<p>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? </p><br><p>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.</p><br><p>Mentioned: </p><br><p><a href="https://www.coxautoinc.com/market-insights/q3-2024-ev-sales/" rel="noopener noreferrer" target="_blank">Q3 EV sales</a>; <a href="https://finance.yahoo.com/news/gm-beats-on-q3-earnings-raises-profit-forecast-for-third-time-this-year-141848417.html" rel="noopener noreferrer" target="_blank">GM beats expectations</a></p><br><p><a href="https://www-torquenews-com.cdn.ampproject.org/c/s/www.torquenews.com/11826/tesla-struggling-find-buyers-79990-cybertruck-finishes-entire-us-reservation-list-9-days/amp" rel="noopener noreferrer" target="_blank">Is Tesla struggling to convert Cybertruck preorders?</a> </p><br><p>Jesse was wrong about Cybertruck sales: <a href="https://x.com/JesseJenkins/status/1808968221476671618" rel="noopener noreferrer" target="_blank">Exhibit 1</a>, <a href="https://x.com/JesseJenkins/status/1835301269340062177" rel="noopener noreferrer" target="_blank">Exhibit 2</a></p><br><p>The IEA projects <a href="https://www.iea.org/reports/world-energy-outlook-2024/executive-summary" rel="noopener noreferrer" target="_blank">peak demand</a> for fossil fuels.</p><br><p>The importance of <a href="https://heatmap.news/politics/public-utilities-arizona-montana-louisiana" rel="noopener noreferrer" target="_blank">local PUC elections</a></p><br><p>New York’s <a href="https://heatmap.news/plus/the-fight/spotlight/plug-power-hydrogen-stamp-genesee" rel="noopener noreferrer" target="_blank">hydrogen hub is on ice</a></p><br><p><a href="https://heatmap.news/sparks/supreme-court-power-plant-rule" rel="noopener noreferrer" target="_blank">Jesse’s upshift</a>; <a href="https://ggwash.org/view/97337/bikeshare-beat-for-the-fifth-straight-month-cabi-breaks-ridership-record" rel="noopener noreferrer" target="_blank">Rob’s upshift</a>.</p><br><p>--</p><p>This episode of Shift Key is sponsored by …</p><br><p><strong>Watershed</strong>’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 <a href="https://watershed.com/" rel="noopener noreferrer" target="_blank">watershed.com</a>.</p><br><p>As a global leader in PV and ESS solutions, <strong>Sungrow</strong> 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 <a href="https://en.sungrowpower.com/" rel="noopener noreferrer" target="_blank">sungrowpower.com</a>.</p><br><p><strong>Intersolar & Energy Storage North America</strong> is the premier U.S.-based conference and trade show focused on solar, energy storage, and EV charging infrastructure. To learn more, visit <a href="https://www.intersolar.us/" rel="noopener noreferrer" target="_blank">intersolar.us</a>.</p><br><p>Music for Shift Key is by Adam Kromelow.</p><br /><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>
