The rollbacks are coming. Donald Trump’s incoming administration is expected to pull the United States out of the Paris Agreement, weaken the Environmental Protection Agency’s rules for power plants and tailpipe pollution, and — potentially — rewrite or repeal big swaths of the Inflation Reduction Act. Each of those actions would seem to provide an opening for the world’s No. 1 polluter — China — to assert global leadership and zip ahead in the next generation of clean energy technology.

How will it respond? On this week’s episode of Shift Key, Rob and Jesse chat with Jeremy Wallace, the A. Doak Barnett Professor of China Studies at Johns Hopkins University. Wallace, a Heatmap contributor, helps us understand how China is thinking about Trump, the current state of China’s economy, and why China sometimes flexes its climate leadership — but just as often doesn’t. 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: 

Jeremy Wallace on how China will respond to U.S. reversals

Jeremy’s writing on China, clean energy, and trade

Rob on how the Biden administration thought about China and clean energy 

The Draghi report: EU competitiveness: Looking ahead

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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.

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.

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

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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.

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.

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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.

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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.