Open Circuit
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.

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Jaksot(71)

Five years later: the pandemic's energy legacy

Five years later: the pandemic's energy legacy

Five years ago, as lockdowns swept the globe, we witnessed an energy shock that destroyed oil demand, upended electricity demand patterns, and dropped global emissions by staggering levels overnight. ...

21 Maalis 202553min

Does residential solar have a bad product?

Does residential solar have a bad product?

The residential solar industry is facing its most challenging period in years. High interest rates, sweeping policy change, and stubbornly high customer acquisition costs are all causing a contraction...

14 Maalis 202549min

Is Wall Street in climate retreat?

Is Wall Street in climate retreat?

Major U.S. financial institutions are backing away from climate commitments – all six largest American banks have exited the Net-Zero Banking Alliance, BlackRock has quit comparable initiatives, and t...

7 Maalis 20251h 8min

Musk takes a chainsaw to 'energy dominance'

Musk takes a chainsaw to 'energy dominance'

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 "...

28 Helmi 20251h 4min

The data center boom: ‘All the cheap power is gone’

The data center boom: ‘All the cheap power is gone’

The tech industry is pouring $1.3 trillion into data centers globally over the next five years. While efficiency breakthroughs like the launch of DeepSeek's R1 reasoning model might reduce computing n...

21 Helmi 20251h 1min

Trump's energy paradox

Trump's energy paradox

The Trump administration wants energy abundance. But it just declared war on the fastest and cheapest ways to achieve it. That's the central paradox emerging from the administration's first weeks in o...

14 Helmi 202552min

The energy transition, decoded

The energy transition, decoded

The greatest industrial transformation in history is well underway — but it's going to be messy, contentious, and certainly not linear. In the midst of a volatile political and economic era, Jigar Sha...

5 Helmi 20257min

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