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Inside season 2, episode 8 of Shift Key.

In just over a month, America will elect hundreds of thousands of people to state, county, and municipal offices. While those elections might lack the splashiness of the race for the White House or Congress, they could shape how and whether the United States fights climate change. So which elections matter most?
On this week’s episode of Shift Key, Jesse and Rob speak with Caroline Spears, the executive director of Climate Cabinet, a group that tries to do ‘Moneyball for climate policy,’ analyzing the races that could matter most for the country’s decarbonization. A winner of the Grist 50 award, Spears formerly worked in the solar industry and now leads the growing organization. We dive into which offices have the most sway role over adaptation and mitigation and which races deserve your attention in 2024. 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:
Caroline Spears: One of the races that is critically important for climate this year is elected utility commissions. They’re not elected in every state, but in about 10 states across the country, voters show up to their ballot box, and they elect the electricity regulatory body for their state.
Should that be an elected position? Listen, it’s not for me to decide. Democracy has decided that electricity regulatory bodies are elected in many states, so here we are. In a bunch of other states, they’re appointed and then confirmed by the state legislature. So there’s this interesting mix of when democracy shows up in these races, in these offices. There are a few public utility commission districts up this November. I really want to highlight the ones happening in Arizona and Montana this year — we’re really watching those, we’re excited to see where those go.
In both cases, climate champions are one and four or zero and five in those states, which means — literally, we are so far from a climate majority in either of those states. And this has real world impacts. So, for example, let’s talk about Montana really quick. That solar company that I used to work for: The Montana Public Service Commission unfairly changed the avoided cost rate, the rate at which we would get compensated, when solar started entering the market. And there’s this hot mic moment where an elected Montana Public Service Commissioner says, “Well, this will kill solar in the state,” and then voted for it. So that’s the power that these public service commissions have, and they’re up for election. They’re up for election this November. So they’re really important.
In Arizona, we’re supporting all three climate champions running. The one person I really want to highlight today is Ylenia Aguilar. She served on the water commission in Arizona, so she has a great knowledge of that intersection between climate and water issues in the state, and just last month she made national news for her work trying to cool down classrooms in Arizona from heating. So she’s someone who can bring together climate, knowledge of what it takes to be on an electricity regulatory commission, and the personal impact of how it actually shows up in people’s lives. So this is the exact type of person you want running for the seat. I’m really excited about those races, but those will be tough.
Jesse Jenkins: And I’ll just add, so these commissions are often in charge of effectively approving the investments and plans of the regulated utilities in the state. In some states, those are only network utilities. So they’re the ones investing in transmission and distribution lines, deciding how to make sure those are resilient to climate damages as we’re seeing from wildfires and floods and hurricanes and everything else.
In other states, like Arizona and Montana, they also oversee utilities that control power generation, as well. So should they be investing in new natural gas plants? Or should they be investing in batteries and solar? For example. Those kinds of decisions go before the utility commission for approval or disapproval before the utilities can earn returns on the investments they make in those areas — or make investments. And as you mentioned, they also set rates both for retail customers — so, you know, what’s the net metering policy? How are we incentivizing flexible EV charging? — and then the rates for, in some cases, avoided costs for larger-scale generators that are connecting to the grid in partial competition frameworks. Lots and lots of other rules.
They’ll be the ones in charge of implementing, usually, clean electricity standards — and in some states, like Arizona, they even have the authority to establish one themselves. So really, really influential bodies.
This episode of Shift Key is sponsored by …
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Music for Shift Key is by Adam Kromelow.
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Your mileage may vary — but you’ll probably want to keep the outdoor runs to a minimum.
I became a runner in the spring of 2020. My run streak was my sourdough starter. Those were the Wild West days of respiratory spray warnings, when I’d get dirty looks from strangers even if I passed them while wearing my Under Armour running mask. But I wasn’t about to let a deadly pandemic — much less the wildfire smoke that descended on New York that fall — get in the way of logging my miles.
