As the U.S. government enters its fourth week of shutdown, the fallout is spreading far beyond Washington. Billions in clean energy and technology funding have been frozen or slashed — disproportionately in blue states — as the administration uses the budget standoff to push through parts of its policy agenda. How will the shutdown showdown end?

Meanwhile, U.S.–China tensions are escalating once again. Beijing has announced new restrictions on exports of rare earth elements — critical for everything from EVs to AI — prompting President Trump to hit back with another 100 percent tariff. The rivalry between the world’s two largest economies is now reshaping global energy supply chains and the race for technological dominance.

In this episode, the Political Climate team unpacks how shutdown politics, trade wars, and shifting climate rhetoric are colliding, with energy at the center of both America’s domestic and geopolitical struggles.

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When we think of the U.S.–China rivalry, headlines often focus on trade wars, Taiwan, or Artificial Intelligence. But one of the most consequential battlegrounds is undoubtedly energy, which underpins each economy. Who will invent, build, and export the technologies that power the 21st century?

This week, Political Climate sits down with global energy policy expert Amy Myers Jaffe, Director of the Energy, Climate Justice, and Sustainability Lab at NYU, to unpack the race for energy dominance.

On one side, the U.S. is pumping record amounts of oil and gas, while policy momentum for low-carbon solutions has stalled although the industry has not. On the other, China is deploying solar, wind, EVs, and batteries at record scale and exporting clean energy technologies worldwide as part of a strategic plan, even as it continues to rely heavily on coal at home.

So which strategy holds the upper hand? Where do the cracks appear in each country’s approach? And who is truly positioned to be the global leader on energy (and perhaps on other issues too) in the decades to come?

We also kick off with a recap of recent developments in Washington, highlights from RE+ in Las Vegas, and a preview of New York Climate Week.

With August recess behind us, Washington D.C. is gearing up for a busy fall. For many in the cleantech space – more questions than answers loom ahead.

03:58 Permit cancellations & prospects for reform

10:00 The electricity affordability crisis

20:42 The looming government shutdown

26:47 Federal funding cuts for clean energy

35:07 DOE program changes with Sydney Bopp

38:21 Changes at LPO & new lending programs

46:45 Impacts of a shutdown on US energy

This week on Political Climate we’re live from Aspen Ideas: Climate in Chicago. We were joined by guest Greg Bertelsen, CEO of the Climate Leadership Council, and former senior director of energy and resources policy at the National Association of Manufacturers, as well as a fantastic live audience. 

The "energy transition” has been underway for decades. In the United States, this shift has been supported by 20 years of policy aimed at diversifying and securing the American energy system. U.S. emissions dropped by roughly 20% in that time. Now, we're entering a new inning for climate action marked by policy change, technology advancements, and increased global competition.

In this episode, we discuss how an "unapologetic focus" on advancing U.S. competitiveness could be the key to continued progress on climate, while advancing U.S. priorities amid rising geopolitical tensions, increased energy demand, decreased affordability, and a fierce AI face. Much of the most important technology for realizing that success does not exist yet, which means it's a ripe area for American ingenuity and leadership. Will we seize the opportunity?

To close out the show, we took a few audience questions focused on the winners and losers of this new climate future, and where we can focus our energy on building new infrastructure to ensure the most good and the most gain -- for everyone.

Now that Congress has passed and President Trump has signed into law the One Big Beautiful Bill Act, we talk about the final language and what it means for the U.S. energy sector on this episode of Political Climate. 

We discuss short term implications for solar and wind developers, particularly in light of a new executive order calling for new Treasury rules to strictly enforce the repeal of renewable energy tax credits. We also tackle what the OBBB means for American energy competitiveness on a global scale.

Plus, a new Department of Energy report warns that blackouts could increase by 100 times in 2030 if the U.S. continues to close baseload power plants and fails to add additional firm capacity. Is the U.S facing a grid reliability crisis without coal and natural gas plants?

