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Maybe you’ve never heard of it. Maybe you know it too well. But to a certain type of clean energy wonk, it amounts to perhaps the three most dreaded words in climate policy: the interconnection queue.
The queue is the process by which utilities decide which wind and solar farms get to hook up to the power grid in the United States. Across much of the country, it has become so badly broken and clogged that it can take more than a decade for a given project to navigate.
On this week’s episode of Shift Key, Jesse and Rob speak with two experts about how to understand — and how to fix — what is perhaps the biggest obstacle to deploying more renewables on the U.S. power grid. Tyler Norris is a doctoral student at Duke University’s Nicholas School of the Environment. He was formerly vice president of development at Cypress Creek Renewables, and he served on North Carolina Governor Roy Cooper’s Carbon Policy Working Group. Claire Wayner is a senior associate at RMI’s carbon-free electricity program, where she works on the clean and competitive grids team. 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: Can I interject and just ask why, over the past decade, the interconnection queue got much longer — but also over the past decade, 15 years, the U.S. grid did change in character and in fuel type a lot, right? We went from burning a lot of coal to a lot of natural gas. And that transition is often cited as one of the model transitions, one of the few energy transitions to happen globally that happened at the speed with which we would need to decarbonize. Obviously, switching coal to gas is not decarbonizing, but it is a model — it happened fast enough that it is a good model for what decarbonizing would look like in order to meet climate goals.
Evidently, that did not run into these kind of same interconnection queue problems. Why is that? Is that because we were swapping in within individual power plants? We were just changing the furnace from a coal furnace to a gas furnace? Is that because these were larger projects and so it didn’t back up in the queue in the same way that a lot of smaller solar or wind farms do?
Claire Wayner: I would say all the reasons you just gave are valid, yeah. The coal to gas transition involved, likely, a lot of similar geographic locations. With wind and solar, we’re seeing them wanting to build on the grid and in a lot of cases in new, rather remote locations that are going to require new types of grid upgrades that the coal to gas transition just doesn’t have.
Jesse Jenkins: Maybe it is — to use a metaphor here — it’s a little bit like traffic congestion. If you add a generator to the grid, it’s trying to ship its power through the grid, and that decision to add your power mix to the grid combines with everyone else that’s also generating and consuming power to drive traffic jams or congestion in different parts of the grid, just like your decision to hop in the car and drive to work or to go into the city for the weekend to see a show or whatever you’re doing. It’s not just your decision. It’s everyone’s combined decisions that affects travel times on the grid.
Now, the big difference between the grid and travel on roads or most other forms of networks we’re used to is that you don’t get to choose which path to go down. If you’re sending electricity to the grid, electricity flows with physics down the path of least resistance or impedance, which is the alternating current equivalent of resistance. And so it’s a lot more like rivers flowing downhill from gravity, right? You don’t get to choose which branch of the river you go down. It’s just, you know, gravity will take you. And so you adding your power flows to the grid creates complicated flows based on the physics of this mesh network that spans a continent and interacts with everyone else on the grid.
And so when you’re going from probably a few dozen large natural gas generators added that operate very similarly to the plants that they’re replacing to hundreds of gigawatts across thousands of projects scattered all over the grid with very complicated generation profiles because they’re weather-dependent renewables, it’s just a completely different challenge for the utilities.
So the process that the regional grid operators developed in the 2000s, when they were restructuring and taking over that role of regional grid operator, it’s just not fit for purpose at all for what we face today. And I want to highlight another thing you mentioned, which is the software piece of it, too. These processes, they are using software and corporate processes that were also developed 10 or 20 years ago. And we all know that software and computing techniques have gotten quite a bit better over a decade or two. And rarely have utilities and grid operators really kept pace with those capabilities.
Wayner: Can I just say, I’ve heard that in some regions, interconnection consists of still sending back and forth Excel files. To Tyler’s point earlier that we only just now are getting data on the interconnection queue nationwide and how it stands, that’s one challenge that developers are facing is a lack of data transparency and rapid processing from the transmission providers and the grid operators.
And so, to use an analogy that my colleague Sarah Toth uses a lot, which I really love: Imagine if we had a Domino’s pizza tracker for the interconnection queue, and that developers could just log on and see how their projects are doing in many, if not most regions. They don’t even have that visibility. They don’t know when their pizza is going to get delivered, or if it’s in the oven.
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.
Antenna Group helps you connect with customers, policymakers, investors, and strategic partners to influence markets and accelerate adoption. Visit antennagroup.com to learn more.
Music for Shift Key is by Adam Kromelow.
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A proposed change in how the agency implements an obscure Cold War-era law would impose onerous reporting requirements on renewables and pipelines.
