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Plus cheese and eggs, if you want to go all the way.

It was burrito night — I had some tortillas, salsa, guacamole and red onion in my refrigerator, but all our meat was still frozen, and I didn’t have any beans handy. So I did what any climate reporter with an interest in food systems would do and grabbed a pack of meatless “carne asada” I’d picked up out of curiosity and threw it into the mix. The end result was more “huh” than “wow,” but it held its own — with a little help from some hot sauce.
Growing, raising, processing and transporting food is responsible for roughly a quarter of worldwide greenhouse gas emissions, nearly 60% of which comes from meat production, according to one estimation. If you're concerned about your personal carbon impact, eating less meat is probably on your to-do list. But what if you still like a carne asada burrito? Thankfully, there are plenty of companies working on satisfying your cravings, no animals involved.
There are lots of other food system concerns that won’t make it into this guide — things like agricultural livelihoods, water use, and animal well-being. But if you’re curious about how fake meats work, what they taste like, and their emissions impact, here’s what you’ll want to know.
Ben Kelley, owner and proprietor of Kelley Farms Kitchen, a vegan restaurant in Harpers Ferry, WV. Ben and his wife Sondra started Kelley Farms after going vegan themselves more than a decade ago. The cafe offers a mix of housemade and commercially available meat alternatives.
Ismael Montanez, the program manager at University of California Berkeley’s Alt Meat Lab, where he’s focused on food and sustainability broadly. He is co-founder and former CTO of plant-based lamb company Black Sheep Foods and eats both meat and plant-based replacements.
Andrea Cecchin, senior agriculture and carbon researcher at HowGood, a sustainability ratings company. Cecchin told me he and his family limit the amount of meat they eat but are focused on a wider plant based diet.
It’s a multi-trillion dollar question, frankly. While the worldwide food system is far more complex than individual consumer choices, shifts in demand for food products, especially among higher-income individuals, have created changes, such tripling the price of quinoa during a boom in its popularity in mid-2010s. The U.S. and China’s growing middle classes also drove a spike in pork demand, only to have that growth slow and reverse in the past few years over health concerns.
The plant-based meat alternatives currently available at your grocery store may be highly processed, but they’re different from the cultivated or “lab-grown” meat coming from a new batch of food companies that seek to “grow” meat from scratch on the cellular level. In theory, this would create direct replacements for things like steaks or fish without actually requiring us to raise actual animals. Almost all of these products are still in the research and development stage, however, and none are currently commercially available in the U.S.
Let’s not mince words: There is no such thing as carbon-neutral beef. How to reduce cattle’s climate impact is an area of active research, encompassing supplements and dietary changes, breeding programs to create animals that process food more efficiently, and even methane-sucking gas masks. There are also ranchers committed to using specific grazing techniques that encourage extra retention of soil carbon, thereby offsetting emissions from cows, but “the science is not there yet” on the scale of sequestration needed for fully carbon-neutral meat, Cecchin says. “Climate-friendly” or “low-carbon” meat labels have been criticized for a lack of data transparency and only represent a 10% reduction in beef emissions overall.
The process of making plant-based mock meats is basically the reverse of their animal version, Montanez explained. While meat is made by processing animals into specific cuts or parts, plant-based replacements use protein-packed flours and other ingredients to build the “meat” back up.
Almost all fake red meat products will have a smaller greenhouse gas impact than their animal versions, Cecchin explained. Compared to a beef burger, the alternatives “really bring down the carbon footprint — the amount of water we need to use, and the amount of land that we use” per unit of food. But for other products, the savings are less clear. Chicken, for instance, has a much lower footprint, meaning replacements have to compete against a “very efficient industry and a very efficient meat.”
Processing details are rarely public, making it difficult to declare other meat replacements automatic emissions winners. “It’s really company by company, and could even be year by year as processing efficiencies change,” Cecchin said, adding that he hopes more companies will show clear evidence of their total emissions, including being specific about what they are comparing against.
Fake animal products are also not the same nutritionally as actual animal products, in ways that can be positive or negative depending on your specific dietary needs. An allergy to soy or wheat gluten would immediately knock out a good portion of these options, and my carne asada came with a warning to anyone “sensitive” to fungi.
