Open Circuit

Utilities are facing a collision of pressures: extreme weather, rising load, affordability concerns, and growing regulatory friction. Everyone agrees the grid needs to be hardened. But the real questi...

14 Nov 20251h 1min

After Bill Gates dropped a new climate manifesto, the internet did what it always does: lost its mind. Conservatives claimed victory, progressives accused him of selling out, and somewhere in the midd...

7 Nov 202549min

Here’s something surprising: in states like North Dakota and Texas, the surge of new industrial and data center load has actually moderated electricity prices. The very thing many people blame for hi...

31 Okt 20251h 2min

After years of U.S. restrictions on advanced semiconductors, Beijing is fighting back by cutting off exports of the raw materials that make those chips possible: rare earths, graphite, gallium, german...

24 Okt 202555min

The AI economy isn’t coming. It’s already here. In the first half of 2025, investment in AI infrastructure outpaced all U.S. consumer spending. Tech companies are now building the equivalent of an Ap...

10 Okt 20251h 4min

Distributed energy resources have never looked stronger. Fleets of batteries are now performing like gas plants, virtual power plants are dispatched daily, and hyperscalers are supporting new models t...

3 Okt 20251h 15min

For the last decade and a half, the loudest voices in the climate movement have treated decarbonization like a moral crusade: ban gas stoves, declare climate emergencies, punish fossil fuel companies....

26 Sep 20251h 7min

Eggs were the symbol of inflation in the last election. Now, as electricity bills spike, they are becoming a symbol for consumer frustration in 2026. Americans are feeling the squeeze. Bills are up n...

19 Sep 20251h 10min