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
Fuel cells are powering AI data center demand: they’ve moved from interesting clean tech to major player. How are utilities using them?
US data centre announcements are averaging 435MW a month, and there’s around 175GW of large-load capacity already committed or under construction. AI hyperscalers are looking for innovative ways to me...
27 Tammi 43min
AI, and the battle for energy in 2026. What clean energy sources are going to meet demand?
AI is changing the energy system faster than almost anything we’ve seen in decades. Interim host, engineer and energy analyst Bridget Van Dorsten is joined by Ed Crooks, host of Energy Gang and Vice-c...
13 Tammi 29min
