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Shift Key with Robinson Meyer: Daily Summaries Delivered
by Heatmap News
Every week, Heatmap News Executive Editor Robinson Meyer and a guest 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 his partners 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.
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- Today1h 18m
What a Permitting Reform Deal Could Look Like
There’s really one one good thing that could happen this year in Congress for clean energy: permitting reform. If lawmakers reached a bipartisan deal on the country’s permitting system, they could make it easier to build solar, wind, and transmission lines — as well as every other kind of infrastructure.But will it happen? What are the obstacles to a deal? What would be in a deal? On this episode of Shift Key, Rob is joined by Daniel Palken, the director of infrastructure for energy and permitting at Arnold Ventures. They discuss the recent history of permitting reform, the policies that would probably make up a deal, and why it might be now or never for reforming the permitting system.Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.Subscribe to “Shift Key” and find this episode on Apple Podcasts, Spotify, Amazon, or wherever you get your podcasts.You can also add the show’s RSS feed to your podcast app to follow us directly.You can find a full transcript of the episode here.Mentioned:The FREEDOM Act, which would limit the president’s ability to yank permitsRob’s SunZia story: The Long, Strange Success Story of America’s Biggest Clean Energy ProjectWhy the National Historic Preservation Act falls harder on transmission projects than pipelinesPreviously on Heatmap: What Is Permitting Reform? Here’s a Cheat Sheet.--This episode of Shift Key is sponsored by ...Tandem PV is the leader in perovskite solar technology. We’re building the most efficient and durable perovskite solar panels on the market at our factory in Freemont, California. Learn how we're restoring U.S. leadership for the next era of solar manufacturing at tandempv.com.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.
- 5 days ago1h 3m
What Barbecue Sauce Has in Common With Carbon Removal
Charm Industrial is a climate tech company that takes biomass and converts it into a heavy, carbon-rich oil that can be injected underground, transmuting and storing the greenhouse gas far from the atmosphere. They’re scaling up fast and recently announced a new $20 million debt facility with JP Morgan; the bank also agreed to buy more than 60,000 tons worth of removals from them.On this episode of Shift Key, Rob is joined by Peter Reinhardt, the CEO and cofounder of Charm. (He’s also the CEO of the trucking company Revoy, a founder of the autoimmune therapeutics company Antipode, and a board member at the electricity data company Arcadia.) They talk about what makes Charm different, how it is scaling operations as a carbon removal company, and the changing politics of climate change.Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:Charm’s new deal with JP MorganThe ProPublica story Peter criticized“Over-Regulation is Doubling the Cost,” by PeterThe Cantwell-Sheehy bipartisan carbon removal billPreviously on Heatmap: Charm Is Working With the U.S. Forest Service on a Carbon Removal Pilot--This episode of Shift Key is sponsored by ...Tandem PV is the leader in perovskite solar technology. We’re building the most efficient and durable perovskite solar panels on the market at our factory in Freemont, California. Learn how we're restoring U.S. leadership for the next era of solar manufacturing at tandempv.com.Music for Shift Key is by Adam Kromelow Hosted on Acast. See acast.com/privacy for more information.
- 2 weeks ago1h 1m
The Company That’s Raised $60 Million to Geoengineer the Planet
For more than 30 years, a heterodox group of scientists have proposed injecting sulfate aerosols into the stratosphere to reflect sunlight away from Earth, thereby cooling the atmosphere and reversing climate change.But actual research into the idea has remained taboo, or at least the province of university and government labs. Then, last year, Heatmap broke the story of an Israeli-American company named Stardust Solutions that had raised $60 million to develop a new solar geoengineering technology. This system would be easier to control and track than the traditional approach to geoengineering, it claims.On this episode of Shift Key, Rob is joined by Yanai Yedvab, the cofounder and CEO of Stardust. They discuss why Stardust is researching geoengineering now, whether a for-profit company belongs in the space, why Yanai believes Stardust’s particles are superior to sulfate aerosols, and whether Stardust has or will ever conduct outdoor experiments.Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:Rob’s initial story on Stardust: Stardust Solutions, a Geoengineering Startup, Raises $60 Million to Build a Solar-Reflecting System by 2030Stardust’s new governance commitmentsWhat we know about Stardust’s tiny spheres--This episode of Shift Key is sponsored by ...Tandem PV is the leader in perovskite solar technology. We’re building the most efficient and durable perovskite solar panels on the market at our factory in Freemont, California. Learn how we're restoring U.S. leadership for the next era of solar manufacturing at tandempv.com.Music for Shift Key is by Adam Kromelow Hosted on Acast. See acast.com/privacy for more information.
