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Covering the new frontiers of the energy transition | B2B news, podcasts, research, and events | @catalyst-pod.bsky.social, @open-circuit.bsky.social | latitudemedia.com

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Latitude Media @latitudemedia.bsky.social · 01/10/2026
Sen. Martin Heinrich, minutes after announcing the Senate permitting deal: what it does for transmission, environmental review timelines, and DC costs, and why the weeks after the election may be its best window, with Critical Capital. www.crux.com/critical-cap...
crux.com
Senator Martin Heinrich unpacks his new permitting reform bill | Critical Capital
The veteran New Mexico lawmaker walks us through some of the bill’s most exciting provisions, as well as its next steps on its path to becoming law
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Latitude Media @latitudemedia.bsky.social · 30/09/2026
A bipartisan group of senators struck a permitting deal covering renewables, fossil fuels, and transmission lines. A vote won't come until after the midterms, and Trump's position on solar and wind permits remains unclear. @ceboudreau.bsky.social reports: www.latitudemedia.com/news/senator...
latitudemedia.com
Senators strike bipartisan permitting deal
The legislation marks a breakthrough after months of negotiations impeded by President Trump’s attacks on solar and wind power.
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Latitude Media @latitudemedia.bsky.social · 29/09/2026
Nuclear has bipartisan support, new contracts from tech companies, and the capital to build. What it needs, says Lara Pierpoint, is to be built on time and on budget. She joins Crux CEO Alfred Johnson on this episode of Critical Capital: www.crux.com/critical-cap...
crux.com
Data centers gave nuclear its moment — but can it deliver? | Crux
Lara Pierpoint weighs in on nuclear costs, hyperscaler contracts, and rebuilding trust in government funding
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Latitude Media @latitudemedia.bsky.social · 29/09/2026
Join us next week: Resource Innovations, ComEd, PNM, and EcoMize USA on how utilities are making energy-efficient products easier for customers to adopt. Oct. 8, 1–2 PM ET. Register: www.latitudemedia.com/events/make-...
latitudemedia.com
Make it easy to say yes: How utilities are removing barriers to energy-efficient product adoption
Learn how utilities can simplify the customer journey, expand access to discounted and no-cost energy-saving products, and turn customer interest into measurable action.
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Latitude Media @latitudemedia.bsky.social · 28/09/2026
Thursday: FlexGen's Kelcy Pegler and Hugh Scott join @stephenlacey.bsky.social for a live Frontier Forum on how battery storage is reshaping data center power design. Oct. 1, 2–3 PM ET. Register: www.latitudemedia.com/events/the-e...
latitudemedia.com
The evolution of data center energy: storage and orchestration
How rising AI power density is reshaping data center architecture and accelerating the role of battery storage and microgrid orchestration
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Latitude Media @latitudemedia.bsky.social · 28/09/2026
Long interconnection queues and a lack of grid capacity are pushing C&I customers toward on-site power, and some plan to stay off the grid permanently. @stephenlacey.bsky.social and Bloom Energy's Aman Joshi on what data centers signal for the broader sector. www.latitudemedia.com/news/frontie...
latitudemedia.com
Frontier Forum: The rush for clean, on-site power
What the new energy paradigm for data centers signals for the entire C&I sector.
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Latitude Media @latitudemedia.bsky.social · 25/09/2026
Large data centers are stuck in interconnection queues. Can edge computing ease grid bottlenecks? Live Dispatch with @ceboudreau.bsky.social Sept 30, 2 pm ET: www.latitudemedia.com/events/the-r...
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Latitude Media (@_LatitudeMedia) on X
Large data centers are stuck in interconnection queues. Can edge computing ease grid bottlenecks? Live Dispatch with @ceboudreau, Sept 30, 2 pm ET: https://t.co/COJdiaxbqy
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Latitude Media @latitudemedia.bsky.social · 23/09/2026
How 'Black Sand' could help build a domestic battery supply chain: Blue Whale Materials' David Fauvre on pre-processing, private equity, and how a fire reshaped the company's approach to safety. 🎧 On the new episode of The Green Blueprint. bit.ly/4xKV1G9
latitudemedia.com
How 'Black Sand' could help build a domestic battery supply chain
Blue Whale Materials’ David Fauvre on pre-processing, private equity — and how a fire reshaped the company’s approach to safety.
