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Open Circuit Podcast

@open-circuit.bsky.social
360 followers 689 following 50 posts

The energy transition, decoded. Produced by @latitudemedia.bsky.social. Listen to new episodes on latitudemedia.com or wherever you get your podcasts.

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Open Circuit Podcast @open-circuit.bsky.social · 13/02/2026
Today on Open Circuit: Are investors losing faith in the AI infrastructure boom? The team breaks down trends in capital flows, valuation pressures, and where investor confidence is shifting as AI demand grows but returns remain uncertain. 📽️ Full video: youtu.be/ArhEMZuLWqw?...
youtu.be
Is Big Tech's Infrastructure Frenzy Hitting a Limit?
YouTube video by Latitude Media
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Open Circuit Podcast @open-circuit.bsky.social · 06/02/2026
This week on Open Circuit: Is geothermal nearing a breakout moment? The team explores why the resource is gaining traction + factors that could help move geothermal from niche to mainstream in the clean energy mix. 📽️ Full video podcast: www.youtube.com/watch?v=KV2u...
youtube.com
Is Fervo’s IPO a Breakout Moment for Geothermal?
YouTube video by Latitude Media
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Open Circuit Podcast @open-circuit.bsky.social · 29/01/2026
🎧 This week on Open Circuit: PJM market reform, virtual power plants, and the politics shaping cheaper, more reliable electricity. Watch the full video podcast here: youtu.be/LRMeQ-gni1E
youtu.be
How Do We Lower Electricity Prices?
YouTube video by Latitude Media
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Open Circuit Podcast @open-circuit.bsky.social · 26/01/2026
This week on Open Circuit recorded live at #PRF26: A “five-alarm fire” for the grid: rising outages, tighter reserves, and growing reliability risks. 🎧 Listen here or wherever you get your podcasts: www.latitudemedia.com/news/open-ci...
latitudemedia.com
A five-alarm fire for the grid?
Why grid reliability, affordability, and national security are colliding. What breaks first?
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Open Circuit Podcast @open-circuit.bsky.social · 16/01/2026
This week on Open Circuit: Meta’s 6.6 GW nuclear push to power AI data centers — we discuss what’s real, what’s aspirational, and what it signals about who controls power in the AI era. 🎧 Listen here or wherever you get your podcasts: www.latitudemedia.com/news/open-ci...
latitudemedia.com
Inside Meta’s massive nuclear push
We examine the details of Meta’s 6.6-gigawatt nuclear deal. How much is real and how much is aspirational?
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Open Circuit Podcast @open-circuit.bsky.social · 09/01/2026
In this new episode, Stephen Lacey, Jigar Shah, and new co-host Caroline Golin dig into how the AI era is reshaping power markets: from battles over capacity and co-located energy to the implications of Google’s acquisition of Intersect Power. 🎧 Listen Now: www.latitudemedia.com/news/open-ci...
latitudemedia.com
Who controls power in the AI era?
Our new co-host, Caroline Golin, helps us unpack the fight over capacity, co-located power, and what Google’s developer acquisition signals for the market.
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Open Circuit Podcast @open-circuit.bsky.social · 19/12/2025
In her final Open Circuit episode, Katherine Hamilton reflects on a 40-year career in energy as she steps away from both the industry and the podcast. She shares the lessons that shaped her perspective on the grid, policy, and markets. 🎧 Full Episode: www.latitudemedia.com/news/open-ci...
latitudemedia.com
Katherine’s final episode
In her final episode, Katherine reflects on the superpowers that guided her 40-year career in clean energy.
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Open Circuit Podcast @open-circuit.bsky.social · 12/12/2025
Open Circuit’s 2025 energy recap breaks down the twists, villains, and breakout stars that defined a year of rapid change and unexpected momentum. From major policy moves to emerging tech and the storylines that shaped the industry. 🎧 Listen here: www.latitudemedia.com/news/open-ci...
