Shift Key with Robinson Meyer and Jesse Jenkins

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 Katie Brigham, as well as Heatmap’s deputy editor Jillian Goodman, to discuss the busy news week. They discuss whether we’re looking at two different (but linked) energy crises, gauge how insulated the U.S. economy actually is, and share which energy news stories have gotten lost in the shuffle.Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:From Heatmap: Oil Is Surging. Clean Energy Stocks Are Down Anyway.From Heatmap: War With Iran Isn’t Just an Oil StoryFrom Heatmap: Inside Form Energy’s Big Google Data Center DealBlackRock and other infrastructure investors are buying AES for $10.7 billionThe fate of New York’s climate law is in doubtLuckin Coffee to buy Blue Bottle Coffee--This episode of Shift Key is sponsored by …Accelerate your clean energy career with Yale’s online certificate programs. Explore the 10-month Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Use referral code HeatMap26 and get your application in by the priority deadline for $500 off tuition to one of Yale’s online certificate programs in clean energy. Learn more at cbey.yale.edu/online-learning-opportunities.Music for Shift Key is by Adam Kromelow.

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 historian of modern Iran, oil, and U.S. foreign policy, and the author of two books about the subject.Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:From Heatmap: War With Iran Isn’t Just an Oil StoryFrom Heatmap: How Trump’s War Could Destabilize the Global Energy Market--This episode of Shift Key is sponsored by …Accelerate your clean energy career with Yale’s online certificate programs. Explore the 10-month Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Use referral code HeatMap26 and get your application in by the priority deadline for $500 off tuition to one of Yale’s online certificate programs in clean energy. Learn more at cbey.yale.edu/online-learning-opportunities.Music for Shift Key is by Adam Kromelow.

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 at the Searchlight Institute and the States Forum. Flegal was the former senior director for industrial emissions at the White House Office of Domestic Climate Policy, and she has worked on climate policy at Stripe. She was recently executive director of the Blue Horizons Foundation.Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:Cheap and Abundant Electricity Is Good, by Jane FlegalFrom Heatmap: Will Virtual Power Plants Ever Really Be a Thing?Previously on Shift Key: How California Broke Its Electricity Bills and How Texas Could Destroy Its Electricity Market--This episode of Shift Key is sponsored by …Accelerate your clean energy career with Yale’s online certificate programs. Explore the 10-month Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Use referral code HeatMap26 and get your application in by the priority deadline for $500 off tuition to one of Yale’s online certificate programs in clean energy. Learn more at cbey.yale.edu/online-learning-opportunities.Music for Shift Key is by Adam Kromelow.

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 Horizon Group and the former director of energy strategy at Meta from 2014 to 2024. They discuss why data center developers opt for certain energy sources over others, why AI is driving an unprecedented off-grid natural gas boom, and why batteries now pair especially well with gas. Yikes!This conversation was originally recorded for a webinar hosted by Heatmap Pro. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:Breaking Down the Doomsday AI Memo That Spooked Markets​Inside Form Energy’s Big Google Data Center DealThe New York Times on AI’s polling problemsPreviously on Shift Key: What’s Really Holding Back New Data Centers--This episode of Shift Key is sponsored by …Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. today to see the premier intelligence platform for project permitting and community engagement. Book a demo today to see the premier intelligence platform for project permitting and community engagement.Music for Shift Key is by Adam Kromelow.

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 the ruling, the other authorities that Trump could now use to raise trade levies, and what (if anything) the change could mean for electric vehicles, solar panels, and more.Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:From Heatmap: Clean Energy Looks to (Mostly) Come Out Ahead After the Supreme Court’s Tariff Ruling--This episode of Shift Key is sponsored by ...Accelerate your clean energy career with Yale’s online certificate programs. Explore the 10-month Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Use referral code HeatMap26 and get your application in by the priority deadline for $500 off tuition to one of Yale’s online certificate programs in clean energy. Learn more at cbey.yale.edu/online-learning-opportunities.Music for Shift Key is by Adam Kromelow.

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 environmental and energy economics at Yale. They chat about how the economics profession changed its mind about fuel efficiency rules for cars and trucks — and then recently changed its mind again. They also debrief about what the Trump rollback gets right and wrong in its key economic assumptions and how that might affect its reception.Then Rob chats with Hannah Hess, an associate director from the Rhodium Group about new Clean Investment Monitor data that shows the U.S. clean energy economy was a “tale of two industries” in Q4 2025.Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:From Heatmap: Trump’s One Big Beautiful Blow to the EV Supply ChainClean Investment Monitor’s U.S. Q4 2025 Update--This episode of Shift Key is sponsored by ...Accelerate your clean energy career with Yale’s online certificate programs. Explore the 10-month Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Use referral code HeatMap26 and get your application in by the priority deadline for $500 off tuition to one of Yale’s online certificate programs in clean energy. Learn more at cbey.yale.edu/online-learning-opportunities.Music for Shift Key is by Adam Kromelow.

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 talk about whether the Clean Air Act has ever been an effective tool to fight greenhouse gas pollution — and whether the repeal could bring any upside for states and cities.Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:From Heatmap: The 3 Arguments Trump Used to Gut Greenhouse Gas RegulationsPreviously on Shift Key: Trump’s Move to Kill the Clean Air Act’s Climate Authority ForeverRob on the Loper Bright case and other Supreme Court attacks on the EPAThis episode of Shift Key is sponsored by ...--This episode of Shift Key is sponsored by ...Accelerate your clean energy career with Yale’s online certificate programs. Explore the 10-month Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Use referral code HeatMap26 and get your application in by the priority deadline for $500 off tuition to one of Yale’s online certificate programs in clean energy. Learn more at cbey.yale.edu/online-learning-opportunities.Music for Shift Key is by Adam Kromelow.

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 learned from the Biden administration, what the Inflation Reduction Act got right (and wrong), and why data centers are becoming a new kind of energy villain.Heinrich is the senior senator from New Mexico (and a well-known transmission policy nerd). He’s also a trained mechanical engineer and the son of a utility lineman. 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 off this week.You can find the full transcript of this episode here.Mentioned:SunZia: The Untold Saga of America's Biggest Power Line, by Robinson MeyerThe FREEDOM Act: New Bipartisan House Bill Would Keep President From Yanking Permits--This episode of Shift Key is sponsored by ...Accelerate your clean energy career with Yale’s online certificate programs. Explore the 10-month Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Use referral code HeatMap26 and get your application in by the priority deadline for $500 off tuition to one of Yale’s online certificate programs in clean energy. Learn more at cbey.yale.edu/online-learning-opportunities.Music for Shift Key is by Adam Kromelow.