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Revisiting a favorite episode with guest Kate Marvel.

Shift Key is off this week for Memorial Day, so we’re re-running one of our favorite episodes from the past. With Republicans in the White House and Congress now halfway to effectively repealing the Inflation Reduction Act, the United States’ signature climate law, we thought now might be a good moment to remind ourselves why emissions reductions matter in the first place.
To that end, we’re resurfacing our chat from November with Kate Marvel, an associate research scientist at Columbia University and the NASA Goddard Institute for Space Studies. At the time, Trump had just been reelected to the presidency, casting a pall over the annual United Nations climate conference, which was then occurring in Azerbaijan. Soon after, he fulfilled his promise to pull the U.S. out of the Paris Agreement, with its goal of restraining global warming to 1.5 degrees Celsius over pre-industrial levels.
In this episode, we talk with Kate about why every 10th of a degree matters in the fight against climate change, the difference between tipping points and destabilizing feedback loops, and how to think about climate change in a disappointing time. 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:
Robinson Meyer: I want to dive into tipping points for a second. Are there particular tipping points that are really frightening to you? Because sometimes it feels like that phrase gets used for almost two different things: There are some tipping points where once we start them … these are physical effects in the climate system that once we start, we won’t be able to really reverse them, and I think the Atlantic Meridional Overturning [Circulation] is the classic example, and we should probably explain what that is.
But then there are other tipping points, sometimes, where it’s like once you start them, they don’t only have this cascading physical effect that’s irreversible, but they have a cascading effect on the carbon cycle.
Kate Marvel: Yeah, no, I mean, they all freak me out quite a lot for different reasons. Your point that we use, at least colloquially, tipping points to refer to a lot of bad stuff deserves a little bit more attention — I personally see tipping points getting confused with feedback loops and runaway greenhouse effect.
So, a feedback process is when global warming affects things that exist on the globe, which themselves feed back onto that global warming. So a classic example of a feedback process is ice melt. Ice is super shiny. It’s very reflective. It turns back sunlight that would otherwise fall on the planet and warm it. And we know — you know, science is very solid on this — that when it gets hot, ice melts.
Jesse Jenkins: That’s a good one. Yeah, we’re clear on that.
Marvel: So when ice melts, you take something that used to be shiny and reflective, and now you’ve got darker ocean or darker ground underneath, and so you’re no longer turning back that sunlight. It’s getting absorbed, and that itself feeds back to the warming. That makes the warming worse. So that is an example of what scientists call — and this is the worst terminology in all of science — we call it a ‘positive feedback.’ Because when normal people hear positive feedback, they’re like, Oh, I’m doing a great job. But when scientists say ‘positive feedback,’ we mean ‘destabilizing process that is making warming worse and might lead to catastrophe.’ So I’ll try to say destabilizing feedback and stabilizing feedback, but catch me out on it if I say positive and negative.
So there are a lot of these feedback processes that we understand pretty well. We know that warmer air holds more water vapor — that’s why we’re seeing more intense, extreme downpours. And we know that water vapor is itself a greenhouse gas. So when the planet gets warmer, you’ve got more water vapor in the atmosphere, which itself is trapping more of the heat coming up from the planet. That is an example of a destabilizing feedback.
So there’s a lot of these feedback processes that we understand fairly well. And then there’s some processes that we are not completely baffled by, but we haven’t really nailed down as much. So that’s why clouds are a huge wild card. A lot of the reason we don’t know exactly how hot it’s going to get is we don’t know what clouds are going to do. We don’t know how clouds are going to reorganize themselves. We don’t know if we’re going to get more of this one type of cloud, less of this other type, if they’re going to get more reflective, more absorbent, whatever. Clouds are really complicated, and that’s a feedback process that we don’t necessarily understand.
