Shift Key with Robinson Meyer and Jesse Jenkins

The Chinese electric automaker BYD is entering a new stage in its history. Last month, it sold more than half a million electric vehicles and plug-in hybrids. BYD has already shipped more cars this year than Ford and Honda, and it is fast coming for Volkswagen, GM, and Toyota’s crowns as the world’s three largest automakers.Earlier this year, Rob and Jesse spoke with Ilaria Mazzocco, a senior fellow with the Trustee Chair in Chinese Business and Economics at the Center for Strategic and International Studies in Washington, D.C. She has watched China’s EV industry grow from a small regional experiment into a planet-reshaping juggernaut. On this week’s episode of Shift Key, we’re re-running that conversation — one of our favorites ever to happen on the show. We’ll be back with a new episode next week.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 carsPresident Biden’s announcement of new tariffs on Chinese EVs.The EU’s lower tariffs on Chinese EVsTrouble for Gotion's Michigan plantRob on the Biden administration’s China thoughtRob’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.

The Inflation Reduction Act, President Joe Biden’s landmark climate law, is the biggest investment in clean energy in American history. It is also in danger. In January, the Trump administration and a GOP Congress will take over the federal government — and they have made a variety of promises about how they’ll disrupt the law, ranging from full repeal to a more “surgical” reform approach.On this week’s episode of Shift Key, Rob and Jesse talk with Kristina Costa, who has worked since 2022 to implement the IRA’s climate provisions at the White House. She joins us to discuss what went right about the Biden administration’s rush to implement the law, why state government capacity is holding back Democratic policy goals, and why the federal government needs more tools to support energy innovation if it wants to keep up with China. She also discusses how the administration is trying to Trump-proof the law. 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: Biden has obligated more than $100 billion in IRA grantsThe administration’s three big tax credit goals by the end of the year: hydrogen, advanced manufacturing, and technology-neutral clean electricityJesse’s upshift; Rob’s upshift. (And here’s what’s 250 miles from three cities: Newark, Chicago, Las Vegas.)--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.

It’s been a news-filled few weeks — so it’s time for a roundup. On this week’s episode of Shift Key, Rob and Jesse talk about what Trump’s cabinet selections might mean for his climate policy and whether permitting reform could still happen. Then Rob chats with Corey Cantor, senior EV analyst at BloombergNEF, about promising Q3 sales for U.S. automakers, General Motors’ turnaround, and how much the Trump administration might dent America’s EV uptake. 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: Heatmap: Trump’s pick for Energy Secretary is a big league fracking executiveChris Wright’s 2023 speech to the American Conservation Coalition, a GOP-aligned youth climate groupWhat we know about Trump’s “whole of government” approach to energyHeatmap: Trump’s OMB Pick Wants to Purge the Government of ‘Climate Fanaticism’California could replace the EV tax credit, but Tesla would be excludedEV sales hit a record high in the U.S. in Q3Jesse’s midshift; 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.

Here’s the bad news: The world is almost certainly going to miss the Paris Agreement’s goal of keeping global temperatures from rising beyond 1.5 degrees Celsius over pre-industrial levels. The needed emissions cuts are too large and the direction of policy too slow to lead to any other outcome. In the next few decades, global warming will slip past the 1.5 degree mark — and temperatures will keep rising.What does that mean? What comes next? And how should we feel about that? On this week’s episode of Shift Key, Rob and Jesse chat with Kate Marvel, an associate research scientist at Columbia University and the NASA Goddard Institute for Space Studies. We talk about why every 10th of a degree matters in the fight against climate change, the difference between tipping points and destabilizing feedback loops, and how to think about climate change in a disappointing time. 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 UN Environmental Program’s emissions gap reportThe IPCC’s monumental report on the risks of 1.5C of temperature riseJesse’s post-Trump op-ed: Trump Is Not the End of the Climate FightRob’s piece from 2023 on the “end of climate science”Trump’s Energy Secretary-designate Chris Wright’s speech at the American Conservation Coalition SummitJesse’s 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.

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. reversalsJeremy’s writing on China, clean energy, and tradeRob on how the Biden administration thought about China and clean energy The Draghi report: EU competitiveness: Looking ahead--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.

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 countryHow 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.

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 expectationsIs Tesla struggling to convert Cybertruck preorders? Jesse was wrong about Cybertruck sales: Exhibit 1, Exhibit 2The IEA projects peak demand for fossil fuels.The importance of local PUC electionsNew York’s hydrogen hub is on iceJesse’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.

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 DifferentMicrosoft’s Mega Deal Is a Massive Victory for Nuclear PowerGoogle’s deal with Kairos EnergyDemocrats Embrace Nuclear Power In Heated Senate Races, by Alexander KaufmanJillian’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.

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 policyHydrogen Tax Credit Rules Will Be Done by the End of the YearRob’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.