There are generally more carbs, less fat, and more fiber in substitutes compared to meat, but protein levels can vary widely, and sodium levels can be high (e.g. Impossible burgers have just as much fat and more salt than a 80% lean beef burger of the same size, though zero cholesterol). As with any processed or prepared food, a look at the nutritional label is well worth it.
The experts all enjoyed the big-name beef replacements — Cecchin even said he has chosen Impossible and Beyond patties over regular burgers while eating out. If you have a little more time, though, Kelley said to skip the fast food fake burgers and make them yourself. Making good tasting meat replacements isn’t all that different from cooking meat itself: spices, technique and how it integrates into a meal makes all the difference. This is the case whether he’s using Impossible beef on the restaurant griddle or hand-making a black bean and chickpea patty. “Just like a raw piece of chicken,” he said, “it's about how you cook it.”
Everyone I spoke to said most breaded chicken replacements match their animal versions pretty well — Montanez even called them “most consistently tasty” than their actual meat equivalents, which for him was enough to justify the slight additional cost. He said he thinks Impossible’s chicken nuggets are the “most convincing” — although he also cautioned that he doesn’t eat a lot of breaded meat products in the first place.
Morningstar Farms’ Chik Patty has been a go-to at-home lunch in my house for nearly three decades, primarily because of that consistency and ease of preparation. (The “buffalo” flavor is by far the best, in my opinion.) Kelley uses Gardein’s Chick’n on one of their most popular sandwiches at the restaurant — they’re a big fan of the company and product.
Don’t expect a lot of options for raw chicken alternatives, however. Montanez suspects the economics of competing with relatively cheap meat isn’t attractive to companies, especially when prepared breaded versions, both animal and plant-based, are already popular.
“Emulating the flavor of American chicken is relatively easy and shouldn't be seen as a significant achievement,” Montanez said. “What’s truly interesting is creating a versatile analog that can withstand the same cooking conditions as real chicken.”
Kelley’s favorite meat replacement is Beyond’s bratwurst sausage, made with pea protein and avocado oil. He uses it in a variety of meals at his cafe, as well as to grill up at home, sometimes adding it to pasta.
Steak and other meats that include marbled fats have been a particularly tricky nut to crack for fake meat producers because the traditional extrusion process makes it difficult to capture fat alongside protein. Montanez told me Juicy Marbles has developed a process capable of doing both, which it’s used to create filet and loin products.
Montanez’s favorite fake bacon is only available in a vegan deli in Berkeley, California, but generally both he and Kelley haven’t found full bacon strips that really match the experience of eating bacon. “There's no way to hold it after you cook it without it drying out,” Kelley said. Instead, he likes using soy [bacon] crumbles in various dishes, including in his potato salad.
The pepperoni and other fermented charcuterie from Prime Roots is “quite impressive, even from a meat eater’s perspective,” Montanez told me. The company starts its process with koji, a strain of fungus that has been part of Japanese cuisine for hundreds of years, including in the product of soy sauces and sake.
The deli slices Kelley uses in sandwiches like reubens or Italian hoagies are made with seitan or a mix of seitan and soy, from a variety of companies. But the Tofurky brand (not just turkey) is one of their favorites. “We are always testing new recipes of our own and using reliable and ethical companies that we grew up loving,” he said.
Kelley has yet to be convinced by most seafood replacements, he told me. “All the seafood is kind of just the same as the chicken replacements,” he said. Instead, he uses unripe jackfruit – a common meat replacement with a stringy texture – hearts of palm, and spices to replicate crab cakes. Having an exact match isn’t always a priority for Kelley, who’d rather highlight an ingredient that serves as a replacement rather than calling it by its faux name. His lobster roll replacement is made with hearts of palm, but it’s not “vegan lobster” on his menu, it’s a “hearts of palm” roll.
Texture is a “very difficult thing in seafood,” Montanez said. “I haven't seen anything myself where it is 100% convincing,” but he points out companies like Impact Food that are making plant-based sushi without extrusion or fermentation, currently available in some New York and California restaurants.