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Open Circuit Podcast @open-circuit.bsky.social · 05/12/2025
This week Open Circuit highlights a growing tension at the AI-energy nexus: the tech world’s push for endless scale is colliding with a power system built on decades-long infrastructure cycles. 🎧 Listen here or wherever you get your podcasts: www.latitudemedia.com/news/open-ci...
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Open Circuit Podcast @open-circuit.bsky.social · 26/11/2025
The latest Open Circuit serves up a Thanksgiving-style rundown of 2025’s defining energy stories — plus a big new Grid Strategies forecast showing peak demand could hit 166 GW by 2030. A chaotic year, a feast of hot takes. 🦃⚡️ 🎧 Listen to the full episode: www.latitudemedia.com/news/open-ci...
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Open Circuit Podcast @open-circuit.bsky.social · 14/11/2025
🎧This week on Open Circuit: How much resilience should we pay for in the grid? ⚡️ Utilities face rising costs, extreme weather, and regulatory pressure — but new resilience tech (wildfire sensors, AI forecasts) could shift the balance. www.latitudemedia.com/news/open-ci...
latitudemedia.com
The grid resilience dilemma
Everyone wants a more resilient grid, but there’s little agreement on how to build it.
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Open Circuit Podcast @open-circuit.bsky.social · 07/11/2025
New Open Circuit episode recorded live at Greentown Labs! We're diving into: → Bill Gates' climate letter & the innovation vs. systems debate → Climate tech capital's "new normal" in 2025 → What history will remember us for 🎧 Listen here: www.latitudemedia.com/news/open-ci...
latitudemedia.com
Why is Bill Gates stuck on the tired innovation vs. deployment debate?
The billionaire’s latest letter caused a meltdown — but there was one piece missing from the discourse.
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Open Circuit Podcast @open-circuit.bsky.social · 31/10/2025
This week on Open Circuit, Stephen Lacey, Jigar Shah and Caroline Golin, CEO of Envision Energy Advisors, explore a surprising trend: in some states, big new loads have actually lowered retail electricity rates. Can data centers do the same? 🎧 Listen here: www.latitudemedia.com/news/open-ci...
latitudemedia.com
If large loads lower rates, how can data centers do the same?
In some states, big new loads have moderated prices — even as grid hardening and extreme weather costs drive them up elsewhere.
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Open Circuit Podcast @open-circuit.bsky.social · 24/10/2025
“While America pours money into intelligence, China has been focusing on the ‘electric stack’ that brings enormous strategic economic value.” In the latest episode of Open Circuit, we dig into why the AI race is less about algorithms and more about electrons. www.latitudemedia.com/news/open-ci...
latitudemedia.com
The AI race is really an electro-industrial race, led by China
While America pours money into intelligence, China dominates the minerals and manufacturing that will run it.
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Open Circuit Podcast @open-circuit.bsky.social · 23/10/2025
We are thrilled to announce that Open Circuit has been honored as a Silver winner at the Signal Awards 2025 in the Sustainability and Environment category! 🏆 Grateful for our amazing production team and thank you to the Signal Awards for this recognition.
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Open Circuit Podcast @open-circuit.bsky.social · 03/10/2025
On today's Open Circuit, we dig into whether the current clean energy, regulatory, and market pressures are shaping a fundamentally different path for distributed energy (DERs) 🎧 Listen here or wherever you get your podcasts: www.latitudemedia.com/news/open-ci...
latitudemedia.com
Is this moment for distributed energy different?
DERs are finally acting like real power plants. But utilities are still treating them like side projects.
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Open Circuit Podcast @open-circuit.bsky.social · 26/09/2025
In the latest Open Circuit, we explore whether we’ve come to a pivot point in the climate narrative — where adaptation, resilience, and risk management become as central as emissions reduction. 🎧 Listen now: www.latitudemedia.com/news/open-ci...
latitudemedia.com
The case for a climate reset
Examining the arguments for a more pragmatic approach to climate policy.
