


    --

    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.


    Antenna Group helps you connect with customers, policymakers, investors, and strategic partners to influence markets and accelerate adoption. Visit antennagroup.com to learn more.


    Music for Shift Key is by Adam Kromelow.


    Hosted on Acast. See acast.com/privacy for more information.

  • Two years ago this week, President Joe Biden signed the Inflation Reduction Act, the largest investment in clean energy and climate mitigation in American history. It contained roughly two dozen new or expanded tax credits that will — if the forecasts bear out — provide hundreds of billions of dollars in funding over the next decade. The administration is now rushing to finalize those provisions before the November election. 


    Perhaps no official has been more central to setting up those tax credits than Wally Adeyemo, the deputy secretary of the U.S. Treasury Department. He is also the Treasury’s No. 2 official and chief operating officer. Adeyemo has led the agency’s effort to implement the climate law, overseeing a group of tax lawyers and political appointees who are critical to the legislation’s ultimate success. He joins Shift Key this week to help us kick off our second season and talk about how the effort to implement the climate law is going, what could stand in its way, and why he wants some kind of permitting reform.


    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: 


    The First IRA Tax Credit Data Is In


    Senator Manchin and Senator Barrasso’s permitting reform proposal


    Why Energy Wonks Love the Permitting Deal


    The Inflation Reduction Act: A Summary


    Jesse’s upshift, Rob’s shift.


    --

    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.


    Antenna Group helps you connect with customers, policymakers, investors, and strategic partners to influence markets and accelerate adoption. Visit antennagroup.com to learn more.


    Music for Shift Key is by Adam Kromelow.


    Hosted on Acast. See acast.com/privacy for more information.

  • The world uses about 30 billion tons of concrete every year — more than any other material except water. It is the most ubiquitous human-made substance in the global economy. It’s also a huge climate problem. Producing cement, which is the key ingredient in concrete, generates roughly 8% of global annual greenhouse gas emissions.


    Cody Finke has a plan to change that. He is the chief executive officer and cofounder of Brimstone, a startup that says it can cheaply produce ordinary Portland cement — the kind used in construction worldwide — without carbon emissions. This week, Rob chats with Finke about why cement’s carbon emissions aren’t from fossil fuels, why there are fewer cement plants than you might think, and the all-important difference between cement and concrete. 


    This episode of Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap. Jesse Jenkins is on vacation. 


    Mentioned: 


    Brimstone


    There Will Soon Be More Concrete Than Biomass on Earth


    Projecting future carbon emissions from cement production in developing countries


    --

    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.

  • Shipping is the backbone of the modern economy. At least 80% of all goods worldwide are shipped as ocean cargo, and the global economy rises and falls on the free movement of gigantic ships across the sea. But container ships and bulk carriers burn what’s known as bunker fuel, one of the dirtiest fossil fuels. The international shipping industry generates 3% of global carbon emissions, a proportion that’s projected to rise through the century. 


    Most proposals to decarbonize ocean freight have focused on using ammonia or other zero-carbon liquid fuels. But Fleetzero, a Bill Gates-backed startup, is trying to use the only technology that it says can get cheap enough to compete with oil: batteries. The Alabama-based company is building batteries big enough to hybridize — and, eventually, power outright — the world’s largest ships.  


    This week, Rob chats with Steven Henderson, the cofounder and CEO of Fleetzero and a graduate of the U.S. Merchant Marine Academy. They talk about Steven’s history in the oil and gas industry, why batteries will beat liquid fuels, and how to put out a fire in the middle of the ocean. 


    This episode of Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap. Jesse Jenkins is on vacation.


    Mentioned:


    Fleetzero


    The Emma Maersk, the world’s largest ship at the time of its construction in 2006


    The legal and regulatory background on the Jones Act


    --

    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.

  • Jesse is on vacation until August, so this is a special, Rob-only summer episode of Shift Key.


    Over the past few weeks, the U.S. Supreme Court has profoundly changed how the federal government does its day-to-day work. In a series of landmark rulings, the high court sharply curtailed the ability of government agencies — including the Environmental Protection Agency — to write and enforce rules and regulations.