Montanez also called out vegan cheese as a category that struggles to match its original, citing texture, not flavor, as the sticking point, especially when it needs to work in a multitude of different recipes. “You might see a vegan cheese that’s okay applied in pieces,” he said, “but it's only as good if you put it in pizza oven temperatures.” An exception to the rule for him is Climax Foods’ blue cheese, which almost pulled off a Judgment of Paris-like upset in a food competition this year before being removed from the running.
Montanez identified Quorn as a brand that’s not trying to replicate meat exactly, but tastes good on its own. The British company has a wide range of no-meat products that feel like they could have a home in a Tesco, from a vegan Yorkshire ham to mini sausage rolls to “picnic eggs.”
Approaches to fake meat taste fall on a spectrum. On one end are companies that try to replicate as closely as possible the taste, texture, and smell of some specific meat product — say, a chicken nugget. (Your personal mileage may vary when it comes to replicas of more complicated meat cuts such as steaks or pork chops.) On the other end are brands that offer a functional, hopefully flavorful replacement for meat in a meal but otherwise aren’t trying to fool anyone.
The former approach involves more materials science and chemistry, Montanez told me. For example, Impossible makes a soy version of a key molecule in meat known as heme and combines it with a carefully calibrated proportion of sugars, fats, and water to induce the Maillard reaction, the process that makes meat brown and form a crust. It’s possible to create a similar meaty flavor profile without heme (Impossible has a patent on their version), but they have their own complications.
“It’s those sugars reacting with the proteins and creating these molecules that ultimately result in a meaty aroma or flavor,” Montanez said.
Kelley Farm’s menu is a good example of the wider ingredient possibilities of meat replacements beyond this approach. In addition to Impossible patties, Beyond brats, and Gardein’s Chick’n, the restaurant also serves deli meat replacements made with seitan (basically textured wheat gluten); folded eggs made from mung beans; BBQ pulled pork made from jackfruit, which mimics that stringy texture naturally (I’ve had both Kelley Farms’ barbeque sandwich and commercial jackfruit BBQ versions and would happily eat either again); and a burger patty that’s their own mix of chickpeas and black beans.
It’s also worth noting that there is a more literal approach to eating a plant-based diet that’s already the standard in many other countries — that is, rather than replacing meat products with fake meat products, just eat more plants. If you feel like you’re missing out on protein, beans, lentils, tofu, and certain grains like quinoa, farro or teff, have high amounts.
Highly engineered meat substitutes are often more expensive than the animal products they are replacing, so if you’re struggling with hunger, have specific dietary requirements, anxiety around food, or an eating disorder, concerns about emissions shouldn’t even enter the picture.
For that matter, just reorienting your approach to eating meat saves a lot of carbon on its own. Kelley told me he reaches for meat replacements when he’s craving something specific, while Cecchin prefers meat alternatives when he’s eating out.
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The companies just launched a major VPP play.
For all the hype surrounding virtual power plants, they’re still a niche player on the U.S. electric grid. A new partnership between three of the biggest residential energy companies in the country — Tesla, Sunrun, and Renew Home — aims to recast VPPs into a leading role.
The companies announced on Wednesday that they have more than 16 gigawatts of dispatchable VPP capacity available today to deliver to utilities and data center developers throughout the country. That’s about the same as 16 nuclear reactors, except instead of generating power round the clock from a central plant, the companies aggregate unused electricity capacity from thousands of individual home solar and battery systems and programmable thermostats, and can make it available for several hours at a time.
Today, the companies bid these resources into electricity markets as a sort of bespoke grid service. A few times per year — often in the summer months when demand spikes — the grid operator in California might ask Sunrun to switch on its VPP to prevent a blackout. That means Sunrun’s rooftop solar and battery customers all either begin exporting excess power to the grid or rely more on their energy storage systems for their own power needs, reducing strain on the grid. Tesla operates similar programs, some in partnership with Sunrun. Renew Home, which spun out of Google Nest, does the same thing but with thermostats and water heaters, nudging temperatures on thousands of devices up or down during peak demand hours.
“A lot of our assets are enrolled in a contract where they can be used up to 20 times per year,” Paul Dickson, the president and chief revenue officer of Sunrun, told me. Now the company, along with its partners, are making the pitch to utilities and hyperscalers to view VPPs as 365-day resources, and more fully integrate them into their grid planning.