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Latitude Media @latitudemedia.bsky.social · 22/09/2026
AI infrastructure demand isn't just a capacity problem, it's a design problem. Join us Oct 28 (1-2pm ET) for a look at 800V DC, carbon capture, and the power architecture decisions shaping the next generation of data centers, presented with Bloom Energy. bit.ly/4y9mW3N
latitudemedia.com
The power standard for the AI future: 800V DC and carbon capture
The infrastructure decisions shaping speed, resilience, and growth for the next generation of data centers.
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Latitude Media @latitudemedia.bsky.social · 21/09/2026
Uncertainty is now a daily operating condition for utilities. A new Amperon/@eynews.bsky.social white paper on AI-powered forecasting looks at how a unified forecasting layer across planning, flexibility, and real-time ops cuts down on over-procurement and blanket curtailment. bit.ly/4hEVUeA
latitudemedia.com
How AI-Powered Forecasting Enhances Utility Decision-Making
A framework that bridges planning, flexibility programs, and real-time operations for utilities.
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Latitude Media @latitudemedia.bsky.social · 18/09/2026
There's an entire ecosystem no one gets to see inside data centers: the electrical architecture between the power source and GPUs. @stephenlacey.bsky.social talks with Shoals Technologies about the shift to higher-voltage DC and the expanding role of batteries in AI campuses. bit.ly/4AqcTJe
latitudemedia.com
The hidden power systems behind AI
Shoals Technologies takes us inside the power distribution systems behind modern data centers.
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Latitude Media @latitudemedia.bsky.social · 15/09/2026
Zach Dell of Base Power on why electricity is a commodity, the cheapest version wins, and owning the supply chain is the only way there. The fully landed cost is the number that matters. Solving for any one piece alone gives the wrong answer. 🎧 bit.ly/3TssNSF
crux.com
What it costs to make power cheap | Crux
Zach Dell of Base Power weighs in on the battery business, tax credits, and the cost of capital
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Latitude Media @latitudemedia.bsky.social · 11/09/2026
As data centers, factories, and electrification push growth to unprecedented heights, customers are looking for greater control over their energy use. @stephenlacey.bsky.social talks with Kirby Brinlee (OG&E) and CEO Abhay Gupta, sponsored by Bidgely. 🎧 bit.ly/3VoOXp
latitudemedia.com
Empowering utility customers with demand flexibility
How OG&E balances affordability and surging demand through personalized load shifting.
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Latitude Media @latitudemedia.bsky.social · 10/09/2026
Make it easy to say yes: How utilities are removing barriers to energy-efficient product adoption. A webinar with Resource Innovations. Learn how to simplify the customer journey and turn interest into measurable action. Oct 8 | 1–2 PM ET Register now: bit.ly/4iWGWlk
latitudemedia.com
Make it easy to say yes: How utilities are removing barriers to energy-efficient product adoption
Learn how utilities can simplify the customer journey, expand access to discounted and no-cost energy-saving products, and turn customer interest into measurable action.
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Latitude Media @latitudemedia.bsky.social · 09/09/2026
Fire-killed trees are hazardous fuel for the next blaze but clearing is often too costly. Mast Reforestation buries the timber instead, generating carbon credits that fund fire-resilient reforestation. CEO Grant Canary joins Lara Pierpoint on this week's Green Blueprint. bit.ly/4ys7yiA
latitudemedia.com
Burying trees to save forests?
Mast Reforestation CEO Grant Canary on surviving startup pivots, solving the seed supply chain crisis, and burying biomass to fund reforestation.
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Latitude Media @latitudemedia.bsky.social · 02/09/2026
Data center developers have moved past whether to use batteries. The questions now are how to design, deploy, and operate them at gigawatt scale. FlexGen's Kelcy Pegler and Hugh Scott join Latitude Media's @stephenlacey.bsky.social Oct 1 for lessons from the field. bit.ly/463u1q9
latitudemedia.com
The evolution of data center energy: storage and orchestration
How rising AI power density is reshaping data center architecture and accelerating the role of battery storage and microgrid orchestration
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Latitude Media @latitudemedia.bsky.social · 01/09/2026
American industry is building factories, mines, and grid hardware at a scale not attempted in decades. Erin Price-Wright of Andreessen Horowitz tells Crux CEO Alfred Johnson the real constraint isn't capital or generation, but time spent waiting on a regulator. bit.ly/4i19EBc
crux.com
What it takes to build in America again | Crux
Erin Price-Wright of Andreessen Horowitz on financing factories, mines, and the grid that has to carry them.
