Shift Key with Robinson Meyer

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Every week, Heatmap News Executive Editor Robinson Meyer and Princeton University Professor and energy systems expert Jesse Jenkins make sense of the biggest shift of our time -- navigating the energy transition away from fossil fuels. Drawing on their years of experience reporting on and researching climate change and decarbonization, Meyer and Jenkins unpack the most important issues of the week and how the impacts of climate change and efforts to address it are transforming our economy, politics, and society at large. Music by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

  1. 3 DAGE SIDEN

    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 like to be there in person? On today’s episode of Shift Key, Rob talks with Kate Logan, the director of the China Climate Hub and Climate Diplomacy at the Asia Society Policy Institute; and Jeremy Wallace, the A. Doak Barnett Professor of China Studies at Johns Hopkins School of Advanced International Studies. Jeremy and Kate attended this year’s show and left with some strong impressions. They also chat with Rob about whether China has solved the EV charging problem, what tech was most impressive (and what was absent) from the expo, and how American policymakers should work with China’s world-leading battery and EV manufacturing firms.  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: WSJ: Chinese EVs can already be seen in the US… in El Paso The new Carnegie Mellon report: An Industrial Strategy for Ranking Risk and Opportunity in Energy & AI Supply Chains Bloomberg on the Ford and CATL deal Jeremy’s recent work in Heatmap: China Can’t Decide If It Wants to Be the World’s First ‘Electrostate’ -- 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. Book a demo today to see the premier intelligence platform for project permitting and community engagement. Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

    47 min.

  2. 5 DAGE SIDEN

    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 Bordoff, the founding director of the Center for Global Energy Policy at Columbia University’s School of International and Public Affairs. He’s also a co-founding dean of the Columbia Climate School. He was previously a special assistant to President Obama and the senior director for energy and climate change at the White House National Security Council. Rob and Jason discuss whether this crisis will permanently alter the global energy system, what a new climate and energy consensus might look like, and whether Democrats should talk about climate politics. 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: The Iran Shock — And the Dangerous Allure of Energy Autarky, by Jason Bordoff and Meghan O’Sullivan Jason’s initial response to the Iran War: How the Iran War Could Consolidate China’s Energy Dominance From Heatmap: The Future of Climate Tech Can Be Found in China’s Five-Year Plan Jason’s argument that energy independence may be making the U.S. more aggressive Matthew Huber’s New York Times op-ed: Democrats Don’t Have to Campaign on Climate Change Anymore -- 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. Book a demo today to see the premier intelligence platform for project permitting and community engagement. Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

    49 min.

  3. 11. MAJ

    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 episode of Shift Key, Rob talks with John Bistline and Ryna Cui about a new paper they coauthored modeling the Inflation Reduction Act and One Big Beautiful Bill Act’s combined effects. Bistline is the head of science at Watershed and a former researcher at the Electric Power Research Institute. Cui is a professor at the University of Maryland School of Public Policy and the research director for its Center for Global Sustainability. 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: The new paper: Impacts of the Inflation Reduction Act and One Big Beautiful Bill Act on the US energy system A cheat sheet on the energy policy changes in the One Big Beautiful Bill Act -- 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. Book a demo today to see the premier intelligence platform for project permitting and community engagement. Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

    36 min.

  4. 6. MAJ

    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 geothermal startup Fervo. He and his wife Laura run the philanthropic organization Arnold Ventures. On this week’s episode of Shift Key, Rob talks with Arnold about the current energy chaos and what might come next. They discuss Arnold’s first trip to China, whether Congress might pass permitting reform this year, and what clean energy companies should learn from the fossil fuel industry.  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:  The Menil Collection in Houston Previously on Shift Key: Everything We Didn’t Know About the World’s Buzziest Geothermal Startup -- This episode of Shift Key is sponsored by Salesforce.  Salesforce is the No. 1 AI CRM, where humans with agents drive  success together. We invest in bold climate technologies and leverage agentic AI to accelerate nature-based solutions that benefit people and the planet. Learn more. You can also learn more about Salesforce's investments in watersheds. Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

    58 min.