These days, I am at least a little bit older and wiser. I’ve also learned a lot about wildfire smoke in the interim — how it kills more than 20,000 people in the U.S. every year, how there’s a lot of freaky stuff in it that you don’t want in your body, and how there’s no safe threshold for exposure. But while it’s clearly a bad idea to go for a run right now if you live in Milwaukee, where the air is literally yellow due to the fires in Minnesota and Ontario, it’s maybe less clear if you’re somewhere where the AQI is still only moderate or “unhealthy for sensitive groups.” Do you really, actually need to skip your run in those conditions? Can you just go to the gym instead?
At the end of the day, everyone should make decisions based on their own risk tolerance. But John C. Quindry — a professor of integrative physiology and athletic training at the University of Montana, who described his team as “first to the party” when it comes to understanding the risks of exercising in the smoke — said his research shows that not only is exercising in the smoke hazardous to otherwise healthy individuals, there’s also a class of people for whom it might be extra dangerous, and they might not even know it.
Our conversation has been edited and condensed for clarity.
Why is exercising in the smoke worse than, say, commuting in the smoke?
If you exercise, you take more breaths per minute, and you take deeper breaths, so the total volume of air you breathe at a given time is greater.
Inhaling wildfire smoke is sometimes compared to smoking cigarettes. Some back-of-the-envelope math puts a run in Chicago this morning at the equivalent of smoking a couple of cigarettes, which sounds pretty minimal. Why take this seriously?
We don’t know for sure that when you exercise outside, it’s equivalent to, in this case, smoking a couple of cigarettes or a pack. We’ve been working for years trying to actually figure out how bad it is, and we just don’t know.
One of the things that complicates this is that not all smoke is created equal. Wildfire smoke in the West is different from wildfire smoke east of the Mississippi, where there are many different types of vegetation. And separately, if a wildfire consumes a house and all the plastics, organic solvents, and things in the roof, that’s certainly worse than just biomass burning — and that is all separate from cigarette smoke. So the chemicals that you inhale are part of it; it’s not just the particulate.
I don’t think it’s inappropriate to say we know how much particulate a filtered cigarette is going to deliver on a puff-by-puff basis and try to equate it to inhaling wood smoke or being downwind of a fire event. Those back-of-the-envelope calculations can make it one-to-one. But what is the impact on health? We don’t know.
Going back to something you said, is smoke in the West or East worse? Why?
We don’t really know, and one reason is that smoke that starts in the West goes east. There are some really good studies that look at the rates of emergency room visits and deaths downwind of fires. You can apply some pretty fancy math, and it’s clearly demonstrated by multiple research groups that whatever the source of the smoke is, there are people who are extra sensitive to it, and they show up in the emergency room more frequently. Tragically, to a smaller degree, they also occasionally die more frequently.
But if we put those data aside and say, “What does the smoke look like from Western biomass versus Eastern biomass?” We know the Western biomass, at least this time of year, is much drier. And when it’s dry, it tends to burn a little “cleaner,” which is to say, if you were to take a certain number of grams of pine wood — which burns fairly cleanly — how much PM 2.5 do you get? You’re going to get a higher PM 2.5 from wet wood. That’s the effect when you start to move to the middle or eastern part of the country. Deciduous trees, even when they’re dry, put out more PM 2.5 unit by unit.
Now, is that worse for the body in the short or long term? We really don’t know. Once you breathe in the smoke, it’s pretty easy to measure what’s in the blood: You just take a blood sample before and after the exposure. You can try to gauge how bad the smoke is by looking at what appears in the blood. Do you get oxidative stress? Do you get inflammation? Is there something else there? Has it changed metabolism?
We also look at exhaled breath condensate. It’s the immune cells, which are the first line of defense when you’re exposed to particulates, that are really sounding the alarm. In some people, that alarm gets sounded more than in others. So we’ve been trying to figure out what are these subtle but important biochemical and physiologic signals? How do they go together? They tell us how bad the smoke is, but it’s taken us years to unfold this story.
I saw in your 2025 study that half of your participants had a heightened response to physiological stress, and that you selected them for that reason. I was hoping you could tell me what a “heightened response to physiological stress” means and why it was important to include those candidates.
This is critical. Let me give you the backstory. When we would do these studies, we would put participants in the lab and burn Western locally sourced pine dried out to 15% humidity. We’d burn it carefully, measure the dose of PM 2.5, and have people breathe it in. We’d conduct studies before and after exercise, whether on a bike or a treadmill, and we varied the intensity and duration. And we didn’t find very much when we looked at the blood and exhaled breath condensate for how well the blood vessels constrict or how reactive the body’s autonomic nervous system was in controlling cardiovascular function. We’d find subtle changes, but statistically speaking, we could never really draw firm conclusions.
