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Or maybe you want to go electric? Because yes, they are different.

Have you given much thought to the inner workings of your stove? Me neither. Your home probably came with one already installed, and so long as you can turn it on, boil some water and simmer up a sauce, perhaps that’s reason enough not to second guess it.
But if you’re cooking with gas, we’re here to let you know that, culinary connoisseur or not, there are undeniable benefits to switching to either electric or induction cooking. First and foremost, neither relies directly on fossil fuels or emits harmful pollutants such as nitrogen dioxide into your home, making the switch integral to any effort to decarbonize your life — not to mention establish a comfortable living environment. Second, both electric and induction are far more energy efficient than gas.
“So on a gas range, about 70% of the heat that is generated from the gas goes into your kitchen,” DR Richardson, co-founder of the home electrification platform Elephant Energy, told me. “So it's very inefficient. You get hot. The handle gets hot. The kitchen gets hot. Everything gets hot, except your food. And it takes a really long time.” With an electric or induction stove, you can boil water faster and heat your food up quicker, all while reducing your home’s carbon footprint.
Convinced yet? If you’re reading this guide, we sure hope you’re at least intrigued! But even after you’ve decided to make the switch, confusion and analysis paralysis can still loom. Are your needs better suited to electric or induction? Will expensive electrical upgrades be required? How will this impact your cooking? And where are all the stove stores, anyway? So before you start browsing the aisles and showrooms, let’s get up to speed on all things stoves… or is it ranges? You’ll see.
Friday Apaliski is the director of communications at the Building Decarbonization Coalition, a nonprofit composed of members across various sectors including environmental justice groups, energy providers, and equipment manufacturers, seeking alignment on a path towards the elimination of fossil fuels in buildings.
DR Richardson is a co-founder of Elephant Energy, a platform that aims to simplify residential electrification for both homeowners and contractors. The company provides personalized electrification roadmaps and handles the entire installation process, including helping homeowners take advantage of all the available local, state, and federal incentives.
It depends on the cookware you currently own, but you will almost certainly need to replace some items. Induction stoves work with pots and pans that are made of magnetic materials like cast iron and stainless steel, but not those made of glass, aluminum, or copper. You can check to see if your cookware is induction compatible by seeing if a magnet will stick to the bottom, or if the induction logo is present on the bottom.
Everyone has their own affinities, but what we can tell you is that both traditional electric stoves and newer induction stoves are more energy efficient than gas stoves, and when it comes to temperature control, induction stoves are the clear winner. They allow you to make near instantaneous heat adjustments with great precision, while gas stoves take longer to adjust and are less exact to begin with.
Cooking on a new stove will undoubtedly come with a learning curve, what with all the new knobs and buttons and little sounds to get used to. Many cooks are used to relying on the visual cue of the flame to let them know how hot the stove is, but now you’ll be relying on a number on the screen, instead. Especially if you go with induction stove, be assured that you’ll be in good company among some top chefs.
This is indeed a key question — more on this one below.
If you don’t know already, it’s not too hard to find out. When you turn on the stovetop, is there fire? That, folks, is a gas stovetop. It will have a gas supply line that looks like a threaded pipe that connects to the back of the appliance. Gas stovetops are tricky to clean, not particularly sleek, and most prevalent in California, New Jersey, Illinois, Washington DC, New York, and Nevada.
If you have an electric range, the stovetop will be flat with metal coils either exposed or concealed beneath a ceramic glass surface. The coils will glow bright when they’re on. Electric ranges plug directly into 240-volt outlets (newer versions have four prongs, older ones have three), with a cord that looks like a heavy vacuum plug or a small hose. Electric stovetops are always paired with electric ovens — this is the setup that the majority of Americans already have according to the Energy Information Administration.
“So if you have an electric range and you like it, that's wonderful. You should keep it. But generally, when we're talking about transitioning from a gas experience to something else, induction is a much more analogous cooking experience,” Apaliski said.
If you have an induction range, it was probably a very intentional choice! According to a 2022 Consumer Reports survey, only about 3% of Americans have an induction range or cooktop, so big ups if you’re a part of that energy efficient minority. But if you just wandered into a new home and are wondering if it’s got the goods, you might have to turn on the stove to tell. Unlike an electric stovetop, you won’t see the cooking area glow because the surface isn’t actually getting hot, only the cookware is. Induction stoves also plug directly into 240-volt outlets.
