Shift Key with Robinson Meyer
Every week, Heatmap News Executive Editor Robinson Meyer and Princeton University Professor Jesse Jenkins discuss the energy transition away from fossil fuels. They unpack the most important climate and decarbonization issues of the week, drawing on their reporting and research. The show explores how climate change and efforts to address it are transforming the economy, politics, and society.
Episodes
The Tesla Alum Trying to Turn GM Into an American Battery Juggernaut
There are two big trends in the American battery sector at the moment. The first is that the electric vehicle market is deteriorating. GM, for instance, sold just 25,000 EVs in the third quarter of this year. Ford sold 6,000 EVs. Even the long-awaited return of the Chevy Bolt sold just 8,000 units — a small fraction of the vehicle’s already-limited production run. At the same time, the data center
Governor Mikie Sherrill on Electricity Prices, Nuclear Power, and Building in New Jersey
Governor Mikie Sherrill is a former Navy pilot, federal prosecutor, and a member of the U.S. House of Representatives. She was elected New Jersey's governor in November 2025 in a campaign dominated by the state’s surging electricity prices.For this episode of Shift Key, Governor Sherrill joined Heatmap correspondent Matthew Zeitlin for a live conversation at our Heatmap House event, part of Ne
Al Gore on AI, ‘An Inconvenient Truth,’ and the Biggest Surprises of the Past 20 Years
Former Vice President Al Gore needs no introduction. He is, in a way, the original climate influencer. His film An Inconvenient Truth gave rise to a new wave of climate activism in the 2000s. It was one of the highest-grossing documentaries of all time upon its release, and it won an Oscar, a Grammy, and — for Vice President Gore — a Nobel Peace Prize.He’s remained active in climate policy since t
Energy Secretary Chris Wright on Trump’s Pro-Nuclear, Pro-Fossil Fuel Agenda
Since taking office last year, the Trump administration has blocked renewable energy development and attacked climate change policy, prioritized fossil fuels and encouraged nuclear energy, and started a war that led to a global oil and gas supply shock.U.S. Secretary of Energy Chris Wright has been the face of much of that policy agenda. For this episode of Shift Key, he joined Rob for a live conv
What Does The Nuclear Company Do?
In the past few years, something surprising has happened in American energy policy: States and utilities have started trying to build new nuclear plants.A new kind of company — the nuclear developer — is now trying to handle those projects. The most prominent by far is The Nuclear Company, a startup that has hired many of the same people who built the new Vogtle plant in Georgia. On this episode o
Starting a Giant Online Data Platform Is the Easy Part
America has some of the world’s best data about its own internal energy, industrial economy, and carbon emissions. That’s thanks to a federal agency called the U.S. Energy Information Administration, which painstakingly collects and updates the data every week.But EIA data can be hard to access — and even harder to share and understand. A new project aims to change that. U.S. Energy Data takes fed
Shift Key Classic: What Is a Watt?
As we catch up from summer vacation, we’re bringing you a favorite from the Shift Key archive. We’ll be back in your feed with more fresh episodes starting next week.What is the difference between energy and power? How does the power grid work? And what’s the difference between a megawatt and a megawatt-hour?On this week’s episode, we answer those questions and many, many more. This was the start
How to Understand America’s Gigantic Natural Gas Buildout
The United States is staring down a natural gas buildout of gigantic proportions.Amazon wants to build what would be the country’s largest power plant in Texas — and run it entirely on natural gas. Not to be outdone, OpenAI is plotting an even larger power plant in Ohio that, if built, would become the world’s largest gas power facility. How should we think about this boom — and about the AI and t
Trump’s Clean Energy Repeal Was Even More Costly Than We Thought
Two years ago, Donald Trump made an outlandish campaign promise: He would cut Americans’ power bills in half.It was a ridiculous, impossible pledge — but even so, the affordability problem didn’t need to get this bad. A new report, out this week from the Natural Resources Defense Council, looks at the economic, environmental, and public health costs of Trump’s regulatory and legislative clean ener
Who Pays for Wildfire Prevention? If You’re in California, You Do — in Your Power Bill.