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Latitude Media @latitudemedia.bsky.social · 01/09/2026
Register now for a webinar on planning, building, and operating data center power on a constrained grid with GridBeyond's Alden Phinney and Ben Sigrin, Sept 15, moderated by Latitude Media's @Jenna Herzog. bit.ly/45TBY10
latitudemedia.com
Powering AI on a tight grid: From interconnection rules to real-time dispatch
Inside the grid access rules, the portfolio modeling, and the live market dispatch behind data center power decisions.
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Latitude Media @latitudemedia.bsky.social · 28/08/2026
VPPs are moving from niche to mainstream, but utility, regulatory, and market frameworks haven't caught up. Live from CPower's GridFuture, @stephenlacey.bsky.social talks with NRG and CPower leaders on what's next. bit.ly/4wS3Jlu
latitudemedia.com
The breakout moment for VPPs
Three executives on what it takes to unlock virtual power plants at scale.
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Latitude Media @latitudemedia.bsky.social · 27/08/2026
Political pushback to the NextEra-Dominion merger has spread north. Five New England gov's warned via NESCOE that the deal would concentrate "unprecedented" leverage in NextEra, reviving a 2021 fight over a Maine transmission line. bit.ly/4hYdWJF
latitudemedia.com
Political pushback to the NextEra-Dominion deal has spread to New England
NextEra's 2021 effort to block a Maine transmission line is coming back to bite it. But will it matter?
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Latitude Media @latitudemedia.bsky.social · 26/08/2026
The clean energy transition needs more copper by 2050 than humanity has mined in its entire history. Endolith CEO Liz Dennett on how microbial communities could extract more from existing mine sites instead, on The Green Blueprint. bit.ly/3SdXf2t
latitudemedia.com
The microbial solution to our massive copper shortfall
Endolith CEO Liz Dennett on why we have a copper recovery problem, and how biology can help.
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Latitude Media @latitudemedia.bsky.social · 20/08/2026
Form Energy raised its Series G at $1.75B, down from $3B in 2024, despite strong fundamentals and on-track federal funding. An investor says it reflects tighter capital markets focused on AI, not doubts about the tech. Story from @maeveallsup.bsky.social: bit.ly/45FWkuF
latitudemedia.com
What’s behind Form Energy’s downgraded valuation
Form raised its Series G at a $1.75-billion pre-money valuation, down from $3 billion in 2024 — but it's isn’t necessarily cause for alarm.
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Latitude Media @latitudemedia.bsky.social · 19/08/2026
Data center power demand is outpacing the turbine supply chain by years. On the podcast, produced with Arbor Energy, CEO Brad Hartwig talks with Stephen Lacey about adapting rocket propulsion tech into modular, 3D-printed turbines built for speed to power. bit.ly/4qqK3DG
latitudemedia.com
AI needs a different kind of power plant
Arbor Energy’s solution combines modular turbines, 3D printing, and a different approach to emissions and water.
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Latitude Media @latitudemedia.bsky.social · 19/08/2026
Scoop: BlocPower is shutting down and liquidating its assets, according to a letter sent to investors. Senior creditors like Goldman Sachs are first in line to be repaid and may not be made whole. Read the full story by @ceboudreau.bsky.social here: bit.ly/4gk3tFE
latitudemedia.com
Scoop: BlocPower is shutting down
The climate startup is liquidating its assets, and everyone from major banks and venture firms to everyday investors faces losses.
