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Shift Key with Robinson Meyer and Jesse Jenkins
Heatmap News
81 episodes
3 days ago
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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All content for Shift Key with Robinson Meyer and Jesse Jenkins is the property of Heatmap News and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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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Business News
News,
News Commentary,
Science,
Earth Sciences
Episodes (20/81)
Shift Key with Robinson Meyer and Jesse Jenkins
This Is What It’s Like to Run a Power Grid

So far on Shift Key Summer School we’ve covered how electricity gets made and how it gets sold. But none of that matters without the grid, which is how that electricity gets to you, the consumer. Who actually keeps the grid running? And what decisions did they make an hour ago, a day ago, a week ago, five years ago to make sure that it would still be running right this second? 


This week on Shift Key, Rob and Jesse chat with Mark Rothleder, senior vice president and chief operating officer of the California Independent System Operator, which manages about 80% of the state’s electricity flow. As the longest-serving employee at CAISO, he’s full of institutional knowledge. How does he manage the resource mix throughout the day? What happens in a blackout? And how do you pronounce CAISO in the first place?


Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.  


Mentioned: 


Jesse’s slides on long-run equilibrium and electricity markets


The CAISO app


Shift Key Summer School episodes 1, 2, 3, and 4


Also on Shift Key: Spain’s Blackout and the Miracle of the Modern Power Grid


--

This episode of Shift Key is sponsored by …


Accelerate your clean energy career with Yale’s online certificate programs. Gain real-world skills, build strong networks, and keep working while you learn. Explore the year-long Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Learn more here.


Join clean energy leaders at RE+ 25, September 8–11 in Las Vegas. Explore opportunities to meet rising energy demand with the latest in solar, storage, EVs, and more at North America’s largest energy event. Save 20% with code HEATMAP20 at re-plus.com.


Music for Shift Key is by Adam Kromelow.


Hosted on Acast. See acast.com/privacy for more information.

Show more...
2 days ago
1 hour 7 minutes 28 seconds

Shift Key with Robinson Meyer and Jesse Jenkins
How Electricity Markets Work

Most electricity used in America today is sold on a wholesale power market. These markets are one of the most important institutions structuring the modern U.S. energy economy, but they’re also not very well understood, even in climate nerd circles. And after all: How would you even run a market for something that’s used at the second it’s created — and moves at the speed of light? 


On this week’s episode of Shift Key Summer School, Rob and Jesse talk about how electricity finds a price and how modern power markets work. Why run a power market in the first place? Who makes the most money in power markets? How do you encourage new power plants to get built? And what do power markets mean for renewables? 


Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.  


Mentioned: 


Jesse’s slides on electricity pricing in the short run


Jesse’s lecture slides on electricity pricing in the long run


“The duck curve”


Shift Key Summer School episodes 1, 2, and 3


--

This episode of Shift Key is sponsored by …


Accelerate your clean energy career with Yale’s online certificate programs. Gain real-world skills, build strong networks, and keep working while you learn. Explore the year-long Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Learn more here.


Join clean energy leaders at RE+ 25, September 8–11 in Las Vegas. Explore opportunities to meet rising energy demand with the latest in solar, storage, EVs, and more at North America’s largest energy event. Save 20% with code HEATMAP20 at re-plus.com.


Music for Shift Key is by Adam Kromelow.


Hosted on Acast. See acast.com/privacy for more information.

Show more...
1 week ago
1 hour 6 minutes 37 seconds

Shift Key with Robinson Meyer and Jesse Jenkins
Trump’s Move to Kill the Clean Air Act’s Climate Authority, Forever

The Trump administration has formally declared that carbon dioxide and other greenhouse gases are not dangerous pollutants. If the president gets his way, then the Environmental Protection Agency may soon surrender any ability to regulate heat-trapping pollution from cars and trucks, power plants, and factories — in ways that a future Democratic president potentially could not reverse.


On this week’s episode of Shift Key, we discuss whether Trump’s EPA gambit will work, the arguments that the administration is using, and what it could mean for the future of U.S. climate and energy policy. We’re joined by Jody Freeman, the Archibald Cox Professor of Law at Harvard and the director of Harvard’s environmental and energy law program. She was an architect of the Obama administration’s landmark deal with automakers to accept carbon dioxide regulations.


Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.


Mentioned:


The EPA Says Carbon Pollution Isn’t Dangerous. What Comes Next?


The EPA on its reconsideration of the endangerment finding


Jody’s story on the change: Trump’s EPA proposes to end the U.S. fight against climate change


Jesse’s upshift (and accompanying video); Rob’s sort of upshift.


--

This episode of Shift Key is sponsored by …


Accelerate your clean energy career with Yale’s online certificate programs. Gain real-world skills, build strong networks, and keep working while you learn. Explore the year-long Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Learn more here.


Join clean energy leaders at RE+ 25, September 8–11 in Las Vegas. Explore opportunities to meet rising energy demand with the latest in solar, storage, EVs, and more at North America’s largest energy event. Save 20% with code HEATMAP20 at re-plus.com.


Music for Shift Key is by Adam Kromelow.


Hosted on Acast. See acast.com/privacy for more information.

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2 weeks ago
1 hour 9 minutes 25 seconds

Shift Key with Robinson Meyer and Jesse Jenkins
Why We’re Worried About Electricity Prices

In the next few years, the United States is going to see the fastest growth in electricity demand since the 1970s. And that’s only the beginning of the challenges that our power grid will face. When you step back, virtually every trend facing the power system — such as the coming surge in liquified natural gas exports or President Trump’s repeal of wind and solar tax credits — threatens to constrain the supply of new electricity. 


On this week’s episode of Shift Key, Rob and Jesse talk about why they’re increasingly worried about a surge in electricity prices. What’s setting us up for an electricity shortfall? What does the recent auction in the country’s largest electricity market tell us about what’s coming? And what would a power shock mean for utility customers, the economy, and decarbonization? 


Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.  


Mentioned: 


Jesse on The Ezra Klein Show


From Rob: The Electricity Affordability Crisis Is Coming


U.S. power use to reach record highs in 2025 and 2026, per EIA


Why the EIA expects natural gas prices to rise


The Messy Truth of America’s Natural Gas Exports


Governor Josh Schapiro’s legal action to constrain power prices


Jesse’s upshift; Rob’s downshift.


--

This episode of Shift Key is sponsored by …


Accelerate your clean energy career with Yale’s online certificate programs. Gain real-world skills, build strong networks, and keep working while you learn. Explore the year-long Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Learn more here.


Join clean energy leaders at RE+ 25, September 8–11 in Las Vegas. Explore opportunities to meet rising energy demand with the latest in solar, storage, EVs, and more at North America’s largest energy event. Save 20% with code HEATMAP20 at re-plus.com.

Music for Shift Key is by Adam Kromelow.


Hosted on Acast. See acast.com/privacy for more information.

Show more...
3 weeks ago
1 hour 6 minutes 3 seconds

Shift Key with Robinson Meyer and Jesse Jenkins
How Sun and Wind Become Electricity

The two fastest-growing sources of electricity generation in the world represent a radical break with the energy technologies that came before them. That’s not just because their fuels are the wind and the sun.


This is our third episode of Shift Key Summer School, a series of “lecture conversations” about the basics of energy, electricity, and the power grid. This week, we dive into the history and mechanics of wind turbines and solar panels, the two lynchpin technologies of the energy transition. What do solar panels have in common with semiconductors? Why did it take so long for them to achieve scale? And what’s an inverter and why is it so important for the grid of the future? 


Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.  


Mentioned:


How Solar Energy Became Cheap, by Gregory F. Nemet


More on what wind energy has to do with Star Trek


--

This episode of Shift Key is sponsored by …


Accelerate your clean energy career with Yale’s online certificate programs. Gain real-world skills, build strong networks, and keep working while you learn. Explore the year-long Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Learn more here.


Music for Shift Key is by Adam Kromelow.


Hosted on Acast. See acast.com/privacy for more information.

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1 month ago
59 minutes 40 seconds

Shift Key with Robinson Meyer and Jesse Jenkins
Climate Policy in America: Where We Go From Here

It’s official. On July 4, President Trump signed the Republican reconciliation bill into law, gutting many of the country’s most significant clean energy tax credits. The future of the American solar, wind, battery, and electric vehicle industries looks very different now than it did last year.