California now has the most expensive electricity in the continental United States. It also has expensive housing … and an increasingly broken home insurance market.Are the three phenomena linked? They might be. Due to a peculiarity in the state’s constitution, electricity utilities are incentivized to pay for a huge amount of wildfire prevention, above and beyond what would be seen as economicall
Why This El Niño Looks Like a Monster
Every few years, the Pacific Ocean’s surface waters become especially warm near the equator, a climatic phenomenon known as El Niño.El Niño is a normal part of the climate system, but even in a normal year, it can trigger extreme weather around the world. Forecasters are worried that the current El Niño — which just began a few weeks ago — is going to be anything but normal. Models suggest that we
The Big — But Fixable! — Problems in America’s R&D Ecosystem
At this point, when you hear “venture capitalist,” you probably think of … software. Or artificial intelligence. Or cryptocurrency.The Engine Ventures, which spun out of MIT a few years ago, is different. It tries to fund what it calls “tough tech,” a somewhat nebulous category that includes companies working in energy, decarbonization, health, and infrastructure. As such, it’s backed some of the
Permitting Reform, Data Centers, and More With Senator Heinrich and Secretary Granholm
The Democratic Party’s climate and energy policy is at a difficult moment. Over the past year and a half, the Trump administration has attacked solar and wind energy, started an inflationary war, and repealed key parts of the Inflation Reduction Act. And about a year and a half from now, Democrats will pick a presidential candidate and pitch their energy and climate policies to voters again.How ar
What a Permitting Reform Deal Could Look Like
There’s really one one good thing that could happen this year in Congress for clean energy: permitting reform. If lawmakers reached a bipartisan deal on the country’s permitting system, they could make it easier to build solar, wind, and transmission lines — as well as every other kind of infrastructure.But will it happen? What are the obstacles to a deal? What would be in a deal? On this episode
What Barbecue Sauce Has in Common With Carbon Removal
Charm Industrial is a climate tech company that takes biomass and converts it into a heavy, carbon-rich oil that can be injected underground, transmuting and storing the greenhouse gas far from the atmosphere. They’re scaling up fast and recently announced a new $20 million debt facility with JP Morgan; the bank also agreed to buy more than 60,000 tons worth of removals from them.On this episode o
The Company That’s Raised $60 Million to Geoengineer the Planet
For more than 30 years, a heterodox group of scientists have proposed injecting sulfate aerosols into the stratosphere to reflect sunlight away from Earth, thereby cooling the atmosphere and reversing climate change.But actual research into the idea has remained taboo, or at least the province of university and government labs. Then, last year, Heatmap broke the story of an Israeli-American compan
The New Paper Arguing Biden’s Power Sector Emissions Cuts Are Largely Intact — Even Under Trump
Wait, is the climate policy landscape … in better shape than it looks?Just over a year ago, President Trump passed the One Big Beautiful Bill Act. It repealed many of the Biden administration’s most aggressive climate policies, including tax credits for solar and wind energy.Although those policies are gone, the emissions cuts they achieved remain largely intact — at least in the power sector, acc
Why Meta’s Longtime CTO Is Investing in Climate Tech
It has been a hard few years for climate tech. But we recently got a bright spot: Earlier this month, Gigascale Capital announced it had raised $250 million to build the physical infrastructure driving decarbonization. That was notable in part because Gigscale’s founder is Mike Schroepfer, Meta’s former chief technology officer, who has gone deep on climate tech since leaving the company in 2022.O
How China Saved the World From Trump’s Energy Crisis
When Iran closed the Strait of Hormuz earlier this year, experts projected oil prices would go to $200 a barrel. But then… they didn’t. In fact, while gasoline prices rose in the United States, and Europe and Asia suffered higher costs, the resulting energy crisis wasn’t even as bad as what followed Russia’s 2022 invasion of Ukraine.Why? China. The country seems to have absorbed the costs of Trump
Anthropic and the Future of the Buzzy Carbon Removal Buyer's Club
One of the most interesting projects in carbon removal is doubling down on the industry. Frontier — a coalition of tech, finance, and fashion firms that buy carbon removal credits to support the crucial technology — has secured another $915 million to power its next round of buying. The artificial intelligence giant Anthropic has also joined the coalition alongside its existing members, including
The Other, Other Big Race in Georgia This Year
Last year, progressives pulled off their biggest state-level win in Georgia in 20 years when voters elected two Democrats to the state’s Public Service Commission, which oversees electricity utilities. It was the first time Democrats had won a state-level office in Georgia since 2006. This year, Democrats have a chance to take an outright majority on the board.What would that mean — and what has l
Affordability Politics Took On New York’s Climate Law — and Won