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Open Circuit Podcast @open-circuit.bsky.social · 19/09/2025
This week on Open Circuit: how U.S. electric bills (up nearly 30% since 2021) are overtaking eggs as the symbol of household pain. Nearly 80 million Americans are struggling with rising costs, and everyone’s looking for someone to blame. 🎧 Listen here: www.latitudemedia.com/news/open-ci...
latitudemedia.com
Electricity is the new price of eggs
Electricity affordability is becoming a defining political issue in America.
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Open Circuit Podcast @open-circuit.bsky.social · 12/09/2025
In today's Open Circuit, Stephen Lacey examines how the Trump administration’s stop-work orders, federal red tape, and controversial objections to projects like Ørsted’s nearly completed Revolution Wind are sowing uncertainty. 🎧 Listen here: www.latitudemedia.com/news/open-ci...
latitudemedia.com
Why Trump’s wind war could do lasting damage to US energy investment
Trump’s actions against offshore wind are reshaping risk not just for wind, but for solar, storage, and nuclear too.
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Open Circuit Podcast @open-circuit.bsky.social · 05/09/2025
🎧 Listen now: Open Circuit, Stephen Lacey features JPMorgan’s Global Head of Climate Advisory, Dr. Sarah Kapnick, whose unconventional journey reveals how climate risk is finally becoming boardroom strategy rather than an afterthought. www.latitudemedia.com/news/open-ci...
latitudemedia.com
JPMorgan’s climate scientist thinks differently about risk
Dr. Sarah Kapnick on the trillion-dollar blind spot in corporate risk models.
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Open Circuit Podcast @open-circuit.bsky.social · 29/08/2025
This week on Open Circuit: the growing affordability crisis in clean energy, why VPPs may have hit a tipping point, + whether this is truly solar’s moment. Tune in for a sharp, timely conversation at the intersection of policy, tech, and markets. 🎧 Listen here www.latitudemedia.com/news/open-ci...
latitudemedia.com
Grab bag: The affordability crisis, a VPP tipping point, and solar’s moment
We tap Jigar Shah's LinkedIn, Bluesky, and X feeds to decode what's happening in clean energy right now.
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Open Circuit Podcast @open-circuit.bsky.social · 20/08/2025
🎧 Listen now: Open Circuit, MIT’s Vijay Gadepally explains how AI’s shift from single tasks to always-on assistants is pushing energy demand to power-plant scale. www.latitudemedia.com/news/open-ci...
latitudemedia.com
How AI is changing our digital energy footprints
As AI transforms from task-based tools to always-on companions, it’s adding up to power plant level demand.
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Open Circuit Podcast @open-circuit.bsky.social · 13/08/2025
This week on Open Circuit: Rob Gramlich and Anuja Ratnayake on the scale, uncertainty, and urgency of planning for the data center surge. Listen now: www.latitudemedia.com/news/open-ci...
latitudemedia.com
Solving the AI load growth puzzle
Rob Gramlich and Anuja Ratnayake on the scale, uncertainty, and urgency of planning for the data center surge.
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Open Circuit Podcast @open-circuit.bsky.social · 01/08/2025
This week on Open Circuit: how tariffs, sourcing rules, and permitting confusion are slowing America’s clean energy factory buildout. Listen now: www.latitudemedia.com/news/open-ci...
latitudemedia.com
Is America giving up on clean energy manufacturing?
How tariffs, sourcing rules, and permitting confusion are slowing America’s clean energy factory buildout.
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Open Circuit Podcast @open-circuit.bsky.social · 29/07/2025
🎧 Listen now: Kraken’s Devrim Celal on how utilities can unlock the same innovations that shaped transportation systems. www.latitudemedia.com/news/the-gre...
latitudemedia.com
The great divergence: Can the grid catch up to transportation innovation?
Kraken’s Devrim Celal on how utilities can unlock the same innovations that shaped transportation systems.
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Open Circuit Podcast @open-circuit.bsky.social · 25/07/2025
This week on Open Circuit, we unpack the contradictions at the heart of the GOP’s energy agenda, explain why the post-IRA tax landscape is still favorable for some sectors, and explore how the politics of permitting could shape developer decisions. 🎧 Listen now www.latitudemedia.com/news/open-ci...
latitudemedia.com
How will the clean energy industry recalibrate in the wake of OBBB?
