Open Circuit12 Des 2025

The year's twists, villains, and breakout stars in energy

This year, the energy industry changed faster than we could talk about it. We collectively said more than 225,000 words on this show — some of them were informed takes, some speculation. So how did they age? This week, Stephen reaches into a stocking stuffed with quotes from past episodes, and Jigar and Katherine must decide to defend, update, or disown their own words. Then, we honor the storylines and surprises that defined the year. The categories include: The biggest plot twist The breakout star The best villain The most underrated storyline Finally, we look ahead and make one bold prediction for 2030. In a year of growth, uncertainty, and a bit of existential dread, join us for our recap of the last 12 months. Fill out our listener survey for a chance to win a $100 gift card! Nextracker is now Nextpower. As electricity demand surges with AI, data centers and electrified infrastructure, solar is the only power source that can scale fast enough to meet this moment. Nextpower is the technology platform built for this future, delivering connected systems that unify the structural, electrical and digital technologies of a solar power plant. Powering what’s next at Nextpower.com. Open Circuit is brought to you by Natural Power. Natural Power specializes in renewable energy consulting and engineering, supporting wind, solar, and battery storage projects from concept through financing. Discover how we're creating a world powered by renewable energy at naturalpower.com.

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Episoder(71)

The new reality for data centers: no easy answers

For 20 years, the blueprint for data centers was simple: find some land, get in line for power, and trust that the utility could deliver. Data centers and power infrastructure got built on separate tr...

2 Jul 34min

How APS dove head-first into AI [partner content]

AI is about far more than chatbots and copilots. For utilities, the bigger opportunity may be in applying purpose-built models to the operational data from smart meters, customer systems, weather, out...

30 Jun 20min

Is commercial fusion finally near?

For a half century, fusion has been a scientific story playing out in national labs, government research budgets, and peer-reviewed journals. Every so often, a bold claim captures the public's attenti...

26 Jun 59min

SpaceX’s IPO is an energy story

Depending on where you sit, SpaceX is either the greatest industrial company of our time, or a CapEx bonfire that requires a lot of imagination to justify. But either way, the company’s public debut ...

18 Jun 41min

America’s electricity rage is here

The anger and anxiety over electricity in America is palpable. You can see it in packed utility commission hearings, in protests against companies, and in furious reactions on social media. And you c...

12 Jun 49min

The biggest utility merger in US history?

First, it was a power bottleneck. Then a compute bottleneck. Now, as AI agents burn through tokens faster than anyone predicted, we're back in a compute shortage. Meanwhile, it's getting harder than e...

5 Jun 1h 1min

The climate messaging war returns. Does it matter if we can’t build?

A familiar debate is reemerging in US politics: is it helpful or damaging to talk about climate change? It broke into the open when the New York Times published an op-ed from Matthew Huber arguing th...

29 Mai 1h 7min

Crypto’s bare-knuckle politics come to climate

Last year, clean energy attracted double the investment of fossil fuels. It's now a multi-trillion dollar industry globally, and the dominant source of new capacity in the US. And yet in the 2024 ele...

22 Mai 46min