The Inflation Reduction Act dedicated $27 billion to build a new kind of climate institution in America — a network of national green banks that could lend money to companies, states, schools, churches, and housing developers to build more clean energy and deploy more next-generation energy technology around the country.

It was an innovative and untested program. And the Trump administration is desperately trying to block it. Since February, Trump’s criminal justice appointees — led by Ed Martin, the interim U.S. attorney for the District of Columbia — have tried to use criminal law to undo the program. After failing to get the FBI and Justice Department to block the flow of funds, Trump officials have successfully gotten the program’s bank partner to freeze relevant money. The new green banks have sued to gain access to the money.

On this week’s episode of Shift Key, Rob and Jesse talk with Kristina Costa, who has been tracking the effort to bankrupt the green banks. Costa helped lead the Inflation Reduction Act’s implementation in the White House from 2022 to 2025 — and is a previous Shift Key guest. She joins us to discuss how Trump is weaponing criminal law to block a climate program, whether there’s any precedent for his actions, and what could come next in the legal battle. 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 Hardest Working $27 Billion in the IRA

How Democrats Are Trying to Trump-Proof Their Big Climate Law

Washington Post: Top-ranking career prosecutor resigns after declining to block FBI program

Denise Cheung’s resignation letter

Jesse’s upshift; Rob’s downshift.

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Music for Shift Key is by Adam Kromelow.

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

If you care about decarbonizing the power grid anytime soon, you have to care about data centers. The AI boom and the ongoing growth of the internet have driven a big new cycle of data center construction in the United States, with tech companies trying to buy amounts of electricity comparable to those used by large cities. 

Peter Freed has seen this up close. As Meta’s former director of energy strategy, he worked on clean energy procurement and data center development from 2014 to 2024. He is now a founding partner at the Near Horizon Group, where he advises investors and companies on emerging topics in data centers and advanced clean energy. 

On this week’s episode of Shift Key, Rob and Jesse talk with Peter about whether AI and new data centers are going to blow up the grid and break decarbonization. What are the real-world constraints on developing a data center in 2025? Are tech companies beginning to run out of natural gas to burn? What do their investments in clean energy mean? And could the rise of AI prompt an accidental return to coal? Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.

Mentioned: 

A Skeptic’s Guide to AI and Energy Growth

Peter Freed and Allison Clement on how to reduce data center speculation

Exxon’s announced plans to use CCS for data centers

The Natural Gas Turbine Crisis

Jesse’s upshift; Rob’s downshift.

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Music for Shift Key is by Adam Kromelow.

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

Republicans in Washington are pushing for at least two big changes to the country’s car-related policies. In Congress, some lawmakers want to repeal the $7,500 tax credit that helps consumers buy or lease a new electric vehicle — as well as a matching tax credit that lets companies buy heavy-duty zero-carbon trucks. And at the Environmental Protection Agency, officials are trying to roll back Biden-era rules encouraging dealerships to sell more EVs through 2032. 

What will that mean for the climate — and for the slate of new EV and battery factories popping up around the country? On this week’s episode of Shift Key, Rob and Jesse talk about new research from Jesse’s lab, the REPEAT Project, about what will happen if Congress and the Trump administration get their way. What will happen to America’s factory boom? How soon would the effects be felt? And would tariffs stem the bleeding at all? Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.

Mentioned: 

The REPEAT Project’s new study on repeal of the EV tax credits and EPA clean car rules 

94% of Germans say they won’t buy a Tesla car

WSJ: How Tesla’s sales are shifting across the US 

“Detroit killed the sedan. Trump’s trade war will make them wish they hadn’t.”

Jesse’s downshift; Rob's sorta upshift.

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Music for Shift Key is by Adam Kromelow.

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

Donald Trump’s second term has now entered its second month. His administration is doing much to slow down renewables, and everything it can to slow down offshore wind. Jael Holzman is a senior reporter at Heatmap and the author of our newsletter, “The Fight,” about local battles over renewable permitting around the country. 

On this week’s episode of Shift Key, Rob and Jesse talk to Jael about the bleak outlook for offshore wind, the use of presidential authority to impede energy development, and why solar has been spared — so far. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.

Mentioned: 

The Fight

Heatmap Pro

Offshore Wind Faces Its ‘Worst Case Scenario’ Under Trump

Trump is targeting Dominion’s Coastal Virginia offshore wind project in Virginia

A Wave of Anti-Renewables Bills Hits State Legislatures

New York’s Battery Backlash

How Bad Information Is Breaking the Energy Transition

Solar’s Growing “Prime Farmland” Problem

Jesse’s upshift; Rob’s upshift.