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Latitude Media @latitudemedia.bsky.social · 18/08/2026
New Episode of Critical Capital: Emergence Capital's Jake Saper talks with Alfred Johnson about AI-native services, the blurring line between software and physical infrastructure, and why the AI buildout is already reshaping energy markets. Listen now: bit.ly/4gEGoyY
crux.com
AI is disrupting services. What does that mean for power demand? | Crux
Emergence Capital partner Jake Saper on AI-native businesses and the infrastructure powering the AI economy
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Latitude Media @latitudemedia.bsky.social · 13/08/2026
From liquid cooling to reclaimed wastewater, solutions to reduce data center water use are being deployed at scale. Novel power systems that generate water instead of consuming it go a step further. Learn how Arbor Energy’s modular turbines help solve the water issue: bit.ly/4i7PHZp
latitudemedia.com
Data centers don't have to drink the town dry
Liquid cooling, reclaimed water, and novel power systems that generate water are turning a liability into a solvable problem.
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Latitude Media @latitudemedia.bsky.social · 12/08/2026
For decades, nuclear's problem was construction, not technology. Blue Energy CEO Jake Jurewicz on prefabricating plants like Duplos, not LEGOs, and a "gas-to-nuclear" pivot that could unlock project finance. New episode of The Green Blueprint: bit.ly/4gtV7g1
latitudemedia.com
Did someone just figure out how to project finance nuclear?
Blue Energy CEO Jake Jurewicz on why modular fabrication and a gas-to-nuclear pivot could unlock commercial project finance for new nuclear.
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Latitude Media @latitudemedia.bsky.social · 12/08/2026
For data center development, the binding constraint has moved from chips to grid access. Join GridBeyond's Alden Phinney and Ben Sigrin on Sept 15 for a numbers-first look at interconnection, portfolio sizing, and live dispatch. Register here: bit.ly/45TBY10
latitudemedia.com
Powering AI on a tight grid: From interconnection rules to real-time dispatch
Inside the grid access rules, the portfolio modeling, and the live market dispatch behind data center power decisions.
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Latitude Media @latitudemedia.bsky.social · 10/08/2026
Solar and storage companies are navigating policy uncertainty and shifting markets at once. Aug 12: Latitude's Jenna Herzog talks with leaders from Sunrun, Enphase, and Antenna Group on advocacy, messaging, and trust-building. 🔗 bit.ly/4pt92pB
latitudemedia.com
Communicating through change: Policy, perception, and growth in the clean energy transition
The future of energy messaging, and how communications and marketing teams can build trust in a time of transition.
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Latitude Media @latitudemedia.bsky.social · 06/08/2026
Energy strategy isn't just about cost anymore — community sentiment and local resistance are becoming decision-making factors too. Bloom Energy's Aman Joshi + Latitude's Stephen Lacey on what that means for C&I. 📅 Aug 17, 12 PM ET 🔗 bit.ly/3TRNas7
latitudemedia.com
How to future-proof your energy strategy
What the new landscape for data center development signals for power-intensive industries
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Latitude Media @latitudemedia.bsky.social · 04/08/2026
Sen. Thom Tillis on the new Critical Capital: America's biggest energy problem isn't picking the right sources, it's building policy that survives partisan leadership. Listen now: www.crux.com/critical-capital/thom-…
crux.com
Thom Tillis on energy, China, and leaving the Senate | Crux
Sen. Thom Tillis on why America's energy future depends on practical solutions instead of partisan rhetoric
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Latitude Media @latitudemedia.bsky.social · 04/08/2026
S&P Global Energy Horizons' July PPA report: developers reprice basis risk as congestion widens spreads, tariff uncertainty pushes buyers toward renegotiation rights, and ERCOT's solar paradox creates near-term pricing opportunities. Read now: bit.ly/4fOTbNP
latitudemedia.com
North American PPA Market Report: July 2026
Get a comprehensive view of the North American PPA market in the latest update from S&P Global Energy.
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Latitude Media @latitudemedia.bsky.social · 03/08/2026
Perimeter Compute is coming out of stealth with a plan to put AI chips in spare office building power capacity in basements, mechanical rooms, 0.5-20 MW per building. CEO David Hall has found 1+ GW of unused capacity across U.S. office buildings. bit.ly/456aXHh
latitudemedia.com
Perimeter Compute wants to turn spare office power into edge AI data centers
Exclusive: The startup is launching out of stealth with a plan to put GPUs in commercial buildings with excess capacity.