But feedback processes are already happening in the climate system right now. They are going on as we speak. That makes them different from something like a tipping point. A tipping point is generally defined as something that we break that we can’t fix on any timescale that’s relevant to us. So an example of a tipping point is the disintegration of the West Antarctic Ice Sheet. It turns out that once you break an ice sheet, it’s relatively really hard to make a new one. We can’t just rock up in Antarctica with, you know, freezer guns or whatever Arnold Schwarzenegger had in the Batman movie. We can’t do that. That’s not real. Once we break the West Antarctic Ice Sheet, it’s going to be broken for the rest of our lives, and our children’s lives, and our grandchildren’s lives.
Music for Shift Key is by Adam Kromelow.
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Co-founder Mateo Jaramillo described how the startup’s iron-air battery could help address the data center boom — and the energy transition
Well before the introduction of ChatGPT and Claude, Ireland underwent a data center construction boom similar to the one the U.S. is experiencing today.
That makes it a fitting location for Form Energy’s first project outside the U.S. Mateo Jaramillo, the CEO of the long-duration energy storage startup, described Ireland as “a postcard from the future” at Heatmap House, a day of conversations and roundtables with leading policymakers, executives, and investors at San Francisco Climate Week.
In a one-on-one interview with Robinson Meyer, Jaramillo went on to explain the potential of a 100-hour battery, calling it the duration at which you can “functionally replace thermal resources on the grid or compete with them.” Such storage capacity would not only bolster data centers’ power reliability but also speed up the transition from oil and gas to renewables.
Form Energy, which Jaramillo co-founded in 2017, is best known for its iron-air battery that can continuously discharge energy for 100 hours. In February, the startup announced a partnership with Google and the utility Xcel Energy to build the highest-capacity battery in the world, capable of storing 30 gigawatt-hours of energy, as Heatmap’s Katie Brigham reported.
Despite the troublesome state of renewables deployment in the U.S., energy storage firms like Form appear to be doing well, thanks to record load growth. “When we founded the company, we didn’t anticipate the boom of data center demand that we’re currently experiencing,” said Jaramillo. “But we did bet on the overall mega-trend being pretty firmly in place, which is electricity growth.”
In addition to load growth, battery manufacturers are still benefiting from the Inflation Reduction Act’s energy storage tax credits, which survived the deep cuts Republicans made to the signature climate law last summer. Jaramillo noted that customers can still claim a tax credit for purchasing energy systems, while a manufacturing protection credit also remains in place. “We absolutely qualify for both those things,” Jaramillo said. “In fact, 100 hours as a duration is written into the legislative text for the manufacturing [tax credit].”
Though batteries can help accelerate the retirement of natural gas plants by providing firm energy to supplement renewables’ generation, politicians’ fear of load growth seems to have forged a bipartisan consensus supporting batteries. For its part, Form Energy is focused on continuing to drive down the cost of its iron-air battery.
From “where we sit today,” Form Energy is “quite confident that we will hit that roughly $20 a kilowatt-hour cost within a very short period of time,” Jaramillo said.
At San Francisco Climate Week, John Reynolds discussed how the state is juggling wildfire prevention, climate goals, and more.
Blessed with ample sun and wind for renewables but bedeviled by high electricity prices and natural disasters, California encapsulates the promise and peril of the United States’ energy transition.
So it was fitting that Heatmap House, a day of conversations and roundtables with leading policymakers, executives, and investors at San Francisco Climate Week, kicked off with John Reynolds, president of the California Public Utilities Commission.
The CPUC oversees the most-populous state’s utilities and has the power to approve or veto electricity and natural gas rate increases. At Heatmap House, Reynolds — “one of California’'s most important climate policymakers,” as Heatmap’s Robinson Meyer called him — affirmed that affordability has been top of mind as power bills have risen to become a mainstream political issue across the country. California’s electricity prices are the second-highest in the nation, behind only Hawaii, according to the Electricity Price Hub.
“I’d really like to see us drive down the portion of household income that is consumed by energy prices,” Reynolds said in a one-on-one interview with Rob. “That’s a really important metric for making sure that we’re doing our job to deliver a system that’s efficient at meeting customer needs and is able to support the growth of our economy.”
