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Inside episode nine of Shift Key.

Radia is a $1 billion climate tech startup with an unusual pitch: It is trying to build the world’s largest airplane. Its proposed aircraft, the Radia Wind Runner, would be as long as a football field, nearly as wide as a New York city block, and capable of carrying 12 times the volume of a Boeing 747. Such a plane could ferry massive wind-turbine blades, unlocking what the company calls “gigawind” — the ability to build offshore-sized wind turbines on land.
Why is that important? Because the larger the wind turbine, the more electricity that it generates — and the less wind it needs to work with. Radia says that its “gigawind” farms could profitably go into places with slower wind speeds, such as the Northeast or Mississippi Delta. They could also be built in the existing Wind Belt, potentially doubling current output.
In this week’s episode, Rob and Jesse talk to Radia’s chief executive officer, Mark Lundstrom. (Jesse’s consulting firm did some research for Radia while it was in stealth mode, in 2020 and 2023.) We discuss why the world needs a bigger plane, how such a new aircraft gets licensed, and why massive wind turbines could be such a big deal for renewable electricity. Shift Key is hosted by Robinson Meyer, executive editor of Heatmap, and Jesse Jenkins, a Princeton professor of energy systems engineering.
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.
Here is an excerpt from our conversation:
Jesse Jenkins: I’m here in the mechanical and aerospace engineering department at Princeton, so we’ve got a lot of students excited about new aerospace applications. I have a six-year-old kid, as well, and he’s also excited about anything that goes fast and is big, so I’m sure he’ll get excited about the eventual Lego kit for the WindRunner that we’ll have to get out in the world. But talk through the size of this aircraft compared to, say, something we’re used to, like a 737 or more conventional aircraft.
Mark Lundstrom: Sure. So before understanding the size, one has to understand the fundamental mission requirements. And so the goal, Radia’s goal is to be able to move up to a 105 meter long object that could weigh up to 75 tons. Now we can also move multiple smaller blades, so two 95s, or three 85s, or four 75s. So the vehicle is quite versatile.
In terms of sheer size, it’s about 12 times the volume of a 747. So it’s very, very large compared to the 747. It’s about nine times the volume of the Antonovs. And yet what's very different about it —
Jenkins: And the Antonov, that’s the largest plane built to date, right?
Lundstrom: Yes, the largest volumetric plane right now. There’s about 14 or 15 of them left in the world, usually Russian or Ukrainian operated.
Robinson Meyer: I was going to say, I remember the biggest plane in the world being destroyed right at the beginning of the Ukraine War and was wondering how that compared to the to the WindRunner vehicle.
Lundstrom: So the Antonov 225, there was one of them. WindRunner is six times bigger in volume than that airplane was, and it’s nine times bigger in volume than the remaining Antonov 124s that are still out there. And so, and what’s additionally unusual about it, in addition to the size, is its ability to land on dirt.
Meyer: Wow.
Lundstrom: Things like Antonovs, 747s, etc., they need to land on about 9,000 feet of steel reinforced concrete, typically. And we designed the WindRunners so we could land on relatively short dirt strips, so just over a mile of a semi-prepared field. And that allows us to bring the payload into a wind farm, and be able to get a very large aircraft out of the wind farm. It’s probably the first time that an aircraft has been designed to optimize around volume, as opposed to mass.
Usually when an aircraft design team starts off, they’ll start off thinking about how much mass has to be moved. We really started off thinking about how much volume has to be moved. So there are aircraft that move larger mass than the WindRunner. There’s absolutely no aircraft that comes close to moving larger volumes and being able to land that volume on a relatively short dirt strip.
This episode of Shift Key is sponsored by…
Advanced Energy United educates, engages, and advocates for policies that allow our member companies to compete to power our economy with 100% clean energy, working with decision makers and energy market regulators to achieve this goal. Together, we are united in our mission to accelerate the transition to 100% clean energy in America. Learn more at advancedenergyunited.org/heatmap
KORE Power provides the commercial, industrial, and utility markets with functional solutions that advance the clean energy transition worldwide. KORE Power's technology and manufacturing capabilities provide direct access to next generation battery cells, energy storage systems that scale to grid+, EV power & infrastructure, and intuitive asset management to unlock energy strategies across a myriad of applications. Explore more at korepower.com.
Music for Shift Key is by Adam Kromelow.
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A natural gas well in Kansas is not the same as an offshore wind farm in Maine.
