Donald Trump has implemented what is easily the most chaotic set of American economic policies in recent memory. First, the U.S. declared a trade war on the entire world, imposing breathtaking tariffs on many of the country’s biggest trading partners. He’s paused that effort — but scaled up punitive tariffs on China, launching what would be the 21st century’s biggest global economic realignment without any apparent plan. Now Trump says that more levies are coming on semiconductors and pharmaceuticals, no matter where we get them.

All of this is a disaster for the U.S. economy — but it’s also ruinous for any potential American role in decarbonization or the fight against climate change. Even more than Trump’s deregulatory actions, his trade war could spell the end of a long-held U.S. decarbonization dream.

On this week’s episode of Shift Key, Rob and Jesse chat about what Trump’s chaotic economic policy could mean for the global fight against climate change. What happens to global decarbonization if the U.S. no longer participates? If the U.S. kills its research sector, what happens next? And could China seize this moment to expand its clean tech sector? Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.

Mentioned:

Rob’s new op-ed: Poof! There Goes America’s Competitive Advantage in a Warming World

China’s solar panel exports are increasing to the Global South

Why American manufacturing is so ‘disincentivized,’ according to an induction stove CEO

Trump’s tariffs have killed off the last hope of a U.S. mining boom

Trump’s tariffs are terrible for the oil industry

Jesse’s upshift; Rob’s upshift.

Music for Shift Key is by Adam Kromelow.

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Keith Thomas

The AI-powered Podcast Player