
The grid's immune system is retiring: Synchronous condensers, AI data centers and the physics gap that software alone can't close
As coal and gas plants retire, the energy transition conversation focuses on replacing their generation capacity. What gets far less attention is the loss of the physical properties those machines pro...
19 Touko 1h 2min

The electrolyzer reckoning: Can disciplined product development deliver on green hydrogen's promise before the survivors run out of runway?
Empty gigawatt factories, product recalls, participation rates that never materialised, and a policy environment that has now stripped the green premium entirely. The electrolyzer industry has had a b...
21 Huhti 1h

Flexibility as a service: Can Octopus's acquisition of Uplight finally make US residential VPPs work?
Millions of enrolled devices, 60 utilities, and the participation rate gap that's been embarrassing the US market for a decade. US residential virtual power plants have been a promising idea that's co...
7 Huhti 45min

The muscle we forgot: SMRs, hyperscalers, and why this nuclear renaissance might actually be different
Why nuclear has never been project financed and how that might finally be about to change.Every nuclear plant ever built has ultimately been backstopped by taxpayers or ratepayers. Not because the tec...
24 Maalis 56min

The grid nobody planned for: public power, hyperscalers and the race to rewire America for the AI age
What two decades of flat demand means for a grid now expected to double in sizeThe US went from essentially zero load growth for twenty years to 3% national growth almost overnight. The supply chains,...
10 Maalis 1h 4min

Is hyperscaler demand finally giving CCS its moment?
Carbon capture and storage has long been framed as a clean technology that’s forever five years away. Bridget van Dorsten speaks with Tim Vail, CEO of ION Clean Energy, to explore why a surge in AI da...
24 Helmi 47min

Building the plane while it’s flying: data centers, utilities, and the new rules of power
After more than a decade of flat demand, the US power sector is now facing explosive growth, arriving faster than grids, generation, and transmission can be built. In this episode, Interim host of Int...
10 Helmi 44min



