It happened again. The Trump administration has struck a deal with an offshore wind developer to cancel another round of projects. My colleague Emily Pontecorvo has the full story: The Chicago-based company Invenergy has accepted $765 million to give up four offshore wind leases off the coast of New York, California, and Maine.
These deals might be legally suspect — Democratic state attorneys general sued to block them a few weeks ago — but the administration says more are coming. “The Department of Justice looks forward to continued cooperation from companies that are reevaluating their energy investments,” the official press release about today’s deal intones. I have to applaud the federal lawyer who chose the phrase “continued cooperation” here; it is suitably menacing while implying that developers who give in to the racket are somehow complicit.
If you read Heatmap, you knew a deal like this might be coming. As Emily writes, she predicted that Trump would target Invenergy for a deal back in April. Eyes now turn to the German developer RWE, which is sitting on two more leases and hasn’t yet taken a bargain.
Most observers have seen these deals as a front in the president’s war on wind power. And, of course, they are. But they should also be viewed as part of Trump’s peculiar attack on the economy of coastal states.
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By Heatmap’s tally, the Trump administration has now terminated the leases for more than 14 gigawatts of planned offshore wind capacity, or roughly enough to power at least 6 million to 7 million homes. More than half of those gigawatts were initially planned to go to New York and New Jersey’s strained power markets (and on from there to New England and the Mid-Atlantic).
Another 3.4 gigawatts were planned for Maine’s power grid. Maine already suffers from some of the highest power bills in the country, according to Heatmap and MIT’s Electricity Price Hub; its rates have risen more than 10% in the past year.
California was slated to get another 4 gigawatts, and the Carolinas were due the last remaining gigawatt.
What’s funny — or perhaps fishy, given the maritime setting — is that administration officials seem to realize that they shouldn’t be taking so much electricity generation off the map. Today’s Invenergy deal includes a new quasi-quid pro quo arrangement: In exchange for giving up its offshore wind leases, Invenergy agreed to develop natural gas or geothermal power plants in Indiana, Wisconsin, Iowa, Kansas, and Missouri. (Previous deals countenanced only fossil fuel development, so I suppose this counts as a “win.”)
But of course, as Hilary Bright, who leads the pro-wind group Turn Forward, argued this afternoon, that doesn’t work. “These buyouts are not one-for-one ‘swaps’ for another kind of energy,” she said in a statement. These wind farms were meant to bring new generation capacity online in some of the country’s most stressed power markets. It doesn’t work to cancel them, then build new power plants in the middle of the country. New York is particularly power-constrained at the moment and faces a risk of summertime blackouts as soon as the end of this decade. Invenergy’s wind leases in the tristate area — or, as FIFA would call it, New York/New Jersey — were closer to operation than any of its other projects.
If and when blackouts arrive in Gotham, will New Yorkers look back and remember this moment? Or — somewhat more importantly to Trump — will voters in Maine and North Carolina, both of which have elections this November that will help determine the balance of the Senate. Whatever happens, we’ll be watching it here at Heatmap.
The deal with developer Invenergy includes a commitment to build geothermal generation in addition to natural gas.
In the third deal of its kind, Trump’s Interior Department has agreed to pay the energy developer Invenergy $765 million to cancel its four offshore wind leases, an amount equal to what Invenergy originally paid the federal government for them.
Like the preceding deals, the administration structured the refund as a legal settlement with Invenergy. That means the government will pay the company out of the Judgment Fund, a reserve of taxpayer dollars overseen by the Department of Justice and the Treasury Department that’s set aside to settle litigation that’s either ongoing or imminent.
The Invenergy agreement follows a similar $928 million arrangement with TotalEnergies announced in March, and an $885 million agreement with several joint ventures in April. That brings the total amount the Trump administration has agreed to pay to cancel offshore wind leases to more than $2.5 billion to date. The agency has not yet posted the settlement publicly, but the previous agreements were predicated on hypothetical lawsuits that the offshore wind developers would have filed if the Trump administration had paused activity on their leases, which it threatened to do based on national security concerns.
The key difference in the Invenergy agreement is in the quid pro quo. The other settlements specified that the companies would only be eligible for payment after investing an equal amount into U.S. oil and gas projects. In exchange for walking away from its offshore wind leases, Invenergy promised not only to develop natural gas-fired power plants, but also geothermal power generation projects — which are emissions-free.
Invenergy is a diversified power developer that builds solar, storage, wind, and natural gas generation. The company currently has more than 30 gigawatts of solar in its development pipeline and 10 gigawatts of natural gas. It has not yet built a geothermal power plant, but it has leased 139,000 acres of federal land to explore geothermal development. It’s also a member of the Mountain West Geothermal Consortium, a group of states, investors, and companies working together to scale the technology.
