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)

Grid utilization vs expansion: The 100 GW debate

Grid utilization vs expansion: The 100 GW debate

We’re entering an electricity supercycle that is reshaping how power gets built, where it gets built, and who controls it. Across the U.S., developers are scrambling to lock up land with access to el...

27 Mar 55min

State of the transition: The biggest fights in energy

State of the transition: The biggest fights in energy

Everyone has a strong opinion on energy right now. If you’ve followed energy for a while, none of this is new. There have always been strong opinions — renewables versus fossil fuels, subsidies versus...

20 Mar 1h 19min

Iran, energy shocks, and the case for distributed power

Iran, energy shocks, and the case for distributed power

President Trump’s war with Iran has rattled global energy markets. Oil prices have surged, LNG markets are tightening, and shipping through the Strait of Hormuz — a chokepoint that carries roughly 20%...

13 Mar 1h 2min

The problem with Trump's AI power pledge

The problem with Trump's AI power pledge

The politics of AI and electricity came to the White House this week. On Wednesday, the biggest tech companies in the world — Amazon, Google, Meta, Microsoft, OpenAI, and Oracle — gathered in Washing...

6 Mar 59min

Clean energy didn’t collapse in 2025. It adapted.

Clean energy didn’t collapse in 2025. It adapted.

When President Trump kicked off an aggressive trade war, a lot of people predicted economic doom. But it didn’t happen. We’re seeing something similar in clean energy right now with ever-shifting tar...

27 Feb 1h 5min

The Green Blueprint: Sage Geosystems' bet on underground energy storage

The Green Blueprint: Sage Geosystems' bet on underground energy storage

This week, we’re featuring an episode of The Green Blueprint.  In this episode, Lara Pierpoint talks with Cindy Taff, CEO of Sage Geosystems. Cindy and her team at Sage Geosystems are developing geo...

20 Feb 42min

Are investors losing faith in Big Tech's infrastructure frenzy?

Are investors losing faith in Big Tech's infrastructure frenzy?

This year alone, the biggest tech companies plan to spend more than $600 billion on physical infrastructure — eclipsing the railroad boom, the interstate highway system, and the Apollo space program. ...

13 Feb 1h 5min

Is this geothermal’s breakout moment?

Is this geothermal’s breakout moment?

2026 could be the year of the mega-IPO, with OpenAI, SpaceX, and Anthropic all rumored to be eyeing public markets. But for energy nerds and hot-rock lovers, there’s another IPO to watch: Fervo Energy...

6 Feb 1h 11min

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