Open Circuit

Latitude Media
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The energy transition, decoded. Every week, three industry veterans explore the business models, tech breakthroughs, and market shakeups that are driving the biggest industrial transformation in history. The show offers a rare insider's view of the clean energy market.

  1. 4 DAGE SIDEN

    Clean energy didn’t collapse in 2025. It adapted.

    When President Trump kicked off an aggressive trade war, a lot of people predicted economic doom. But it didn’t happen. We’re seeing something similar in clean energy right now with ever-shifting tariffs, half-written rules on foreign sourcing, and the weaponization of permitting. But capital hasn’t fled. In fact, it increased last year. So what is happening here? According to new market intelligence from the clean energy finance platform Crux, project finance, construction lending, and bridge lending all grew at a modest rate – with renewable electricity and batteries accounting for 80% of activity. This week, we’re going to take a look at where capital is leaning in, where it’s pulling back, and how new changes to tariffs and foreign sourcing rules will influence the market.  And then we’ll turn to solar and batteries, which are weathering the storm of uncertainty, but still facing plenty of turbulence. What’s driving that resilience? Want to watch this episode? Subscribe to our YouTube channel.  Ready to accelerate your career in clean energy? Yale’s Financing and Deploying Clean Energy Certificate is a fully online, 10-month program built for working professionals. It delivers real-world skills in clean energy policy, technology, project finance, and innovation — all in just five hours a week. Enroll here and use the discount code OpenCircuit26 on your application to save $500 on tuition. Applications close April 20, 2026. Explore the new era of AI innovation in the fifth season of Where the Internet Lives, an award-winning podcast from Google and Latitude Studios. Follow and listen to Where the Internet Lives on Apple, Spotify, Google, or wherever you get your podcasts. Join Latitude Media on April 13-14, in San Francisco for Transition-AI 2026, a two-day, in-person conference on the digital and energy infrastructure buildout needed to support AI load growth. Our podcast listeners get a 10% discount on this year’s conference using the code PODS10. ⁠Register today here⁠!

    1 t. 6 min.

  2. 20. FEB.

    The Green Blueprint: Sage Geosystems' bet on underground energy storage

    This week, we’re featuring an episode of The Green Blueprint.  In this episode, Lara Pierpoint talks with Cindy Taff, CEO of Sage Geosystems. Cindy and her team at Sage Geosystems are developing geothermal technology that could revolutionize energy storage. Instead of pumping water up a mountain, they pump it deep into the earth, providing cost-effective, long-term storage for intermittent renewable sources.  They’re piloting this technology at a new commercial facility in partnership with  San Miguel Electric Cooperative, a rural Texas electric cooperative that is transitioning from coal to solar and battery storage thanks to a USDA grant.  Lara and Cindy talk about Sage’s groundbreaking new technology, its first commercial facility, and upcoming partnerships with geothermal giant Ormat Technologies.  If you are looking for more Open Circuit episodes to consume, subscribe to Latitude’s YouTube page.  Explore the new era of AI innovation in the fifth season of Where the Internet Lives, an award-winning podcast from Google and Latitude Studios. Follow and listen to Where the Internet Lives on ⁠Apple⁠, ⁠Spotify⁠, ⁠Google⁠, or wherever you get your podcasts. Ready to accelerate your career in clean energy? Yale’s Financing and Deploying Clean Energy Certificate is a fully online, 10-month program built for working professionals. It delivers real-world skills in clean energy policy, technology, project finance, and innovation — all in just five hours a week. Enroll here and use the discount code OpenCircuit26 on your application to save $500 on tuition. Applications close April 20, 2026. Join Latitude Media on April 13-14, in San Francisco for Transition-AI 2026, a two-day, in-person conference on the digital and energy infrastructure buildout needed to support AI load growth. Our podcast listeners get a 10% discount on this year’s conference using the code PODS10. ⁠Register today here⁠!

    42 min.

  3. 13. FEB.

    Are investors losing faith in Big Tech's infrastructure frenzy?

