A five-alarm fire for the grid? (Live)

It’s been nearly a year since a national energy emergency was declared, with big promises on prices and reliability. So we’re asking a simple question: how’s that going? In this live episode of Open Circuit, recorded at the Power Resilience Forum in Houston, we take stock of a power system under growing strain. Outages are up, prices are up, markets are stressed, and grid reliability experts are warning of a “five-alarm fire.” We’ll start with a look at how accelerating load growth, tighter reserve margins, delayed interconnection, and extreme weather are colliding — and what breaks first if current planning assumptions don’t change. Then, we’re joined on stage by Wilson Rickerson, president and co-founder of Converge Strategies, to explore grid resilience through a national security lens. As the military increasingly depends on the civilian grid, what happens when that system is under sustained stress? Wilson explains why thinking about the grid in a wartime context leads to familiar priorities: flexibility, transmission expansion, regional markets, and better coordination. And we talk about a report from Converge on lessons from the grid at war. Join Latitude Media, April 13-14, in San Francisco for Transition-AI 2026, our flagship event on the AI-energy infrastructure buildout. The two-day conference will bring together developers, utilities, regulators, and hyperscalers to align on what’s real, what’s possible, and what can get built to meet AI infrastructure demand. Our podcast listeners get a 10% discount on this year’s conference using the code PODS10. ⁠Register today here⁠!

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