I chat with Kostantsa Rangelova and Dave Jones, authors of a new Ember report, who find that solar-plus-storage costs have declined so much that it can now provide baseload-level power in sunny cities for less than the cost of new nuclear or even new gas. We discuss why even energy pros are behind the curve on this, how quickly the technology is improving, and why most of the world doesn't see natural gas as a viable option the way the US does.

In this "What the F is Happening" episode, I'm joined by Jane Flegal and Jesse Jenkins to perform a wake for the Inflation Reduction Act after the passage of the GOP's "Big Beautiful Bill." We sift through the wreckage to see what was saved versus what was buried, analyze the political forces that determined the outcome, and debate the core theory of change behind the IRA — and what lessons advocates should and shouldn't learn as they chart a path forward.

In this episode, I talk with Montana state senators Forrest Mandeville (R) and Ellie Boldman (D) about the bipartisan housing reforms their state has passed over the last two legislative sessions — reforms so sweeping YIMBYs have dubbed them the "Montana miracle." We discuss the unlikely coalition supporting the bills, the impact of the policies, and the generational divide that increasingly separates YIMBYs from NIMBYs. Also: why "housing is the new weed"!

PG&E, California's notoriously troubled utility, is trying to prove it can innovate, so I invited Quinn Nakayama, head of its new GRiD program, to explain how. We discuss its strategy of publicly outlining its problems to attract partners and its shift toward faster, more flexible interconnection for new loads like EVs and data centers.

The frantic buildout of AI data centers is threatening to overwhelm electric grids, but what if they could be part of the solution? I chat with Jeff Bladen of Verrus, a company designing data centers to be "good grid citizens" from the ground up. We discuss how their novel architecture, combining large-scale batteries with a more efficient internal power network, provides flexibility that helps utilities and allows more compute to be built with less grid impact.

In this episode, I chat with fellow energy nerd-turned-ag-reporter Michael Grunwald about agriculture’s climate impact. We explore the folly of biofuels, the promise of meat alternatives, and the central importance of increasing yields. While we can imagine a future of energy abundance, land is a zero-sum game — no one’s making more — so the choices here are uniquely difficult and important.

In this episode, I'm joined by two of California's leading housing champions, Assemblymember Buffy Wicks and Senator Scott Wiener, to discuss their bills to reform the state's notorious environmental review law, CEQA. We explore how a well-intentioned 1970s environmental protection has become a tool for NIMBYs, unions, and even oil companies to delay or kill housing projects — and why the politics have finally shifted enough to make progress possible.

In this episode, Rep. Mike Levin and I discuss the “Big Beautiful Bill” that raises energy bills, kills 830,000 jobs, and gifts China the next industrial revolution. We unpack the fossil-fuel cash behind the carnage, the paradox of red districts cutting their own subsidies, and the optimistic playbook — centered on transmission and real climate economics — for the next Democratic majority.