When New York passed its first major climate law in 2019, climate advocates hailed the work as a milestone: The Empire State vowed to cut its carbon emissions by 40% by 2030, as compared to their 1990 levels, giving it some of the world’s most ambitious subnational climate policy. But last week, Governor Kathy Hochul and the state legislature moved to rewrite key provisions in that law, weakening
Nvidia’s Case for Why AI Will Cut Emissions
From Heatmap: Exclusive: Local Opposition to Data Centers Explodes in 2026America’s tech companies are transforming the electricity system — building entirely new fleets of new solar panels, batteries, and gas turbines — in order to power what are essentially warehouses filled with cutting-edge chips.Almost all of those chips are made by Nvidia. On this week’s episode of Shift Key, Rob is joined b
How Los Angeles Cleaned Up the World’s Air Pollution
We live in a time of unheralded environmental victories. Dolphins and whales swim in New York and San Francisco harbors. Lead has been eliminated globally in gasoline for cars and trucks. And Southern California has cleaned up its air.That last one is more important than you might think. On today’s episode of Shift Key, Rob is joined by Ann Carlson, a professor of environmental law at UCLA and the
This Year’s Beijing Auto Show Has a Lesson for Trump
The Beijing Auto Show is now the world’s largest auto show — and its most important. It’s where China’s automakers show off their new innovations and newest models to a huge audience of domestic consumers and global influencers. As one attendee observed, there were more EV models in one room of the show than there are available for sale in the entire U.S. car market.So what was it l
What’s Truly Baffling About the Strait of Hormuz Energy Crisis
he Strait of Hormuz has been closed for months. Yet oil is trading — at least as of late Tuesday — at under $110 a barrel. Why haven’t the markets responded more to the biggest supply disruption of all time? Is it a credit to President Trump, and does it give us any clues to how future presidents should handle other energy crises?On the latest episode of Shift Key, Rob talks with Jason Bordof
What Has All This Back-and-Forth Climate Legislating Bought Us?
When Congress passed the Inflation Reduction Act in 2022, researchers estimated it would cut U.S. carbon pollution by more than 40% by the mid-2030s. Then President Trump and a GOP majority partially repealed the law, and many of those emissions declines looked doubtful. What will U.S. carbon emissions look like after the One Big Beautiful Bill Act?We’re starting to get a sense. On this week’s epi
The Big Interview: John Arnold
If you work around climate or clean energy, you probably know about John Arnold. Although he began his career as a natural gas trader, Arnold has since become one of the country’s most important clean energy investors. He’s the chairman of Grid United, a transmission development firm undertaking some of the country’s most ambitious power line projects, and he is an investor in the advanced geother
Some Great News About the Global Electricity System
Here’s some good news: Clean power met all electricity demand growth last year for the first time since the COVID-19 pandemic. That’s according to a new report on global electricity trends from Ember, a U.K. think tank that tracks energy data from around the world. The new review suggests that solar and batteries are continuing to remake the global power system — and outcompeti
Everything We Didn't Know About the World’s Buzziest Geothermal Startup
Fervo Energy has become a darling of the clean energy industry by using workers and technology from the oil and gas sector to unlock zero-carbon, all-day geothermal electricity. Last week, Fervo filed to go public, giving us the first deep look at its finances and long-term expansion plans. What’s the bull case, the bear case, and the fine print?On this week’s episode of Shift Key, Rob is joined b
Why Microsoft’s Carbon Removal Pullback Is Such a Big Deal
For the past few years, Microsoft has basically carried the carbon removal industry on its shoulders. The software company has purchased 72 million tons of carbon removal, more than 40 times what any other organization has financed, according to third-party sources.Now it’s pulling back. As we reported last week, Microsoft has told suppliers and partners that it’s pausing new purchases. Though the
Why the Iran Ceasefire Hasn’t Ended the Energy Crisis
The United States and Iran have agreed to a ceasefire in Iran, and energy markets responded with jubilation — at least initially. Every major Wall Street index surged on Wednesday, and U.S. oil prices fell.But the actual situation on the ground is far more ambiguous, huge questions remain about the truce, and the Strait of Hormuz is as closed today as it has been since the beginning of the war.On
How Utilities Actually Think
How do utilities decide what they want — and need — to build? It’s one of the most important problems driving the data center and clean energy conversations right now. But it’s hard to get a sense of what constraints and ideas actually drive utility decisionmaking from the inside.Alice Yake is the vice president of GRIDS at Breakthrough Energy, and the former senior vice president of system strate
A New Look at Why Electricity Prices Have Gone Up in Your ZIP Code
Electricity prices rose faster than overall inflation last year. Yet at the local level, it’s been difficult to know why. Is it data centers? Renewables? Aging infrastructure? Or something else more mysterious? Everyone in the political system — including senior Trump officials — wants to blame their favorite energy bugbear. But if we actually want to fix the problem, getting the real answer matte