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Music for Shift Key is by Adam Kromelow.

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

Longtime listeners of Shift Key will recognize the name Intersolar and Energy Storage North America, one of the country’s premier solar industry conferences. Shift Key was live at this year’s event, hosting a panel on the present and future of the solar industry featuring a pair of marquee panelists: Tom Starrs, currently the vice president for government and public affairs at EDP Renewables, North America, who has more than 30 years of experience in the renewables industry; and Maria Robinson, until recently the director of the Department of Energy’s Grid Deployment Office and now the president and CEO of the Interstate Renewable Energy Council. (Robinson is also a repeat Shift Key guest.)

On this week’s episode of Shift Key, Rob and Jesse talk with the panelists about the momentum propelling solar energy forward in the U.S. and whether the uncertainty created by the Trump administration could put a damper on that. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.

Mentioned:

Previously: Maria Robinson on Shift Key

Solar Was the Biggest Non-Loser of Trump’s First Day

Solar and storage lead planned new energy additions in 2025

Advait Arun on the looming natural gas turbine crisis

Jesse’s upshift; Rob’s downshift.

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Music for Shift Key is by Adam Kromelow.

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

Congress is still debating the fate of the Inflation Reduction Act, but the Trump administration has already torn up energy and climate policies across the federal government. It’s time to step back and try to take stock. How much damage has the Trump administration already done to decarbonization? What’s most worrying? What was going to happen anyway? And what might still be saved? 

On this week’s episode of Shift Key, Rob and Jesse go agency by agency to understand the most important changes and try to understand the deeper agenda — including potential points of incoherence or disagreement. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.

Mentioned:

Trump’s effort to undo the EPA endangerment finding

The incoherence of Trump’s energy agenda

Offshore Wind Faces Its ‘Worst Case Scenario’ Under Trump

Trump’s effort to block the Greenhouse Gas Reduction Fund

How Tesla gets rich selling EV compliance credits

The next front of Trump’s legal war is contract law

Jesse’s upshift; Rob’s upshift.

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Music for Shift Key is by Adam Kromelow.

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

The most important energy regulators in the United States aren’t all in the federal government. Each state has its own public utility commission, a set of elected or appointed officials who regulate local power companies. This set of 200 individuals wield an enormous amount of power — they oversee 1% of U.S. GDP — but they’re often outmatched by local utility lobbyists and overlooked in discussions from climate advocates. 

Charles Hua wants to change that. He is the founder and executive director of PowerLines, a new nonprofit engaging with America’s public utility commissions about how to deliver economic growth while keeping electricity rates — and greenhouse gas emissions — low. Charles previously advised the U.S. Department of Energy on developing its grid modernization strategy and analyzed energy policy for the Lawrence Berkeley National Laboratory.

On this week’s episode of Shift Key, Rob and Jesse talk to Charles about why PUCs matter, why they might be a rare spot for progress over the next four years, and why (and how) normal people should talk to their local public utility commissioner. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.

Mentioned:

PowerLines

MIT’s Utility of the Future study

Who’s controlling our energy future? Industry and environmental representation on United States public utility commissions

Previously on Shift Key: How to Fix Utility Bills in America

Rob’s downshift; Jesse’s downshift.

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This episode of Shift Key is sponsored by …

Download Heatmap Labs and Hydrostor’s free report to discover the crucial role of long duration energy storage in ensuring a reliable, clean future and stable grid. Learn more about Hydrostor here.

Music for Shift Key is by Adam Kromelow.

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

The first few weeks of the new Trump administration have seen an onslaught of anti-climate actions: an order punishing the wind industry, an attempted reversal of the Environmental Protection Administration’s climate authority, and a brazen — and possibly unconstitutional — attempt to freeze all spending under Biden’s climate laws. Democrats’ climate legacy seems to be under assault. How will they respond? 

Senator Brian Schatz has represented Hawaii in the U.S. Senate since 2010. He is the chief deputy whip for the Democratic Party. A self-described climate hawk, he helped shape what became the Inflation Reduction Act, and he has emerged as an early voice of opposition to the second Trump administration. He was previously Hawaii’s lieutenant governor and a state lawmaker. 