But we would notice that, on a person-by-person basis, there would be notable spikes in what we were looking at. We’d see, “Oh, these three or four people really seem to have this notable response, and everybody else really didn’t.” We’d publish our studies and essentially say, “Yeah, we didn’t find much.” It was honest data, and people believe it when you publish negative data that says, “We went through that much trouble, we spent $100,000, and we found nothing.” But we found these people who were a little bit different than the others.
So we’d sit around and spitball. These were normal people, by the way; we were not taking asthmatics or people with [chronic obstructive pulmonary disease]. They were not diabetic. There are people we know full well will have an exaggerated response, and we didn’t look at any of them. We looked at what are called “apparently healthy people” — the people who go to the physician and are told nothing’s wrong with them.
My doctorate was not in exercise science; it was in biomedical science, from a medical school environment. Somewhere along the line, I was exposed to something called the cold pressor test. It has been around longer than both of us. Physicians 80 years ago would have somebody come into their lab or clinic, and they’d say, “Hey, we’re going to put your hand in a bucket of ice water for two minutes and see what that does to your blood pressure.” It almost sounds like a fourth-grade sleepover prank for the first kid to fall asleep.
But we started doing the test, and we took a pretty conservative approach, meaning that if we put someone’s hand in the ice water and their systolic blood pressure — that’s the top number, 120 over 80 is sort of the high end for good blood pressure — and if their systolic number went to at least 20 millimeters of mercury, then we call them cold pressure test positive, or CPT positive.
None of these were people who were hypertensive. They had normal blood pressure. Nothing was wrong with them as far as their medical team could observe. But how many of these [CPT positive] people are sitting around? If you take the average population, 10% to 15% will be cold pressor test positive. We don’t necessarily know if this is a bad thing. It may be contextual, but these are people we can verifiably measure with something as simple as a blood pressure cuff and a bucket of ice water. You can verify their physiology is more reactive within a couple of minutes than someone else’s.
We suspected that if we took these people and then exercised them in the smoke, they would have an exaggerated response compared with people who weren’t CPT positive. And so that’s what we did, and that’s what we found.
That’s fascinating. So the practical takeaway is, unless you’ve done this test yourself, you don’t know if you’re one of these people who’s particularly reactive to wildfire smoke?
You have to always be careful that you don’t make big, broad, blanket applications from one study. We would need to confirm or refute it with additional studies, and that’s a matter of getting grant money and conducting those next-generation investigations.
But here’s something we can glean: We know that people who have an exaggerated response to a cold pressor test are more likely to have hypertension. And they’re more likely to have it earlier — instead of getting high blood pressure at 50, 60, or 70, they’re going to get it at 30 or 40. We know they’re more likely to eventually suffer from heart failure; it seems to develop more in people who have this sort of reactive response. While the cold pressor test response is not predictive in and of itself of anything — future diabetes, heart failure, heart attacks, hypertension, none of that — people with all of those conditions are more likely to be cold pressor test positive.
The way I would take it is, if you are somebody who is not in great health, isn’t fit, or if you have creeping blood pressure or a family history of heart disease, blood pressure, or metabolic derangement like diabetes, you are the kind of person who needs to be a little bit more careful [in the smoke].
Is there an air quality level at which you would tell a young, healthy person “Don’t go for your morning run?”
An educated guess is the best we can do right now. Every study is a brick in the bigger metaphorical wall of understanding this. What we can say is: If you are young and apparently healthy, the threshold would be maybe even up into the “unhealthy for sensitive groups” number. They’re probably okay. But then again, how hard are they working? How long are they outside? If you’re working very hard, your ventilatory rate is much, much higher. And how long are you staying out? What is the long-term impact year after year?
There are epidemiologic studies that can demonstrate that if you’ve lived downwind from major wildfire events for decades, it’s going to impact your health. That’s not debated. But what is the short-term impact? We don’t know.
Indoor air pollution is a major issue during these events, too. Would you advise someone to skip the gym on a particularly smoky day?