    This year alone, the biggest tech companies plan to spend more than $600 billion on physical infrastructure — eclipsing the railroad boom, the interstate highway system, and the Apollo space program. But are investors starting to flinch? This week, we examine the negative market reaction to tech earnings. Is Wall Street reacting to the infrastructure bottlenecks that stand in the way of building at that scale? Or are they worried about the tech industry’s approach to solving them? Then we turn to one of the boldest responses to those bottlenecks: space-based data centers. After SpaceX’s acquisition of xAI, Elon Musk says orbital computing powered by solar could be imminent. We unpack the arguments for and against space-based data centers. Then we look at solar. Musk says Tesla plans to build 100 gigawatts of domestic solar manufacturing capacity. Tesla has launched a new panel and mounting system that it claims will reduce installation time by 30%. At the same time, a new poll from Trump’s chief pollster shows majority support for solar among GOP voters — especially when panels are made in America. Is there a vibe shift underway? Ready to accelerate your career in clean energy? Yale’s Financing and Deploying Clean Energy Certificate is a fully online, 10-month program built for working professionals. It delivers real-world skills in clean energy policy, technology, project finance, and innovation — all in just five hours a week. Enroll here and use the discount code OpenCircuit26 on your application to save $500 on tuition. Applications close April 20, 2026. Explore the new era of AI innovation in the fifth season of Where the Internet Lives, an award-winning podcast from Google and Latitude Studios. Follow and listen to Where the Internet Lives on Apple, Spotify, Google, or wherever you get your podcasts. Join Latitude Media on April 13-14, in San Francisco for Transition-AI 2026, a two-day, in-person conference on the digital and energy infrastructure buildout needed to support AI load growth. Our podcast listeners get a 10% discount on this year’s conference using the code PODS10. ⁠Register today here⁠!

    1 t. 6 min.

  4. 6. FEB.

    Is this geothermal’s breakout moment?

    2026 could be the year of the mega-IPO, with OpenAI, SpaceX, and Anthropic all rumored to be eyeing public markets. But for energy nerds and hot-rock lovers, there’s another IPO to watch: Fervo Energy. With Fervo preparing for a long-anticipated IPO, the geothermal sector is heading into a moment of price discovery. It’s a test of whether next-generation geothermal has finally crossed a new commercialization threshold and becoming bankable, repeatable infrastructure. Over the past few years, over a billion dollars has flowed into geothermal startups, including Sage Geosystems, Zanskar, Quaise Energy, Eavor, XGS Energy, and Dandelion Energy. These companies are taking very different approaches — from enhanced geothermal systems and pressure-based designs to AI-driven exploration and ultra-deep drilling — but they’re all chasing the same prize: firm, clean power at scale. Meanwhile, geothermal developers are signing contracts and partnerships with large tech companies looking to power future data centers. And the industry’s ties to oil and gas drilling have given it political durability under the Trump administration. With this rare moment of alignment, can geothermal unlock a much larger pool of infrastructure capital? Later in the show, we ask a different but related infrastructure question: what happens to the fossil fuel system as demand declines? We discuss new research looking at how unmanaged decline could lead to price shocks, reliability risks, and political backlash if replacement infrastructure isn’t ready in time. Join Latitude Media on April 13-14, in San Francisco for Transition-AI 2026, a two-day, in-person conference on the digital and energy infrastructure buildout needed to support AI load growth. Our podcast listeners get a 10% discount on this year’s conference using the code PODS10. ⁠Register today here⁠! Explore the new era of AI innovation in the fifth season of Where the Internet Lives, an award-winning podcast from Google and Latitude Studios. Follow and listen to Where the Internet Lives on Apple, Spotify, Google, or wherever you get your podcasts.

    1 t. 11 min.

  5. 29. JAN.

    The politics of making electricity cheaper, from PJM reform to VPPs

    Electricity affordability has become the defining energy issue of 2026. As policymakers scramble for solutions, two very different playbooks are taking shape. On one side, a blunt-force federal approach led by the Trump Administration that treats affordability like an emergency. Keep coal plants open. Force markets to change. Make large power users pay directly for new power plants through market interventions. On the other, a quieter, asset-light strategy is emerging at the state level. In places like Illinois, Virginia, and New Jersey, governors and legislatures are increasingly looking to virtual power plants to meet growing peaks and avoid overbuilding the grid. This week on Open Circuit, we break down these two paths. What actually lowers costs, and on what timelines? We start with the federal push to reshape PJM capacity markets and make big energy users pay for new supply. How would that actually work? Is it real market reform, or political signaling? Then we turn to the state level, where VPPs and distributed resources are increasingly central to affordability plans. We compare how Illinois, Virginia, and New Jersey are approaching the problem. Join Latitude Media, April 13-14, in San Francisco for Transition-AI 2026, our flagship event on the AI-energy infrastructure buildout. The two-day conference will bring together developers, utilities, regulators, and hyperscalers to align on what’s real, what’s possible, and what can get built to meet AI infrastructure demand. Our podcast listeners get a 10% discount on this year’s conference using the code PODS10. ⁠Register today here⁠!

    1 t. 17 min.

  6. 26. JAN.

