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Jesse and Rob download with Johns Hopkins professor Jeremy Wallace.

The rollbacks are coming. Donald Trump’s incoming administration is expected to pull the United States out of the Paris Agreement, weaken the Environmental Protection Agency’s rules for power plants and tailpipe pollution, and — potentially — rewrite or repeal big swaths of the Inflation Reduction Act. Each of those actions would seem to provide an opening for the world’s No. 1 polluter — China — to assert global leadership and zip ahead in the next generation of clean energy technology.
How will it respond? On this week’s episode of Shift Key, Rob and Jesse chat with Jeremy Wallace, the A. Doak Barnett Professor of China Studies at Johns Hopkins University. Wallace, a Heatmap contributor, helps us understand how China is thinking about Trump, the current state of China’s economy, and why China sometimes flexes its climate leadership — but just as often doesn’t. 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.
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Here is an excerpt from our conversation:
Jesse Jenkins: While we have no idea what is in Trump’s head, he does have a set of voices around him. To the degree that you can see and briefly summarize those camps, Jeremy, what, what do you … What is he going to be hearing? What are the dominant intellectual threads, or self-interested economic-motivated threads that he’s likely to hear from different parts of his coalition?
Jeremy Wallace: I would say three different camps. There will be as many as different advisors, but I think summarizing it into three different camps is helpful. There’s a Lighthizer camp that … Lightizer comes out of the steel industry, and thinking about domestic steel manufacturing and national security. So that’s a camp, and that’s a tariff, tariff, tariff world. We can China decouple in order to reduce their power.
There’s a Musk camp, who is probably just singular, that is simultaneously extremely kind of right-wing in its orientation, but also runs a multi-trillion-dollar company that is principally Chinese-produced, and Chinese demand — not only, by any means, but is a major portion of that business. And then there is the, there are the Wall Street billionaires that we’re talking about as Treasury Secretary, where there is an interest in continued economic relations and not destroying U.S. credibility to pay its own debts, to make sure that the economy continues to run.
And I think all of those would have very different views about what U.S.-China policy should be. There’s a Pentagon wing, right? There’s all kinds of other voices, as well. But I think from Trump world, I think those are probably the three principal voices that he actually cares about. And I don’t know what the right … I don’t know what the policies will be, other than my guess is that there would be a lot of cycling between those three different views.
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.
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Current conditions: May-like warmth is sending temperatures across the Midwest and Northeast up to 25 degrees Fahrenheit above historical averages • Dangerous rip currents are yanking at Florida’s Atlantic coast • South Africa’s Northern Cape is bracing for what’s locally known as an orange-level 5 storm bringing intense flooding.
The Nuclear Regulatory Commission granted a construction permit for the Bill Gates-backed small modular reactor startup TerraPower’s flagship project to convert an old coal plant in Kemmerer, Wyoming, to a next-generation nuclear station. The approval marked the first time a commercial-scale fourth-generation nuclear reactor — the TerraPower design uses liquid sodium metal as a coolant instead of water, as all other commercial reactors in the United States use — has received the green light from regulators this century. “Today is a historic day for the United States’ nuclear industry,” Chris Levesque, TerraPower’s chief executive, said in a statement. “We are beyond proud to receive a positive vote from the Nuclear Regulatory Commissioners to grant us our construction permit for Kemmerer Unit One.”
While the permit is a milestone for the U.S., it’s also a sign of how far ahead China is in the race to dominate the global nuclear industry. TerraPower had initially planned to build its first reactors in China back in the 2010s before relations between Washington and Beijing soured. In the meantime, China deployed the world’s only commercial-scale fourth-generation reactor, using a high-temperature gas-cooled design, all while building out more traditional light water reactors than the rest of the world combined. Just this week, construction crews lifted the reactor pressure vessel into place for the latest natively-designed Hualong One at the Lufeng nuclear plant in Guangdong province.

Sodium-ion batteries and novel technologies to store energy for long durations are loosening lithium’s grasp on the storage market — but not by that much. Global lithium demand is on track to surpass 13 million metric tons by 2050, the consultancy Wood Mackenzie estimated in its latest forecast covered in Mining.com. That’s according to an accelerated energy transition scenario that more than doubles the base-case projections. Under those conditions, supply shortages could start to show as early as 2028 if the industry doesn’t pony up $276 billion in new capacity, the report warned. Under a less ambitious decarbonization scenario, the estimates fall to about 5.6 million tons of lithium.
