<p>We’re watching a new global energy crisis unfold in the wake of America and Israel’s campaign in Iran — and it could rapidly spiral into other industries and commodities. At the same time, there’s been legitimately promising news on iron-air batteries, suggesting the cheap and long-term energy storage technology might be ready for take-off.</p><p>Rob is joined by Heatmap staff writers Matthew Zeitlin and Katie Brigham, as well as Heatmap’s deputy editor Jillian Goodman, to discuss the busy news week. They discuss whether we’re looking at two different (but linked) energy crises, gauge how insulated the U.S. economy actually is, and share which energy news stories have gotten lost in the shuffle.</p><p>Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.</p><p>You can find a full transcript of the episode <a href="https://heatmap.news/podcast/shift-key-s3-e34-iran-form-energy-transcript" rel="noopener noreferrer" target="_blank">here</a>.</p><p><strong>Mentioned:</strong></p><p>From Heatmap:<a href="https://heatmap.news/energy/why-is-clean-energy-down" rel="noopener noreferrer" target="_blank"><u>&nbsp;Oil Is Surging. Clean Energy Stocks Are Down Anyway.</u></a></p><p>From Heatmap:&nbsp;<a href="https://heatmap.news/energy/iran-war-lng" rel="noopener noreferrer" target="_blank"><u>War With Iran Isn’t Just an Oil Story</u></a></p><p>From Heatmap:&nbsp;<a href="https://heatmap.news/climate-tech/form-energy-google-deal" rel="noopener noreferrer" target="_blank"><u>Inside Form Energy’s Big Google Data Center Deal</u></a></p><p>BlackRock and other infrastructure investors&nbsp;<a href="https://www.wsj.com/finance/investing/blackrock-eqt-led-consortium-to-acquire-aes-for-10-7-billion-5dcd435b?gaa_at=eafs&amp;gaa_n=AWEtsqfOdOg4cJSHBLbSl6owtSn1AwlQyzP-gKaZ90VlMeR03XCxt_Wbw1ZydzfEbec%3D&amp;gaa_ts=69a9a238&amp;gaa_sig=EYvr63Vj3j_zHSfniGjacPAAUmYLFt-hWt7RrGU4Vx5p2Y5Tx61gLjtqEgmswx312vkLTSC53JcpT6M_r6tBDQ%3D%3D" rel="noopener noreferrer" target="_blank"><u>are buying AES for $10.7 billion</u></a></p><p>The fate of&nbsp;<a href="https://www.nytimes.com/2026/03/04/nyregion/energy-bills-climate.html" rel="noopener noreferrer" target="_blank"><u>New York’s climate law</u></a>&nbsp;is in doubt</p><p>Luckin Coffee&nbsp;<a href="https://www.semafor.com/article/03/04/2026/chinas-luckin-coffee-acquires-blue-bottle" rel="noopener noreferrer" target="_blank"><u>to buy Blue Bottle Coffee</u></a></p><p>--</p><p>This episode of Shift Key is sponsored by …</p><p>Accelerate your clean energy career with&nbsp;<strong>Yale’s online certificate programs</strong>. Explore the 10-month Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Use referral code&nbsp;<strong>HeatMap26</strong>&nbsp;and get your application in by the priority deadline for $500 off tuition to one of Yale’s online certificate programs in clean energy. Learn more at&nbsp;<a href="https://cbey.yale.edu/online-learning-opportunities" rel="noopener noreferrer" target="_blank"><u>cbey.yale.edu/online-learning-opportunities</u></a>.</p><p>Music for Shift Key is by Adam Kromelow.</p><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>