New rules, blackout warnings, and confusing policy signals in the race to electrify.
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Open Circuit Podcast @open-circuit.bsky.social · 18/07/2025
This week on Open Circuit: The hosts chat with journalist and author Michael Grunwald about the hidden emissions of biofuels, the failure of feel-good farming, and how ag tech can learn from energy. Listen now: www.latitudemedia.com/news/open-ci...
latitudemedia.com
What we learned from the ethanol disaster
Michael Grunwald on the hidden emissions of biofuels, the failure of feel-good farming, and how ag tech can learn from energy.
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Open Circuit Podcast @open-circuit.bsky.social · 07/07/2025
This week on Open Circuit: A deep dive into Spain's blackout revealed systemic grid failures and a lack of response from conventional generators. Listen now: www.latitudemedia.com/news/open-ci...
latitudemedia.com
No, solar didn’t cause Spain’s grid collapse
A deep dive into Spain's blackout revealed systemic grid failures and a lack of response from conventional generators.
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Open Circuit Podcast @open-circuit.bsky.social · 17/06/2025
Tech giants built their clean energy strategies for a different world. Can they reshape a new one? Today on Open Circuit, a special live episode from Transition-AI 2025 in Boston: www.latitudemedia.com/news/open-ci...
latitudemedia.com
AI rewrites the corporate energy playbook
Tech giants built their clean energy strategies for a different world. Can they reshape a new one?
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Open Circuit Podcast @open-circuit.bsky.social · 16/05/2025
As Musk alienates his customers, he’s betting everything on an autonomous future. This week on Open Circuit w/ special guest @danahull.bsky.social: www.latitudemedia.com/news/open-ci...
latitudemedia.com
Tesla’s fork in the road
As Musk alienates his customers, he’s betting everything on an autonomous future.
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Reposted by Open Circuit Podcast
Stephen Lacey @stephenlacey.bsky.social · 02/05/2025
We had a fascinating conversation with JP Morgan's Michael Cembalest on @open-circuit.bsky.social this week exploring the state of the energy transition. We discussed: Supply chain impact of tariffs Clean energy bottlenecks AI power demand realities Europe vs China 🧵Here are some of my takeaways:
latitudemedia.com
Tariffs, equipment delays, rising costs: The energy transition faces some harsh realities
JP Morgan's Michael Cembalest offers a data-driven reality check on renewable growth, transmission bottlenecks, and the economics of decarbonization.
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Latitude Media @latitudemedia.bsky.social · 15/04/2025
Happening TOMORROW: The inaugural (virtual) Open Circuit Live. Join industry veterans @jigarshahdc.bsky.social, @cleangridview.bsky.social & @stephenlacey.bsky.social for a special live recording of the podcast — & bring your questions for live Q&A w/ the hosts: www.latitudemedia.com/events/open-...
latitudemedia.com
Open Circuit Live
Join hosts Jigar Shah, Katherine Hamilton, and Stephen Lacey for a live, virtual Open Circuit recording on April 16th.
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Open Circuit Podcast @open-circuit.bsky.social · 10/04/2025
The clean energy industry and fossil fuel producers alike face a new economic reality. On the latest Open Circuit, the hosts examine the contradictions at the heart of the administration’s economic agenda. Listen here: www.latitudemedia.com/news/tariff-...
latitudemedia.com
Tariff turmoil: ‘energy dominance’ meets economic chaos
The clean energy industry and fossil fuel producers alike face a new economic reality.
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Open Circuit Podcast @open-circuit.bsky.social · 07/04/2025
As the era of liberal free trade ends, have we passed ‘peak trade’ for oil? On the latest Open Circuit: www.latitudemedia.com/news/open-ci...
latitudemedia.com
Has the net-zero era ended, and the energy security era restarted?
As the era of liberal free trade ends, have we passed ‘peak trade’ for oil?
