Sign In or Create an Account.

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

Podcast

Shift Key Is Opening the Mail Bag

Answering your questions on AI and energy, the economics of solar, the Green New Deal’s legacy, and more.

A mailman.
Heatmap Illustration/Getty Images

Happy new year! On this week’s episode of Shift Key, Rob and Jesse answer some of the questions they’ve received from readers throughout the year. Hot topics include: What happened to the Green New Deal, and is the Inflation Reduction Act part of its legacy? Should U.S. policy prioritize solar manufacturing or solar deployment? And how can normal people keep AI-driven data centers from blowing up the grid?

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:

Jesse Jenkins: If you build a tariff wall around America and you say, You must buy American-made panels or pay a huge tariff, we could build a domestic solar manufacturing sector, but it would by no means be required to be globally competitive. And if you were to remove those protections, it would probably immediately collapse. […] If you want to, you have a competitive agenda, you need to be developing a particular type of industry that can be competitive. And I think that Michael’s question hints that maybe that’s not that important in the case of solar because it’s just not a very high-margin business. It’s kind of a bad business to be in. There’s consistent overcapacity and margins are thin, if not non-existent.

Robinson Meyer: Jenny Chase At BloombergNEF, who is the master of solar manufacturing, consistently describes it as one of the worst businesses in the world because these Chinese manufacturers — and now, more broadly, these Chinese and Southeast Asian manufacturers — are just constantly competing each other out of business.

I will say, I want to attach an asterisk to globally competitive, right? There’s like a B part to that, which is, do you think dominating in this industry is going to create know-how that allows you to dominate future technologies we don’t understand yet?

Jenkins: Yeah, are there general-purpose manufacturing techniques or core technology components here that you think are going to be useful in a variety of other sectors? I think that’s true.

I look at batteries, for example, as a critical general-purpose technology for the 21st century, right? Like, good batteries are going to be in everything, and so the ability to produce those and to continue to innovate and be at the frontier there, it’s important to national defense. It’s important to the transportation sector. It’s important to consumer products. You know, it’s just a critical platform technology, and a lot of the innovations in material science and electrochemistry and other things that you need to develop for batteries have other broader applications in decarbonizing industry and producing other products.

So I think that’s a good example of a case where, even if you’re a little behind the technology or frontier, there’s a lot of value to trying to catch up there for, for broader reasons.

This episode of Shift Key is sponsored by …

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.

Green

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
Sparks

Tesla Sales Are Low Key Falling Off

That said, the U.S. EV maker also reported record fourth-quarter deliveries.

A Tesla heading downward.
Heatmap Illustration/Tesla, Getty Images

Tesla reported today that it had delivered 495,570 cars in the last three months of the year, and 1,789,226 in 2024 as a whole. That represents a decline in annual sales from 2023 — Tesla’s first annual decline in more than 10 years, back when the company’s deliveries were counted in the hundreds or single-digit thousands — although the fourth quarter figure is a record for quarterly deliveries.

Analysts polled by Bloomberg expected 510,400 deliveries for the fourth quarter, while Tesla had forecast around 515,000 deliveries to meet its “slight growth” goals. The company had cited “sustained macroeconomic headwinds” weighing on the broader electric vehicle market in its most recent investor letter, and again referred to “ongoing macroeconomic conditions” to explain the miss on deliveries. In the fourth quarter of 2023, Tesla deliveries stood at 484,507, with 1,808,581 for the year as a whole.

Keep reading...Show less
Blue
Climate

AM Briefing: Temperature Trends for 2025

On weather projections, deadly EV attacks, and hydrogen tax credits

Will 2025 Be Another Year of Extreme Heat?
Heatmap Illustration/Getty Images

Current conditions: A series of Arctic blasts hitting the U.S. could make for the coldest January since 2011 • Power has been restored in Puerto Rico after a massive New Year’s Eve blackout • Temperatures will get down to about 43 degrees Fahrenheit tonight in Barcelona, where gas-powered patio heaters are officially banned due to their carbon emissions.

THE TOP FIVE

1. Electric pickups used in deadly New Year’s Day attacks

Authorities are investigating whether yesterday’s deadly truck attacks in New Orleans and Las Vegas may be linked. Both incidents involved electric pickups. In New Orleans, a man drove a Ford F-150 Lightning into a crowd in the French Quarter, killing 15 people and injuring dozens of others. In Vegas, a Tesla Cybertruck packed with explosives detonated outside the Trump International Hotel, killing the driver and injuring seven others. Both vehicles were rented through a budget app called Turo. Electric vehicles tend to be heavier than their internal combustion counterparts, mostly due to their battery packs. This can make them particularly deadly in collisions with smaller vehicles and, of course, pedestrians. Ford’s 2024 F-150 Lightning has a curb weight ranging from 6,000 to nearly 7,000 pounds; the Cybertruck starts at 6,600 pounds, about 2,000 pounds heavier than the average new vehicle weight.

Keep reading...Show less
Yellow
Climate

Inside the Mind of Energy Nominee Chris Wright

His intellectual influences include longtime climate action skeptics — and Bill Gates’ favorite author.

Chris Wright.
Heatmap Illustration/Getty Images

Donald Trump’s nominee for Secretary of Energy, Chris Wright, is a nerd — and he’ll tell you about it. “I’m Chris Wright, and my short bio is, I started out as a science geek, I transitioned to a tech nerd, and then I’ve been an energy entrepreneur my whole life,” he told energy journalist Robert Bryce on the Power Hungry podcast in 2020. “In addition to an energy nerd, I’ve been a climate nerd for quite some time,” he said in a talk hosted by Veriten, the energy consulting firm in 2023.

This is a far cry from Trump’s first Energy Secretary, the former Texas Governor Rick Perry, who famously failed to remember on the Republican primary debate stage the third of the three agencies he sought to eliminate (it was the Department of Energy) and who reportedly didn’t know that the Energy Department’s responsibilities — and budget — then lay heavily with maintaining the country’s nuclear stockpile.

Keep reading...Show less