There’s a New Playbook for Cutting Power Prices
Since Democrats swept to statewide victories in Georgia and New Jersey last year by campaigning against high power prices, “electricity affordability” has been the watchword for climate-concerned politicians everywhere. But what can states and cities actually do to bring down power prices?The Federation of American Scientists, through its new Center for Regulatory Ingenuity, has a new report&
The Oil Industry Will Never Be the Same
We are now nearly a month into the U.S.-Israeli war on Iran. The conflict has lasted much longer than some energy experts initially expected — and it has built up an unprecedented crisis that is set to cascade from Asia to the rest of the world.On this episode of Shift Key, Rob chats in Houston with Karim Fawaz, an oil and refineries expert and a director in the energy and natural resources g
The Big Reveal in China’s New Five-Year Plan
The new draft of China’s five year plan is here, and the news isn’t all good for climate advocates. Although China vows to expand its gigantic “clean energy bases” in the plan, it has actually walked back some of its biggest climate goals since 2021. The new plan also contains a mysterious — and politically convenient — change to one of its most important emissions estimates.On this episode of Shi
The Rivian R2 Couldn’t Have Come at a Better Time
Last week saw what is likely the biggest U.S. electric vehicle launch of the year: the Rivian R2, which will go on sale this spring. It’s absurdly well-timed, given surging gasoline prices. But can it carve out enough of a niche to compete?On this episode of Shift Key, Rob is joined by Jesse Jenkins in his new role as occasional guest cohost. Rob and Jesse discuss the Rivian R2, what the Strait of
A New Theory About Why Biden’s Big Climate Law Failed
When President Joe Biden signed the Inflation Reduction Act into law in 2022, Democrats imagined he was setting a new policy feedback loop in motion. Voters would see how the law was changing their communities — investing in new factories and solar farms — and then rally to protect it from Republicans.That didn’t happen. Last summer, Republicans in Congress repealed many of the law’s best climate
A Tale of Two Energy Shocks
We’re watching a new global energy crisis unfold in the wake of America and Israel’s campaign in Iran — and it could rapidly spiral into other industries and commodities. At the same time, there’s been legitimately promising news on iron-air batteries, suggesting the cheap and long-term energy storage technology might be ready for take-off.Rob is joined by Heatmap staff writers Matthew Zeitlin and
Why the Iran War Is a Warning for Natural Gas
The United States and Israel have launched a devastating new war on Iran. What has happened so far, when could it end, and what could it mean for oil, gas, and the global energy shift?Rob is joined by Gregory Brew, an analyst with the Eurasia Group’s energy, climate, and resources team focused on the geopolitics of oil and gas. He serves as the group’s country analyst for Iran. He’s also an histor
The Peril of Talking About Electricity Affordability
As electricity affordability has risen in the public consciousness, so too has it gone up the priority list for climate groups — although many of their proposals are merely repackaged talking points from past political cycles. But are there risks of talking about affordability so much, and could it distract us from the real issues with the power system?Rob is joined by Jane Flegal, a senior fellow
Data Centers Are Creating a New Kind of Battery Monster
Just a handful of tech companies plan to spend nearly $700 billion combined this year investing in artificial intelligence — and much of that money will go to data centers and the energy used to keep them on. How is this boom transforming the American energy system, and what does it mean for clean energy?On this episode of Shift Key, Rob is joined by Peter Freed, a founding partner at the Near Hor
What the Supreme Court’s Tariff Ruling Means for the Energy Transition
The Supreme Court just struck down President Trump’s most ambitious tariff plan. What does that ruling mean for clean energy? For the data center boom? For America’s industrial policy?On this emergency episode of Shift Key, Rob is joined by Jonas Nahm, a professor of economic and industrial policy at the Johns Hopkins School of Advanced International Studies in Washington, D.C. They discuss t
The Outdated Economics Driving Trump’s Car Standards Rollback
President Donald Trump has essentially killed all fuel economy rules on cars and trucks in the United States. By the end of the year, automakers will face virtually no limits on how many huge gas guzzlers they can sell to the public — or what those purchases will do to domestic oil prices. But is the thinking driving this change up to date?Rob is joined by Kenneth Gillingham, a professor of e
Trump’s Assault on the Clean Air Act and What Happens Next
Rob is joined by Jody Freeman, the director of the Environmental and Energy Law Program at Harvard Law School, to discuss the Trump administration’s war on the endangerment finding. They chat about how the Trump administration has already changed its argument since last summer, whether the Supreme Court will buy what it’s selling, and what it all means for the future of climate law.They also
The Power Grid Just Passed Its Biggest Test in Years
