Sign In or Create an Account.

By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy

Podcast

Climate-o-Rama: EVs, Oil, Trump, and More

Rob and Jesse do a pre-election power hour.

Clean energy.
Heatmap Illustration/Getty Images

It’s all happening. The presidential election is a week away, and our cohost Jesse Jenkins is back from vacation. There is so much to talk about in the world of decarbonization and energy. So we tried to catch up on all of it. Are EV sales starting to rebound in the U.S.? What’s up with the Cybertruck? And what about Senator Joe Manchin’s permitting reform bill?

On this week’s episode of Shift Key, Jesse and Rob attempt to discuss all those questions and more. Peak oil demand — the IRA’s focus on manufacturing — the emerging political economy of decarbonization — we hit it all. Or we try to, at least. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap, and Jesse Jenkins, a professor of energy systems engineering at Princeton University.

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:

Robinson Meyer: I want to do a branching pass here for a second. If Trump wins and Republicans want to pass [the Manchin-Barrasso permitting] bill, I think Democrats should take them up on it. Because all the changes to the oil and gas regime — almost all the changes to the oil and gas permitting regime that are contemplated by the bill will be done by a Trump administration. They could be done through executive action, or through a helpful Congress in a Trump administration. But the transmission stuff can’t be. So you might as well take the transmission tailwind and then just do the stuff that a Trump administration can do anyway.

To be clear here, when you talk to the modelers — not Jesse, other modelers — they say that the expansion oil and gas that happened during Trump would dwarf any sense of the changes contemplated by the bill. If Harris wins, then I think we have the real conversation about whether this bill makes sense for Democrats. But if Trump wins, I think, number one, Republicans aren’t going to be interested in passing the bill. But if they are interested, Democrats should take them up on it.

Jesse Jenkins: Yeah, so you have kind of a narrow range of circumstances where this bill might be considered seriously in a lame duck, right? I think you’re right that if Trump wins somehow they’re going to offer it, Republicans are going to offer it, that’s an interesting deal for Democrats. I just don’t think that’s too likely.

I think the most likely scenario where this bill is taken seriously is if Harris wins and if the House and Senate are split. Whether they flip sides or whatever the control looks like, going forward, if the Democrats have the House and the Republicans have the Senate, or vice versa, this could be the type of bipartisan bill that is sort of the best deal on the table that, that might be able to get through regular order — that’s, this bill would require 60 votes to get past the filibuster in the Senate.

So you know, it by nature has to be bipartisan. And by definition, at this stage, a bipartisan bill is going to have some things that climate advocates really don’t like. And if it has enough that outweighs that, that’ll be the serious question.

This episode of Shift Key is sponsored by …

Watershed’s climate data engine helps companies measure and reduce their emissions, turning the data they already have into an audit-ready carbon footprint backed by the latest climate science. Get the sustainability data you need in weeks, not months. Learn more at watershed.com.

As a global leader in PV and ESS solutions, Sungrow invests heavily in research and development, constantly pushing the boundaries of solar and battery inverter technology. Discover why Sungrow is the essential component of the clean energy transition by visiting sungrowpower.com.

Intersolar & Energy Storage North America is the premier U.S.-based conference and trade show focused on solar, energy storage, and EV charging infrastructure. To learn more, visit intersolar.us.

Music for Shift Key is by Adam Kromelow.

You’re out of free articles.

Subscribe today to experience Heatmap’s expert analysis 
of climate change, clean energy, and sustainability.
To continue reading
Create a free account or sign in to unlock more free articles.
or
Please enter an email address
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Politics

Trump’s Tiny Car Dream Has Big Problems

Adorable as they are, Japanese kei cars don’t really fit into American driving culture.

Donald Trump holding a tiny car.
Heatmap Illustration/Getty Images

It’s easy to feel jaded about America’s car culture when you travel abroad. Visit other countries and you’re likely to see a variety of cool, quirky, and affordable vehicles that aren’t sold in the United States, where bloated and expensive trucks and SUVs dominate.

Even President Trump is not immune from this feeling. He recently visited Japan and, like a study abroad student having a globalist epiphany, seems to have become obsessed with the country’s “kei” cars, the itty-bitty city autos that fill up the congested streets of Tokyo and other urban centers. Upon returning to America, Trump blasted out a social media message that led with, “I have just approved TINY CARS to be built in America,” and continued, “START BUILDING THEM NOW!!!”

Keep reading...Show less
AM Briefing

Nuclear Strategy

On MAHA vs. EPA, Congo’s cobalt curbs, and Chinese-French nuclear

Nuclear power.
Heatmap Illustration/Getty Images

Current conditions: In the Pacific Northwest, parts of the Olympics and Cascades are set for two feet of rain over the next two weeks • Australian firefighters are battling blazes in Victoria, New South Wales, and Tasmania • Temperatures plunged below freezing in New York City.


THE TOP FIVE

1. New defense spending bill makes nuclear power a ‘strategic technology’

The U.S. military is taking on a new role in the Trump administration’s investment strategy, with the Pentagon setting off a wave of quasi-nationalization deals that have seen the Department of Defense taking equity stakes in critical mineral projects. Now the military’s in-house lender, the Office of Strategic Capital, is making nuclear power a “strategic technology.” That’s according to the latest draft, published Sunday, of the National Defense Authorization Act making its way through Congress. The bill also gives the lender new authorities to charge and collect fees, hire specialized help, and insulate its loan agreements from legal challenges. The newly beefed up office could give the Trump administration a new tool for adding to its growing list of investments, as I previously wrote here.

Keep reading...Show less
Green
Bruce Westerman, the Capitol, a data center, and power lines.
Heatmap Illustration/Getty Images

After many months of will-they-won’t-they, it seems that the dream (or nightmare, to some) of getting a permitting reform bill through Congress is squarely back on the table.

“Permitting reform” has become a catch-all term for various ways of taking a machete to the thicket of bureaucracy bogging down infrastructure projects. Comprehensive permitting reform has been tried before but never quite succeeded. Now, a bipartisan group of lawmakers in the House are taking another stab at it with the SPEED Act, which passed the House Natural Resources Committee the week before Thanksgiving. The bill attempts to untangle just one portion of the permitting process — the National Environmental Policy Act, or NEPA.

Keep reading...Show less
Blue