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Open Circuit Podcast @open-circuit.bsky.social · 21/03/2025
This week on Open Circuit, the hosts revisit their energy predictions from five years ago during the early days of COVID-19 in the U.S. and explore three major paradoxes that emerged in the years since. Listen to the full episode: www.latitudemedia.com/news/open-ci...
latitudemedia.com
The pandemic’s energy legacy
Five years later, we revisit the biggest energy stories from the pandemic.
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Reposted by Open Circuit Podcast
Stephen Lacey @stephenlacey.bsky.social · 21/03/2025
Five years ago, I huddled around mics w/ @jigarshahdc.bsky.social and @cleangridview.bsky.social, trying to make sense of the pandemic. This week on @open-circuit.bsky.social, we revisit our predictions—some hilariously wrong—and identify the pandemic's surprising energy winners and losers.
latitudemedia.com
The pandemic’s energy legacy
Five years later, we revisit the biggest energy stories from the pandemic.
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Open Circuit Podcast @open-circuit.bsky.social · 14/03/2025
Does residential solar have a bad product? This week on Open Circuit, @cleangridview.bsky.social, @stephenlacey.bsky.social, and @jigarshahdc.bsky.social dig into where the industry needs to improve to ensure sustainable growth: www.latitudemedia.com/news/open-ci...
latitudemedia.com
Does residential solar have a bad product?
With rooftop solar in a downturn, where the industry needs to improve to ensure sustainable growth.
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Open Circuit Podcast @open-circuit.bsky.social · 11/03/2025
Join Latitude Media in Boston on June 12 for Transition-AI 2025! The one-day conference will focus on energy infrastructure in the era of AI-driven load growth, and includes a live recording of Open Circuit. Early bird registration is open: www.latitudemedia.com/events/trans...
latitudemedia.com
Transition-AI 2025
Transition-AI is back in Boston on June 12, 2025, with a focus on energy infrastructure in the era of AI-driven load growth.
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Open Circuit Podcast @open-circuit.bsky.social · 07/03/2025
Major US financial institutions are backing away from climate commitments. Is this merely rebranding for the Trump era, or a fundamental shift? On Open Circuit, @jigarshahdc.bsky.social, @cleangridview.bsky.social, & @stephenlacey.bsky.social examine the trend: www.latitudemedia.com/news/open-ci...
latitudemedia.com
Is Wall Street in climate retreat?
Banks exit climate alliances while Bidenomics faces economic scrutiny.
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Open Circuit Podcast @open-circuit.bsky.social · 05/03/2025
Announcing: The inaugural Open Circuit Live! Join @jigarshahdc.bsky.social, @cleangridview.bsky.social, and @stephenlacey.bsky.social for a special live, virtual recording of the Open Circuit podcast. Submit your questions ahead of time by commenting here. www.latitudemedia.com/events/open-...
latitudemedia.com
Open Circuit Live
Join hosts Jigar Shah, Katherine Hamilton, and Stephen Lacey for a live, virtual Open Circuit recording on April 16th.
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Latitude Media @latitudemedia.bsky.social · 28/02/2025
Elon Musk built Tesla with help from government loans and carbon credits. Today, he’s swinging a chainsaw at the very agencies that launched his empire — while directly undermining President Trump’s “energy dominance” agenda. This week on Open Circuit: www.latitudemedia.com/news/open-ci...
latitudemedia.com
Taking a chainsaw to 'energy dominance'
Trump and Musk are gutting the very agencies they need, while Texas shows clean energy is winning on economics alone.
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Open Circuit Podcast @open-circuit.bsky.social · 21/02/2025
Tech companies are set to invest $1.3T in data centers globally over the next 5 years, with data center electricity demand projected to triple by 2030. This week on Open Circuit 🧵 (1/6)
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Open Circuit Podcast @open-circuit.bsky.social · 05/02/2025
As clean energy faces its biggest test yet, @jigarshahdc.bsky.social, @cleangridview.bsky.social, and @stephenlacey.bsky.social are reuniting for their newest project: Open Circuit. 🧵 (1/5)
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