But wait! There’s a chance you’re cooking with both gas and electric on a dual-fuel range. The telltale sign will be if your range connects to both a gas supply line as well as a 240-volt outlet (remember that plug?). But if it’s difficult to determine what’s going on back there, here’s what else to look out for: A metal device at the bottom and/or top of the oven’s interior that glows bright when the oven is on indicates that it’s electric! Sometimes these heating elements will be concealed, though. In that case, look for telltale signs of gas: An open flame when the oven is on or a visible pilot light when off. Newer gas stoves might not have either, but rather use an electronic ignition system that you can hear fire up about 30-45 seconds after turning on the oven. If you’re still confused, there’s always your user manual! (You kept that, right?)
If you’re going from an all-gas range to electric or induction and your stove is located on a kitchen island, for example, this could make installing the necessary electrical wiring more complex. It’s something to ask potential contractors about when you get to that stage.
Whenever you add a new electric appliance to your home, there’s the possibility that you’ll need to upgrade your electric panel to accommodate the new load. A new panel can cost thousands of dollars, though, so you’ll want to know ahead of time if this might be necessary. First, check the size of your current electric panel. You can find this information on your main breaker or fuse, a label on the panel itself, or your electric meter.
According to Rewiring America, if your panel is less than 100 amps, an upgrade could be necessary. If it’s anywhere from 100 to 150 amps, you can likely electrify everything in your home — including your range — without a panel upgrade, although some creative planning might be needed (more on that here and below, in the section on finding contractors and installers). If your panel is greater than 150 amps, it’s very likely that you can get an electric range (as well as a bevy of other electrical appliances) without upgrading.
As of now, federal incentives for electric and induction ranges, cooktops, and ovens are not yet available. But Home Electrification and Appliance Rebates programs, established via the Inflation Reduction Act, will roll out on a state-by-state basis over the course of this year and next, with most programs expected to come online in 2025. These rebates could give low- and moderate-income houses up to $840 back on the cost of switching from gas to electric or induction cooking.
While many details have yet to be released, it’s important to note that qualifying customers won’t be required to pay the full price and then apply for reimbursement — rather, the discount will be applied upfront. Once the program becomes available, your state will have a website with more information on how to apply. If you’re cash-strapped today, it could be worth waiting until the federal incentives roll out, as rebates will not be retroactively available.
Many states and municipalities already have their own incentives for electric appliance upgrades though. Unfortunately, there’s currently no centralized database to look these up, so that means doing a little homework. Check with your local utility, as well as your local and state government websites and energy offices for home electrification incentives. If you happen to live in California or Washington state, you can search for local incentives here, via this initiative from the Building Decarbonization Coalition. The NODE Collective is also working to compile data on all residential incentive programs, so keep checking in, more information is coming soon!
Assuming you currently have a gas stove or a dual fuel range, this is the first big choice you’ll have to make. For customers interested in upgrading from electric to induction, let this also be your guide, as an induction stove is indeed the higher-end choice. Here are the main differences between the two:
Electric
Induction
*According to Rewiring America
** According to this paper
Heatmap Recommends: Spring for the induction stove if you can. Not only will it provide a superior cooking experience, but it’s safer too. Induction stoves only heat up magnetic pots and pans, so if you touch the stove’s surface, you won’t get burned. Most will also turn off automatically if there’s no cookware detected.
“Induction is definitely the upgrade in basically every sense, if you can afford it. Induction is a way better cooking experience. It's got way more fun heating and cooking control. It's much more energy efficient. It's much faster,” said Richardson.
If you’re curious about what it’s like to cook with an electric or induction stove, you can buy a standalone single-pot cooktop for well under $100; it will plug straight into a standard outlet. Additionally, Apalinksi says that many libraries (yes, libraries!) and utilities allow residents to borrow an induction cooktop and try it out for a few weeks, completely free of charge.
