Volts

David Roberts

Volts is a podcast about leaving fossil fuels behind. I've been reporting on and explaining clean-energy topics for almost 20 years, and I love talking to politicians, analysts, innovators, and activists about the latest progress in the world's most important fight. (Volts is entirely subscriber-supported. Sign up!) www.volts.wtf

  1. 13 hr ago

    What’s up with the new federal permitting reform bill?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe The proposed bipartisan federal permitting bill is 417 pages filled with extremely consequential provisions that have left the climate community some mix of excited, infuriated, and confused. In an attempt to bring some clarity, I asked Daniel Palken of Arnold Ventures, a veteran of Senate permitting fights, to walk through what’s in it. We cover the blockbuster transmission reforms, the rule making data centers pay more than their share of grid costs, the wins for geothermal, and the fossil carve-outs. Then we get into NEPA reforms that render the act toothless, limits on state water permits, and the permit-certainty sections that have lawyers worried about “forever permits.” And finally: whether it restrains Trump, why Democrats shouldn’t wait for a better deal, what the modeling says about emissions impacts, and Daniel’s odds of passage. This is a long one, folks. Buckle up. Chapters: 00:00 – Intro: the bipartisan permitting bill 04:15 – Why permitting reform matters 12:23 – Agency staffing and capacity 16:59 – Past permitting attempts 20:26 – Transmission 1: planning and federal backstop 28:28 – Transmission 2: who pays and grid upgrades 38:17 – Data centers 1: paying more for grid access 43:20 – Distributed energy and geothermal 49:06 – Oil, gas, and mining provisions 57:06 – Data centers 2: will they go off-grid? 1:00:19 – NEPA 1: courts can’t halt projects 1:08:57 – NEPA 2: the main objections 1:17:10 – State water permits 1:23:35 – Endangered species 1:27:37 – Permit certainty 1: limits on revoking permits 1:36:43 – Permit certainty 2: lawsuits and damages 1:48:12 – Politics 1: Trump’s wind blockades 1:52:57 – Politics 2: why not wait for a better deal? 1:58:33 – Politics 3: elections, courts, and modeling 2:10:57 – Politics 4: next steps and odds of passage

  2. 2 days ago

    The grueling fight to pass the Inflation Reduction Act

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe On September 14, I sat down with Leah Stokes in front of a live audience at Seattle’s Town Hall to talk about her new book, The Carbon Wave. It’s an insider account of how the Inflation Reduction Act got made, braided with the story of the high-risk twin pregnancy she went through while helping to make it. We get into why electrification is the heart of decarbonization, the enduring mystery of what’s going on in Joe Manchin’s head, what it means to trade your carbon footprint for a carbon wave, and how much of the IRA survives. It was followed by questions from the audience. Chapters: 00:00 – Welcome and housekeeping 03:05 – The twins, the NICU, and writing the book 08:51 – Carbon footprint vs. carbon wave 13:39 – Sam Ricketts and 100% clean electricity 18:13 – Why electricity is the core of the solution 23:28 – Utilities and the politics of change 26:18 – Tech companies and data centers 29:11 – Inside the Manchin negotiations 33:57 – Why Manchin got to yes 38:46 – Trump, setbacks, and where things stand 42:55 – Clean energy politics and the global shift 46:25 – Audience Q&A: the transmission gridlock 48:59 – Institutions, speed, and structural reform 53:27 – If Democrats win the House, what next 55:43 – Permitting reform 59:06 – State utilities, coal, and getting involved

  3. 30 Sept

    What’s up with heat-pump water heaters?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe Heat pump water heaters use a fraction of the energy of conventional electric resistance heaters — which use more electricity in a year than an EV — but they're only 2 percent of the market, mainly because they tend to cost more, be slow and loud, and require a plumber and an electrician. Reservoir is a Boston company trying to fix all that, with a smarter, quieter machine and its own plumbers. I talk with CEO Luke Winston-Almanzar about how it works, what it costs, and its potential role in demand response programs. Chapters: 00:00 – Introduction 03:06 – Why water heaters 06:34 – How gas, resistance, and heat pump water heaters work 09:33 – Size and slow recovery: predictive heating and party mode 15:31 – Installation and vertical integration 22:19 – Cutting electric resistance backup 20:31 – What Reservoir builds and what it sources 23:41 – Tankless gas, virtual capacity, and the booster heater 27:11 – Recirculation, freeze protection, leak detection, and Legionella 32:03 – What it costs and what it saves 36:01 – Placement: small rooms, basements, and cold climates 42:37 – Noise and durability 48:19 – Demand response and virtual power plants 53:22 – A. O. Smith’s CO2 split system and Reservoir’s moat 55:54 – Policy headwinds after the IRA 59:29 – What’s next for Reservoir

  4. 23 Sept

    Do small residential batteries make sense?

