Shift Key with Robinson Meyer

Rob talks to Senator Martin Heinrich about whether Republicans and Democrats will reach a permitting reform deal this year. They chat about what Democrats would need to see in such a deal, how it could help transmission projects, and why such a deal will ultimately need to constrain President Trump in some way. They also discuss the future of Democratic energy and climate policy — what Heinrich le...

President Trump  announced  on Monday that the U.S. would create a domestic stockpile of critical minerals for civilian use — essentially a Strategic Petroleum Reserve, but for lithium, copper, rare earths, and other rocks central to electronics and decarbonization. It’s one of many experimental and unusual steps that the administration has taken to boost U.S. mineral production over the...

It’s been a huge few weeks for the electric vehicle industry — at least in North America. After a major trade deal, Canada is set to import tens of thousands of new electric vehicles from China every year, and it could soon invite a Chinese automaker to build a domestic factory. General Motors has also already killed the Chevrolet Bolt, one of the most anticipated EV releases of 2026. How big a de...

America’s estimated greenhouse gas emissions rose by 2.4% last year — which is a big deal since they had been steady or falling in 2023 and 2024. More ominously, U.S. emissions grew faster than our gross domestic product last year, suggesting that the economy got less efficient from a climate pollution perspective. Is this Trump’s fault? The AI boom’s? Or was it a weird fluke? In this week’s Shift...

Every year, Heatmap asks dozens of climate scientists, officials, and business leaders the same set of questions. It’s an act of temperature-taking we call our Insiders Survey — and our 2026 edition is live now . In this week’s Shift Key episode, Rob puts Jesse through the survey wringer. What is the most exciting climate tech company? Are data centers slowing down decarbonization? And will a coun...

Over the weekend, the U.S. military entered Venezuela and captured its president, Nicolás Maduro, and his wife. Maduro will now face drug and gun charges in New York, and some members of the Trump administration have described the operation as a law enforcement mission. President Donald Trump has taken a different tack. He has justified the operation by asserting that America is going to “take ove...

​​Shift Key is off for the holidays, but we hope you’ll enjoy this classic episode. Rooftop solar is four times more expensive in America than it is in other countries. It’s also good for the climate. Should we even care about its high cost? Yes, says Severin Borenstein, an economist and the director of the Energy Policy Institute at the University of California, Berkeley’s Haas School of Business...

2025 has been a rough year for climate and energy news. But enough about that. Let’s start looking at 2026! On this week’s episode of Shift Key, Rob is joined by some of Heatmap’s writers and editors to discuss our biggest stories and predictions for 2026 — what we’re tracking, what could surprise us, and what could happen next. We also discuss a recent op-ed in The New York Times arguing that Dem...

Over the past decade, the oil and gas industry has sharpened its drilling skills, extracting fossil fuels at greater depths — and with more precision — than ever before. What if there was a way to tap those advances to generate zero-carbon energy? The Canadian company Eavor (pronounced “ever”) says it can do so. Its closed-loop geothermal system is already producing heat at competitive prices in E...

China’s electric vehicle industry, it’s now well understood, is churning out cars that rival or exceed the best products coming out of the West. Chinese EVs are cheaper, cooler, more innovative, and have better range. And now they’re surging into car markets around the world — markets where consumers are hungry for clean, affordable transportation.  On this week’s episode of Shift Key, Rob ta...

2025 has been incredibly eventful for decarbonization — and not necessarily in a good way. The return of Donald Trump, the One Big Beautiful Bill Act, and the rise of data centers and artificial intelligence led to more changes for climate policy and the clean energy sector than we’ve seen in years. Some of those we saw coming. Others we really did not.  On this week’s episode of Shift K...

It’s been a tumultuous year for climate politics — and for climate nonprofits. The longtime activist group 350.org suspended its operations in the U.S. (at least temporarily), and Bill Gates, the world’s No. 1 climate funder, declared that the decarbonization movement should make a “strategic pivot” to poverty reduction. How should someone who wants to help the global climate navigate this moment?...