New electric and induction ranges and cooktops will only be eligible for forthcoming federal incentives if they’re certified by Energy Star, a joint program run by the Environmental Protection Agency and the DOE that provides consumer information on energy efficient products, practices, and standards. You can check out what models of ranges and cooktops qualify here. But to get a handle on the actual look and feel of various options, you should try and find a showroom or head to a large retail store.
“Go to your local big box retailer, whether it's a Home Depot or Best Buy or Lowe's, they tend to have a bunch of models on the floor. Their representatives can talk to you about all the different options out there. But you have to research a little bit ahead of time, otherwise they're going to point you to the latest gas appliance,” said Richardson.
If you learn that making the switch is going to entail particularly cumbersome electrical upgrades, Apaliski said there are some innovative companies such as Channing Street Copper and Impulse Labs that make induction ranges and cooktops that plug into standard outlets. They’re much pricier than your standard range, but if you can afford it, one could be right if you’re looking for plug-and-play simplicity and sleek design.
“So this is great, for example, if you are a renter, or if you are someone who has limited capacity on your electrical panel, or if you are someone who has one of these kitchen islands that is just impossible to get a new electric cord to,” Apaliski said.
If you buy your new range or cooktop from a big box retailer, they’ll typically haul away your old appliance and deliver and install the new one for you at either low or no cost. Don’t assume this is a part of the package, though, and be sure to ask what is and isn’t included before you make your purchase.
But if you’re moving from an all gas range or cooktop to an electric or induction range or cooktop, the complicated part isn’t the installation process, it’s everything that must come before. That includes capping and sealing the gas line for your old stove (this is a job for a plumber) and installing the requisite electric wiring to power your new stove (this is a job for an electrician).
As noted, making the switch could also mean a costly electric panel upgrade. You should ask potential electricians about this right away, as well as about creative solutions that would let you work with your existing panel. If you’re running out of space, you could buy a circuit sharing device like a smart splitter or a circuit pauser, which would allow multiple loads, such as an EV charger and your stove, to share a circuit, or ensure that specific appliances are shut off when you’re approaching your panel’s limit. Richardson recommends getting opinions from a couple different electricians, seconding the idea that if your panel is 100 amps or more, an upgrade is likely not necessary.
Above all, you should make sure that the gas line and electric work is taken care of before the stove installer comes to your home. Richardson said that occasionally, retailers will provide plumbing and electrical services as an add-on option, so it never hurts to ask. But most likely you’ll be sourcing contractors and compiling quotes on your own. If you don’t already have a go to person for the job, ask friends, family, and neighbors for references. Google and Yelp reviews are always there too.
New electric ranges do not usually come with a power cord. You must purchase your own power cord prior to installation.
Once you get time on the calendar with a trustworthy, knowledgeable and fair-priced plumber and electrician, it’s time to schedule the installation of your new range or cooktop. And after that it’s time to metaphorically fire up those resistive coils or electromagnetic fields and make yourself an electrified meal for the ages.
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The seed-stage startup is eyeing a Series A after successfully enriching lithium and hydrogen isotopes.
While most coverage of the buzzy fusion energy industry — including my own — tends to focus on the startups promising to build commercial reactors within the next decade, a whole host of supporting industries will also need to mature in order to make that long-held scientific dream a reality. Isotope production is one of the biggest. No matter a company’s technical approach to fusion, it likely demands hydrogen and lithium isotopes — the former to fuel reactors, and the latter to breed more of that fuel.
That’s where Marathon Fusion comes in. The San Francisco-based seed-stage startup is developing isotope separation technology for two key purposes: recycling tritium — an extremely rare hydrogen isotope — from reactor exhaust so it can be reused as fusion fuel, and enriching lithium-6, which is needed to breed new tritium. On Thursday, the company announced that it succeeded in using its plasma centrifuge technology to enrich lithium-6 and hydrogen isotopes in the lab. (It can’t yet test the tech on actual tritium, which is expensive, radioactive, and tightly regulated by the Nuclear Regulatory Commission, so Marathon is validating its separation physics using the non-radioactive proxies deuterium and protium.) Marathon now plans to raise a Series A based on the results.