    A five-alarm fire for the grid? (Live)

    It’s been nearly a year since a national energy emergency was declared, with big promises on prices and reliability. So we’re asking a simple question: how’s that going? In this live episode of Open Circuit, recorded at the Power Resilience Forum in Houston, we take stock of a power system under growing strain. Outages are up, prices are up, markets are stressed, and grid reliability experts are warning of a “five-alarm fire.” We’ll start with a look at how accelerating load growth, tighter reserve margins, delayed interconnection, and extreme weather are colliding — and what breaks first if current planning assumptions don’t change. Then, we’re joined on stage by Wilson Rickerson, president and co-founder of Converge Strategies, to explore grid resilience through a national security lens. As the military increasingly depends on the civilian grid, what happens when that system is under sustained stress? Wilson explains why thinking about the grid in a wartime context leads to familiar priorities: flexibility, transmission expansion, regional markets, and better coordination. And we talk about a report from Converge on lessons from the grid at war. Join Latitude Media, April 13-14, in San Francisco for Transition-AI 2026, our flagship event on the AI-energy infrastructure buildout. The two-day conference will bring together developers, utilities, regulators, and hyperscalers to align on what’s real, what’s possible, and what can get built to meet AI infrastructure demand. Our podcast listeners get a 10% discount on this year’s conference using the code PODS10. ⁠Register today here⁠!

    59 min.

  7. 16. JAN.

    Meta's nuclear deal explained: What's real vs hype?

    Meta just unveiled the biggest-ever corporate deal for nuclear power. It’s a sprawling set of contracts for both existing plants and next-generation reactors that totals 6.6 gigawatts. Just a few years ago, the conversation in the U.S. was about which nuclear plants were going to shut down next. Now, some of the world’s largest technology companies are trying to lock them up under long-term contracts, while building new ones. But critics argue that parts of Meta’s deal don’t add new capacity fast enough — possibly pushing electricity prices even higher in an already-tight market. And that concern is suddenly political. This week, President Trump said tech companies need to pay their own way when it comes to electricity, signaling just how central data centers are to the national debate over affordability. This week, we have a breakdown of Meta’s nuclear push. We’ll look at what it means for power markets, how it compares to what the rest of the hyperscalers are doing, and whether this moment actually changes the future of advanced nuclear. Credits: Co-hosted by Stephen Lacey, Jigar Shah, and Caroline Golin. Produced and edited by Stephen Lacey. Original music and engineering by Sean Marquand. With resilience now a leading driver of grid investments, Latitude Media and The Ad Hoc Group are hosting the Power Resilience Forum in Houston, Texas on January 21-23, 2026. Utilities, regulators, innovators, and investors will all be in the room — talking about how to keep the grid running in this new era of heatwaves, wildfires, and storms. Register today here!

    1 t. 10 min.

  8. 9. JAN.

    Who controls power in the AI era?

    This is an episode with a lot of firsts: the first show of the year, the first full show on video, and the first with our new co-host, Caroline Golin. In 2026, we’re launching a new chapter for Open Circuit as we sharpen our focus on the physical constraints shaping the energy transition — exploding power demand, grids that can’t keep up, tech companies reshaping electricity markets in real time, and investors trying to figure it all out. This is no longer a conversation about whether clean energy can scale. It’s about whether the systems around it can move fast enough to support the next wave of industrial demand. To kick things off, we dig into some of the forces redefining the power sector: the fight over capacity, the rise of co-located and merchant power, the limits of data center flexibility, and what Alphabet’s acquisition of Intersect Power tells us about the race to buy power. We also officially introduce Caroline Golin as our new regular co-host. Caroline brings a unique perspective to Open Circuit: she spent the last seven years inside Google, where she served as global head of energy market development and innovation.  Caroline helped shape how Google procures electricity, engages utilities, and navigates capacity constraints across global markets. That experience puts her at the center of many of today’s most urgent questions around energy. Welcome to the new Open Circuit, where we decode how clean energy actually gets built. If you want to watch the episode, subscribe to the show on YouTube! With resilience now a leading driver of grid investments, Latitude Media and The Ad Hoc Group are hosting the Power Resilience Forum in Houston, Texas on January 21-23, 2026. Utilities, regulators, innovators, and investors will all be in the room — talking about how to keep the grid running in this new era of heatwaves, wildfires, and storms. Register today here!

    1 t. 7 min.
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The energy transition, decoded. Every week, three industry veterans explore the business models, tech breakthroughs, and market shakeups that are driving the biggest industrial transformation in history. The show offers a rare insider's view of the clean energy market.

Oplysninger

  • Skaber
    Latitude Media
  • Aktive år
    2025 - 2026
  • Episoder
    51
  • Copyright
    © Latitude Media
  • Websted for serie
    Open Circuit

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