- 3 weeks ago49 min
The New Paper Arguing Biden’s Power Sector Emissions Cuts Are Largely Intact — Even Under Trump
Wait, is the climate policy landscape … in better shape than it looks?Just over a year ago, President Trump passed the One Big Beautiful Bill Act. It repealed many of the Biden administration’s most aggressive climate policies, including tax credits for solar and wind energy.Although those policies are gone, the emissions cuts they achieved remain largely intact — at least in the power sector, according to a new study that we’re covering exclusively at Heatmap. Lily Bermel, the report’s author and a visiting fellow at the Columbia Center on Global Energy Policy, argues that at least where energy generation is concerned, the glass is more than “half full.”On this episode of Shift Key, Lily joins Rob to discuss what we learned from Biden’s big climate law, why it likely never would have achieved its projected emissions declines (at least not without a tremendous transmission buildout), and how studying its legacy changed her mind about policy going forward. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:The “Glass Half Full” reportMore from Rob on Lily’s findingsFrom Heatmap: The Wind and Solar Tax Credits Are About to Expire. Will They Come Back?Heatmap’s cheat sheet on how the One Big Beautiful Bill Act changed America’s clean energy lawPreviously on Shift Key: What Has All This Back-and-Forth Climate Legislating Bought Us?Jesse Jenkins’ paper on transmission’s role in achieving the IRA’s goalsBrendan Duke’s policy affordability framework--This episode of Shift Key is sponsored by ...Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.
- 4 weeks ago54 min
Why Meta’s One-Time CTO Is Investing in Climate Tech
It has been a hard few years for climate tech. But we recently got a bright spot: Earlier this month, Gigascale Capital announced it had raised $250 million to build the physical infrastructure driving decarbonization. That was notable in part because Gigscale’s founder is Mike Schroepfer, Meta’s former chief technology officer, who has gone deep on climate tech since leaving the company in 2022.On this episode of Shift Key, Mike joins Rob to discuss why Gigascale chose this moment to raise $250 million, what’s greenwashing (and what’s not) in AI, what the American manufacturing industry does better than China’s, and why Gigascale has not engaged in “climate hushing.”Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:Previously on Shift Key: What J.P. Morgan’s Chief Climate Advisor Is Telling Energy Startups--This episode of Shift Key is sponsored by ...Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.
- Jun 24, 202655 min
How China Saved the World From Trump’s Energy Crisis
When Iran closed the Strait of Hormuz earlier this year, experts projected oil prices would go to $200 a barrel. But then… they didn’t. In fact, while gasoline prices rose in the United States, and Europe and Asia suffered higher costs, the resulting energy crisis wasn’t even as bad as what followed Russia’s 2022 invasion of Ukraine.Why? China. The country seems to have absorbed the costs of Trump’s war of choice by releasing hundreds of millions of barrels from its strategic stockpile. On this episode of Shift Key, Rob is joined by Rory Johnston, an oil markets researcher and the author of the Commodity Context newsletter. They discuss China’s massive (and quiet) intervention, why it’s “the most important thing we learned” from the Iran War, and what it means for the future of energy and geopolitics.Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.Mentioned:China Oil Demand Doubts, Rory’s 2023 article about Chinese strategic stockbuildingPreviously on Shift Key: Why the Iran Ceasefire Hasn’t Ended the Energy Crisis, featuring RorySubscribe to Heatmap Daily--This episode of Shift Key is sponsored by ...Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.
- Jun 17, 202632 min
Anthropic and the Future of the Buzzy Carbon Removal Buyer's Club
One of the most interesting projects in carbon removal is doubling down on the industry. Frontier — a coalition of tech, finance, and fashion firms that buy carbon removal credits to support the crucial technology — has secured another $915 million to power its next round of buying. The artificial intelligence giant Anthropic has also joined the coalition alongside its existing members, including Stripe, Google, JPMorganChase, and others.On this episode of Shift Key, Rob is joined by Hannah Bebbington Valori, who leads Frontier. They discuss the health of the carbon removal industry after a tough few years, how Frontier is changing its buying strategy for its newest round, and why Anthropic entered the coalition. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:AI IPOs Could Create a Wave of New Funding for Climate TechRob’s most recent story on carbon removal: Carbon Removal After MicrosoftRob’s original story about Frontier: We’ve Never Seen a Carbon-Removal Plan Like This Before--This episode of Shift Key is sponsored by ...Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.
- Jun 11, 202636 min
The Other, Other Big Race in Georgia This Year
Last year, progressives pulled off their biggest state-level win in Georgia in 20 years when voters elected two Democrats to the state’s Public Service Commission, which oversees electricity utilities. It was the first time Democrats had won a state-level office in Georgia since 2006. This year, Democrats have a chance to take an outright majority on the board.What would that mean — and what has life been like for the state’s newest power regulators? On this episode of Shift Key, Rob is joined by Peter Hubbard, a former renewables developer who won a spot on the Georgia Public Service Commission last year and will defend it this November. They discuss what a regulator’s day-to-day is like, how Georgia is dealing with the data center boom, and whether regulators can ever bring powerful utilities to heel.Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned:Previously in Heatmap: Democrats Win 2 Key Energy Races in Georgia--This episode of Shift Key is sponsored by ...Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.
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About Shift Key with Robinson Meyer
Every week, Heatmap News Executive Editor Robinson Meyer and a guest 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 his partners 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.
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