When it’s smoky outside, it makes sense to say, “Let’s just stay indoors.” But then the question is, is some of that smoke getting indoors? Sure enough, it is. Then the question is, how much? And the answer is, it depends on the air handling systems in the building; how many people are coming in and out; whether the windows open; how many doors are there; are they left open; what are they using to heat and cool the place; do they have high-volume HEPA filtration; and are they changing that filtration?
But let’s dial back. We have two ends of a spectrum. You have a leaky building. Doors are open. Windows are open. Lots of people are coming in and out. In that scenario, the air inside is only about 20% or 30% better than the air outside. And that’s not very good.
But then let’s go to the other end of the spectrum, to a building that is being kept shut. They’re controlling who can come in and out, and there are two sets of doors to help buffer that. Which is better in a smoky situation? The places with the HEPA filtration, high-volume air turnover, and where they change the filters. But in that case, you’re still going to have 25% of that particulate matter inside, even if you can’t perceive that it’s there. That’s not good news.
What are the health risks? How can I protect myself? And will my plants be okay?
If you live anywhere near the Great Lakes or Mid-Atlantic (or certain parts of the Mountain West), odds are it’s smoky where you live. Wildfires raging in western Ontario are sending smoke cascading south and east across the U.S., prompting widespread air quality alerts affecting millions of Americans.
The good and — very bad — news is that we’ve been here before. Here’s a look back at some of Heatmap’s coverage from the summer of 2023, when smoke produced by forest fires in Quebec blanketed 128 million people in a murky haze and turned the New York City skyline an ominous shade of orange.
One day — even just one hour — of smoke inhalation can exacerbate pre-existing health conditions and increase an individual’s chance of premature death by 12%. To stay safe, Jeva Lange recommends avoiding prolonged outdoor exposure and masking up when you go outside.
Wildfire smoke is full of tiny pollutants that can leak into your apartment even when the windows and doors are sealed tight. That’s where air purifiers come in, Matthew Zeitlin writes.
Tinted skies are now a rare, remarkable event. But decades ago, before targeted policy interventions, this was everyday life for New Yorkers. Here’s Jeva with more on the legacy of the Clean Air Act.
Before you step out for a run, read Emily Pontecorvo’s guide to what the Air Quality Index is and isn’t telling you.
People should not inhale smoke because of its dangerous health effects. But plants, interestingly, may actually thrive. Allow Jeva to explain.
Current conditions: Wildfire smoke tinted the skies orange across the Northeastern United States, rendering the air on New York’s Long Island thick and hazy all afternoon • London is a balmy 83 degrees Fahrenheit today, but new research shows that the number of days topping 86 degrees has quadrupled since the 1980s • Chile declared a state of emergency across 10 regions ahead of a series of major storms.
The resumption of fighting between the United States and Iran over the Strait of Hormuz could hammer energy markets harder than the previous phase of the conflict, as the crude stockpiles governments tapped at a record volumes to avert the worst economic impact of the war are now depleted. That’s the warning oil traders issued to the Financial Times on Wednesday. “We’ve burned through all of the buffers we had. Everything,” one trader said. “All of that’s now gone.” The gloomy assessment came as The Wall Street Journal reported that President Donald Trump has weighed expanding the U.S. military operation in Iran.
The U.S. Energy Information Administration, meanwhile, released its short-term energy outlook for July, in which the agency estimated that global crude oil inventories declined by 5.1 million barrels per day throughout the second quarter of this year, marking a decline above the seasonal average for that period over the past five years. Even before the conflict picked up again, my colleague Matthew Zeitlin wrote that it would be a long time before the Strait of Hormuz returned to normal operations. Don’t hold your breath.

In the steamy final weeks of August 2019, I found myself on Puerto Rico’s southeast shores. Set against the backdrop of the island’s central mountain range with streams that quench its underground aquifers, this sun-soaked coastal plain was coveted by Spanish and American sugar barons for centuries before transforming into a hub for U.S. agribusiness in recent decades. By the time I arrived, the aquifer was facing threats on multiple fronts. The Puerto Rico Aqueduct and Sewer Authority — known as PRASA or AAA in its Spanish acronym — was losing, by some estimates, more than half the water in its system to leakage, forcing the state-owned utility to draw more from aquifers. With the island’s electrical system still in tatters from Hurricane Maria and its debt at crushing levels, PRASA had little capacity to make the upgrades needed to prevent further decline. Meanwhile, local environmentalists accused regulators of providing little to no oversight of how much water industrial facilities drew from their wells. The story I ultimately reported suggested that water would follow electricity as the next major infrastructure crisis. It was just being felt first, at that time, in places like the town of Salinas, where people like Manases Vega — then a 65-year-old with a chronic respiratory illness — lost access to water every two weeks due to rationing.