Democrats in Congress claim that a new Trump administration proposal will have a chilling effect on the energy sector by subjecting renewables and fossil fuel pipelines alike to an obscure, rarely cited Cold War-era law requiring detailed information on foreign farmland ownership be submitted to the Agriculture Department.
In late June, the Agriculture Department released a proposal to change implementation of the Agricultural Foreign Investment Disclosure Act of 1978, which requires companies to provide information to the federal government on foreign investors in farmland holdings, acquisitions, and sales. If finalized, the new rule would expand the definition of “agricultural land” in regulation to include all renewable energy facilities and pipeline corridors by explicitly tying the term to those industries’ formal codes under the North American Industry Classification System.
Top Senate Democrats on Monday argued that taken together with expanded investor reporting thresholds and land boundary mapping requirements, this rule change “may exceed what is necessary” to deal with national security issues around farmland ownership.
One of the letter’s signatories, Pennsylvania’s John Fetterman, has previously joined the GOP in railing against foreign companies purchasing U.S. farmland as a potential national security concern. And indeed, there certainly exists a broader bipartisan anxiety around Chinese influence on essential industries, e.g. mining and critical minerals. That Fetterman is now joining climate hawks Martin Heinrich and Sheldon Whitehouse in opposing the administration’s move is a striking moment of unity, especially as Fetterman bats away beltway rumors that he’ll flip parties.
The letter demands a briefing from the Agriculture Department that includes the proposal’s “anticipated impacts on the energy, infrastructure, and agricultural sectors,” as well as the legal basis for changing its definition of “agricultural land.”
“[W]e are concerned that USDA’s proposed rule may exceed what is necessary to address those objectives, have unintended national security consequences, and may create substantial compliance burdens on agricultural producers, landowners, infrastructure operators, energy developers, and investors that could undermine efforts to address rising energy and food prices without a corresponding national security benefit,” the letter reads.
As I have previously written, the USDA is an increasingly vital organ in the Trump administration’s war on renewable energy projects, and focusing its laser beam at project development on what it calls “prime” farmland. Trump also recently tapped country music star John Rich to be his “special envoy for American landowners,” which directly led to the USDA working with people fighting solar on farmland in upstate New York.
The Trump change goes after pipelines as well as renewable energy, although logic suggests that solar development could be more vulnerable due to the sheer acreage often required for utility-scale project construction and property setbacks.
The Agriculture Department did not immediately respond to a request for comment.
Current conditions: The wildfires in Spokane, Washington, have now incinerated 850 structures, most of which were homes • Thunderstorms are rumbling over Des Moines, Iowa, breaking the dense “corn sweat” humidity evaporating off crop fields • Severe storms in Brazil’s southeasternmost Rio Grande do Sul province have left at least one dead.
The paradox of President Donald Trump’s critical mineral policy, as my colleague Matthew Zeitlin put it last year, remains unresolved. His administration did away with the main domestic market signal for minerals by eliminating the electric vehicle tax credit with incentives for U.S. content last year. But the White House has pulled out the stops to support projects that aim to produce lithium, rare earths, and other minerals needed for weapons and energy manufacturing. On Friday, the Department of Defense announced a package worth more than $2 billion in funding for companies churning out batteries and the minerals contained in them. The funding includes $1.4 billion for the battery company Sila Nanotechnologies and $400 million for Sunrise Energy Metals, a producer of scandium, which is needed for high-heat aluminum alloys for fighter jets and spacecraft. “We want these essential products to be mined, refined and made right here in the USA,” Trump said at a press roundtable, according to The Wall Street Journal.
Trump isn’t the only one throwing money at minerals. The world’s top 50 mining stocks are now worth $2.3 trillion, up $18 billion for the month, according to a Mining.com analysis.
Amazon is reportedly behind plans to build a data center campus powered by a 7.7-gigawatt gas plant in Texas. In January, the project, known as GW Ranch, received a permit to build a gas plant with a pollution output of 33 million tons of carbon dioxide. While the developer behind the facility had been secret, the clean energy consultancy Cleanview reviewed satellite imagery that identified how much land the project was clearing and matched that to public filings for permits. In a post on X, Michael Thomas, the company’s founder, wrote that he confirmed with Amazon that it had acquired the site and planned to buy power from the plant, which is being developed by Pacifico Energy. “Partnering with GW Ranch marks Amazon’s first major investment in an off-grid data center,” Thomas wrote. “In doing so, the company joins Microsoft, Google, and Meta who have all invested significantly in natural gas power this year.”
The U.S. is facing its most brutal wildfire season in years, with blazes “scorching millions of acres.” That’s according to a new analysis by Bloomberg, which found that the 17 fires raging across Washington State have now displaced more than 60,000 people — roughly 10% of the Spokane area’s population. Across the U.S., there are at least 44,722 fires raging across about 5.2 million acres, data from the National Interagency Fire Center shows.