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe Home batteries like the Tesla Powerwall are nice, but what about people who can’t afford them, or renters who aren’t allowed to install them, or people who just don’t want the hassle of dealing with a permit and an electrician? A company called Pila is selling small (1.6 kWh) batteries that simply plug into a normal electrical socket. They can serve as backup for a refrigerator or other appliance in the event of a blackout, but they can also “mesh” with one another to form a network, pair with rooftop solar, or participate in VPP programs. CEO Cole Ashman explains the value proposition. Chapters: 00:00 Introduction 02:26 Lessons from Powerwall and Span 05:33 What Pila is and how it works 07:14 How long a fridge runs on one battery 09:28 Fire risk, LFP chemistry, and New York City 16:02 Why the price went up, and cost per kilowatt hour 19:55 Who is actually buying Pila 23:00 Financing models and free batteries 27:04 Do the bill savings add up? 32:05 Why utilities want small batteries in VPPs 36:58 Pilots with Holy Cross Energy and Brooklyn SolarWorks 41:09 Solar pairing and the Pila mesh network 47:14 Camping batteries and built-in storage 54:19 Utilities and visibility at the grid edge 55:58 Bidirectional outlets and the next five years 1:00:10 Clean energy as invisible infrastructure

  5. 18 Sept

    How energy politics work inside DC

    This is a free preview of a paid episode. To hear more, visit www.volts.wtf Back in 2011, I wrote that fossil fuel interests had a much better media game than clean energy. My example was Frank Maisano, a media relations guy for coal utilities and the natural gas industry. Thirty years on, he’s still at it — still writing his newsletter, still connecting reporters to sources, still better at it than anyone on the clean side (sigh). So I’m finally talking to him about it: clean energy trade groups nobody in Washington fears, Trump’s daft efforts to kill renewables, the PAC picking off dirty-energy Republicans, permitting and data center fights, and the climate denial shop he worked for in the ‘90s. Spoiler: he regrets nothing. Chapters: 00:00 – Introduction 03:46 – What a DC media strategist actually does 09:50 – Republicans, Trump, and a narrow House majority 15:29 – Why tax cuts beat energy in the OBBBA fight 18:54 – Competing with China on AI without the electric stack 21:15 – Paying $4 billion to hand back offshore wind leases 28:07 – Red-state wind and the orders keeping coal plants open 32:52 – Clean energy trade groups and the building trades 38:41 – Gas as a bridge, and what longer term means 44:55 – Whether a half-gas trade group can serve clean energy 48:43 – A coherent clean vision against an incoherent coalition 51:14 – Do the green groups still scare anyone 55:18 – Permitting reform and the Whitehouse-Capito path 59:46 – Data centers, animal spirits, and the midterms 1:06:48 – The revenge PAC, and whether it is working 1:12:31 – Congress, the courts, and what Democrats could do 1:18:53 – COP, climate change, and the client he would turn down

  6. 16 Sept

    How to build a more flexible, quieter, less obnoxious data center

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe Verrus is building data centers designed to address every objection the public has raised: they use batteries instead of diesel generators, which makes them grid assets that help hold down power prices; they use closed-loop cooling, which uses a tiny fraction of the water; their equipment is quieter; and as a bonus, they squeeze more servers into the same grid connection. Yet both of Verrus’s proposed sites, in Michigan and Oregon, are mired in fierce local opposition. In this episode, CEO Nelson Abramson walks through the engineering — and the politics that the engineering hasn’t quite solved. Chapters: 00:00 – Introduction 02:43 – Three decades in data centers 05:05 – What a Verrus data center looks like 07:39 – The medium voltage power plane 12:13 – UPS batteries vs. the big LFP battery 17:27 – Priority aware capping and provisioned utility capacity 22:31 – Why not buy the pieces off the shelf? 25:42 – Duration: what happens when four hours runs out 34:28 – Diesel backup and what customers ask for 37:15 – How flexible is compute, really? 42:37 – Noise, fans, and the sound studies 48:42 – Water use and the 12 million gallon question 52:19 – Industrial land and by-right zoning 56:07 – Public opposition, recall petitions, and community benefits 1:00:07 – Oregon, Salem, and the moratorium 1:03:56 – Ride-through, NERC, and losing the moat 1:07:11 – What V2 looks like

  7. 11 Sept

    Building a big, abundant, clean grid

    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribe Jane Flegal has worked inside philanthropy at the Hewlett Foundation, industrial emissions policy at the Biden White House, and carbon-removal market development at Frontier; she's now a senior fellow at the Searchlight Institute, writing some of the smartest climate policy analysis around. We cover a lot of ground: industrial policy versus market approaches, what the IRA got right and wrong, philanthropy's proper role, data centers and the case for an infrastructure fund, and behind-the-meter gas, among other things. This is a long one, and spicy! Chapters: 00:00 – Introduction 03:11 – Flegal's thesis: building a clean grid fast enough to power growth 06:29 – Why she rejects degrowth 09:27 – The Roosevelt essay: climate as more than a market failure 13:30 – Why clean energy underuses its political muscle 15:24 – Industrial policy and the green spiral theory of change 20:40 – Was IRA the right approach? 22:12 – Lily Bermel's paper and the fight over what survived 23:21 – What she would have done differently under IRA 30:11 – Philanthropy, Silicon Valley, and what government is for 33:29 – The epistemic crisis inside environmental NGOs 39:09 – The abundance movement and what each faction misses 44:16 – What establishment Democrats get wrong on climate 46:06 – Why issue polling misleads 50:34 – Republicans and the Cold War analogy 52:47 – Data centers and the American Grid Infrastructure Fund 59:13 – Affordability politics and who pays for the grid 1:08:14 – Emissions, behind-the-meter gas, and flexible load 1:13:57 – The clean firm debate: storage plus transmission? 1:20:14 – Capacity markets, ERCOT, and the case for planning 1:24:32 – Utility incentives, public power, and affordability fixes 1:35:55 – Permitting reform and the land footprint asymmetry 1:41:05 – NEPA reform and the political window 1:48:21 – Where fresh policy thinking comes from

About

Volts is a podcast about leaving fossil fuels behind. I've been reporting on and explaining clean-energy topics for almost 20 years, and I love talking to politicians, analysts, innovators, and activists about the latest progress in the world's most important fight. (Volts is entirely subscriber-supported. Sign up!) www.volts.wtf

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