Last week saw what is likely the biggest U.S. electric vehicle launch of the year: the Rivian R2, which will go on sale this spring. It’s absurdly well-timed, given surging gasoline prices. But can it carve out enough of a niche to compete?

On this episode of Shift Key, Rob is joined by Jesse Jenkins in his new role as occasional guest cohost. Rob and Jesse discuss the Rivian R2, what the Strait of Hormuz closure could mean for global energy markets, and why the power grid is failing the data center test.

Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.

You can find a full transcript of the episode here.

Mentioned:

Rivian’s Make-or-Break EV Now Has a Price, Range, and Release Date

Previously on Shift Key: Why the Iran War Is a Warning for Natural Gas

Jesse’s report with Camus and Encord: Flexible Data Centers: A Faster, More Affordable Path to Power

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This episode of Shift Key is sponsored by …

Accelerate your clean energy career with Yale’s online certificate programs. Explore the 10-month Financing and Deploying Clean Energy program or the 5-month Clean and Equitable Energy Development program. Use referral code HeatMap26 and get your application in by the priority deadline for $500 off tuition to one of Yale’s online certificate programs in clean energy. Learn more at cbey.yale.edu/online-learning-opportunities.

Music for Shift Key is by Adam Kromelow.

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The Rivian R2 Couldn’t Have Come at a Better Time

Shift Key with Robinson Meyer

The Rivian R2 Couldn’t Have Come at a Better Time