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Ah, the electric minivan. The dream of every emissions-conscious parent or hauler of large things. Rare in America, but taking over Europe. That is, of course, what’s happening with Kia’s PV5. The small electric van now accounts for a third of Europe’s market for similar vehicles. Kia’s first electric van, according to Electrek, is the most popular electric light commercial vehicle on the continent and the United Kingdom.
Under Colombia’s last president, the far-left Gustavo Petro, the country moved to quash its oil drilling industry and embrace green energy. The new right-wing government of President Abelardo de la Espriella isn’t abandoning the effort. Edwin Palma, the minister of mines and energy, just approved a new National Hydrogen Policy that establishes a roadmap for $5 billion in investments into electrolyzers and other infrastructure through 2031, according to Hydrogen Insight.

Europe just got another new nuclear reactor. Slovakia split atoms for the first time at its Mochovce-4 nuclear plant after nearly 40 years of on-again, off-again construction, NucNet reported. The Russian-designed reactor could be among the country’s last purchases from the Kremlin-owned Rosatom as the conservative European Union nation embraces U.S. nuclear technology.
Facing down a sea change, the automaker has staked its next EV bet on a compact, sporty pickup.
“Full fathom five, your father lies,” the invisible spirit Ariel sings early in The Tempest, as a handsome and grieving prince listens, rapt. The song tells of a shipwrecked skeleton transforming into something else — its eyes have become pearls, and its bones pink coral — as it undergoes, yes, a “sea change.” It is the first time that phrase appears in the English language.
Ford is now facing its own kind of sea change. Over the past decade, the automaker has doubled down on its most profitable and exciting vehicles — pickups, SUVs, and the Mustang muscle car — and dropped from its line-up the cheap, boring cars that once made it famous. It embraced, then backed off, the transition to electric vehicles, in part because it failed to make money from them; and it began to reckon with the surge of cheaper, cleaner, and “far superior” EVs from Chinese producers that are transforming global auto markets around the world.
Locked into its aging but reliable line-up, yet unable to innovate at the low end, Ford might seem like the epitome of a company facing disruptive innovation. No wonder its stock has traded flat from where it was five years ago — even as the broader market has surged by more than 70%.
Its solution is an EV skunkworks, run by Tesla alumni, where it can develop a new “universal EV platform” to undergird future vehicles. Today, we got a peek at the first car to emerge from that secret shop: an all-electric compact pickup that will hit the roads by the end of next year. Its name? The Ford Fathom.
We know very little about the Fathom, as our correspondent Andrew Moseman wrote today. It will retail for just over $28,000, and even with mandatory delivery costs and other add-ons will stick to this side of $30,000. That makes it only a smidge more expensive than the gas-burning Ford Maverick, a sporty, compact, and popular pickup that starts around $27,000.
Ford promises that the Fathom will have as much seating capacity as Toyota’s RAV4, America’s best-selling car that isn’t a truck. (Ford’s own F-150, of course, holds the true No. 1 spot.) Those dimensions suggest the Fathom will sport a four-door crew cab, like the Maverick, making it more acceptable to families with kids — or young professionals who want to give their friends rides on the weekend. It will also have a frunk.
Beyond that, though, we don’t know much. We don’t know its range, for instance, and its price point shouldn’t inspire too much confidence on that front. Nor do we know, frankly, whether Ford can pull it off: When the automaker announced its first electric truck, the F-150 Lightning, in 2021, it claimed a price point of less than $40,000. Eighteen months of inflation later, it actually sold them for closer to $55,000 — and it still lost money on every EV that it made. Fixing the latter problem is part of why the skunkworks exists in the first place, and Ford now has an additional half-decade of experience making EVs. But consumers hoping for a miraculously priced electric pickup from the Blue Oval have been burned before.
If the Fathom disappoints, though, then consumers will soon have other options. The American car market is about to be deluged with sporty, compact pickup trucks — a welcome change from just a few years ago, when the segment was almost entirely dominated by mid-size and half-ton models. The Jeff Bezos-backed startup Slate will start delivering two-door, all-electric pickups starting at $25,000 at the end of this year. The automaker Stellantis, which owns the Dodge and Jeep brands, says it wants to bring another compact pickup — it’s almost more of a ute — called the Rampage to North America soon.
That’s welcome news for me — I love these little trucks — but I’m a little worried I’ll be outside my pickup-buying years by the time they actually make it to market. In the meantime, I’ll keep you posted on other updates about the Fathom. Will “sea nymphs hourly ring its knell”? No, but it will have Apple CarPlay and Android Auto.