The Golden State’s power premium has been exacerbated by the fallout from multiple wildfires that have devastated various parts of the state in recent years, which have necessitated costly grid upgrades such as undergrounding power lines. California-based utility PG&E has also invested in more futuristic fire solutions such as “vegetation management robots, power pole sensors, advanced fire detection cameras, and autonomous drones, with much of this enhanced by an artificial intelligence-powered analytics platforms,” as Heatmap’s Katie Brigham wrote shortly after last year’s fires in Los Angeles.
Affordability affects not just Californians’ financial wellbeing, but also the state’s ability to decarbonize quickly. “The affordability challenge that we’re seeing in electric and gas service is one that is going to make it more difficult to meet our climate goals as a state,” Reynolds said.
One contentious — and somewhat byzantine — aspect of California’s energy transition is how much of a financial incentive the CPUC should offer for residents to install rooftop solar. Net metering is a billing system that rewards households with solar panels for sending excess generation back to the grid. Three years ago, the CPUC adopted a new standard that substantially lowered the rate at which solar panel users were compensated.
“We had to slow the bleeding,” Reynolds said, referring to the greater financial burden paid by utility customers without solar panels. “The net billing tariff did slow the bleeding, but it didn’t stop it.”
Asked whether he is focused more on electricity rates (the amount a customer pays per kilowatt-hour) or bills (the amount a utility charges a ratepayer), Reynolds said both are important.
“If we can drive down electric rates, we’re going to enable more electrification of transportation and of buildings,” Reynolds said. “It’s really important to look at bills, because that is fundamentally what hits households. People’s wallets are limited by their bills, not by their rates.”
The state has terminated an agreement to develop substations and other necessary grid infrastructure to serve the now-canceled developments.
Crucial transmission for future offshore wind energy in New Jersey is scrapped for now.
The New Jersey Board of Public Utilities on Wednesday canceled the agreement it reached with PJM Interconnection in 2021 to develop wires and substations necessary to send electricity generated by offshore wind across the state. The board terminated this agreement because much of New Jersey’s expected offshore wind capacity has either been canceled by developers or indefinitely stalled by President Donald Trump, including the now-scrapped TotalEnergies projects scrubbed in a settlement with his administration.
“New Jersey is now facing a situation in which there will be no identified, large-scale in-state generation projects under active development that can make use of [the agreement] on the timeline the state and PJM initially envisioned,” the board wrote in a letter to PJM requesting termination of the agreement.
Wind energy backers are not taking this lying down. “We cannot fault the Sherrill Administration for making this decision today, but this must only be a temporary setback,” Robert Freudenberg of the New Jersey and New York-focused environmental advocacy group Regional Plan Association, said in a statement released after the agreement was canceled.
I chronicled the fight over this specific transmission infrastructure before Trump 2.0 entered office and the White House went nuclear on offshore wind. Known as the Larrabee Pre-Built Infrastructure, the proposed BPU-backed network of lines and electrical equipment resulted from years of environmental and sociological study. It was intended to connect wind projects in the Atlantic Ocean to key points on the overall grid onshore.
Activists opposed to putting turbines in the ocean saw stopping the wires as a strategy for delaying the overall construction timelines for offshore wind, intensifying both the costs and permitting headaches for all state and development stakeholders involved. Some of those fighting the wires did so based on fears that electromagnetic radiation from the transmission lines would make them sick.
The only question mark remaining is whether this means the state will try to still proceed with building any of the transmission given rising electricity demand and if these plans may be revisited at a later date. The board’s letter to PJM nods to the future, asserting that new “alternative pathways to coordinated transmission” exist because of new guidance from the Federal Energy Regulatory Commission. These pathways “may serve” future offshore wind projects should they be pursued, stated the letter.
Of course, anything related to offshore wind will still be conditional on the White House.