The Carbon Copy Latitude Media

Solar is the fastest growing electricity-generating technology in history. That rapid scaling was a result of squeezing cost reductions out of every step of production. But there's one critical piece that hasn't changed much: frames.
Aluminum frames now make up one-quarter of the cost of a PV module. And that metal mostly comes from China, a country that controls nearly 60% of the world’s smelting.
Since passage of the Inflation Reduction Act, companies have built or planned 155 gigawatts of production capacity for modules, cells, wafers, and power electronics in the US. But up until now, frames have been overlooked.
So what would it take to replace foreign-sourced aluminum with US-made recycled steel – and why does it matter?
This week, we feature a conversation with Gregg Patterson, the CEO of Origami Solar, and MJ Shiao, the VP of supply chain and manufacturing at the American Clean Power Association.
This conversation isn’t just about frames – it's a story about geopolitics, trade, the complexities of manufacturing, and the urgency of improving the reliability of solar. 
This event was recorded live as part of Latitude Media’s Frontier Forum series, in partnership with Origami Solar. You can watch the full conversation here.

A lot of climate tech investors are still trying to figure out how to invest in artificial intelligence. Will it become a unique investment category? Or just a natural enhancement of what many startups are already building?
There’s an emerging class of startups with AI at the center of their business. Citrine Informatics is using generative AI to speed up discovery of new materials; Koloma is using AI to identify potential sources of geologic hydrogen; and Zanskar is using AI to accelerate and derisk geothermal exploration.
Andrew Beebe, managing director at Obvious Ventures, thinks that AI is pushing the “edge of the possible” in climate tech. He recently led a $30 million Series B round in Zanskar, calling it “generative science at work.”
“I think generative science is the next phase…it is going to shorten the distance to some of these massive solutions,” in batteries, solar, nuclear, and geothermal, said Beebe, speaking on The Carbon Copy.
“Zanskar doesn't have special drilling technology. They don't have new fluids or new Rankin cycle systems on the top. They literally just have a better way to look for geothermal because in America.”
This week, Beebe joins the show to riff on AI-driven climate solutions, the need for more clean, firm power to meet rising power demand, and a variety of other tech trends that are shaping what he calls “the climate decade.”
Utility rates could make or break the energy transition – so how do we do it right? On June 13th, Latitude Media and GridX are hosting a Frontier Forum to examine the imperative of good rate design, and the consequences of getting it wrong. Register here.
And make sure to listen to our new podcast, Political Climate – an insider’s view on the most pressing policy questions in energy and climate. Tune in every other Friday for the latest takes from hosts Julia Pyper, Emily Domenech, and Brandon Hurlbut. Available on Apple, Spotify, or wherever you get your podcasts.

We need to invest many trillions of dollars every year to build a climate-positive economy. We know what those technologies are – but they're all at very different levels of readiness.
So what would it take to scale critical climate technologies? That was the simple-but-complicated question recently posed by a group of energy, industry, and high-tech experts at McKinsey.
The research offers a clear account of the state of a dozen types of climate technologies, which could collectively slash emissions by 90%. We sat down with co-authors Anna Orthofer and Mark Patel to walk through the adoption pathways for everything from renewables to hydrogen to lab-grown meat.
What's ready to scale, and what's behind schedule?
Utility rates could make or break the energy transition – so how do we do it right? On June 13th, Latitude Media and GridX are hosting a Frontier Forum to examine the imperative of good rate design, and the consequences of getting it wrong. Register here.
And make sure to listen to our new podcast, Political Climate – an insider’s view on the most pressing policy questions in energy and climate. Tune in every other Friday for the latest takes from hosts Julia Pyper, Emily Domenech, and Brandon Hurlbut. Available on Apple, Spotify, or wherever you get your podcasts.

Data centers are an impressive energy success story. Over the last 25 years, internet traffic has climbed more than 500x while data center electricity use has remained flat. 
The servers and energy infrastructure have gotten wildly more efficient, and the biggest tech companies have focused on powering those warehouse-scale computers with renewables.
But a lot of people are suddenly alarmed about data centers again, as energy demand for AI surges.
Data centers are getting built so fast, many utilities are pushing for lots of new fossil gas plants to serve them. And while tech companies have made strong progress on building renewables to match data centers, grid constraints are making it harder. We have a very small window to fully decarbonize the grid – this may make it harder to squeeze through it.
So, are growing concerns over AI’s power demand justified? How are they contributing to America’s growing hunger for electricity? And what technologies and grid management techniques can address it? 
This week, we’ve assembled a group of experts to answer those questions: Brian Janous, co-founder of Cloverleaf Infrastructure; Michelle Solomon, senior policy analyst at Energy Innovation; and John Belizaire, CEO of data center developer Soluna.
This conversation was part of Latitude Media’s Transition-AI series. Watch the full event here.
Utility rates could make or break the energy transition – so how do we do it right? On June 13th, Latitude Media and GridX are hosting a Frontier Forum to examine the imperative of good rate design, and the consequences of getting it wrong. Register here.
And make sure to listen to our new podcast, Political Climate – an insider’s view on the most pressing policy questions in energy and climate. Tune in every other Friday for the latest takes from hosts Julia Pyper, Emily Domenech, and Brandon Hurlbut. Available on Apple, Spotify, or wherever you get your podcasts.

The origin of Tesla was rooted in two goals: electrify transportation to drive down emissions that are warming the planet; and do it by driving down the cost of EVs to make them accessible to the masses.
Is Musk now walking away from both?
“He's decided I'm not a car company. I’m an AI and robotics company. It's astonishing what's happening with Tesla,” said Steve LeVine, editor of The Electric, a publication on batteries and EVs from The Information.
Tesla has always been a tumultuous company. But the last few months have been particularly chaotic – and possibly more transformative than any other moment in its history.
This week, we talk with LeVine about the whirlwind inside Tesla. We'll hear about a series of decisions by Musk that threw the car teams into turmoil, and could radically change the course of the company.
Utility rates could make or break the energy transition – so how do we do it right? On June 13th, Latitude Media and GridX are hosting a Frontier Forum to examine the imperative of good rate design, and the consequences of getting it wrong. Register here.
And make sure to listen to our new podcast, Political Climate – an insider’s view on the most pressing policy questions in energy and climate. Tune in every other Friday for the latest takes from hosts Julia Pyper, Emily Domenech, and Brandon Hurlbut. Available on Apple, Spotify, or wherever you get your podcasts.

This week, we have something a little different: a news quiz.
We recently took the stage with four investors at the Prelude Climate Summit — armed with a bell, a buzzer, and four different categories of questions. We tested two teams of venture investors on their knowledge of the most recent industry news.
Shayle Kann and Cassie Bowe, partners at venture firm Energy Impact Partners, are team "High Voltage." Shayle is also host of Latitude’s climate tech deep-dive podcast Catalyst.
Dr. Carley Anderson, principal at venture firm Prelude Ventures, and Matt Eggers, Prelude’s manager director, are team "Shayle Gassed."
Which team will come out on top?
Utility rates could make or break the energy transition – so how do we do it right? On June 13th, Latitude Media and GridX are hosting a Frontier Forum to examine the imperative of good rate design, and the consequences of getting it wrong. Register here.
And make sure to listen to our new podcast, Political Climate – an insider’s view on the most pressing policy questions in energy and climate. Tune in every other Friday for the latest takes from hosts Julia Pyper, Emily Domenech, and Brandon Hurlbut. Available on Apple, Spotify, or wherever you get your podcasts.