Shift Key with Robinson Meyer and Jesse Jenkins

• What J.P. Morgan’s Chief Climate Advisor Is Telling Energy Startups

  We live in a new energy era — one in which the inputs and technologies key to clean electricity production are at the heart of international politics. What will that mean for decarbonization? And how should climate tech companies prepare? On this week’s episode of Shift Key, Rob chats about those questions and more with Dr. Sarah Kapnick. She is the Global Head of Climate Advisory at J.P. Morgan, where she advises the bank's clients on climate, energy, biodiversity and sustainability topics. She was the former chief scientist at the National Oceanic and Atmospheric Administration from 2022 to 2024, and was previously a research scientist at NOAA’s Geophysical Fluid Dynamics Laboratory in Princeton, New Jersey. 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. Jesse is off this week.Mentioned:The New Map of Energy and GeopoliticsPreviously on Shift Key: How China’s Industrial Policy Really Works--This episode of Shift Key is sponsored by …Hydrostor is building the future of energy with Advanced Compressed Air Energy Storage. Delivering clean, reliable power with 500-megawatt facilities sited on 100 acres, Hydrostor’s energy storage projects are transforming the grid and creating thousands of American jobs. Learn more at hydrostor.ca.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

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• Utility Regulation Really Sucks

  Electricity is getting more expensive — and the culprit, in much of the country, is the poles and wires. Since the pandemic, utility spending on the “last mile” part of the power grid has surged, and it seems likely to get worse before it gets better.How can we fix it? Well, we can start by fixing utility regulation. On today’s episode of Shift Key, Rob and Jesse talk about why utility regulation sucks and how to make it better. In Europe and other parts of the world, utilities are better at controlling their cost overruns. What can the U.S. learn from their experience? Why is it so hard to regulate electricity companies? And how should the coming strains of electrification, and climate change affect how we think about the power grid? 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.Mentioned: Rob on how electricity got so expensiveMatthew Zeitlin on Trump’s electricity price problemOfgem’s price capPreviously on Shift Key: How to Talk to Your Friendly Neighborhood Public Utility RegulatorJesse’s upshift (plus one more); Rob’s upshift.--This episode of Shift Key is sponsored by …Hydrostor is building the future of energy with Advanced Compressed Air Energy Storage. Delivering clean, reliable power with 500-megawatt facilities sited on 100 acres, Hydrostor’s energy storage projects are transforming the grid and creating thousands of American jobs. Learn more at hydrostor.ca.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

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• What Carbon Dioxide Has to Do With the Meaning of Life

  How did life first form on Earth? What does entropy have to do with the origins of mammalian life — or the creation of the modern economy? And what chemical process do people, insects, Volkswagens, and coal power plants all share?On this week’s episode of Shift Key, Rob chats with Peter Brannen, the author of a new history of the planet, The Story of CO2 Is the Story of Everything. The book weaves together a single narrative from the Big Bang to the Permian explosion to the oil-devouring economy of today by means of a single common thread: CO2, the same molecule now threatening our continued flourishing.Brannen is a contributing writer at The Atlantic and the author of The Ends of the World, a history of mass extinctions on Earth. He is an affiliate at the Institute of Arctic and Alpine Research at the University of Colorado, Boulder. 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. Jesse is off this week.Mentioned:Peter’s book, The Story of CO2 Is the Story of EverythingLost City Hydrothermal FieldATP synthase in action--This episode of Shift Key is sponsored by …Hydrostor is building the future of energy with Advanced Compressed Air Energy Storage. Delivering clean, reliable power with 500-megawatt facilities sited on 100 acres, Hydrostor’s energy storage projects are transforming the grid and creating thousands of American jobs. Learn more at hydrostor.ca.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

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• Shift Key Classic: How to Hook Up More Power Plants

  Shift Key is off for Labor Day, so we’re re-running this classic episode.For the first time in 15 years, American electricity demand is rising again as new data centers, factories, and electric vehicles come online. The easiest option is to meet that new demand with new supply — new power plants. But in many parts of the country, it can take years to hook up new wind, solar, and batteries to the grid. The reason why is a clogged and broken system called the interconnection queue. On this week’s episode of Shift Key, which first aired in 2024, 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.Mentioned: Tyler’s study on “energy only” interconnection rulesMatthew Zeitlin on Tyler’s research into flexible loadsFERC Order 2023Advanced Energy United on “Unlocking America's Energy”PJM’s Capacity Auction: The Real StoryRob’s downshift; Jesse’s upshift.--This episode of Shift Key is sponsored by …Accelerate your clean energy career with Yale’s online certificate programs. Gain real-world skills, build strong networks, and keep working while you learn. Explore the year-long Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Learn more here.Join clean energy leaders at RE+ 25, September 8–11 in Las Vegas. Explore opportunities to meet rising energy demand with the latest in solar, storage, EVs, and more at North America’s largest energy event. Save 20% with code HEATMAP20 at re-plus.com.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

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• This Is What It’s Like to Run a Power Grid

  So far on Shift Key Summer School we’ve covered how electricity gets made and how it gets sold. But none of that matters without the grid, which is how that electricity gets to you, the consumer. Who actually keeps the grid running? And what decisions did they make an hour ago, a day ago, a week ago, five years ago to make sure that it would still be running right this second? This week on Shift Key, Rob and Jesse chat with Mark Rothleder, senior vice president and chief operating officer of the California Independent System Operator, which manages about 80% of the state’s electricity flow. As the longest-serving employee at CAISO, he’s full of institutional knowledge. How does he manage the resource mix throughout the day? What happens in a blackout? And how do you pronounce CAISO in the first place?Shift Key is hosted by Jesse Jenkins, a professor of energy systems engineering at Princeton University, and Robinson Meyer, Heatmap’s executive editor. Mentioned: Jesse’s slides on long-run equilibrium and electricity marketsThe CAISO appShift Key Summer School episodes 1, 2, 3, and 4Also on Shift Key: Spain’s Blackout and the Miracle of the Modern Power Grid--This episode of Shift Key is sponsored by …Accelerate your clean energy career with Yale’s online certificate programs. Gain real-world skills, build strong networks, and keep working while you learn. Explore the year-long Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Learn more here.Join clean energy leaders at RE+ 25, September 8–11 in Las Vegas. Explore opportunities to meet rising energy demand with the latest in solar, storage, EVs, and more at North America’s largest energy event. Save 20% with code HEATMAP20 at re-plus.com.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

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