It’s a “turnkey” solution, the companies wrote in a press release, “deployable in months, not years,” that requires “no additional hardware, software, interconnection, water, or land usage for offtaking parties.”
VPPs also typically kick back some of the proceeds they earn from the electricity market to the residential customers hosting the solar panels, batteries, and programmable thermostats providing the power, meaning they can meet growing energy demand while helping to lower household energy bills. Sunrun and Renew Home paid out a combined $67 million in customer rewards last year.
About 60% of the 16 gigawatts the companies have available are tied to Renew Home’s enrolled devices, with the remaining 40% coming from Sunrun and Tesla’s solar and battery assets, Dickson told me. The capacity is also spread out geographically. There’s about 1.7 gigawatts available in Texas — the second largest data center market in the country, Dickson pointed out. There’s 300 megawatts available in Virginia, which the companies expect to grow to 500 megawatts by 2030.
“Unlike a traditional power plant that's fixed in size, this number grows every single day as the combined three companies continue to add additional capacity,” Dickson said. Sunrun alone plans to more than double its energy storage capacity by the end of 2028.
If utilities and large industrial customers buy the VPP pitch, the companies will be able to expand even more quickly, he added. If regulators or utilities come back and say, we’ll take your existing capacity today, and if you can add another gigawatt in the next year, here’s what we’ll pay, Sunrun could potentially reduce the upfront cost to customers to host the solar and battery installations, driving faster adoption.
The new partnership follows a similar announcement earlier this month from the VPP company Voltus, which signed a three-year agreement with Google. Voltus will provide up to 100 megawatts per year of capacity for Google in PJM, the country’s largest (and most constrained) electricity market covering much of the Midwest and mid-Atlantic. In that case, however, Voltus is using the deal with Google to finance the VPP, with the capacity set to come online by 2027.
The Tesla/Sunrun/Renew Home group is simply announcing they are open for business — they haven’t signed up any offtakers yet. Dickson told me the companies wanted to “make everybody aware that there is this uncontracted capacity, and make sure that it goes to the place that it can be most impactful.” Wednesday’s announcement is accompanied by a live map that shows where the capacity is. The companies did, however, already bid over a gigawatt of capacity into PJM, the larger energy market that Virginia is a part of, as part of its emergency procurement to meet near-term load growth in the region, and are waiting to hear if they were selected.
Last year, the electrification advocacy group Rewiring America published a paper arguing that hyperscalers could free up grid capacity for at least a third of the load growth expected from data centers if they paid for residential households to get heat pumps. All of that capacity would simply be the result of swapping inefficient appliances for more efficient versions, reducing the overall energy use of the homes. If hyperscalers also financed residential solar and storage upgrades, they could more than meet data center demand, the report posited.
That’s not how these VPP proposals are going to work — residential customers will still have to pay something to Sunrun and Tesla for their solar panels and batteries. But Ari Matusiak, the founder and CEO of Rewiring America, told me he viewed these new VPP partnerships as a step in that direction. Today, energy markets are largely bifurcated between residential market activity and large industrial customers. “Where we are going is toward a world where we think about the household as actual energy infrastructure and not simply an end of the line billpayer,” he said. “Once you start doing that, it changes the economics of how those household upgrades are treated and what the opportunities are.”
Current conditions: The warehouse fire in Boyle Heights is raging for a third day, spewing dark smoke over the Downtown Los Angeles skyline • The death toll from Western Europe’s heatwave has reached into the dozens • An 18-wheeler carrying more than 400 beehives overturned in eastern Texas and filled a small neighborhood with more than 2 million honeybees.
Wally World is soon to be powered by the atom. On Tuesday, Walmart announced a 15-year deal with Constellation, the nation’s largest operator of nuclear plants, for a chunk of the electricity coming from the Dresden Clean Energy Center in Illinois. The agreement included about 176 megawatts of wholesale supply from the two-reactor station southwest of Chicago, including 30 megawatts of expanded generating capacity through “uprates” — upgrades that allow operators to get more power out of an existing unit. Over the past two years, tech giants such as Google, Microsoft, and Meta, have bought shares of the power coming from nuclear power stations as the companies sought steady supplies of clean electricity for their burgeoning data centers. But the Walmart deal stands out as one of the first to involve a major brick-and-mortar retailer. “We’re constantly evaluating new capabilities and energy solutions that help ensure the electricity we rely on is dependable, responsibly produced, and built to support long-term growth,” Shayne Wahlmeier, Walmart’s senior vice president of energy, said in a statement.