The Department of Energy ordered the last coal-fired power plant in Washington State to remain open past its planned retirement last year on the grounds that losing the generation would put the grid at risk. At least for the near future, however, the station’s owners say they have little need to fire up the coal furnaces. On an earnings call last week, TransAlta CEO John Kousinioris said that, given “how flush” Washington is with hydropower, the cost of firing up the coal plant wasn’t worth it most of the time. Instead, the utility said it wanted to convert the station into a gas-fired plant. In the meantime, Kousinioris said, “our primary focus is more on getting clarity on the existing order,” according to Utility Dive.
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The European Union has proposed setting a quota for publicly funded projects to source 25% of their steel from low-carbon sources. The bloc’s long-delayed Industrial Acceleration Act came out this week with formal pitches to fulfill Brussels’ goal to revive Europe’s steelmaking industry with cleaner technology. Still, the trade group Hydrogen Europe warned that the rules neither accounted for limited direct subsidies for key technologies to develop clean fuel supply chains nor the absence of similar quotas in other industries such as housing construction or automotive construction. “We call on co-legislators to strengthen the Act and close the gaps on ambition, scope, and clarity. Europe must ensure that its industry can grow, compete, and lead globally in strategic clean technologies like hydrogen,” Jorgo Chatzimarkakis, chief executive of Hydrogen Europe, said in a statement. “Hydrogen Europe and its members stand ready to support policymakers to ensure the Industrial Accelerator Act delivers on its initial promises.”
A week ago, Google backed a deal to build what Heatmap’s Katie Brigham said “would be the largest battery in the world by energy capacity. Now China is building by far the world’s largest commercial experiment yet in using compressed air to store energy. The $520 million project, called the Huai’an Salt Cavern CAES demonstration plant, includes two 300-megawatt units. The first unit came online in December, and the second switched on in recent weeks, according to Renewables Now. At peak output, the facility could power 600,000 homes. The Trump administration initially dithered on giving out funding to compressed air energy storage projects in the U.S. But as of December, a major project in California appeared to be moving forward.
Breaking China’s monopolies over key metals needed for modern energy technology and weapons is, as ever, a bipartisan endeavor. A top Democrat just backed the Senate’s push to support a critical minerals stockpile. In a post on X, Michigan Senator Elissa Slotkin pitched legislation she said “ensures we have a plant o stockpile critical minerals and protect our economy. This is an important step to ensure hostile nations like China never have a veto over our national security or economy.”
The Trump administration’s rollback of coal plant emissions standards means that mercury is on the menu again.
It started with the cats. In the seaside town of Minamata, on the west coast of the most southerly of Japan’s main islands, Kyushu, the cats seemed to have gone mad — convulsing, twirling, drooling, and even jumping into the ocean in what looked like suicides. Locals started referring to “dancing cat fever.” Then the symptoms began to appear in their newborns and children.
Now, nearly 70 years later, Minimata is a cautionary tale of industrial greed and its consequences. Dancing cat fever and “Minamata disease” were both the outward effects of severe mercury poisoning, caused by a local chemical company dumping methylmercury waste into the local bay. Between the first recognized case in 1956 and 2001, more than 2,200 people were recognized as victims of the pollution, which entered the population through their seafood-heavy diets. Mercury is a bioaccumulator, meaning it builds up in the tissues of organisms as it moves up the food chain from contaminated water to shellfish to small fish to apex predators: Tuna. Cats. People.
In 2013, 140 countries, including the U.S., joined the Minamata Convention, pledging to learn from the mistakes of the past and to control the release of mercury into the environment. That included, explicitly, mercury in emissions from “coal-fired power plants.” Last month, however, the U.S. Environmental Protection Agency retreated from the convention by abandoning the 2024 Mercury and Air Toxics Standards, which had reduced allowable mercury pollution from coal-fired plants by as much as 90%. Nearly all of the 219 operating coal-fired plants in the U.S. already meet the previous, looser standard, set in 2012; Trump’s EPA has argued that returning to the older rules will save Americans $670 million in regulatory compliance costs by 2037.
The rollback — while not a surprise from an administration that has long fetishized coal — came as a source of immense frustration to scientists, biologists, and activists who’ve dedicated their careers to highlighting the dangers of environmental contaminants. Nearly all human exposure to methylmercury in the United States comes from eating seafood, according to the EPA, and it’s well-documented that adding more mercury to the atmosphere will increase levels in fish, even those caught far from fenceline communities.
“Mercury is an extremely toxic metal,” Nicholas Fisher, an expert in marine pollution at Stony Brook University, told me. “It’s probably among the most toxic of all the metals, and it’s been known for centuries.” In his opinion, it’s unthinkable that there is still any question of mercury regulations making Americans safer.
Gabriel Filippelli, the executive director of the Indiana University Environmental Resilience Institute, concurred. “Mercury is not a trivial pollutant,” he told me. “Elevated mercury levels cost millions of IQ points across the country.” The EPA rollback “actually costs people brain power.”
