Shift Key with Robinson Meyer and Jesse Jenkins

A massive blackout in Spain and Portugal left millions in the dark, prompting a deep dive into the complexities of grid management. The discussion highlights the impact of renewable energy and the critical role of engineers in maintaining reliability. Listeners learn about the delicate balance between voltage, frequency, and demand. The show also explores varying grid systems across continents and the future of electricity transmission as countries transition to sustainable energy sources.

Texas is one of the country’s biggest producers of zero-emissions energy. Last year, the Lone Star State surpassed California to become the country’s No. 1 market for utility-scale solar. More solar and batteries were added to the Texas grid in 2024 than any other energy source, and the state has long dominated in onshore wind.But that buildout is now threatened. A new tranche of bills in the Texas House and Senate could impose punitive engineering requirements on wind, solar, and storage plants — even those already in operation — and they could send the state’s power bills soaring.Doug Lewin is the founder and CEO of Stoic Energy Partners in Austin, Texas. He writes the Texas Energy and Power Newsletter, and he is the host of the Energy Capital podcast. On this week’s episode of Shift Key, Jesse and Rob talk with Doug about how Texas became a clean energy powerhouse, how it has dealt with eye-watering demand power growth, and why a handful of bills in the Texas statehouse could break its electricity market. 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.Mentioned: A round-up of the anti-renewables bills now in TexasA map of renewables across TexasElectrifying the PermianThe economic impact of renewables & storage in TexasRural Texans speak out against SB 819How Texas consumers benefit from the renewables expansion Rob’s upshift; Jesse’s upshift.--Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

In just the past few years, Chinese EV-maker BYD has become the most important car company most Americans have still never heard of. It is China’s biggest private employer, the world’s third most valuable automaker (after Tesla and Toyota), and it’s capable of producing more than 5 million cars a year. It’s also just one of dozens of innovative new Chinese auto companies that are set to transform the global mobility market — regardless of what happens with Trump’s tariffs. On this week’s episode of Shift Key, Jesse and Rob talk with Michael Dunne, the founder of Dunne Insights and a longtime observer of the Chinese automotive sector. Dunne was president of GM Indonesia from 2013 and 2015, and was once managing director of JD Power and Associates’ China division. We talk about the deep history of BYD, the five non-BYD Chinese car companies you should know, and how Western automakers could (with difficulty and a lot of policy help) eventually catch up.Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.Mentioned:Michael Dunne on BYDWhy BYD Keeps Shocking the WorldHow China Created an EV JuggernautJesse’s upshift; Rob’s downshift.--Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

The discussion navigates the fallout of the U.S. trade war and its dire implications for global decarbonization efforts. Tariffs on key partners could cripple America's role in combatting climate change, while China might seize the opportunity to expand its clean tech sector. The podcast also highlights the significant responsibility of middle-income nations in balancing development with clean energy needs. Legislative changes in the U.S. threaten clean energy initiatives, potentially undermining innovation and leadership in the global energy landscape.

Joanna Lewis, an expert in energy policy and author, and John Paul Helveston, a scholar of market dynamics, delve into how China has become a leader in clean energy technology. They explore the intricate industrial policies that shaped China’s solar and electric vehicle industries. The conversation highlights the effects of U.S. tariffs, the challenges in automaking, and the urgent need for the U.S. to innovate and rethink its manufacturing strategies to remain competitive. There's a call to recognize the geopolitical stakes in clean energy.

In this insightful conversation, Kristina Costa, former deputy assistant to the president focused on clean energy, dives into the Trump administration's attempts to block innovative green bank programs established by the Inflation Reduction Act. She discusses how these actions weaponize criminal law against environmental initiatives, the impact of funding freezes on community projects, and the broader implications for climate policies. With firsthand experience in the White House, Costa provides a unique perspective on the ongoing legal battle and its significance for America’s clean energy future.

Peter Freed, a founding partner at Near Horizon Group and former director of energy strategy at Meta, shares his expertise on data centers and clean energy. He discusses how the AI boom is straining the grid and explores the real-world challenges of developing new data centers by 2025. Freed highlights the potential shift from natural gas to coal and the significant electricity demands of tech companies. He also delves into the complexities of watering the data center boom without compromising on sustainability.

Dive into the potential fallout from proposed changes to electric vehicle tax credits. Discover how repealing these incentives could threaten America's manufacturing growth and the climate. Explore Tesla's struggles amid fierce competition and the evolving preferences of consumers. The discussion also touches on the political drama surrounding Canada's carbon tax policy. Plus, a significant court ruling shakes up recent employment decisions made by the Trump administration. It's a captivating look at the intersection of politics, technology, and manufacturing.

Jael Holzman, a senior reporter at Heatmap and author of 'The Fight,' discusses the Trump administration's significant impact on offshore wind energy. She reveals how executive orders have stalled crucial leasing and permitting processes, creating a bleak outlook for wind projects. Holzman also dives into local resistance to renewables, particularly in New Jersey and New York, emphasizing the need for better communication from developers. The conversation highlights the contrasting fortunes of solar energy and raises concerns about future investment in renewables amid political challenges.

At a live solar industry conference, experts discuss the bright future of solar energy amidst regulatory challenges and political uncertainty. They highlight the ongoing growth driven by state investments and new legislation like the Inflation Reduction Act. The conversation also delves into the complex landscape of energy permitting and the strategic need for swift solar and battery deployment to meet rising demand. Additionally, the potential resurgence of nuclear power as a crucial component of clean energy is examined, along with the controversies surrounding recent EPA funding.