On this week’s episode of Shift Key, we survey the damage and look for bright spots. What did the law, in its final version, actually repeal, and what did it leave intact? How much could still change as the Trump administration implements the law? What does this mean for U.S. economic competitiveness? And how are we feeling about the climate fight today? 


Jillian Goodman, Heatmap’s deputy editor, joins us to discuss all these questions and more. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.  


Mentioned:


The REPEAT Project report on what the OBBBA will mean for the future of American emissions


The Bipartisan Policy Center’s foreign entities of concern explainer


The new White House executive order about renewables tax credits 


And here’s more of Heatmap’s coverage from the endgame of OBBBA.


--

This episode of Shift Key is sponsored by …


The Yale Center for Business and the Environment’s online clean energy programs equip you with tangible skills and powerful networks—and you can continue working while learning. In just five hours a week, propel your career and make a difference.


Music for Shift Key is by Adam Kromelow.


Hosted on Acast. See acast.com/privacy for more information.

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1 month ago
1 hour 10 minutes 47 seconds

Shift Key with Robinson Meyer and Jesse Jenkins
How Does a Power Plant Work?

Just two types of machines have produced the overwhelming majority of electricity generated since 1890. This week, we look at the history of those devices, how they work — and how they have contributed to global warming.


This is our second episode of Shift Key Summer School, a series of “lecture conversations” about the basics of energy, electricity, and the power grid for listeners of all backgrounds. This week, we dive into the invention and engineering of the world’s most common types of fossil- and nuclear-fueled power plants. What’s a Rankine cycle power station, and how does it use steam to produce electricity? How did the invention of the jet engine enable the rise of natural gas-generated electricity? And why can natural gas power plants achieve much higher efficiency gains than coal plants?


Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.


Mentioned:


Powering the Dream: The History and Promise of Green Technology, by Alexis Madrigal


--

This episode of Shift Key is sponsored by …


The Yale Center for Business and the Environment’s online clean energy programs equip you with tangible skills and powerful networks—and you can continue working while learning. In just five hours a week, propel your career and make a difference.


Music for Shift Key is by Adam Kromelow.


Hosted on Acast. See acast.com/privacy for more information.

Show more...
1 month ago
53 minutes 4 seconds

Shift Key with Robinson Meyer and Jesse Jenkins
What Is a Watt?

What is the difference between energy and power? How does the power grid work? And what’s the difference between a megawatt and a megawatt-hour? 


On this week’s episode, we answer those questions and many, many more. This is the start of a new series: Shift Key Summer School. It’s a series of introductory “lecture conversations” meant to cover the basics of energy and the power grid for listeners of every experience level and background. In less than an hour, we try to get you up to speed on how to think about energy, power, horsepower, volts, amps, and what uses (approximately) 1 watt-hour, 1 kilowatt-hour, 1 megawatt-hour, and 1 gigawatt-hour. 

 

Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.  


Mentioned: 


Decarbonize Your Life


--

This episode of Shift Key is sponsored by …


The Yale Center for Business and the Environment’s online clean energy programs equip you with tangible skills and powerful networks—and you can continue working while learning. In just five hours a week, propel your career and make a difference.


Music for Shift Key is by Adam Kromelow.




Hosted on Acast. See acast.com/privacy for more information.

Show more...
1 month ago
38 minutes 41 seconds

Shift Key with Robinson Meyer and Jesse Jenkins
If You Care About Food, You Have to Care About Land

Food is a huge climate problem. It’s responsible for somewhere between a quarter and a third of global greenhouse gas emissions, but it concerns a much smaller share of global climate policy. And what policy does exist is often … pretty bad.


On this week’s episode of Shift Key, Rob and Jesse talk with Michael Grunwald, the author of the new book We Are Eating the Earth. It’s a book about land as much as it’s a book about food — because no matter how much energy abundance we ultimately achieve, we’re stuck with the amount of land we’ve got. 


Grunwald is a giant of climate journalism and a Heatmap contributor, and he has previously written books about the Florida everglades and the Obama recovery act. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.  


Mentioned: 


Preorder We Are Eating the Earth


The real war on coal, by Michael Grunwald


The Senate GOP’s seismic overhaul of clean energy tax credits


--

Music for Shift Key is by Adam Kromelow.