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Latitude Media @latitudemedia.bsky.social · 29/07/2026
Partner content from Arbor Energy: finding enough power used to be AI data centers' biggest hurdle. Now it's earning community support. The case for treating local concerns as engineering requirements: bit.ly/4hIS7NM
latitudemedia.com
Community concerns are becoming design requirements for AI infrastructure
Local priorities increasingly shape how both data centers and the energy needed to power them are designed and built.
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Latitude Media @latitudemedia.bsky.social · 29/07/2026
Climate startups are often forced into expensive equity to bridge the gap between a grant award and actual cash in hand. On this episode of The Green Blueprint, Enduring Planet CEO Dimitry Gershenson makes the case for specialized debt instead. Listen now: bit.ly/4wzOaQq
latitudemedia.com
The missing capital for climate startups: More debt
Enduring Planet CEO Dimitry Gershenson on why climate startups need non-dilutive capital, and fundraising in a volatile market.
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Latitude Media @latitudemedia.bsky.social · 28/07/2026
Tariffs have been the most visible front in the US-China industrial race. Two energy finance experts argue it's the wrong battlefield and the real gap is in the financing architecture that gets first-of-a-kind projects built. New opinion piece: bit.ly/4bNA3ym
latitudemedia.com
Tariffs won’t win America the industrial race
By leveraging strengths like innovative financing, insurance, and corporate participation, the U.S. can still outbuild China.
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Latitude Media @latitudemedia.bsky.social · 23/07/2026
Electrification is reshaping energy strategy for every power-intensive industry. On Aug 17, Bloom Energy's Aman Joshi joins @stephenlacey.bsky.social for a Frontier Forum on why community response and on-site power are becoming core business decisions. Register now: bit.ly/3TRNas7
latitudemedia.com
Why every business needs an energy strategy
What the new landscape for data center development signals for the C&I sector
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Latitude Media @latitudemedia.bsky.social · 22/07/2026
New survey data from Bloom Energy, shared with us as partner content: 28% of developers say community opposition has worsened in the last 6 months, though power availability is still the top barrier. Industry leaders are turning to on-site power as a solve for both. Read more: bit.ly/4fvjhVI
latitudemedia.com
Survey: As community scrutiny grows, data center developers turn to on-site power
While power availability remains the top challenge, 28% cite local opposition as a worsening barrier.
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Latitude Media @latitudemedia.bsky.social · 21/07/2026
"The political winds are being overtaken by the economic winds." Jessica Bailey, Global Head of Infrastructure at Nuveen, on Critical Capital, telling Crux CEO Alfred Johnson why economics is starting to outweigh politics in infrastructure investing. Listen now: bit.ly/4wV7p6C
crux.com
The unprecedented opportunity for infrastructure investors | Crux
Jessica Bailey of Nuveen on how to deploy capital fast enough and smart enough to keep pace with surging power demand and an aging grid.
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Latitude Media @latitudemedia.bsky.social · 17/07/2026
A new interview with Brandon Oyer, who leads energy and water strategy for @awscloud.bsky.social, offers a glimpse inside Amazon’s approach to data center development. Read the full conversation here: bit.ly/4fkMIcZ
latitudemedia.com
Inside Amazon's approach to data center sustainability: A conversation with Brandon Oyer
AWS’ director of energy and water unpacks how Amazon invests in carbon-free energy and strengthens grids.
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Latitude Media @latitudemedia.bsky.social · 16/07/2026
There are 85 companies aspiring to be quantum hardware suppliers right now. That's more than the entire history of HPC combined. @shaylekann.bsky.social talks with Hyperion Research's Bob Sorensen about separating real progress from hype. Full episode: bit.ly/4vCEZxd
latitudemedia.com
When will quantum computing have its breakout moment?
Bob Sorensen, chief analyst for quantum computing at Hyperion Research, unpacks the state of affairs and separates reality from hype.
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Latitude Media @latitudemedia.bsky.social · 15/07/2026
Nitricity set out to decentralize fertilizer production with on-farm devices. Market realities forced a pivot to a centralized plant running on recycled almond shells. CEO Nico Pinkowski talks with Lara Pierpoint about the "brutal reality" of scaling in a mature industry. bit.ly/4vxUrKS
bit.ly
The ‘brutal reality’ of scaling low-carbon fertilizer
Nitricity CEO Nico Pinkowski on finding the right model for a cleaner fertilizer solution.