On this week’s episode of Shift Key, Rob and Jesse announce some news about the show — and also debrief on how the Northeastern U.S. power grid performed during the past few weeks of unusually intense winter weather. They discuss why wintertime electricity demand is especially important to manage, whether it’s bad that New England got a whopping 40% of its electricity from oil, and how the region’
What Senator Martin Heinrich Needs to See in a Permitting Deal
Rob talks to Senator Martin Heinrich about whether Republicans and Democrats will reach a permitting reform deal this year. They chat about what Democrats would need to see in such a deal, how it could help transmission projects, and why such a deal will ultimately need to constrain President Trump in some way.They also discuss the future of Democratic energy and climate policy — what Heinrich lea
Trump’s Most Self-Defeating Move on Rare Minerals
President Trump announced on Monday that the U.S. would create a domestic stockpile of critical minerals for civilian use — essentially a Strategic Petroleum Reserve, but for lithium, copper, rare earths, and other rocks central to electronics and decarbonization.It’s one of many experimental and unusual steps that the administration has taken to boost U.S. mineral production over the pa
What the China-Canada EV Trade Deal Really Means
It’s been a huge few weeks for the electric vehicle industry — at least in North America.After a major trade deal, Canada is set to import tens of thousands of new electric vehicles from China every year, and it could soon invite a Chinese automaker to build a domestic factory. General Motors has also already killed the Chevrolet Bolt, one of the most anticipated EV releases of 2026.How big a deal
Why America’s Climate Emissions Surged in 2025
America’s estimated greenhouse gas emissions rose by 2.4% last year — which is a big deal since they had been steady or falling in 2023 and 2024. More ominously, U.S. emissions grew faster than our gross domestic product last year, suggesting that the economy got less efficient from a climate pollution perspective.Is this Trump’s fault? The AI boom’s? Or was it a weird fluke? In this week’s Shift
Heatmap’s Annual Climate Insiders Survey Is Here
Every year, Heatmap asks dozens of climate scientists, officials, and business leaders the same set of questions. It’s an act of temperature-taking we call our Insiders Survey — and our 2026 edition is live now.In this week’s Shift Key episode, Rob puts Jesse through the survey wringer. What is the most exciting climate tech company? Are data centers slowing down decarbonization? And will a countr
Why Trump’s Oil Imperialism Might Be a Tough Sell for Actual Oil Companies
Over the weekend, the U.S. military entered Venezuela and captured its president, Nicolás Maduro, and his wife. Maduro will now face drug and gun charges in New York, and some members of the Trump administration have described the operation as a law enforcement mission.President Donald Trump has taken a different tack. He has justified the operation by asserting that America is going to “take over
Shift Key Classic: California’s Rooftop Solar Question
Shift Key is off for the holidays, but we hope you’ll enjoy this classic episode.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.
The Biggest Energy and Climate Stories of 2026
2025 has been a rough year for climate and energy news. But enough about that. Let’s start looking at 2026!On this week’s episode of Shift Key, Rob is joined by some of Heatmap’s writers and editors to discuss our biggest stories and predictions for 2026 — what we’re tracking, what could surprise us, and what could happen next. We also discuss a recent op-ed in The New York Times arguing that Demo
Say ‘Guten Tag!’ to This New Kind of Geothermal Tech
Over the past decade, the oil and gas industry has sharpened its drilling skills, extracting fossil fuels at greater depths — and with more precision — than ever before. What if there was a way to tap those advances to generate zero-carbon energy?The Canadian company Eavor (pronounced “ever”) says it can do so. Its closed-loop geothermal system is already producing heat at competitive prices in Eu
Why the Rest of the World Is Buying Chinese EVs
China’s electric vehicle industry, it’s now well understood, is churning out cars that rival or exceed the best products coming out of the West. Chinese EVs are cheaper, cooler, more innovative, and have better range. And now they’re surging into car markets around the world — markets where consumers are hungry for clean, affordable transportation. On this week’s episode of Shift Key, Rob tal
The Biggest Lessons of a Not-So-Great Year for Climate Policy
2025 has been incredibly eventful for decarbonization — and not necessarily in a good way. The return of Donald Trump, the One Big Beautiful Bill Act, and the rise of data centers and artificial intelligence led to more changes for climate policy and the clean energy sector than we’ve seen in years. Some of those we saw coming. Others we really did not. On this week’s episode of Shift Ke
How to Make Your Climate Giving Count, According to an Expert
It’s been a tumultuous year for climate politics — and for climate nonprofits. The longtime activist group 350.org suspended its operations in the U.S. (at least temporarily), and Bill Gates, the world’s No. 1 climate funder, declared that the decarbonization movement should make a “strategic pivot” to poverty reduction. How should someone who wants to help the global climate navigate this moment?
