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. 3 hr ago

    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

  2. 2 days ago

    Is there way more conventional geothermal than we thought?

    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 Zanskar argues that the US is badly underestimating its conventional geothermal resources — that there are far more undiscovered hydrothermal systems, and that each one can produce far more power, than people think. They think AI can help find those resources, and they have drilled three sites to back it up, including a “blind” discovery in Nevada with no surface signs and no prior exploratory wells. If they're right, terawatts of firm, carbon-free power are reachable with off-the-shelf drilling technology. Co-founders Carl Hoiland and Joel Edwards make the case. Chapters: 00:00 – Introduction 03:29 – Heat, permeability, and how resources have been found 04:49 – Why conventional geothermal stalled, and why the estimate is stale 09:22 – Applying AI to old exploration data 11:10 – The data Zanskar works with 13:09 – Models, field testing, and the feedback loop 15:02 – How much more resource is really out there 20:22 – Lightning Dock: reviving a written-off field 22:14 – What has changed in drilling technology 28:37 – Pumpernickel and the permeability question 31:08 – Natural permeability vs. enhanced geothermal 34:21 – Big Blind, the first blind discovery in 30 years 37:09 – Improving the models to keep getting better 40:51 – Financing exploration: the development capital facility 44:38 – The NV Energy PPA and data center demand 47:42 – The skeptical case and geographic limits 54:20 – Policy dependence and public lands 58:11 – What's next for Zanskar

  3. 2 Sept

    How to respond to disinformation about clean energy, at scale

    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 Disinformation about clean energy is showing up everywhere — online after every blackout, at county commission meetings about siting new projects, in regulatory dockets stuffed with fake comments. GoodPower, which combines a C3 education arm with a C4 advocacy arm, is trying to fight back with a network of thousands of content creators, rapid-response campaigns around storms and grid failures, and an AI tool that detects manufactured public comments. I talk with CEO Leah Qusba about what they've tried, what they've measured, and what actually works. Chapters: 00:00 – Introduction 03:06 – What the disinformation claims, and who spreads it 05:57 – From Action for the Climate Emergency to GoodPower 08:38 – Building a creator network in non-political verticals 14:17 – Competing with talk radio and Fox News 18:26 – Winter Storm Fern and the rapid response system 23:26 – Measuring whether a deployment actually worked 27:24 – Pre-bunking and the 80-county experiment 33:18 – Getting people off the couch and into the room 38:10 – AI agents and where human judgment sits 42:05 – Keeping the C3 and the C4 distinct 47:13 – Battery fires, Moss Landing, and talking to fire chiefs 50:54 – TrueVoice and manufactured public comment 56:13 – Whether AI will overwhelm the comment process 58:11 – The best messages that actually land 1:04:22 – Super PACs, budgets, and what comes next

  4. 28 Aug

    Could we use Trump's tricks to make good green policy?

    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 Even as he has torn down climate policy, Donald Trump has normalized the use of more powerful & aggressive tools of economic statecraft, like equity stakes in private companies, new federal authorities, and sovereign wealth funds. The Roosevelt Institute recently issued a collection of 17 essays exploring how a future administration could use the tools Trump has assembled for decarbonization. I talk with Todd Tucker, editor of and contributor to the volume, about these new industrial planning tools. Chapters: 00:00 – Introduction 02:32 – Did Biden's green policy prove durable? 09:39 – The Defense Production Act and the Sable pipeline 14:59 – Whether to leave the DPA on the table 15:35 – Executive orders and the durability problem 19:01 – Whether the Supreme Court treats Democrats differently 22:03 – Executive power and a disempowered Congress 25:05 – Senate malapportionment and filibuster reform 29:43 – Court reform and the major questions doctrine 34:13 – Manufacturing vs. deployment 42:52 – Permitting, abundance, and theory of power 49:20 – Public ownership and the U.S. Steel golden share 55:22 – What state capitalism could look like for green ends 59:56 – Shelley Welton on utilities as planning tools 1:02:42 – Speed vs. deliberation before 2029

  5. 21 Aug

    Why can't utilities innovate?

    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 When it comes to innovative new grid technologies, every utility wants to be the third in line to try them. None of them want to be the first to take risks and iron out new processes. That's one reason grid-enhancing technologies, better software, and smarter internal procedures stay stuck in pilot purgatory, even as the industry faces the biggest buildout since rural electrification. PG&E's Quinn Nakayama and Microsoft's Hanna Grene discuss what's actually blocking utility innovation — and Quinn offers a novel proposal for paying someone to go first. Chapters: 00:00 – Introduction 03:44 – Why grid-enhancing technologies stall in the US 07:54 – Selling grid software into utilities: what goes wrong 11:08 – From a pipes-and-wires company to a technology company 12:38 – Pilot program hell and the last 30 percent 15:04 – Innovation as a bolt-on, and the three muscles 17:47 – The digital spine, data quality, and smart meters 23:56 – Org chart versus work chart 25:09 – Strategy, structure, people, process, technology 29:24 – Build, buy, and the ecosystem skill set 36:15 – Data leakage, shadow AI, and paying twice 41:12 – Why utility product cycles run five to seven years 46:27 – Human in the loop, and EPRI's SAFERai.power 49:06 – Advanced market commitments and the kingmaker problem 53:22 – EPIC, and whether software counts as infrastructure 01:00:05 – The CapEx incentive problem and final advice 1:04:34 – Digital Infrastructure as Capital Spend 1:06:53 – Final Advice

  6. 19 Aug

    He helped Uruguay decarbonize. Can he help other countries do the same?

    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 Ramón Méndez Galain helped Uruguay decarbonize its grid (today it’s 98% fossil-free) while keeping the utility public and letting private capital foot the bill. Now he’s trying to export the same playbook across the global South. We talk through how Uruguay pulled it off — the hydro “battery” for wind & solar “baseload,” the cross-party political deal, the market redesign — and what actually transfers to countries without the same advantages. We also discuss why, seven years on, no other country has followed Uruguay’s path. Chapters: 00:00 – Introduction 03:09 – From particle physics to a nuclear proposal 05:46 – Taking the job as energy secretary 07:00 – The 2008 crisis: drought, expensive oil, blackouts 09:26 – Getting every party to sign the same plan 12:51 – Why climate was not the lead argument 15:42 – Attracting private capital without privatizing 20:22 – What a public utility made possible 23:06 – Planning a grid where wind and solar are the base load 29:26 – Thermal plants as insurance, and the last 2 percent 32:36 – EVs, smart meters, and building an electrostate 37:33 – Why bills fell less than generation costs 39:46 – What transfers to other countries 44:15 – Optimum curtailment, Colombia, and Haiti 50:51 – The political work, and the argument against the dominant narrative 56:36 – The Global South and the NDC as development catalyst

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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