    That will change how the federal government oversees the products we buy, the air we breathe, and the water we drink. But it could also alter how the government regulates heat-trapping greenhouse gas pollution.


    But how, exactly, will these new rulings affect climate law? And is there an upside to the deregulatory revolution? This week, Rob holds a roundtable with two environmental law experts about what the high court’s rulings mean for America’s decarbonization project — and whether the court just inadvertently made the country’s already burdensome permitting process even worse. They are Jody Freeman, a Harvard law professor and former Obama administration lawyer, and Nicholas Bagley, a University of Michigan law professor.


    This episode of Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap.


    Mentioned: 


    This year’s four big decisions: Loper Bright, Corner Post, Jarkesy, Ohio v. EPA


    The Supreme Court Is Slowly Breaking the EPA


    How the Supreme Court Just Changed Climate Law, According to 9 Lawyers


    The Big Winners of This Supreme Court Term, by Nicholas Bagley 


    Other important cases to know: 

    • Massachusetts v. EPA established that the agency could regulate greenhouse gas pollution

    • West Virginia v. EPA codified “the major questions doctrine”


    --

    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.

  • Jesse is on vacation until August, so this is a special, Rob-only summer episode of Shift Key.



    The far right is rising across Europe. The global order seems to be deteriorating. And American politics is careening toward a crisis. Where does climate policy go from here? 


    On this week’s episode of Shift Key, Rob chats with two leaders at Breakthrough Energy, the Bill Gates-funded climate venture capital and advocacy group. They are Ann Mettler, a former EU official who is now Breakthrough’s vice president for Europe, and Aliya Haq, its vice president for U.S. policy and advocacy. We talk about why Europe was surprised by the Inflation Reduction Act, where American policy goes from here, and how to prepare climate policy for an era of rising geopolitical tensions and security concerns. 


    This episode of Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap. 


    Mentioned:


    More on the Breakthrough Energy Summit


    Macron’s frustration with the IRA


    Europe’s Green Deal


    How anxiety over China is reshaping the global economic order


    The latest statement from the EU-U.S. Trade and Technology Council


    --

    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.

  • Congress just passed perhaps its  biggest support for zero-carbon energy since the Inflation Reduction Act. The ADVANCE Act, which the Senate adopted overwhelmingly last week, aims to keep America at the cutting edge of the global nuclear industry by cutting regulatory fees, making it easier for U.S. companies to build nuclear power plants abroad, and reforming the agency that oversees it all, the Nuclear Regulatory Commission. 


    On this week’s episode of Shift Key, Rob and Jesse talk with Ryan Norman, a senior policy advisor at Third Way’s climate and energy program, about how America got here. We talk about why nuclear is such a bipartisan issue, what the ADVANCE Act will actually do, and how soon new nuclear power plants could actually 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: 


    Nuclear Energy Is the One Thing Congress Can Agree On


    Everyone Wants Nuclear Now, But Will Anyone Pay For It?


    A summary of the ADVANCE Act from the law firm Hogan Lovells  


    Third Way’s update on the state of the nuclear industry


    How the Inflation Reduction Act supports nuclear energy


    Rob’s downshift; Jesse’s downshift


    --

    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.

  • China’s electric vehicle industry has driven itself to the center of the global conversation. Its automakers produce dozens of affordable, technologically advanced electric vehicles that rival — and often beat — anything coming out of Europe or North America. The United States and the European Union have each levied tariffs on its car exports in the past few months, hoping to avoid a “China shock” to their domestic car industries. 


    Ilaria Mazzocco has watched China’s EV industry grow from a small regional experiment into a planet-reshaping juggernaut. She is now a senior fellow with the Trustee Chair in Chinese Business and Economics at the Center for Strategic and International Studies in Washington, D.C.


    On this week’s episode of Shift Key, Rob and Jesse talk with Ilaria about how the industry got so big, what it means for the world, and how to think about its environmental and national security impacts. 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:


    Why Ford and GM are scared of Chinese electric cars


    President Biden’s announcement of new tariffs on Chinese EVs.


    The EU’s lower tariffs on Chinese EVs


    Trouble for Gotion's Michigan plant


    Rob on the Biden administration’s China thought


    Rob’s upshift; Jesse’s upshift.


    --

    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.