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.

Celebrate Climate Week NYC with us. Paid subscribers get unlimited access to our daily reporting plus priority access to Heatmap House, all for just $99/year.
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
Daily Briefing

How Different Is Anyone’s Data Center Plan, Really?

There‘s a striking amount of agreement across the political system about what the big issues are.

Trump, Hochul, and Abbott.
Heatmap Illustration/Getty Images

This is an edition of Heatmap Daily, an evening review of the day’s news written by our executive editor. Sign up for it here.

The country's fastest-growing market for data centers is, for now, frozen. Governor Greg Abbott of Texas announced on Monday that the state’s grid authority should not allow any more data centers to hook up until state regulatory agencies complete an audit of existing projects.

Keep reading...Show less
Blue
Climate

How Cyanobacteria Swamped New Hampshire

The state’s crystal clear lakes are turning into the Reflecting Pool.

Cyanobacteria
Heatmap Illustration | Unsplash

Life is a constant process of dying — even for lakes. For Lake Kanasatka, a 350-acre body of water born when the glaciers raked their retreat into the bedrock of what is now New Hampshire, everything nearly came to an end in 2023.

The first sign that something was wrong appeared in 2009. That November, the state’s Department of Environmental Services noticed a “green scum” in the water near Camp Quinebarge Beach. Over the next few years, the DES continued to dutifully report the emergence of “greenish slime” along the shoreline until, in August 2020, the concentration reached a level that prompted the lake’s first warning of a toxic algae bloom.

Keep reading...Show less
Blue
AM Briefing

Life’s Not All Right on the Rhine

On Texas data centers, Microsoft’s carbon removal, and cross-border aluminum

The Rhine River.
Heatmap Illustration/Getty Images

Current conditions: Dangerous degrees of wildfire smoke swept into the Pacific Northwest, leaving air quality in fire-struck Spokane, Washington, at very unhealthy levels through midweek • Yesterday’s thunderstorms across the Northeast grounded flights and delayed thousands of passengers as key airports in New York City, New Jersey, and New England halted incoming arrivals for hours • Temperatures in Abu Dhabi are soaring to nearly 110 degrees Fahrenheit all week.

THE TOP FIVE

1. Rhine River’s water levels drop to lowest level since 1880

A vessel sails past the partially dried-up river bed of the Rhine in Duisburg, western Germany. Ina FASSBENDER / AFP via Getty Images

Keep reading...Show less
Yellow