“People have wondered for a very long time when fusion is going to come, and everyone’s waiting on the big scientific announcements,” Marathon’s CEO Kyle Schiller told me. But while the industry waits for those breakthroughs, he argued, it’s high time to start commercializing the infrastructure fusion will need to become an actual commercial industry. “Ultimately, what we’re doing is reactor agnostic. Everyone’s going to need it.”
In the near term at least, most fusion companies plan to use deuterium-tritium plasmas to power the fusion reaction. But the process is inherently inefficient — only a small fraction of the fuel actually fuses in the reaction, while the rest gets expelled, even though it still contains valuable, unburned tritium that can be captured and reused.
Today, neither tritium nor the lithium-6 needed to make more of it are produced at anything close to the scale even a single commercial fusion reactor would require to get up and running. And existing isotope separation technologies — largely designed for small-volume defense programs and experimental reactors — aren’t sufficient to bridge the gap.
“When you have a single fusion power plant, that’s going to need about 1,000 times more lithium than anyone is producing today in any country,” Schiller told me, referring to lithium-6. “It would be totally prohibitive to build a fusion power plant at those economics.”
And while it’s at least possible to produce enough of this isotope to supply a future fusion industry by enriching lithium mined from rock, tritium presents a more fundamental problem. Because it’s radioactive and decays relatively quickly, it doesn’t occur naturally in meaningful quantities. Today it’s produced commercially as a byproduct of some fission reactors, but that supply amounts to just a few kilograms per year. A single 1-gigawatt commercial fusion reactor, by contrast, would need an estimated 56 kilograms annually. Meeting that demand will require fusion companies to breed their own tritium inside the reactor, a process that involves fusion-generated neutrons hitting lithium-6 nuclei, splitting them into tritium and helium.
It will also necessitate recycling the substantial amount of tritium that passes through the reactor without burning up. That’s where Marathon’s plasma centrifuge comes in. Centrifuges themselves are nothing new — engineers have used them for decades to separate uranium isotopes for nuclear fuel, spinning the gas at such high speeds that isotopes with different masses separate. Plasma centrifuges work on the same principle and have been studied since the Manhattan Project, but no one has yet successfully commercialized the approach for lithium and hydrogen.
Part of the reason is that, until recently, there simply wasn’t much demand for these isotopes. But the raw materials also present a physics challenge: Lithium and hydrogen isotopes have very similar masses. Separating them thus requires spinning the plasma so rapidly that, historically, the resulting heat has undermined the separation process itself. To address this, Marathon’s proprietary centrifuge tech uses a “partially ionized” plasma, in which some atoms have been stripped of their electrons while others remain neutral. The company says this configuration allows the centrifuge to operate at lower temperatures.
The materials testing lab Covalent has certified Marathon’s lithium-6 enrichment. The company hasn’t had its hydrogen separation results independently verified, though an MIT nuclear engineering professor has reviewed the device’s design. As a participant in ARPA-E’s Vision OPEN program, which solicits and supports ambitious energy projects, Marathon has also presented its hydrogen separation methodology and results at the ARPA-E fusion programs meeting in June.
Now, Schiller told me, the challenge is scaling up the technology’s core systems. “We need bigger magnets, better cooling, bigger power systems, and so that’s a buildout that’s going to take time and more capital,” he said. “But as far as the science is concerned, we feel like it’s at the point where we’re ready to make those kinds of commitments.”
Marathon is now looking to raise capital to build its first commercial pilot facility, with the goal of reaching full-scale production by 2029. Schiller told me the company expects its first full-scale facility to produce tens of tons of lithium-6 per year — enough, he says, to fuel a new gigawatt-scale fusion plant roughly every two years. Marathon also plans to recover and repurpose about 560 kilograms of tritium annually — roughly the amount that cycles through a 1-gigawatt reactor’s fuel system each year, most of which exits in the reactor’s exhaust without ever fusing.
Once fusion reactors are operating at scale, Marathon has a few other tricks up its sleeve. The startup also plans to build an “isotope production” business, using the copious volume of high-energy neutrons generated by fusion to manufacture valuable isotopes. The company made headlines last year with its claim that fusion-generated neutrons could transmute mercury into an unstable isotope that eventually decays into gold — potentially doubling a fusion reactor’s economic output (and proving the old alchemists right). But that work is still theoretical, based on computer simulations rather than peer-reviewed or experimentally validated work.