The boom in artificial intelligence has become entangled with the clean energy industry over the past 18 months. Tech companies are willing to pay a lot for electricity — especially reliable zero-carbon electricity — and utilities and energy companies have been scrambling to keep up. But is that boom more like a bubble? And if so, what does that mean for the long-term viability of AI companies and...

It’s been a huge few weeks for climate news. Democrats swept state and local elections in New Jersey, Virginia, California, and New York City — and won two crucial regulatory races in Georgia. A few weeks before, the climate tech investor and philanthropist Bill Gates released a memo arguing for a pivot on climate funding vis a vis global health. On this special episode of Shift Key, Rob talks to...

​Robinson Meyer and Jesse Jenkins are off this week. Please enjoy this selection from the Shift Key archive. China’s greenhouse gas emissions were essentially flat in 2024 — or they recorded a tiny increase, according to  a November report  from the Centre for Research on Energy and Clean Air, or CREA. A third of experts surveyed by the report believe that its coal emissions have peaked....

Data centers aren’t the only driver of rising power use. The inexorable shift to electric vehicles — which has been slowed, but not stopped, by Donald Trump’s policies — is also pushing up electricity use across the country. That puts a strain on the grid — but EVs could also be a strength. On this week’s episode of Shift Key, Rob and Jesse talk to Apoorv Bhargava, the CEO and cofounder of Weavegr...

Electricity prices are the biggest economic issue in the New Jersey governor’s race, which is perhaps next month’s most closely watched election. Mikie Sherrill, the Democratic candidate and frontrunner, has pledged to freeze power prices for state residents after getting elected. Can she do that?  On this week’s episode of Shift Key, Rob talks to Skanda Amarnath, the executive director of Em...

Simply operating America’s buildings uses more than a third of the country’s energy. A major chunk of that is temperature control — keeping the indoors cool in the summer and warm in the winter. Heating eats into families’ budgets and burns a tremendous amount of fuel oil and natural gas. But what if we could heat and cool buildings more efficiently, cleanly, and cheaply?  On this week’s epis...

Julian Brave NoiseCat is a writer, Oscar-nominated filmmaker, champion powwow dancer, and student of Salish art and history. His first book, We Survived the Night , was released this week — it uses memoir, reporting, and literary anthology to tell the story of Native families across North America, including his own.  NoiseCat was previously an environmental and climate activist at groups incl...

China announced a new climate commitment under the Paris Agreement at last month’s United Nations General Assembly meeting, pledging to cut its emissions by 7% to 10% by 2035. Many observers were disappointed by the promise, which may not go far enough to forestall 2 degrees Celsius of warming. But the pledge’s conservatism reveals the delicate and shifting politics of China’s grid — and how the c...

It’s been a busy few weeks for climate and energy. New York Climate Week brought hundreds of events — and thousands of people — to the city to discuss decarbonization and energy policy. The New Jersey governor’s race has raised the salience of electricity rates. And suddenly everyone is talking about energy affordability. On this week’s episode of Shift Key, Rob is joined by his colleagues at Heat...

Artificial intelligence is helping to drive up electricity demand in America. Energy costs are rising, and utilities are struggling to adjust. How should policymakers — and companies — respond to this moment?  On this special episode of Shift Key, recorded live at Heatmap House during New York Climate Week, Rob leads a conversation about some potential paths forward. He’s joined first by Repr...

A new stack of electricity technologies — including solar panels, batteries, electric vehicles, and power electronics — seem to be displacing fossil fuels across China and the developing world. Are we watching an irresistible technological revolution happen? Or is something weirder going on — something that has far more to do with China’s singular scale and policy goals than physics and economics?...

We live in a new energy era — one in which the inputs and technologies key to clean electricity production are at the heart of international politics. What will that mean for decarbonization? And how should climate tech companies prepare?  On this week’s episode of Shift Key, Rob chats about those questions and more with Dr. Sarah Kapnick. She is the Global Head of Climate Advisory at J.P. Mo...

Electricity is getting more expensive — and the culprit, in much of the country, is the poles and wires. Since the pandemic, utility spending on the “last mile” part of the power grid has surged, and it seems likely to get worse before it gets better. How can we fix it? Well, we can start by fixing utility regulation.  On today’s episode of Shift Key, Rob and Jesse talk about why utility regu...