The Trump administration just unveiled one of its biggest bets on nuclear power yet. The Department of Energy announced $17.5 billion in low-interest loans for utilities to pay for the equipment needed to order new Westinghouse AP1000 reactors. The program marks arguably the most significant effort yet to reclaim U.S. control over its flagship reactor design. While the two 1,100-megawatt units completed at Southern Company’s Alvin W. Vogtle Generating Station in 2023 and 2024 were the first installed in the U.S., China has been building its own version of the reactors at an industrial scale for years. The program will support up to 10 reactors, including two per venture with as many as five utilities. The power companies, currently in talks with the administration, have not yet been named. But Dan Sumner, the chief executive of Westinghouse Electric, told The Wall Street Journal the deal “really kick-starts fleet-scale nuclear development in the United States.” As my colleague Robinson Meyer wrote last night: “I hesitate to praise the project's climate bonafides at the risk of discouraging the Trump administration, but it is worth noting that if this project were to succeed, it would be one of the largest state-assisted build-outs of zero-carbon electricity in recent American history. But it would still take some time to arrive: These reactors aren’t forecast to come online til 2035.”
Yet another behemoth solar farm has come online. On Tuesday, the developer rPlus Energies said its Green River Energy Center had started operations. The facility in central Utah with 400-megawatts of solar panels and 1,600 megawatt-hours of batteries is now the largest solar-and-storage plant within PacifiCorp’s six-state territory out west, including Oregon, Washington, California, Utah, Wyoming, and Idaho. “Operation Gigawatt is about ensuring Utah has the reliable, homegrown energy needed to power opportunity for generations,” Utah Governor Spencer Cox, a Republican, said in a statement. “Green River Energy Center represents the kind of large-scale energy investment we need to deliver reliable energy, support rural Utah, and help power the next generation of prosperity across our state.”
The opening comes as solar is now generating more U.S. power than coal, as I told you recently.
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The Supreme Court ruled Tuesday that Exxon Mobil has the right to sue a Cuban-owned company to recoup more than $70 million in 1960 dollars from an oil complex seized by the Cuban government after Fidel Castro’s revolution. Havana later transferred the ownership of the refinery, terminals, plants, and service stations to Corporación Cimex, the state-owned conglomerate. The lawsuit could now see the oil major try to recover more than $1 billion in losses. “Today’s decision is a critical moment in a 60 year effort to be compensated for what the Cuban government illegally seized,” Exxon spokesperson Todd Spitler told E&E News in an emailed statement. “It reflects two things: the merits of our argument and the fact that our company will fight a good fight for as long as it takes.”
The Trump administration understands the importance of refining cobalt — that’s why, as I reported last year, the Pentagon’s Defense Logistics Agency is pumping money into a startup that promises a new and cheap way to process the mineral. Canada’s Sherritt International started shutting down its Fort Saskatchewan refinery after the U.S. expanded sanctions on Cuba, halting exports of a feedstock supply needed for the plant in Alberta, Canada. The move, in addition to the Supreme Court ruling, come amid intensifying pressure by Washington on the Cuban regime.
California is once again following a New York trend. Just weeks after Albany sued to stop the Trump administration’s bid to pay TotalEnergies to give up its offshore wind projects, Sacramento is joining the litigation. “At a time when the country needs more reliable and sustainable power supply, the Trump Administration is busy using taxpayer money to strike backroom buyouts that make clean-energy projects disappear,” California Attorney General Rob Bonta said in a statement. “California won’t stand idly by as the Trump Administration illegally strikes deals to kill offshore wind projects and replace them with more windfalls for his fossil fuel friends; we’re putting the Administration on notice that we intend to sue.”
Rob checks in with Commodity Context’s Rory Johnston as the Iran War (hopefully) draws to a close.
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.
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Mentioned:
China Oil Demand Doubts, Rory’s 2023 article about Chinese strategic stockbuilding
Previously on Shift Key: Why the Iran Ceasefire Hasn’t Ended the Energy Crisis, featuring Rory
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