Shift Key with Robinson Meyer

The Beijing Auto Show is now the world’s largest auto show — and its most important. It’s where China’s automakers show off their new innovations and newest models to a huge audience of domestic consumers and global influencers. As one attendee observed, there were more EV models in one room of the show than there are available for sale in the entire U.S. car market.
So what was it like to be there in person? On today’s episode of Shift Key, Rob talks with Kate Logan, the director of the China Climate Hub and Climate Diplomacy at the Asia Society Policy Institute; and Jeremy Wallace, the A. Doak Barnett Professor of China Studies at Johns Hopkins School of Advanced International Studies.
Jeremy and Kate attended this year’s show and left with some strong impressions. They also chat with Rob about whether China has solved the EV charging problem, what tech was most impressive (and what was absent) from the expo, and how American policymakers should work with China’s world-leading battery and EV manufacturing firms.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.
You can find a full transcript of the episode here.
Mentioned:
WSJ: Chinese EVs can already be seen in the US… in El Paso
The new Carnegie Mellon report: An Industrial Strategy for Ranking Risk and Opportunity in Energy & AI Supply Chains
Bloomberg on the Ford and CATL deal
Jeremy’s recent work in Heatmap: China Can’t Decide If It Wants to Be the World’s First ‘Electrostate’
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This episode of Shift Key is sponsored by ...
Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.

he Strait of Hormuz has been closed for months. Yet oil is trading — at least as of late Tuesday — at under $110 a barrel. Why haven’t the markets responded more to the biggest supply disruption of all time? Is it a credit to President Trump, and does it give us any clues to how future presidents should handle other energy crises?
On the latest episode of Shift Key, Rob talks with Jason Bordoff, the founding director of the Center for Global Energy Policy at Columbia University’s School of International and Public Affairs. He’s also a co-founding dean of the Columbia Climate School. He was previously a special assistant to President Obama and the senior director for energy and climate change at the White House National Security Council. Rob and Jason discuss whether this crisis will permanently alter the global energy system, what a new climate and energy consensus might look like, and whether Democrats should talk about climate politics.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.
You can find a full transcript of the episode here.
Mentioned:
The Iran Shock — And the Dangerous Allure of Energy Autarky, by Jason Bordoff and Meghan O’Sullivan
Jason’s initial response to the Iran War: How the Iran War Could Consolidate China’s Energy Dominance
From Heatmap: The Future of Climate Tech Can Be Found in China’s Five-Year Plan
Jason’s argument that energy independence may be making the U.S. more aggressive
Matthew Huber’s New York Times op-ed: Democrats Don’t Have to Campaign on Climate Change Anymore
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This episode of Shift Key is sponsored by ...
Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.

When Congress passed the Inflation Reduction Act in 2022, researchers estimated it would cut U.S. carbon pollution by more than 40% by the mid-2030s. Then President Trump and a GOP majority partially repealed the law, and many of those emissions declines looked doubtful. What will U.S. carbon emissions look like after the One Big Beautiful Bill Act?
We’re starting to get a sense. On this week’s episode of Shift Key, Rob talks with John Bistline and Ryna Cui about a new paper they coauthored modeling the Inflation Reduction Act and One Big Beautiful Bill Act’s combined effects. Bistline is the head of science at Watershed and a former researcher at the Electric Power Research Institute. Cui is a professor at the University of Maryland School of Public Policy and the research director for its Center for Global Sustainability.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.
You can find a full transcript of the episode here.
Mentioned:
The new paper: Impacts of the Inflation Reduction Act and One Big Beautiful Bill Act on the US energy system
A cheat sheet on the energy policy changes in the One Big Beautiful Bill Act
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This episode of Shift Key is sponsored by ...
Heatmap Pro brings all of our research, reporting, and insights down to the local level. The software platform tracks all local opposition to clean energy and data centers, forecasts community sentiment, and guides data-driven engagement campaigns. Book a demo today to see the premier intelligence platform for project permitting and community engagement.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.

If you work around climate or clean energy, you probably know about John Arnold. Although he began his career as a natural gas trader, Arnold has since become one of the country’s most important clean energy investors. He’s the chairman of Grid United, a transmission development firm undertaking some of the country’s most ambitious power line projects, and he is an investor in the advanced geothermal startup Fervo. He and his wife Laura run the philanthropic organization Arnold Ventures.

On this week’s episode of Shift Key, Rob talks with Arnold about the current energy chaos and what might come next. They discuss Arnold’s first trip to China, whether Congress might pass permitting reform this year, and what clean energy companies should learn from the fossil fuel industry.

Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.

You can find a full transcript of the episode here.

Mentioned:

The Menil Collection in Houston

Previously on Shift Key: Everything We Didn’t Know About the World’s Buzziest Geothermal Startup

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This episode of Shift Key is sponsored by Salesforce.

Salesforce is the No. 1 AI CRM, where humans with agents drive
success together. We invest in bold climate technologies and leverage agentic AI to accelerate nature-based solutions that benefit people and the planet. Learn more. You can also learn more about Salesforce's investments in watersheds.

Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.

Here’s some good news: Clean power met all electricity demand growth last year for the first time since the COVID-19 pandemic. That’s according to a new report on global electricity trends from Ember, a U.K. think tank that tracks energy data from around the world. The new review suggests that solar and batteries are continuing to remake the global power system — and outcompeting gas and coal in some of the world’s fastest growing economies.
On this week’s episode of Shift Key, Rob is joined by Nicolas Fulghum, the lead author of Ember’s new report and an energy and climate data analyst at the think tank. They discuss why solar keeps breaking records, whether India’s energy development trajectory has changed, and how the Iran War could change this year’s numbers.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.
You can find a complete transcript of the episode here.
Mentioned:
Ember’s Global Electricity Review 2026
Previously on Shift Key: Nobody in the West Knows How to Respond to the ‘Electrotech Revolution’
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This episode of Shift Key is sponsored by ...
Salesforce is the No. 1 AI CRM, where humans with agents drive success together. We invest in bold climate technologies and leverage agentic AI to accelerate nature-based solutions that benefit people and the planet. Learn more. You can also learn more about Salesforce's investments in watersheds here.
Music for Shift Key is by Adam Kromelow.
Hosted on Acast. See acast.com/privacy for more information.