Now the crisis has indeed spread. Last month, I told you when Governor Jenniffer González Colón called in the National Guard to help after a major water pipeline cracked. More than a month later, El Nuevo Día reported that the ongoing shortages are forcing residents to pay up to $700 per week for water. Businesses are paying up to $3,500 per week to buy enough bottles to cook, clean, and flush toilets. Hotels are spending up to $100,000, the island’s newspaper of record also reported last week. “We were without water for more than 50 days here on Calle Loíza,” Jonathan Collazo, a restaurant owner, said, referring to the popular street with bars and restaurants in Santurce, roughly the equivalent of San Juan’s Williamsburg.
For 12 years, Péter Szijjártó served as Hungary’s top diplomat in the government of former Prime Minister Viktor Orbán. On Wednesday, he announced his resignation from parliament to take a job at China’s top electric automaker. “I have received an extremely honorable offer to fill an international position from one of the world’s leading companies,” he wrote in a post on Facebook. “BYD is one of the greatest automotive success stories of the past twenty years and is also the world’s leading manufacturer of new energy vehicles.” His critics may quibble with the word “honorable.” Szijjártó established his relationship with the company while serving as foreign minister, and his government had planned to provide subsidies to BYD to open its new hub in Budapest. Just a few months ago, CNBC reported that the European Union was investigating labor violations at BYD’s factory in Szeged. Last month, the Hungarian investigative site 444 reported that a worker died at the plant.
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The Department of Energy has granted the startup SuperCritical Materials an exclusive license to commercialize patented technology to extract uranium from seawater. The deal requires the Austin-based company to manufacture and deploy the technology in the U.S. before exporting to allied nations, according to The Northern Miner. The concept of drawing uranium out of seawater has existed for years, an idea that took root before the vast new reserves of the metal were discovered on land. But seawater extraction remained on the agenda in countries without access to mines. When I visited the Philippines in 2024 to report on the country’s nuclear ambitions, I met scientists at the state atomic energy agency who were researching methods to secure a uranium supply from the water. But Ted Garrish, the assistant U.S. secretary of nuclear energy, said “this technology represents a potentially significant contribution to America’s long-term fuel security and industrial competitiveness.”
On Tuesday, New York Governor Kathy Hochul signed an executive order enacting the nation’s first statewide moratorium on data centers. On Wednesday, Michigan Governor Gretchen Whitmer, a fellow Democrat, staked out a different position, unveiling what E&E News called a “package of 10 commitments to ensure companies pay the full cost of construction, operation, power, and water” from new data centers for artificial intelligence. “On my watch, Michiganders have been protected from any rate increases due to data center development and we adopted some of the strongest protections for people and communities, but we need to do more,” Whitmer said in a statement.
“It’s been exciting to see different states — and, to be blunt, to see Democratic-governed states, particularly those in the Northeast and Mid-Atlantic — try to take on the data center boom. It’s good to see them test out ideas, solve problems through legislation, and harness this moment for the public good without strangling the buildout entirely,” my colleague Robinson Meyer wrote yesterday. “For too long, blue states have leaned into a particular economic model, one in which states want to attract varying forms of development but in fact succeed only in creating new suburbs, office buildings, and warehouses.”
It is, according to Bloomberg, “the plastic America loves to hate.” But a new industry group wants to save polystyrene by convincing lawmakers to stop targeting styrofoam. Formed by 17 companies that produce the material, the Polystyrene Recycling Alliance aims to forestall bans by making sure styrofoam is treated as recyclable under state packaging laws. “There’s the narrative that polystyrene is not part of the circular future,” Justin Riney, chair of the alliance and an executive at manufacturer Ineos Styrolutions, told the newswire. “We are adamant that we have the data, and we know that our products are part of the future.”