How Clean Energy Could Prepare for an AI Bubble
The boom in artificial intelligence has become entangled with the clean energy industry over the past 18 months. Tech companies are willing to pay a lot for electricity — especially reliable zero-carbon electricity — and utilities and energy companies have been scrambling to keep up.But is that boom more like a bubble? And if so, what does that mean for the long-term viability of AI companies and
Shift Key Live: The 2025 Elections, the Gates Memo, and More
It’s been a huge few weeks for climate news. Democrats swept state and local elections in New Jersey, Virginia, California, and New York City — and won two crucial regulatory races in Georgia. A few weeks before, the climate tech investor and philanthropist Bill Gates released a memo arguing for a pivot on climate funding vis a vis global health.On this special episode of Shift Key, Rob talks to H
Shift Key Classic: Have China’s Carbon Emissions Peaked?
Robinson Meyer and Jesse Jenkins are off this week. Please enjoy this selection from the Shift Key archive.China’s greenhouse gas emissions were essentially flat in 2024 — or they recorded a tiny increase, according to a November report from the Centre for Research on Energy and Clean Air, or CREA. A third of experts surveyed by the report believe that its coal emissions have peaked. Ha
How EVs Can Actually Help the Electricity Crisis
Data centers aren’t the only driver of rising power use. The inexorable shift to electric vehicles — which has been slowed, but not stopped, by Donald Trump’s policies — is also pushing up electricity use across the country. That puts a strain on the grid — but EVs could also be a strength.On this week’s episode of Shift Key, Rob and Jesse talk to Apoorv Bhargava, the CEO and cofounder of Weavegri
The Lesson Nuclear Companies Should Take From the Dot-Com Boom
Electricity prices are the biggest economic issue in the New Jersey governor’s race, which is perhaps next month’s most closely watched election. Mikie Sherrill, the Democratic candidate and frontrunner, has pledged to freeze power prices for state residents after getting elected. Can she do that? On this week’s episode of Shift Key, Rob talks to Skanda Amarnath, the executive director of Emp
The Startup Trying to Put Geothermal Heat Pumps in America’s Homes
Simply operating America’s buildings uses more than a third of the country’s energy. A major chunk of that is temperature control — keeping the indoors cool in the summer and warm in the winter. Heating eats into families’ budgets and burns a tremendous amount of fuel oil and natural gas. But what if we could heat and cool buildings more efficiently, cleanly, and cheaply? On this week’s episo
How Julian Brave NoiseCat Changed His Mind About Climate Politics
Julian Brave NoiseCat is a writer, Oscar-nominated filmmaker, champion powwow dancer, and student of Salish art and history. His first book, We Survived the Night, was released this week — it uses memoir, reporting, and literary anthology to tell the story of Native families across North America, including his own. NoiseCat was previously an environmental and climate activist at groups includ
How China’s Power Grid Really Works
China announced a new climate commitment under the Paris Agreement at last month’s United Nations General Assembly meeting, pledging to cut its emissions by 7% to 10% by 2035. Many observers were disappointed by the promise, which may not go far enough to forestall 2 degrees Celsius of warming. But the pledge’s conservatism reveals the delicate and shifting politics of China’s grid — and how the c
Heatmap’s Reporters Talk About Electricity, Inflation, and the New Era in Climate Politics
It’s been a busy few weeks for climate and energy. New York Climate Week brought hundreds of events — and thousands of people — to the city to discuss decarbonization and energy policy. The New Jersey governor’s race has raised the salience of electricity rates. And suddenly everyone is talking about energy affordability.On this week’s episode of Shift Key, Rob is joined by his colleagues at Heatm
Live From New York Climate Week: The AI and Electricity Moment
Artificial intelligence is helping to drive up electricity demand in America. Energy costs are rising, and utilities are struggling to adjust. How should policymakers — and companies — respond to this moment? On this special episode of Shift Key, recorded live at Heatmap House during New York Climate Week, Rob leads a conversation about some potential paths forward. He’s joined first by Repre
Nobody in the West Knows How to Respond to the ‘Electrotech Revolution’
A new stack of electricity technologies — including solar panels, batteries, electric vehicles, and power electronics — seem to be displacing fossil fuels across China and the developing world. Are we watching an irresistible technological revolution happen? Or is something weirder going on — something that has far more to do with China’s singular scale and policy goals than physics and economics?