On this week’s episode of Shift Key, Rob and Jesse talk to Schatz about congressional Democrats’ plan to push back against Trump, what the clean energy needs to do for the next four years, and whether this climate backlash to Trump should be different than the last one. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.

Mentioned:

The Courts Blocked Trump’s Federal Funding Freeze. Agencies Are Withholding Money Anyway.

How Government Grants Actually Turn Into Cash

Jesse’s downshift; Rob’s upshift.

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This episode of Shift Key is sponsored by …

Download Heatmap Labs and Hydrostor’s free report to discover the crucial role of long duration energy storage in ensuring a reliable, clean future and stable grid. Learn more about Hydrostor here.

Music for Shift Key is by Adam Kromelow.

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

Over the past 30 years, the U.S. automaking industry has transformed how it builds cars and trucks, constructing a continent-sized network of factories, machine shops, and warehouses that some call “Factory North America.” President Trump’s threatened tariffs on Canadian and Mexican imports will disrupt and transform those supply chains. What will that mean for the automaking industry and the transition to EVs?

Ellen Hughes-Cromwick is the former chief economist at Ford Motor Company, where she worked from 1996 to 2014, as well as the former chief economist at the U.S. Department of Commerce. She is now a senior visiting fellow at Third Way and a senior advisor at MacroPolicy Perspective LLC. 

On this week’s episode of Shift Key, Rob and Jesse chat with Ellen about how automakers build cars today, why this system isn’t built for trade barriers, and whether Trump’s tariffs could counterintuitively help electric vehicles. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.

Mentioned:

Trump’s Tariffs are a Warning

Rob’s downshift; Jesse’s up-ish-shift.

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This episode of Shift Key is sponsored by …

Download Heatmap Labs and Hydrostor’s free report to discover the crucial role of long duration energy storage in ensuring a reliable, clean future and stable grid. Learn more about Hydrostor here.

Music for Shift Key is by Adam Kromelow.

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

On February 1 — that is, three days from now — President Donald Trump has promised to apply a tariff of 25% to all U.S. imports from Canada and Mexico, crude oil very much not excepted. Canada has been the largest source of American crude imports for more than 20 years. More than that, the U.S. oil industry has come to depend on Canada’s thick, sulfurous oil to blend with America’s light, sweet domestic product to suit its highly specialized refineries. If that heavy, gunky stuff suddenly becomes a lot more expensive, so will U.S. oil refining.

Rory Johnston is an oil markets analyst in Toronto. He writes the Commodity Context newsletter, a data-driven look at oil markets and commodity flows. He’s also a lecturer at the University of Toronto’s Munk School of Global Affairs and Public Policy and a fellow with the Canadian Global Affairs Institute and the Payne Institute for Public Policy at the Colorado School of Mines. He previously led commodities market research at Scotiabank. (And he’s Canadian.)

On this week’s episode of Shift Key, Jesse and Jillian attempt to untangle the pile of spaghetti that is the U.S.-Canadian oil trade. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Jillian Goodman, Heatmap’s deputy editor. Robinson Meyer is off this week.

Mentioned:

How the U.S. and Canadian oil industries evolved together

Johnston on how tariffs could disrupt a finely calibrated relationship

Jesse’s upshift; Jillian’s upshift.

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This episode of Shift Key is sponsored by …

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.

The Los Angeles wildfires have killed at least 27 people, destroyed more than 17,000 structures, and displaced tens of thousands. In the next few months, the billions of costs in damage to homes and property will ripple through the state’s insurance market — and likely cause its insurer of last resort to run out of money.

Benjamin Keys has studied how natural disasters, rising sea levels, and increasing exposure to risk have driven up insurance costs nationwide. He is a professor of real estate and finance at the University of Pennsylvania’s Wharton School, and one of the country’s top experts on climate change, home values, and insurance markets.

On this week’s episode of Shift Key, Rob and Jesse talk with Keys about how California broke its insurance market, why insurance costs are rising nationwide, and how homeowners, home buyers, and communities can protect themselves. They dive into President Donald Trump’s dizzying first day of executive actions and how they’ll affect the future of energy development. 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: 

Keys’ testimony to Senate budget committee about climate risks in the housing system

Keys’ research on climate risk in mortgage escrow data

This pre-wildfire reporting on California’s insurance system and the site of the Eaton Fire

Rob’s downshift; Jesse’s downshift.

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This episode of Shift Key is sponsored by …

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.