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Let’s get this out of the way: You don’t have to turn vegetarian to make a meaningful dent in your carbon emissions. You don’t have to start eating insects or experiment with precision-fermented plant-based proteins. You don’t even have to eat less meat, necessarily. Just eat less beef — or, if you prefer the idea of “more” to the idea of “less,” you could even say: Eat more chicken.
Either way, the reason comes down to some of the simplest carbon accounting we have. Cows are, by far, our most carbon-intensive protein source. Every kilogram of beef produced in the U.S. emits about 38 kilograms of carbon from cradle to slaughterhouse, according to Arthur Gillett, chief research officer at HowGood, an emissions research and data service for the food sector. Compare that to roughly 3.8 kilograms of CO2 per kilogram of chicken, and even 4.9 kilograms of CO2 per kilogram of pork, and you can start to see why even such a small change can have a big impact. A chicken needs to eat just 1.6 kilograms of feed to produce a kilogram of meat.
“1.6 is basically magic, right?” Gillett told me. “Why are we messing with crickets?”
Beyond that, though, the picture gets murkier. Because here’s the thing: Even if you wanted to track every single ounce of carbon related to your food intake, you couldn’t, at least not with any meaningful degree of accuracy. Of all the many systems operating in the global economy, the food system is perhaps the most complex, involving processes we’re still trying to understand, let alone track.
For example: dirt. Essentially all the food we eat depends, at some point in its life cycle, on dirt. One reason beef is such a high-emission product is that it takes a lot of dirt to grow all the feed a typical cow eats over the course of its life — which runs to the thousands of pounds (including byproducts from other agricultural production) — plus a lot more to grow the cow itself. Even in the U.S., where cows are mostly finished on feedlots, livestock occupy 41% of available farmland, but are raised on just 30% of farms. In Brazil, the world’s largest exporter of beef, where cows are mostly grass-fed, cattle graze on somewhere between 189 million and 253 million acres of what used to be the Amazon rainforest, depending on whose estimate you use.
But back to dirt: Climate scientists still don’t really understand how it works, from a carbon perspective. How much carbon is stored in the Earth’s soil? Estimates vary pretty widely, biogeochemist Rose Abramoff told me. How much is it emitting each year? That’s even less clear. Does it make a difference whether that soil is planted with genetically modified soy versus heirloom squash? No idea.
Until seven or eight years ago, it was accepted practice in the life-cycle analysis world to resolve these uncertainties by assuming soil-related emissions were stable and therefore marking them at zero, according to Gillett, “which is incredibly wrong,” he told me. Analyses are starting to be able to account for those emissions now, he said, but to be really meaningful, they would have to be recalculated every year. “So then every LCA, to be worth its salt, has to be a multi-year LCA. That’s impossible.” Gillett said.
In other words, the science is very much still changing, and you could drive yourself crazy trying to keep up with it. These days, Gillett is excited about the potential for regenerative agriculture practices like no-till farming and co-locating livestock with crops to transform dairy into one of our most carbon-efficient sources of protein, he told me — something he never would have expected to say a year or two ago.
Similarly, “Maybe 10 years ago, all of us were talking about food miles,” i.e. the distance from farm to table, according to Minnie Ringland, manager of climate and insights at ReFED, a food waste reduction advocacy group. You may have experienced this in the form of admonishments to “eat local.” Since then, however, cold storage supply chains have gotten a lot better, particularly in the Global South, which means that we’re losing a lot less food to spoilage — compared to the agricultural process itself, shipping represents a negligible portion of the emissions related to just about any given product.
It's also important to remember that not all farming regions are created equal. California, for instance, is a great place to grow lots of things; Arizona, less so. “Depending on the geography where the food is being produced, it can be super intensive in terms of land use change, if land is being deforested in order to make way for agricultural fields or for grazing,” Ringland said. Another factor is the use of nitrogen fertilizer, which is both emissions-intensive to produce and generates carbon dioxide from its use, the environmental effects of fertilizer run-off on nearby land and waterways notwithstanding.
That’s not to say there aren’t other important benefits to eating locally: contributing to your local economy, supporting biodiversity, encouraging holistic farming practices. The farmers at your weekend farmers market are a whole lot more likely to be practicing regenerative techniques and fertilizing with compost instead of industrial chemicals. But they’re also not going to be there at 7:48 p.m. on any given Tuesday when you’re midway through cooking a batch of chicken cacciatore and realize that you forgot the bell peppers.
Speaking of compost, though, here’s a bonus trick to reduce your food-related carbon emissions: Collecting and composting your food scraps is good, but wasting less food is even better. The reason why is pretty obvious: Before it can be composted, food still has to go through the entire supply chain. And while composting food produces fewer emissions than landfilling food waste, it’s not an entirely emissions-free process, and can be more or less carbon-intensive depending on where and how it’s made. Reducing your food waste requires a bit more planning, but it will also save you money and send a more accurate demand signal down the farm-to-grocery-store supply chain.
I could go on and on about things like the relative carbon impact of plant-based proteins and the emissions reduction potential of standardizing expiration dates on food labels, but all of that is still being worked out. If you are fake meat-curious, you can check out our guide on that here. And if you’re already a vegetarian or curious about it for reasons of health, ethics, etc., that’s great. The most important thing you, as a consumer, can do to reduce emissions from the food system is hold companies accountable for their carbon claims, which means not getting sucked into the stuff that sounds too good to be true. There’s plenty of delicious food out there that doesn’t take elaborate math to justify eating.
So to recap: Eat less beef, waste less food. You can make it more complicated than that if you want, but everything else is gravy.
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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 executive director 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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Music for Shift Key is by Adam Kromelow.