Hosted on Acast. See acast.com/privacy for more information.

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1 month ago
1 hour 7 minutes 18 seconds

Shift Key with Robinson Meyer and Jesse Jenkins
It’s Easiest to Electrify This Type of Truck

You might not think that often about medium-duty trucks, but they’re all around you: ambulances, UPS and FedEx delivery trucks, school buses. And although they make up a relatively small share of vehicles on the road, they generate an outsized amount of carbon pollution. They’re also a surprisingly ripe target for electrification, because so many medium-duty trucks drive fewer than 150 miles a day.


On this week’s episode of Shift Key, Rob and Jesse talk with John Henry Harris, the cofounder and CEO of Harbinger Motors. Harbinger is a Los Angeles-based startup that sells electric and hybrid chassis for medium-duty vehicles, such as delivery vans, moving trucks, and ambulances. 


Rob, John, and Jesse chat about why medium-duty trucking is unlike any other vehicle segment, how to design an electric truck to last 20 years, and how President Trump’s tariffs are already stalling out manufacturing firms. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.  


Mentioned: 


Harbinger Motors


CalStart’s data on medium-duty electric trucks deployed in the U.S.


Here’s the chart that John showed Rob and Jesse.


It draws on data from Bloomberg in China, the ICCT, and the Calstart ZET Dashboard in the United States.


Jesse’s case for EVs with gas tanks — which are called extended range electric vehicles


Thor’s extended range electric vehicle RV


Jesse’s upshift; Rob’s downshift.



Hosted on Acast. See acast.com/privacy for more information.

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2 months ago
1 hour 3 minutes 9 seconds

Shift Key with Robinson Meyer and Jesse Jenkins
A New Grand Theory of Why Decarbonization Is So Hard

Why has it been so hard for the world to make progress on climate change over the past 30 years? Maybe it’s because we’ve been thinking about the problem wrong. Academics and economists have often framed climate change as a free-rider or collective action problem, one in which countries must agree not to emit greenhouse gases and abuse the public commons. But maybe the better way to understand climate action is as a fight that generates winners and losers, defined primarily by who owns what. 


On this week’s episode of Shift Key, Rob and Jesse talk with Jessica Green, a political science professor at the University of Toronto. She calls for “radical pragmatism” in climate action and an “asset revaluation”-focused view of the climate problem. Green is the author of the forthcoming book Existential Politics: Why Global Climate Institutions Are Failing and How to Fix Them. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor. 


Mentioned:


Asset Revaluation and the Existential Politics of Climate Change, by Jessica Green, Jeff Colgan, and Thomas Hale


Tax Policy Is Climate Policy by Jessica Green 


Why Carbon Pricing Falls Short, by Jesse Jenkins


Jesse’s 2014 article on asset specificity and climate change 


Jesse’s downshift; Rob’s downshift.


--

Music for Shift Key is by Adam Kromelow.


Hosted on Acast. See acast.com/privacy for more information.

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2 months ago
1 hour 15 minutes 46 seconds

Shift Key with Robinson Meyer and Jesse Jenkins
The Supreme Court’s Double-Edged Change to Permitting Law

Did the Supreme Court just make it easier to build things in this country — or did it give a once-in-a-lifetime gift to the fossil fuel industry? Last week, the Supreme Court ruled 8-0 against environmentalists who sought to use a key permitting law, the National Environmental Policy Act, to slow down a railroad in a remote but oil-rich part of Utah. Even the court’s liberals ruled against the green groups. 


But the court’s conservative majority issued a much stronger and more expansive ruling, urging lower courts to stop interpreting the law as they have for years. That decision, written by Justice Brett Kavanaugh, may signal a new era for what has been called the “Magna Carta” of environmental law.


On this week’s episode of Shift Key, Rob and Jesse talk with Nicholas Bagley, a University of Michigan law professor and frequent writer on permitting issues. He is also Michigan Governor Gretchen Whitmer’s former chief legal counsel. Rob, Jesse, and Nick discuss what NEPA is, how it has helped (and perhaps hindered) the environment, and why it’s likely to change again in the near future. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor. 


