Sign In or Create an Account.

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

Podcast

Climate-o-Rama: EVs, Oil, Trump, and More

Rob and Jesse do a pre-election power hour.

Clean energy.
Heatmap Illustration/Getty Images

It’s all happening. The presidential election is a week away, and our cohost Jesse Jenkins is back from vacation. There is so much to talk about in the world of decarbonization and energy. So we tried to catch up on all of it. Are EV sales starting to rebound in the U.S.? What’s up with the Cybertruck? And what about Senator Joe Manchin’s permitting reform bill?

On this week’s episode of Shift Key, Jesse and Rob attempt to discuss all those questions and more. Peak oil demand — the IRA’s focus on manufacturing — the emerging political economy of decarbonization — we hit it all. Or we try to, at least. 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:

Robinson Meyer: I want to do a branching pass here for a second. If Trump wins and Republicans want to pass [the Manchin-Barrasso permitting] bill, I think Democrats should take them up on it. Because all the changes to the oil and gas regime — almost all the changes to the oil and gas permitting regime that are contemplated by the bill will be done by a Trump administration. They could be done through executive action, or through a helpful Congress in a Trump administration. But the transmission stuff can’t be. So you might as well take the transmission tailwind and then just do the stuff that a Trump administration can do anyway.

To be clear here, when you talk to the modelers — not Jesse, other modelers — they say that the expansion oil and gas that happened during Trump would dwarf any sense of the changes contemplated by the bill. If Harris wins, then I think we have the real conversation about whether this bill makes sense for Democrats. But if Trump wins, I think, number one, Republicans aren’t going to be interested in passing the bill. But if they are interested, Democrats should take them up on it.

Jesse Jenkins: Yeah, so you have kind of a narrow range of circumstances where this bill might be considered seriously in a lame duck, right? I think you’re right that if Trump wins somehow they’re going to offer it, Republicans are going to offer it, that’s an interesting deal for Democrats. I just don’t think that’s too likely.

I think the most likely scenario where this bill is taken seriously is if Harris wins and if the House and Senate are split. Whether they flip sides or whatever the control looks like, going forward, if the Democrats have the House and the Republicans have the Senate, or vice versa, this could be the type of bipartisan bill that is sort of the best deal on the table that, that might be able to get through regular order — that’s, this bill would require 60 votes to get past the filibuster in the Senate.

So you know, it by nature has to be bipartisan. And by definition, at this stage, a bipartisan bill is going to have some things that climate advocates really don’t like. And if it has enough that outweighs that, that’ll be the serious question.

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.

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
Politics

Trump Is the Biggest Wild Card in Permitting Reform

Congress is motivated to pass a bipartisan deal, but Democrats are demanding limits on executive power.

Donald Trump.
Heatmap Illustration/Getty Images

A big bipartisan permitting reform deal may be in the offing in Washington. But getting it done will require taking away one of Donald Trump’s favorite toys: The power to mess with solar and wind permits.

Last week the House Natural Resources Committee advanced the SPEED Act, a bill introduced by Republican committee chair Bruce Westerman, that would put the full weight of Congress behind the federal permitting process. There’s a lot in this bill for energy developers of all stripes to like — and a lot for environmental activists to loathe, including a 150-day statute of limitations on litigation, language enforcing shorter deadlines for reviews under the National Environmental Policy Act (also known as NEPA), and a requirement that final approvals be released within 30 days of said review’s completion.

Keep reading...Show less
Blue
AM Briefing

Georgia Depowered

On California solar eating gas, China’s newest reactor, and GOP vs. CCS

Power lines.
Heatmap Illustration/Getty Images

Current conditions: Snow is blanketing parts of the Mountain West and Upper Midwest, making travel difficult in Montana, North Dakota, and Minnesota • Winds of up to 40 miles per hour could disrupt some air travel through Chicago and Detroit • A cold snap in China is set to drop temperatures by double digit degrees Fahrenheit in northern areas.


Keep reading...Show less
Green
Electric Vehicles

Fear and Electrification at the Los Angeles Auto Show

Automakers aren’t sure what to do with their EVs in the age of Trump.

An EV in a corner.
Heatmap Illustration/Toyota, Getty Images

The Los Angeles Auto Show over the years has been the launchpad for lots of new electric vehicles and a place for carmakers to declare their EV ambitions. It’s a fitting stage given California’s status not only as the home of American car culture, but also as the United States’ biggest EV market by far.

At the 2025 show, which had its media day on Thursday, electrification was more off to the side than front-and-center, however. The new breed of affordable models that could give many more drivers access to the electric car market — such as the Nissan Leaf and Chevy Bolt revivals and the upcoming Toyota C-HR electric — could be found on the show floor, waiting to be discovered by the car fans who would descend on the L.A. Convention Center in the days to come.

Keep reading...Show less
Green