Invenergy holds one offshore wind lease off the coast of New York and New Jersey that it purchased in 2022 for $645 million, where it was developing its Leading Light project before work stalled last November. It also has a lease off the coast of California that it acquired for $112 million, also in 2022, and two in the Gulf of Maine, for which it paid about $9 million in 2024.
In a blog post published Wednesday, Invenergy said the deal with the Trump administration would “bring more megawatts to the grid and advance projects that can move forward today,” implying that the projects the company will build instead of offshore wind will come online faster.
The problem with Trump’s quid pro quos across all of these deals is that there’s no guarantee the companies wouldn’t have invested the same amount of money into the same projects regardless of whether they were reimbursed for their offshore wind leases. In the case of Total, the settlement is explicit that projects the company had already committed to invest in prior to the deal qualify.
After the administration announced the second round of offshore wind lease buyouts in April, making it clear the strategy was not a one-off settlement with Total but a new strategy to squash the industry, I named Invenergy as one of two developers that could be next. The other one that seems positioned to reach a similar deal is RWE, a German energy company with plans to develop 15 natural gas plants in the U.S. RWE paid $1.1 billion in 2022 to purchase a lease off the coast of New York and New Jersey for a project called Community Offshore — the most any company has paid to date for U.S. offshore wind development rights. It also bought a lease in the Pacific for $121 million, and another in the Gulf of Mexico for about $4 million.
In a press release, the Interior Department signaled its intention to broker more such agreements. “The Department of Justice looks forward to continued cooperation from companies that are reevaluating their energy investments,” it said.
Legal experts I’ve spoken with are skeptical that any of these settlement agreements comply with federal law. The government’s leasing statutes generally do not allow companies to walk away from their agreement and receive a refund.
Earlier this month, a group of seven attorneys general from Northeast states challenged Trump’s deal with TotalEnergies in court. They alleged that there was no actual disagreement between the parties that would legitimize use of the Judgement Fund. They also argued that under the Outer Continental Shelf Lands Act, the statute governing offshore wind, the Interior Department was required to hold a hearing to investigate whether continued activity on the lease would cause serious harm to the environment or national security before cancelling it.
The Trump administration has lost every lawsuit thrown its way so far challenging its actions on offshore wind. Last week, it quietly gave up its own appeal of a federal court’s December decision vacating Trump’s Day One Executive Order to halt wind energy approvals. The Invenergy deal suggests that this was less a sign of surrender in Trump’s wind war than part of a pivot to other strategies.
Editor’s note: This story has been updated to include the press release from the Department of the Interior.
That may be not be the case for long, though, as the AI company poaches energy talent from Google, Meta, the DOE, and others.
To the extent that any $965 billion artificial intelligence company built on pirated model training material can be “good-coded,” Anthropic has somehow managed to earn that reputation, at least relative to its peers. It’s somewhat surprising, then, that the company has been silent on climate change.
Until today. Sort of.
Frontier Climate, a corporate initiative to drive advances in carbon removal, announced a $915 million advance market commitment growth fund on Wednesday, naming Anthropic as one of the participating buyers.
Frontier supports projects that are capable of sucking large amounts of carbon out of the atmosphere, a solution scientists say is a critical supplement to reducing emissions in order to curb climate change. With the new fund, Frontier is shifting its focus from supporting early innovation to taking bigger swings on fewer, larger projects. Anthropic, alongside Google, Stripe, Shopify, and others, has committed to co-sign offtake agreements to buy the resulting carbon removal.
The news throws into relief Anthropic’s nearly complete absence from the clean energy development picture. The company’s primary contribution to climate change is its energy consumption, which is driving up coal and natural gas-fired power generation. According to data shared with Heatmap by the market intelligence company Cleanview, the average carbon intensity of Anthropic’s data centers is among the highest of its competitors, second only to xAI. Yet unlike many of peers, the company has not announced a single clean power purchase agreement to date.
Anthropic’s reputation as the ethical AI company traces back to its origin story, which begins with a guy leaving OpenAI to build a company more committed to AI safety. That guy, Anthropic CEO Dario Amodei, speaks and writes openly about the risks to humanity posed by powerful AI. Anthropic has also donated millions to support the development of AI regulations and prohibited the use of its models for mass surveillance or autonomous weapons, putting it at odds with the Trump administration. The company has focused on text-based products, in part to avoid the risk of users creating child sexual abuse material.
