How Trump Could Dent EVs in America

It’s been a news-filled few weeks — so it’s time for a roundup. On this week’s episode of Shift Key, Rob and Jesse talk about what Trump’s cabinet selections might mean for his climate policy and whether permitting reform could still happen. Then Rob chats with Corey Cantor, senior EV analyst at BloombergNEF, about promising Q3 sales for U.S. automakers, General Motors’ turnaround, and how much the Trump administration might dent America’s EV uptake. 

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: 

Heatmap: Trump’s pick for Energy Secretary is a big league fracking executive

Chris Wright’s 2023 speech to the American Conservation Coalition, a GOP-aligned youth climate group

What we know about Trump’s “whole of government” approach to energy

Heatmap: Trump’s OMB Pick Wants to Purge the Government of ‘Climate Fanaticism’

California could replace the EV tax credit, but Tesla would be excluded

EV sales hit a record high in the U.S. in Q3

Jesse’s midshift; Rob’s upshift.

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This episode of Shift Key is sponsored by …

Watershed’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 watershed.com.

As a global leader in PV and ESS solutions, Sungrow 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 sungrowpower.com.

Intersolar & Energy Storage North America is the premier U.S.-based conference and trade show focused on solar, energy storage, and EV charging infrastructure. To learn more, visit intersolar.us.

Music for Shift Key is by Adam Kromelow.

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