Energy Policy Now

• The Cost of Pulling Back from China in the EV Transition

  John Helveston of George Washington University discusses why a U.S. pullback from China on EVs is risky, and why engagement could strengthen America’s auto industry. --- China has rapidly become the center of global EV innovation, producing cars that are cheaper, faster to develop, and increasingly competitive in international markets. The United States, by contrast, is pulling back, eliminating incentives and pursuing policies that distance the country from China just as the global EV transition accelerates. George Washington University’s John Helveston, whose work focuses on global EV markets and China’s manufacturing system, argues that this course risks sidelining the U.S. from the technologies and supply chains shaping the automotive future. On the podcast, he explains why a more pragmatic approach that protects national security and workers while engaging with China’s central role in the EV ecosystem may be essential for America’s long-term position in the global auto industry. John Helveston is an associate professor in the department of Engineering Management and Systems Engineering at George Washington University. Related Content Electric Vehicle Penetration and Urban Spatial Restructuring: A Case Study of Beijing with Geospatial Machine Learning https://kleinmanenergy.upenn.edu/research/publications/electric-vehicle-penetration-and-urban-spatial-restructuring-a-case-study-of-beijing-with-geospatial-machine-learning/ Battling for Batteries: Li-Ion Policy and Supply Chain Dynamics in the U.S. and China https://kleinmanenergy.upenn.edu/research/publications/battling-for-batteries-li-ion-policy-and-supply-chain-dynamics-in-the-u-s-and-china/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu. See omnystudio.com/listener for privacy information.

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• How the Trump Administration Is Reshaping Nuclear Oversight

  The Trump administration’s nuclear ambitions raise new questions about safety, speed, and regulatory independence. --- The Trump administration has made nuclear power a centerpiece of its energy agenda, launching the most aggressive federal push for new reactors in decades. Through sweeping executive orders, new federal directives and financing support, and an $80 billion deal with Westinghouse, it aims to quadruple America’s nuclear capacity by mid-century and position the technology as a pillar of national security. But the rapid expansion is testing the independence of the Nuclear Regulatory Commission, the agency charged with ensuring that nuclear power is developed safely and free from political pressure. As the administration prioritizes speed, competitiveness, and national security, the NRC is being pushed to do more with fewer staff and to prioritize faster reactor approvals, raising concern that safety and the public trust it underpins could be compromised in the rush to build. Former NRC Chair Allison Macfarlane discusses what’s at stake for nuclear safety, regulation, and the future of U.S. nuclear power. Related Content Battling for Batteries: Li-ion Policy and Supply Chain Dynamics in the U.S. and China https://kleinmanenergy.upenn.edu/research/publications/battling-for-batteries-li-ion-policy-and-supply-chain-dynamics-in-the-u-s-and-china/ Bringing Fusion Energy to the Grid: Challenges and Pathways https://kleinmanenergy.upenn.edu/research/publications/bringing-fusion-energy-to-the-grid-challenges-and-pathways/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu.See omnystudio.com/listener for privacy information.

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• U.S. Offshore Wind at an Impasse

  What the U.S. offshore wind power crisis says about energy megaprojects, risk, and political resilience. --- After a surge of optimism, the U.S. offshore wind industry faces its most serious challenges yet. Just a year ago, the sector seemed poised for rapid growth, with East Coast states making offshore wind a centerpiece of their clean-energy and reliability strategies. Today, that progress has been sharply interrupted. The reversal has been swift. Since returning to office, the Trump administration has halted new federal leases and permits and ordered work stopped on projects already under construction, moves that put billions of dollars in investment at risk. By September, Interior Secretary Doug Burgum declared that, under current policy, there is no future for offshore wind in the United States. Yet the industry’s troubles, despite strong progress, began well before this political turn. Inflation, high interest rates, and supply-chain disruptions sharply increased project costs, forcing developers to cancel or renegotiate contracts. Earlier, states had made strategic missteps in their race to capture offshore wind jobs and supply-chain investment, leaving the industry more exposed to shifting economic and policy winds. Elizabeth Wilson of Dartmouth College, founding director of the Irving Institute for Energy and Society, discusses how these experiences have shaped an emerging body of “institutional learning” across the states—lessons in risk sharing, coordination, and governance that may help buttress the industry for the long term. As the future of U.S. offshore wind hangs in the balance, Wilson offers perspective on how those lessons could form the foundation for progress in a political and economic environment that remains volatile and uncertain. Elizabeth Wilson is a professor of Environmental Studies at Dartmouth College and founding director of the Irving Institute for Energy and Society. Related Content Communicating Climate Policy: Raising Public Awareness through Trusted Sources https://kleinmanenergy.upenn.edu/research/publications/communicating-climate-policy-raising-public-awareness-through-trusted-sources/ Bringing Fusion Energy to the Grid: Challenges and Pathways. https://kleinmanenergy.upenn.edu/research/publications/bringing-fusion-energy-to-the-grid-challenges-and-pathways/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu.See omnystudio.com/listener for privacy information.