Mentioned: 


The Supreme Court Just Started a Permitting Revolution


The Supreme Court’s Green Double Standard, By Nick Bagley


Bagley’s article on the procedure fetish


Key statistics about how NEPA works in the government


Judge Skelly’s 1971 Calvert Cliffs ruling


House Republicans’ NEPA reform proposal 


Jesse’s downshift; Rob’s downshift. 


--

Music for Shift Key is by Adam Kromelow.


Hosted on Acast. See acast.com/privacy for more information.

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2 months ago
56 minutes 19 seconds

Shift Key with Robinson Meyer and Jesse Jenkins
Shift Key Classic: The World Will Miss 1.5C. What Comes Next?

Shift Key is off this week for Memorial Day, so we’re re-running one of our favorite episodes from the past. With Republicans in the White House and Congress now halfway to effectively repealing the Inflation Reduction Act, the United States’ signature climate law, we thought now might be a good moment to remind ourselves why emissions reductions matter in the first place.


To that end, we’re resurfacing our chat from November with Kate Marvel, an associate research scientist at Columbia University and the NASA Goddard Institute for Space Studies. At the time, Trump had just been reelected to the presidency, casting a pall over the annual United Nations climate conference, which was then occurring in Azerbaijan. Soon after, he fulfilled his promise to pull the U.S. out of the Paris Agreement, with its goal of restraining global warming to 1.5 degrees Celsius over pre-industrial levels.


In this episode, we talk with Kate about why every 10th of a degree matters in the fight against climate change, the difference between tipping points and destabilizing feedback loops, and how to think about climate change in a disappointing time. 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: 


The GOP Tax Bill Is a Dangerous Gamble at a Precarious Moment


The UN Environmental Program’s emissions gap report


The IPCC’s monumental report on the risks of 1.5C of temperature rise


Jesse’s post-Trump op-ed: Trump Is Not the End of the Climate Fight


Rob’s piece from 2023 on the “end of climate science”


Trump’s Energy Secretary-designate Chris Wright’s speech at the American Conservation Coalition Summit


--

Music for Shift Key is by Adam Kromelow.


Hosted on Acast. See acast.com/privacy for more information.

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2 months ago
42 minutes 52 seconds

Shift Key with Robinson Meyer and Jesse Jenkins
How the GOP Megabill Would Reshape the U.S. Energy Economy

Republicans are preparing to tear up America’s clean energy tax credits as part of their budget reconciliation megabill. Hollowing out those policies will have sweeping implications for the country’s energy system — it could set back solar, nuclear, and geothermal development; bring less electricity supply onto the grid; and devastate the country’s fledgling electric vehicle supply chain. 


A new report — written by our own Jesse Jenkins — is all about the real-life consequences of killing the tax credits. On this week’s episode of Shift Key, Jesse shares the forthcoming analysis of the bill from Princeton University’s REPEAT Project. Rob and Jesse discuss what best-in-class modeling tells us the bill will mean for carbon emissions, the energy economy, the power grid, and consumer energy costs. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.


You can read a complete transcript of the interview here.


Mentioned:


New REPEAT Project report on the GOP reconciliation bill


How a House GOP Proposal Would Essentially Gut the IRA’s Biggest Tax Credits


Why it’s a problem for the clean energy tax credits to lose transferability


Why mortality can fall during recessions: clean air


The natural gas turbine crisis


Jesse’s upshift; Rob’s downshift.


--

Music for Shift Key is by Adam Kromelow.


Hosted on Acast. See acast.com/privacy for more information.

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3 months ago
1 hour 7 minutes 43 seconds

Shift Key with Robinson Meyer and Jesse Jenkins
The Fight Over the Inflation Reduction Act Has Arrived

The fight over the Inflation Reduction Act has arrived. After months of discussion, the Republican majority in the House is now beginning to write, review, and argue about its plans to transform the climate law’s energy tax provisions. 


We wanted to record a show about how to follow that battle. But then — halfway through recording that episode — the Republican-controlled House Ways and Means Committee dropped the first draft of their proposal to gut the IRA, and we had to review it on-air. 


We were joined by Luke Bassett, a former senior advisor for domestic climate policy at the U.S. Treasury Department, and a former senior staff member at the Senate Committee on Energy and Natural Resources. We chatted about the major steps in the reconciliation process, what to watch next, and what to look for in the new GOP draft. Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor.