When coal burns in a power plant, it releases mercury into the air, where it can travel great distances and eventually end up in the water. “There is no such thing as a local mercury problem,” Filippelli said. He recalled a 2011 study that looked at Indianapolis Power & Light, a former coal plant that has since transitioned to natural gas, in which his team found “a huge plume of mercury in solids downwind” of the plant, as well as in nearby rivers that were “transporting it tens of kilometers away into places where people fish and eat what they catch.”
Earthworms and small aquatic organisms convert mercury in soils and runoff into methylmercury, a highly toxic form that presents the most danger to people, children, and the fetuses of pregnant women as it moves up the food chain. Though about 70% of mercury deposited in the United States comes from outside the country — China, for example, is the second-greatest source of mercury in the Great Lakes Basin after the U.S., per the National Oceanic and Atmospheric Administration — that still leaves a significant chunk of pollution under the EPA’s control.
There is, in theory, another line of defense beyond the EPA. For recreational fishers, of whom there are nearly 60 million in the country each year, state-level advisories on which waterways are safe to fish in based on tests of methylmercury concentrations in the fish help guide decisions about what is safe to eat. Oregon, for example, advises that people not eat more than one “resident fish,” such as bass, walleye, and carp, caught from the Columbia River per week — and not eat any other seafood during that time, either. Forty-nine states have some such advisories in place; the only state that doesn’t, coal-friendly Wyoming, has refused to test its fish. One also imagines that safe waterways will start to become more limited if the coal-powered plants the Trump administration is propping up forgo the expensive equipment necessary to scrub their emissions of heavy metals.
“It’s not something where you’re going to see a dramatic change overnight,” Tasha Stoiber, a senior scientist with the Environmental Working Group, a research and advocacy nonprofit that focuses on toxic chemicals, told me. “But depending on the water body that you’re fishing in, you want to seek out state advisories.”
For people who prefer to buy their fish at the store, the Food and Drug Administration sets limits on the amount of mercury allowed in commercial seafood. But Kevin McCay, the chief operations officer at the seafood company Safe Catch, told me the FDA’s limit of 1 part per million for methylmercury is outrageously high compared with limits in the European Union and Japan. “It has to be glowing red before the FDA is actually going to do anything,” he said. (Watchdog groups have likewise warned that the hemorrhaging of civil servants from the FDA will have downstream consequences for food safety.)
McCay also told me that he “certainly” expects mercury levels in the fish to rise due to the EPA’s decision. Unlike other canned tuna companies that test batches of fish, Safe Catch drills a small test hole in every fish it buys to ensure the mercury content is well below the FDA’s limits. (Fish that are lower on the food chain, like salmon, are the safest choices, while fish at the top of the food chain, like tuna, sharks, and swordfish, are the worst.)
The obsessive oversight gives the company a front-seat view of where and how methylmercury is working its way up the food chain, and McCay worries his company could face more limited sourcing options in the coming years if policies remain friendly to coal. (An independent investigation by Consumer Reports in 2023 found that even fish sourced by an ultra-cautious company like Safe Catch contain some level of mercury. “There’s probably no actual safe amount,” McCay told me, recommending that customers should eat a diverse range of seafood to limit exposure.)
Even people who don’t eat fish should be concerned, though. That’s because, as Filippelli told me, “a lot of [contaminated] fish meal is being incorporated into pet food.”
There are no regulatory standards for mercury in pet foods. But avoiding mercury is not as simple as bypassing the tuna-flavored kibble, Sarrah M. Dunham-Cheatham, who authored a 2019 study on mercury in pet food, told me. Even many brands that don’t list fish among their ingredients contain fish meal that is high in mercury, she said.
Different species also have different sensitivities to mercury, with chimpanzees and cats being among the most sensitive. “I don’t want to be alarmist or scare people,” Dunham-Cheatham said. But because of the issues with labeling pet food, there isn’t much to be done to limit mercury intake in your pets — that is, short of dealing with the emissions on local and planetary scales. “We’re expecting there to be more emissions to the atmosphere, more deposition to aquatic environments, and therefore more mercury accumulated into proteins that will go into making the pet foods,” she said.
To Fisher, the Stony Brook professor, the Trump administration’s decision to walk back mercury restrictions makes no sense at all. The Ancient Romans understood the dangers of mercury; the dancing cats of Minamata are now seven decades behind us. “Why should we make the underlying assumption that the mercury is innocent until proven guilty?” he said.