To date, however, the company has not publicized any sustainability strategy, nor has it published an annual sustainability report. It has not made any public commitments to use clean energy or reduce emissions. It is not a member of the Corporate Energy Buyers Association, a trade group representing companies that buy emissions-free energy. The only mention of any of the above themes in the company’s “Transparency Hub” is a note that many of its customers use Claude, Anthropic’s AI model, to “increase public health, education, environmental sustainability, and societal benefits.”
To be fair, it’s not that Anthropic has never discussed clean power. In a July 2025 report titled “Building AI in America,” the company made recommendations for ensuring the U.S. can support a competitive AI industry. It advocated for an “all of the above” approach to power generation to meet AI demand in the near term, which would “maximize opportunities for AI to catalyze emerging energy technologies, such as next-generation geothermal and advanced nuclear” down the line. It endorsed permitting reform to speed up transmission development and called for increased domestic production of electrical grid equipment.
In a section on the use of federal lands, the report also made a subtle dig at the Trump administration’s discriminatory policies against wind and solar. It noted that “solar, batteries, and geothermal may prove the most economically efficient choices before advanced nuclear power comes online,” and that “limiting developers’ opportunities to procure some power sources but not others” could make American AI “less competitive in a period of global competition.”
From one perspective, it makes sense that Anthropic hasn’t gone out of its way to procure clean power. To date, the company has mostly leased data center capacity from other providers that do have clean power commitments, including Amazon and Google. That will soon be the case no longer, however, as it is planning to both build its own data centers and rent capacity from xAI’s Colossus data centers, which rely heavily on power from on-site natural gas turbines. Colossus is currently the subject of a lawsuit filed by the NAACP over its air pollution.
Anthropic also doesn’t need to own and operate its own data centers to assume responsibility on climate change. Jane Flegal, a senior fellow at the think tank the Searchlight Institute, argued in a recent paper that companies should forget trying to minimize their individual carbon footprints and just make the most high-leverage investments they can, whether that’s helping to finance a geothermal power plant or a transmission line or a new transformer for the grid.
Anthropic did not respond to my inquiry for this story, but there’s some evidence to suggest that the company may be starting to take on climate and clean energy beyond the Frontier deal.
In March and April, Anthropic made three new hires to lead its energy strategy who all have a background in clean power. Ariel Horowitz is the company’s new data center energy lead. She previously spent five years at the Massachusetts Clean Energy Center before becoming the deputy director of grid modernization at the federal Department of Energy during the Biden administration. Sana Ouiji, who spent six years at Google working on data center clean energy strategy, is one of Anthropic’s new energy leads. Another new energy lead, Andrew Rudersdorf, came from roles sourcing energy for Meta’s data centers, including renewables.
The company is also currently hiring for a director of infrastructure and energy accounting, and looking for someone with “experience accounting for energy contracts — Power Purchase Agreements, Virtual PPAs, Renewable Energy Credits, or similar commodity arrangements,” according to the job listing.
Anthropic also appears to be preparing for mandatory emissions reporting rules that large companies will soon be subject to in California and the European Union. In April, the company hired Chris Power, who previously worked in sustainability reporting for Amazon and Salesforce, as its new head of non-financial reporting and strategy, according to LinkedIn. In a post announcing his new job, Power said part of his role would be building out the company’s sustainability reporting capabilities.
While funding carbon removal through Frontier is a major step forward for Anthropic on climate, the company is sure to face criticism over its order of operations. Scientists largely agree that carbon removal is an important solution for down the line, but only if the world also dramatically reduces the amount of carbon it emits in the first place — not least because doing so is less expensive and less resource-intensive than removing emissions in the future.
My colleague Robinson Meyer had Hannah Bebbington Valori, the head of Frontier, on his podcast Shift Key this morning, and asked her whether Anthropic is an example of the common concern that the potential to remove carbon from the atmosphere in the future could be used to delay cutting emissions today.
Bebbington Valori didn’t comment on Anthropic specifically. But she did say that most of the companies buying carbon removal with Frontier and otherwise do have broader climate programs. She also noted that buying carbon removal from Frontier is not a “get out jail free card,” since it costs hundreds of dollars per carbon credit, and that in general the world is spending a lot more money on decarbonization than carbon removal.
“And then, you know, the other way to answer this question,” she added, “is we should hold folks’ feet to the fire on this. People who buy carbon removal, people who don’t buy carbon removal, should be thinking about decarbonizing their emissions.”