Mentioned:


The House GOP Tax Proposal Would Effectively Kill The IRA


Permitting Reform Is Back — and Buried in Trump’s Tax Bill


The House Ways and Means Committee’s first attempt at rewriting the IRA and its energy tax provisions


(Note: At one point, Luke refers to a permitting reform proposal as coming from the Energy and Commerce Committee. It’s a product of the House Natural Resources Committee.) 


--

​Music for Shift Key is by Adam Kromelow.


Hosted on Acast. See acast.com/privacy for more information.

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3 months ago
1 hour 3 minutes 19 seconds

Shift Key with Robinson Meyer and Jesse Jenkins
Spain’s Blackout and the Miracle of the Modern Power Grid

Last week, more than 50 million people across mainland Spain and Portugal suffered a blackout that lasted more than 10 hours and shuttered stores, halted trains, and dealt more than $1 billion in economic damage. At least eight deaths have been attributed to the power outage.


Almost immediately, some commentators blamed the blackout on the large share of renewables on the Iberian peninsula’s power grid. Are they right? How does the number of big, heavy, spinning objects on the grid affect grid operators’ ability to keep the lights on? 


On this week’s episode of Shift Key, Jesse and Rob dive into what may have caused the Iberian blackout — as well as how grid operators manage supply and demand, voltage and frequency, and renewables and thermal resources, and operate the continent-spanning machine that is the power grid. 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: 


Spain’s Blackout Has Put in Motion a Debate Over Inertia


Spain Discloses New Power Grid Failure on Day of the Blackout


Shift Key: A Beginner’s Guide to the Interconnection Queue


Jesse’s upshift; Rob’s upshift.


--

Music for Shift Key is by Adam Kromelow.


Hosted on Acast. See acast.com/privacy for more information.

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3 months ago
1 hour 8 minutes 56 seconds

Shift Key with Robinson Meyer and Jesse Jenkins
How Texas Could Destroy Its Electricity Market

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 Texas


A map of renewables across Texas


Electrifying the Permian


The economic impact of renewables & storage in Texas


Rural Texans speak out against SB 819


How 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.

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3 months ago
59 minutes 46 seconds

Shift Key with Robinson Meyer and Jesse Jenkins
How BYD Got So Big

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 BYD


Why BYD Keeps Shocking the World


How China Created an EV Juggernaut


Jesse’s upshift; Rob’s downshift.


--

Music for Shift Key is by Adam Kromelow.


Hosted on Acast. See acast.com/privacy for more information.

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4 months ago
1 hour 2 seconds

Shift Key with Robinson Meyer and Jesse Jenkins
What Happens to Global Decarbonization in a Trade War?

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.


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Music for Shift Key is by Adam Kromelow.


Hosted on Acast. See acast.com/privacy for more information.

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4 months ago
48 minutes 30 seconds

Shift Key with Robinson Meyer and Jesse Jenkins
How China’s Industrial Policy Really Works

China’s industrial policy for clean energy has turned the country into a powerhouse of solar, wind, battery, and electric vehicle manufacturing. 


But long before the country’s factories moved global markets — and invited Trump’s self-destructive tariffs — the country implemented energy and technology policy to level up its domestic industry. How did those policies work? Which tools worked best? And if the United States needs to rebuild in the wake of Trump’s tariffs, what should this country learn? 


On this week’s episode of Shift Key, Rob and Jesse talk with two scholars who have been studying Chinese industrial policy since the Great Recession. Joanna Lewis is the Provost’s Distinguished Associate Professor of Energy and Environment and Director of the Science, Technology and International Affairs Program at Georgetown University's School of Foreign Service. She’s also the author of Green Innovation in China. John Paul Helveston is an assistant professor in engineering management and systems engineering at George Washington University. He studies consumer preferences and market demand for new technologies, as well as China’s longstanding gasoline car and EV industrial policy. 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: 


Jesse’s downshift; Rob’s midshift. 


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Music for Shift Key is by Adam Kromelow.


Hosted on Acast. See acast.com/privacy for more information.

Show more...
4 months ago
1 hour 5 minutes 33 seconds

Shift Key with Robinson Meyer and Jesse Jenkins
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.