Marathon certainly has plenty to keep it busy in the near term, though. “There is a really amazing opportunity right now to say, look, the fusion supply chain is ready to go. We can start scaling up,” Schiller told me. “The science will progress in parallel, and we really want to land this together — not wait another 10 years after scientific results come in.”
Current conditions: Temperatures in Sicily and southern Italy are approaching 100 degrees Fahrenheit as a heat dome settles over the north-central Mediterranean • After pounding Okinawa and injuring two people on Japan’s remote southern islands, Typhoon Saudel is barreling west toward China • A geomagnetic storm known as a coronal hole could create a visible aurora from New York to Idaho, causing minor disruptions to technological devices such as GPS.

It’s like something out of an apocalyptic disaster film. From a camera situated on a cliffside overlooking the Rasuwagadhi border checkpoint in a valley between Nepal and Tibet, you watch as several — then dozens — of people start running away from the building. Birds fly across the screen in the same direction. Finally, after a few seconds, you see what they’re trying to escape: A giant wall of gray, muddy water crashing into the roughly six-story building like an ocean wave against a sand castle. In other videos, cars, trees, and homes disappear under the roar of a river of mud and rocks. Goliath boulders roll like basketballs. Men run for their lives. An avalanche on the Chinese side of the border “triggered a wall of water with no warning,” wrote The Kathmandu Post, an English-language daily in the Nepali capital, declaring this “one of Nepal’s deadliest disasters in decades.” By Thursday morning, the death toll counted at least 332, with hundreds more people still missing. Nepal’s disaster authority told the Indian broadcaster NDTV that a “chunk of snow and rock broke off near a glacier zone” on the border and either “fell into a glacial lake or blocked the river channel” resulting in a surge that swelled into a wave of glacial ice, meltwater, and debris. While initial reports suggested the avalanche started with an earthquake, a U.S. Geological Survey analysis found that the avalanche itself set off a magnitude 5.2 landslide.
Last month the Federal Communications Commission banned the use of new types of foreign-made inverters, the equipment needed to patch solar panels and batteries onto the grid, citing the need to protect the U.S. artificial intelligence buildout from Chinese sabotage. Now the White House is stepping in to block foreign imports of yet more types of grid equipment. In an executive order Wednesday, President Donald Trump said that “continued United States reliance on foreign sources of bulk-power system electric equipment with these potential national security vulnerabilities also creates a supply chain vulnerability that could eliminate the supply of these products in the United States as a result of disruptions in international trade.” In particular, the order will affect transformers, which are facing a years-long backlog as manufacturers struggle to keep up with demand from both the data center buildout and repairs to the grid after extreme weather mangles power equipment. The Biden administration had sought to increase the energy efficiency standards for transformers, paralyzing manufacturers who opposed the regulation and could not make investments into new assembly lines to meet surging demand until the fate of the rule was resolved. The Biden-era Department of Energy ultimately withdrew its proposal. While the Trump administration policy now will further protect those domestic factories, the import restrictions could, in the meantime, make obtaining the equipment primarily made overseas more difficult.
The Trump administration is set to speed up permitting reviews for oil and gas drilling in the Arctic. On Wednesday, Public Domain broke news that the Department of the Interior is planning to publish a categorical exclusion to the National Environmental Policy Act “that would make it easier for the oil and gas industry to conduct seismic surveys, obtain rights of way, and drill new exploration wells” in the National Petroleum Reserve in Alaska, a nearly 36,000-square-mile area on the continent’s northern Arctic Ocean coast.
The proposal, which the Interior Department confirmed, comes as a particularly devastating blow to the Native Village of Nuiqsut, which had brokered a deal with the Biden administration to create a nearly million-acre caribou reserve to foster a herd on which the indigenous residents have long depended. But former Nuiqsut Mayor Rosemary Ahtuangaruak told the public-lands-focused investigative site that new drilling activity around the village has already changed the herd’s migration patterns. “All of the contractual agreements that were supposed to guide how development is going to occur have been ripped out of the books,” she said. “We feel that it doesn’t matter that we have a unique DNA, a small community of 500 people, that are just being totally disregarded and sacrificed for the greed of development.”