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Latitude Media @latitudemedia.bsky.social · 14/07/2026
As PSEG Long Island transitions 900k+ residential customers to time-of-day rates, success hinges on trust and transparency. @Stephen Lacey talks with Louis DeBrino (PSEG LI) and Ted Nielsen (Bidgely) about turning appliance-level data into a real customer engagement platform. bit.ly/4piHUJM
latitudemedia.com
Turning customer data into grid intelligence
How PSEG Long Island used AI to deepen its customer relationships.
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Latitude Media @latitudemedia.bsky.social · 13/07/2026
New webinar: how solar and storage companies are navigating policy uncertainty and building trust with customers and regulators. Amy Heart (Sunrun), Andy Newbold (Enphase), and Keith Zakheim (Antenna Group), moderated by Jenna Herzog. Aug 12, 12pm ET. bit.ly/4pt92pB
latitudemedia.com
Communicating through change: Policy, perception, and growth in the clean energy transition
The future of energy messaging, and how communications and marketing teams can build trust in a time of transition.
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Latitude Media @latitudemedia.bsky.social · 10/07/2026
New Open Circuit: PJM's all-time demand record, the 16 GW VPP push from Sunrun/Tesla/Renew Home, and why plug-in "balcony solar" is spreading state by state. @jigarshahdc.bsky.social and Caroline Golin and @stephenlacey.bsky.social discuss. bit.ly/4voGajI
latitudemedia.com
Plug-in solar meets the grid crisis
Why Americans are bolting solar panels to their balconies, and what the July 4th heat wave revealed about mounting grid stress
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Latitude Media @latitudemedia.bsky.social · 09/07/2026
Our Latitude Media reader survey closes July 15. Tell us what's working (and what isn't) — takes a few minutes, and you'll be entered to win a $100 Amazon gift card. www.surveymonkey.com/r/YCFPC7H
surveymonkey.com
Latitude Media 2026 Reader Survey
Take this survey powered by surveymonkey.com. Create your own surveys for free.
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Latitude Media @latitudemedia.bsky.social · 09/07/2026
New Catalyst: @shaylekann.bsky.social talks with SemiAnalysis' Jeremie Eliahou Ontiveros about how Google, Amazon, Meta, OpenAI, and Anthropic are each approaching energy procurement differently — and why power has become revenue for frontier AI labs. bit.ly/44Tu6Mp
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Inside the AI power wars
SemiAnalysis’ Jeremie Eliahou Ontiveros breaks down the different energy strategies of hyperscalers and AI labs like OpenAI and Anthropic.
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Latitude Media @latitudemedia.bsky.social · 07/07/2026
The post-WWII world order is breaking down, and energy poverty is crippling humanitarian recovery for the people caught in the middle. David Miliband of the IRC talks with Alfred Johnson about the IRC's push to solarize health clinics, water pumps, and more. bit.ly/3To0nbS
crux.com
Navigating the new world disorder | Crux
On this episode of Critical Capital, David Miliband of the International Rescue Committee weighs in on humanitarian resilience and distributed energy.
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Latitude Media @latitudemedia.bsky.social · 07/07/2026
"You should never start from an AI point of view. Start from solving a business problem." — Venkata Nimmala, APS. Full episode with Bidgely available now: www.latitudemedia.com/news/how-aps-…
latitudemedia.com
How APS dove head-first into AI
APS and Bidgely explain how utilities can move from isolated AI pilots to secure, reusable intelligence across the business.
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Latitude Media @latitudemedia.bsky.social · 06/07/2026
One year after OBBB, wind and solar are surging, not slowing. But developers still face permitting, tariffs, and FEOC rules before their safe-harbored projects can come online. Power Brief and @maeveallsup.bsky.social break down what's next: bit.ly/4y5JpPF
latitudemedia.com
One year post-OBBB, what’s holding projects back?
Many clean energy projects succeeded in starting construction before the July 4 deadline — but federal policy hurdles remain.
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