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• Why Energy Inequities Could Persist in the Clean Energy Transition

  A live discussion with Sanya Carley and David Konisky, authors of the new book Power Lines, on the inequities that define America’s energy system—and how they could carry into the clean energy future if left unacknowledged. --- In this special live episode of Energy Policy Now, recorded before an audience during Climate Week at the University of Pennsylvania, guests Sanya Carley and David Konisky discuss their new book Power Lines: The Human Costs of American Energy in Transition. The book explores how America’s energy system both reflects and reinforces deep social and economic divides, and why a cleaner grid won’t automatically lead to a fairer one. Drawing on a decade of research and stories from communities on the front lines of the energy transition, Carley and Konisky show that before the nation can make progress toward energy justice, it must first recognize the people and places most affected by the inequities built into the system. Power Lines explores how those inequities shape lives and communities across the United States. Sanya Carley is the Mark Alan Hughes Faculty Director of the Kleinman Center and Presidential Distinguished Professor of Energy Policy and City Planning at the Stuart Weitzman School of Design. David Konisky is the Associate Dean for Research and a Lynton K. Caldwell Professor at the Paul H. O’Neill School of Public and Environmental Affairs at Indiana University. Together, they co-direct the Energy Justice Lab. Recorded live at the Kleinman Center for Energy Policy during Penn’s Climate Week. Related Content: Communicating Climate Policy: Raising Public Awareness through Trusted Sources https://kleinmanenergy.upenn.edu/research/publications/communicating-climate-policy-raising-public-awareness-through-trusted-sources/ Navigating Tensions in Just Energy Transitions https://kleinmanenergy.upenn.edu/research/publications/navigating-tensions-in-just-energy-transitions/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu.See omnystudio.com/listener for privacy information.

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• Union Leaders Push Clean Energy Jobs Agenda in Pennsylvania

  With federal funding being pulled back, leaders of Pennsylvania’s top labor unions push state policy to deliver clean energy jobs. --- For generations, union members have mined Pennsylvania’s coal, run its power plants, and built its energy infrastructure, helping make the state a top fossil fuel producer and electricity exporter. Now, renewable energy offers the promise of growth, but questions remain about the long-term jobs it will provide. In 2024, the Pennsylvania AFL-CIO and the Building and Construction Trades Council formed Union Energy, with support from the Climate Jobs National Resource Center. The coalition was launched to leverage the Inflation Reduction Act to ensure new clean energy investment creates good-paying union jobs and broad community benefits. But with federal funding being pulled back, state policy is now central. In Pennsylvania, where clean energy targets haven’t been updated in two decades, Governor Josh Shapiro has proposed a “Lightning Plan” with new standards, a cap-and-invest program, and streamlined permitting. Union Energy wants to help shape what comes next. On the podcast, Union Energy’s leaders — Angela Ferritto, president of the Pennsylvania AFL-CIO, and Robert Bair, president of the Pennsylvania Building Trades — discuss the impact of recent policy shifts on their members, policies to expand clean energy with strong labor standards, and their vision for Pennsylvania’s energy future. Related Content: Bringing Fusion Energy to the Grid: Challenges and Pathways https://kleinmanenergy.upenn.edu/research/publications/bringing-fusion-energy-to-the-grid-challenges-and-pathways/ Navigating Tensions in Just Energy Transitions https://kleinmanenergy.upenn.edu/research/publications/navigating-tensions-in-just-energy-transitions/ U.S.-China Competition in the Age of Trump’s Energy Law https://kleinmanenergy.upenn.edu/commentary/podcast/u-s-china-competition-in-the-age-of-trumps-energy-law/ Energy Policy Now is produced by The Kleinman Center for Energy Policy at the University of Pennsylvania. For all things energy policy, visit kleinmanenergy.upenn.edu. See omnystudio.com/listener for privacy information.

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