  5. 1. MAJ

    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 outcompeting gas and coal in some of the world’s fastest growing economies. On this week’s episode of Shift Key, Rob is joined by Nicolas Fulghum, the lead author of Ember’s new report and an energy and climate data analyst at the think tank. They discuss why solar keeps breaking records, whether India’s energy development trajectory has changed, and how the Iran War could change this year’s numbers. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News. You can find a complete transcript of the episode here. Mentioned: Ember’s Global Electricity Review 2026 Previously on Shift Key: Nobody in the West Knows How to Respond to the ‘Electrotech Revolution’ -- This episode of Shift Key is sponsored by ... Salesforce is the No. 1 AI CRM, where humans with agents drive success together. We invest in bold climate technologies and leverage agentic AI to accelerate nature-based solutions that benefit people and the planet. Learn more. You can also learn more about Salesforce's investments in watersheds here. Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

    41 min.

  6. 23. APR.

    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 by Jesse Jenkins, a professor of energy systems engineering at Princeton University, as well as Heatmap’s Matthew Zeitlin to discuss the big news from Fervo’s new filing. Why are people so excited about Fervo? What are the biggest financial questions in its growth plans? And why does it need to go public now? 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: 8 Things We Learned From Fervo’s IPO Filing Jesse’s report on how to scale geothermal nationwide through experience-induced cost reductions Jesse’s report on how geothermal can be a flexible resource, like natural gas -- This episode of Shift Key is sponsored by ... Salesforce is the No. 1 AI CRM, where humans with agents drive success together. We invest in bold climate technologies and leverage agentic AI to accelerate nature-based solutions that benefit people and the planet. Learn more. Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

    44 min.

  7. 15. APR.

    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 company says that its program “has not ended,” even a temporary pullback will have significant implications for the nascent carbon removal industry. What happens next for these companies? And is a bloodbath on the way? On this week’s episode of Shift Key, Rob speaks to Jack Andreasen Cavanaugh from Columbia University’s Center on Global Energy Policy about Microsoft’s singular importance and what could come next. 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: Our initial Friday story: Microsoft Is Pausing Carbon Removal Purchases Jack’s take: The Private Sector Built the Market, Time for Us to Scale It Heatmap’s Emily Pontecorvo on Ctrl-S, the startup trying to save CDR intellectual property -- This episode of Shift Key is sponsored by ... Lunar Energy is building the technology to turn homes into active participants in the power system. Learn more about Lunar’s vision of the future at lunarenergy.com. Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

    33 min.

  8. 9. APR.

    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 this episode of Shift Key, Rob is joined by Rory Johnston, a longtime oil analyst, repeat Shift Key guest, and the author of the Commodity Context newsletter. We talk about why Iran gains from extending the ceasefire, where the pressure in the global energy system is building up, and what could happen next. We also talk about why the Midwest has the cheapest gasoline in the world right now. 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: Why the Real Oil Crisis Hasn’t Started Yet Iran’s planned toll for the Strait of Hormuz is a $2.33 per ton carbon tax China Is the Big Winner of the Iran Ceasefire Rory’s previous appearance on Shift Key: Why Trump’s Oil Imperialism Might Be a Tough Sell for Actual Oil Companies -- This episode of Shift Key is sponsored by ... Lunar Energy is building the technology to turn homes into active participants in the power system. Learn more about Lunar’s vision of the future at lunarenergy.com. Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

    49 min.
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Every week, Heatmap News Executive Editor Robinson Meyer and Princeton University Professor and energy systems expert Jesse Jenkins make sense of the biggest shift of our time -- navigating the energy transition away from fossil fuels. Drawing on their years of experience reporting on and researching climate change and decarbonization, Meyer and Jenkins unpack the most important issues of the week and how the impacts of climate change and efforts to address it are transforming our economy, politics, and society at large. Music by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

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  • Skaber
    Heatmap News
  • Aktive år
    2024 - 2026
  • Episoder
    131
  • Vurdering
    Ikke anstødeligt
  • Copyright
    © Heatmap News
  • Websted for serie
    Shift Key with Robinson Meyer

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