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Back in May, I told you about Otovo, the new startup from the former chief executive of defunct rooftop solar giant Sunnova. Instead of installing solar panels, the new company repairs rooftop photovoltaic units, in addition to batteries and generators — a sort of AAA for home energy equipment. Otovo started in Norway, targeting millions of homeowners across Europe with solar panels from installers that went out of business and left customers without maintenance service. The company has mounted a global expansion into the United States by buying smaller solar companies and maintenance providers. On Thursday, Otovo plans to announce two deals to make its latest acquisitions: Oahu-based PV Hawaii and Mr. Elektro in Norway and Sweden. The combined value of the deals — which are being reported first in this newsletter — is about $4.6 million. “PV Hawaii and Mr. Elektro bring licensed, experienced local teams that strengthen how we serve customers, and they extend our platform into Hawaii for the first time while deepening our reach across Norway and Sweden,” Otovo CEO John Berger told me in a statement.

You read that right. Unless you (like, uh, some people…) are familiar with late 20th century Melanesian geopolitics, you may not know the story of Bougainville. The island province off Papua New Guinea long had a troubled history. Ethnically, its people are related to those of the Solomon Islands, but German colonial borders hemmed the mineral-rich isle into the territory controlled by Port Moresby. In the 1970s, Anglo-Australian mining giant Rio Tinto built the Panguna mine in the center of the island. Pollution and labor violations plagued the open-pit copper and gold mine, ultimately fueling a separatist rebellion. A conflict, known as the Bougainvillean Civil War, erupted in 1988 and lasted for 10 years, only ending with a peace accord that allowed for a referendum on independence. In 2019, the autonomous province voted nearly unanimously in favor of breaking away from Papua New Guinea. The non-binding vote has yet to be ratified by the parliament in Port Moresby. But the leaders of Bougainville expect to become the world’s newest country by 2030.
To fund its sovereignty, the island wants to reopen Panguna. Last November, Ishmael Toroama, the president of Bougainville, signed a memorandum of understanding with Lloyds Metals and Energy. The Indian iron-ore miner won the deal “despite warnings from Bougainville’s majority state-owned mining company, Bougainville Copper, that Lloyds lacked the technical and financial capacity of rival bidders,” the Organized Crime and Corruption Reporting Project reported in a major new investigation. Just a month earlier, Toroama confirmed to OCCRP, “he accepted an offer from Lloyds’ managing director Balasubramanian Prabhakaran to arrange for his wife to travel to India and have a life-saving kidney operation at no cost to the president.” Toroama told OCCRP that the gift did not weigh on his decision to select the Mumbai-based Lloyds for the project.
The first step in the Department of Energy’s effort to propel new reactor technologies to market was a pair of pilot programs to speed up development of projects from both power and fuel producers. The next step is the “nuclear launch pad” initiative at the Idaho National Laboratory’s National Reactor Innovation Center. This week, the agency announced the first 12 companies to participate in the new program, which bills itself as providing “flexible technical and regulatory frameworks designed to fast-track paths from concept to deployment.” The list includes microreactor developers Antares Nuclear, Atlas Atomics, Oklo, Valar Atomics, Scaled Atomics, and two projects from Deployable Energy; fuel makers Forge Atomics, Hexium, Lightbridge Corporation, Raven-Flint Nuclear, and Sublime Nuclear; and medical isotope startup Nusano. “These selections show a strong and growing interest from developers ready to move their technologies forward,” Brad Tomer, the director of the National Reactor Innovation Center, said in a statement. Meanwhile, another startup spinning out from the Massachusetts Institute of Technology announced a big initial funding round. Apollo Atomics — which aims to build next-generation pressurized water reactors, the type of reactor that makes up the bulk of the global fleet — announced a $31 million seed financing round, NucNet reported.
Rob talks with Amanda Levin, head of climate science and policy at the Natural Resources Defense Council, about why we shouldn’t give up on renewable subsidies just yet.
Two years ago, Donald Trump made an outlandish campaign promise: He would cut Americans’ power bills in half.
It was a ridiculous, impossible pledge — but even so, the affordability problem didn’t need to get this bad. A new report, out this week from the Natural Resources Defense Council, looks at the economic, environmental, and public health costs of Trump’s regulatory and legislative clean energy policies, including his rollback of the wind and solar tax credits.
