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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Episoder(71)

Can data centers regain their social license? A former Microsoft exec weighs in

Can data centers regain their social license? A former Microsoft exec weighs in

For the past decade, data centers were welcome guests. Communities competed for them with tax breaks, cheap land, favorable permitting because they meant jobs and economic development.  That era is o...

15 Mai 27min

Utilities are in the crosshairs of the data center backlash

Utilities are in the crosshairs of the data center backlash

Data center opposition is now being called “the most bipartisan issue since beer.” In Indiana, Maine, Pennsylvania, Virginia, and Wisconsin, voters across the political spectrum are turning sharply ag...

8 Mai 1h 3min

As oil rationing spreads, what comes next? Plus, Fermi America's collapse

As oil rationing spreads, what comes next? Plus, Fermi America's collapse

As the oil crisis persists, the world is running on borrowed time and borrowed oil. Inventories are draining, and the pain that started in Asian petrochemical plants and Indian cooking fuel shipments ...

30 Apr 1h 7min

The hidden bottleneck in clean energy [partner content]

The hidden bottleneck in clean energy [partner content]

What actually kills a clean energy project? It’s not always interconnection delays, permitting, or supply chains. Sometimes, it’s the deal itself. Even after years of development, hundreds of docume...

28 Apr 26min

A reckoning for the ‘electro-bros’

A reckoning for the ‘electro-bros’

With electricity now the limiting factor in the race to build superintelligence, the tech industry's response has been very Silicon Valley: move fast, break things, and relentlessly scale. The result...

20 Apr 55min

The natural gas ‘bridge’ becomes a highway

The natural gas ‘bridge’ becomes a highway

For a long time, natural gas was considered a bridge fuel. Even the gas industry called it a bridge, working hand in hand with environmental groups to push coal off the grid.  Then came the pushback ...

10 Apr 1h 3min

Have we run out of big ideas to fix the grid?

Have we run out of big ideas to fix the grid?

America’s grid problems are often framed as physical constraints: equipment shortages, interconnection backlogs, and a lack of powered land. But are we missing an opportunity to bring bigger ideas to...

3 Apr 1h 3min

The demand stack: Turning customers into grid capacity  [partner content]

The demand stack: Turning customers into grid capacity [partner content]

For years, demand-side programs like energy efficiency and demand response were treated as compliance, not real resources.  Now, that’s changing. As electricity demand surges, utilities are facing a...

31 Mar 28min

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