On Qatari aluminum, floating offshore wind, and Taiwanese nuclear
Current conditions: Upstate New York and New England are facing another 2 inches of snow • A heat wave in India is sending temperatures in Gujarat beyond 100 degrees Fahrenheit • Record-breaking rain is causing flash flooding in South Australia, New South Wales, and Victoria.
The war with Iran is shocking oil and natural gas prices as the Strait of Hormuz effectively closes and Americans start paying more at the pump. “So despite the stock market overall being down, clean energy companies’ shares are soaring, right?” Heatmap’s Matthew Zeitlin wrote yesterday. “Wrong. First Solar: down over 1% on the day. Enphase: down over 3%. Sunrun: down almost 8%; Tesla: down around 2.5%.” What’s behind the slump? Matthew identified three reasons. First, there was a general selloff in the market. Second, supply chain disruptions could lead to inflation, which might lead to higher interest rates, or at the very least slow the planned cycle of cuts. Third, governments may end up trying “to mitigate spiking fuel prices by subsidizing fossil fuels and locking in supply contracts to reinforce their countries’ energy supplies,” meaning renewables “may thereby lose out on investment that might more logically flow their way.”
The U.S. liquified natural gas industry is certainly looking at boom times. U.S. developers signed sale and purchase agreements for 40 million tons per year in 2025 from planned export facilities, according to new Department of Energy data the Energy Information Administration posted. That’s the highest volume since 2022, when Russia’s invasion of Ukraine sent demand for American LNG soaring. That conflict, too, is still having its effects on global fossil fuel supplies. A Russian-flagged LNG tanker is on fire in the Mediterranean Sea as the result of a drone strike by Ukraine, The Independent reported Wednesday.
It’s not just fossil fuels. Qatari smelter Qatalum started shutting down on Tuesday as 50% shareholder Norsk Hydro issued a force majeure notice to customers. “The decision to shut down was made after the company’s gas supplier informed it of a forthcoming suspension of its gas supply,” the company said in a statement to Mining.com. QatarEnergy — which owns 51% of Qatalum’s other shareholder, Qatar Aluminum Manufacturing Co. — had previously suspended production after halting output of natural gas due to Iranian drone attacks.
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Panel manufacturer Silfab Solar paused production at its South Carolina factory in Fort Mill after a chemical spill triggered a regulatory investigation. The plant accidentally spilled approximately 300 gallons of a water solution containing less than 0.3% potassium hydroxide. Experts told WCNC, the Charlotte-area NBC News affiliate, that the volume of the caustic chemical that spilled will be harmless. But the state Department of Environmental Services “asked Silfab to cease receipt of additional chemicals at their facility until an investigation is complete.” Such accidents risk political backlash at a time of heightened public health anxiety over clean energy technologies. As Heatmap’s Jael Holzman wrote last summer, the Moss Landing battery factory fire sparked a nationwide backlash.
Two-thirds of offshore wind potential is located at sites where the water is too deep for traditional turbine platforms. But the first wind farm with floating platforms only came into operation nine years ago. The largest so far, located in Norway’s stretch of the North Sea, is just under 100 megawatts. So, if completed, Spanish developer Ocean Winds’ in the United Kingdom would be by far the largest plant. The company took a step forward on the 1.5-gigawatt project when the company signed the lease agreement this week, according to OffshoreWIND.biz.
In Denmark, meanwhile, right-wing politicians are campaigning against the country’s offshore wind giant, Orsted. The country’s conservative Liberal party campaigned on divesting from the company, which claims the Danish government as its largest shareholder, back in 2022. Now, Bloomberg reported, the party is once against renewing its calls to exit Orsted after this year’s election.

Facing surging electricity demand and mounting threats of blackouts from Chinese attacks on energy imports, Taiwan is taking yet another step toward reversing its nuclear phaseout. Nearly a year after the island nation’s last reactor shut down, Taiwanese Premier Cho Jung-tai, a member of the ruling Democratic Progressive Party that has long opposed atomic energy, announced new proposals to allow the state-owned Taiwan Power Company to submit plans to restart at least two of the country’s three shuttered nuclear stations. (A fourth plant, called Lungmen, was nearly completed in the late 2010s before the DPP government canceled its construction.) The government report also said Taiwan may consider building new nuclear technologies, such as small modular reactors or fusion plants.
In June 2023, thousands of lightning strikes in heat wave-baked Quebec sparked more than 120 wildfires that ultimately scorched nearly 7,000 acres of parched forests. Lightning, in fact, starts almost 60% of wildfires. Now a Vancouver-based weather modification startup called Skyward Wildfire says it can prevent catastrophic blazes by stopping lightning strikes through cloud seeding. MIT Technology Review found some good reasons to doubt the company’s claims. But experts said preventing wildfires is cheaper than putting them out, so it may have some merit.