The report’s author, Amanda Levin, joins Rob on this episode of Shift Key. Levin is a Director of Policy Analysis at the NRDC’s Science Office. They discuss why Trump’s repeal will have long-term effects, the underrated public health impacts of the rollback, and why Levin believes the credits should be restored.
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.
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Here is an excerpt from their conversation:
Robinson Meyer: So you’ve said that we should have tax credits that buy down the cost of technologies while we’re installing them. We had Lily Bermel on Shift Key a few weeks ago with her report, and she looked at a different set of questions here, and I think it’s worth kind of talking about them in a second. But her view of the data — which I would say I’ve also heard now from some solar developers, who obviously represent the interests of their industry — but her view of the data was like, look, there’s a lot of solar and batteries that are about to get built as developers rush to hit a deadline, rush to hit the deadline in the One Big Beautiful Bill Act. Her view is, if you look at this from an emissions perspective, you don’t need wind and solar tax credits. So really ,money would be better spent elsewhere. It would be better spent buying down the cost of clean firm technologies like advanced geothermal, like fusion, perhaps, that can run 24/7 and start to push gas out of the system.
You’ve written an op-ed for Heatmap kind of taking issue with some of those claims, and I want to actually lean into that disagreement. Why should the U.S. restore wind and solar tax credits? Because I would say we’ve learned one thing, actually, in the past month since Lily was on the show. It is that deficit concerns are going to be even more pressing for lawmakers, it seems like, in 2029, even in 2027, than they were in 2024 or 2022, because interest rates are going to be high. They seem to be getting higher. Among the crises that Democrats will have promised to solve is this deficit crisis that is of Trump’s own creation. And so why should a scarce dollar go to wind and solar tax credits?
Amanda Levin: I think it’s important to remember that renewables have a lot of benefits, and not all of them are reflected in the decisions that a utility might make on behalf of its customers. Renewables both lower pollution, which can help reduce the costs and the burden that we have both from public health pollution as well as from climate pollution. They also can enhance energy security and increase economic opportunities.
But I think importantly, it’s a recognition of, one, we need to build a lot of energy fast, and we want to build it clean, as well. And that is going to take quite a bit of money up front. Even if wind and solar are some of the cheapest, lowest cost options over the life of their investment, when looking at something more simplistic, like a levelized cost of energy, it doesn’t mean that they don’t have large upfront costs that need to then be recovered from someone. And in the structure of many of our states, that someone is going to be ratepayers. And often the way that we recover money through electricity bills and rates is not progressive. It’s pretty regressive. So I think the way that we see the kind of tax credits playing into this is it’s an essential part of ensuring that as we transition towards a cleaner system, it remains affordable for everyone by moving costs off of ratepayers, who are going to be much more regressively taxed, and putting them onto the federal government, when we know that we need to be spending more on clean energy to meet our growing load, and also just to invest in our grid that is, in many cases, reaching the end of its life for certain investments.
And so I think to that kind of question of what are we trying to solve here? Obviously, wind and solar, we still see that they are being built, and they make up the bulk of anything that’s going to be built in the next decade. But we’re definitely not building enough.
There was a paper that I was part of at the beginning of 2025 that found that in order to meet our climate commitments, we would need to quadruple the amount of wind, solar, and battery storage that was being added to the system compared to recent day records. The IRA got us basically halfway there. And if you look at where we are now with Trump, we’ve basically lost that halfway there. But what we know is, if we want to actually tackle our societal challenges — climate, health, everything — and affordability, we’re going to both need to build a lot of clean energy, but also we can’t put that on the backs of ratepayers. We need to explore other ways to mitigate the near-term affordability shock that will come from just having to invest in our system.
You can find a full transcript of the episode here.
Mentioned:
Amanda Levin’s new report: An Affordability Crisis of Trump’s Own Making
A ‘Glass Half Full’ Isn’t Enough to Fight Climate Change
Previously on Shift Key: The New Paper Arguing Biden’s Power Sector Emissions Cuts Are Largely Intact — Even Under Trump
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Music for Shift Key is by Adam Kromelow.