We weigh in on the DOE report and the growing mismatch between US electricity supply and demand (for a primer, listen to our previous episode with Asim Haque, VP with grid operator PJM Interconnection).

U.S. grid operators braced for a surge in electricity demand and possible power outages this week as scorching temperatures hit the eastern half of the country. Heat waves are just one of the challenges facing increasingly strained electricity systems across the country, amid rapidly growing demand from data centers and a looming shortfall in supply.

On this episode of Political Climate we’re joined by Asim Haque, SVP of Governmental and Membership Services for PJM Interconnection. Haque helps us unpack this historic "all hands on deck" moment for the U.S. power grid. Challenges and opportunities lie ahead: from preparing for AI's energy usage and tackling interconnection queues, to managing diverse resource portfolios and price increases that drag grid operators into the political fray.

This period of transition is taking place against a historic debate in Congress on the future of energy tax policy, which could have major implications for how grid operators manage the supply crunch and demand spikes they're facing.

We kick off the episode with our ongoing coverage of the Big, Beautiful Bill as we dig into the Senate Finance Committee's version of the tax and spending cuts package. We unpack some of the differences between the House and Senate language, next steps ahead of the President's July 4th deadline, and what the reconciliation bill means for the U.S. power system.

Dropping in with a quick update that Political Climate is pushing the release of our next full episode to next week. As our listeners know, the Senate is in the process of revising and releasing their version of the reconciliation bill that the House passed a few weeks ago. Senate Finance Committee text dropped Monday evening and there is a lot to unpack.

While there are many things we want to talk about that aren’t directly related to the bill, so much of the energy sector is set to be impacted by the big bill that we wanted to take the time to read it — and to bring in a guest or two who can help us unpack what it all means. 

So, while we don’t have an episode for you this week, we’ll have another one coming soon. Stay tuned!

President Trump’s return to office has reignited a bold push for energy dominance — a sweeping agenda to supercharge U.S. energy production, slash regulatory red tape, and reestablish America as a powerhouse in global energy markets.

In this episode, we dive deep into what that actually means. From a wave of recent executive orders to the high-stakes reconciliation bill moving through Congress, we explore how the administration aims to lower energy costs, secure supply chains, and leverage American energy to bolster both the economy and national security.

During President Trump's March address to Congress, he pledged to combat inflation by “rapidly reducing the cost of energy.” His administration is also laser-focused on winning the AI race against China, which requires a massive amount of new energy development. The stakes are high — and in many ways, Congress holds the keys to making the president’s energy dominance agenda a reality. But is the House-passed reconciliation bill aligned with that vision, or does it fall short?

Finally, we announce some exciting if bittersweet news, as we welcome a new voice onto the show and bid farewell to another!

If you’re tracking the world of budget reconciliation then you know it’s crunch time as House Speaker Mike Johnson works to pass a party-line megabill by Memorial Day. House Republicans have a lot on their plates as they try to make significant spending reductions while extending tax cuts and raising the debt ceiling.

The fate of U.S. energy tax credits also hangs in the balance, as debate continues to rage around the GOP’s so-called big, beautiful bill.

In this episode of Political Climate, we’re back from a break to discuss the latest developments on the reconciliation package now that the House has released legislative text. Which clean energy policies and programs remain at risk of repeal? Which ones could the Senate step in to save?

Plus, we look at how the energy sector is responding to tariffs and how all of this is shaping up to fulfill President Trump’s Energy Dominance agenda.

Listen and subscribe to Political Climate on Apple Podcasts, Spotify, Amazon Music and beyond! Follow us on X at @Poli_Climate or find the show on LinkedIn.

Hey Political Climate listeners, we’re jumping on to let you know that we’re taking a short recess. 

The show will be back in another couple of weeks, with hosts Julia Pyper, Emily Domenech, and Brandon Hurlbut to help you understand the latest news with perspectives from across the political spectrum. 

There is no shortage of activity, from tariffs to reconciliation, DOGE program cuts, and so much more. Follow Political Climate wherever you listen, so you don’t miss the latest episode release.

Thank you for listening! Back soon.