What J.P. Morgan’s Chief Climate Advisor Is Telling Energy Startups
We live in a new energy era — one in which the inputs and technologies key to clean electricity production are at the heart of international politics. What will that mean for decarbonization? And how should climate tech companies prepare? On this week’s episode of Shift Key, Rob chats about those questions and more with Dr. Sarah Kapnick. She is the Global Head of Climate Advisory at J.P. Mor
Utility Regulation Really Sucks
Electricity is getting more expensive — and the culprit, in much of the country, is the poles and wires. Since the pandemic, utility spending on the “last mile” part of the power grid has surged, and it seems likely to get worse before it gets better.How can we fix it? Well, we can start by fixing utility regulation. On today’s episode of Shift Key, Rob and Jesse talk about why utility regula
What Carbon Dioxide Has to Do With the Meaning of Life
How did life first form on Earth? What does entropy have to do with the origins of mammalian life — or the creation of the modern economy? And what chemical process do people, insects, Volkswagens, and coal power plants all share?On this week’s episode of Shift Key, Rob chats with Peter Brannen, the author of a new history of the planet, The Story of CO2 Is the Story of Everything. The book w
Shift Key Classic: How to Hook Up More Power Plants
Shift Key is off for Labor Day, so we’re re-running this classic episode.For the first time in 15 years, American electricity demand is rising again as new data centers, factories, and electric vehicles come online. The easiest option is to meet that new demand with new supply — new power plants. But in many parts of the country, it can take years to hook up new wind, solar, and batteries to the g
This Is What It’s Like to Run a Power Grid
So far on Shift Key Summer School we’ve covered how electricity gets made and how it gets sold. But none of that matters without the grid, which is how that electricity gets to you, the consumer. Who actually keeps the grid running? And what decisions did they make an hour ago, a day ago, a week ago, five years ago to make sure that it would still be running right this second? This week on Sh
How Electricity Markets Work
Most electricity used in America today is sold on a wholesale power market. These markets are one of the most important institutions structuring the modern U.S. energy economy, but they’re also not very well understood, even in climate nerd circles. And after all: How would you even run a market for something that’s used at the second it’s created — and moves at the speed of light? On this we
Trump’s Move to Kill the Clean Air Act’s Climate Authority, Forever
The Trump administration has formally declared that carbon dioxide and other greenhouse gases are not dangerous pollutants. If the president gets his way, then the Environmental Protection Agency may soon surrender any ability to regulate heat-trapping pollution from cars and trucks, power plants, and factories — in ways that a future Democratic president potentially could not reverse.On this week
Why We’re Worried About Electricity Prices
In the next few years, the United States is going to see the fastest growth in electricity demand since the 1970s. And that’s only the beginning of the challenges that our power grid will face. When you step back, virtually every trend facing the power system — such as the coming surge in liquified natural gas exports or President Trump’s repeal of wind and solar tax credits — threatens to constra
How Sun and Wind Become Electricity
The two fastest-growing sources of electricity generation in the world represent a radical break with the energy technologies that came before them. That’s not just because their fuels are the wind and the sun.This is our third episode of Shift Key Summer School, a series of “lecture conversations” about the basics of energy, electricity, and the power grid. This week, we dive into the history and
Climate Policy in America: Where We Go From Here
It’s official. On July 4, President Trump signed the Republican reconciliation bill into law, gutting many of the country’s most significant clean energy tax credits. The future of the American solar, wind, battery, and electric vehicle industries looks very different now than it did last year.On this week’s episode of Shift Key, we survey the damage and look for bright spots. What did the law, in
