Trump’s offshore wind war shakes investors
On his first day in office, Trump laid out his wind policy in one simple sentence: “We aren’t going to do the wind thing.” With stop-work orders, red tape, and wild claims about whale-killing electr...
12 Sep 202553min
JPMorgan’s climate scientist thinks differently about risk
In 2004, Dr. Sarah Kapnick was a young banking analyst at Goldman Sachs when she spotted a blind spot: no one was helping clients understand climate risk. Two decades later, she’s the Global Head of C...
5 Sep 202553min
Grab bag: the affordability crisis, a VPP tipping point, and solar’s moment
This week, we’re doing something a little different: we’re turning to Jigar’s social media feeds and listener questions to guide our conversation on the latest news in clean energy. First, we tackle ...
29 Aug 20251h
The Latitude stage: How AI changes our digital energy footprint
We're witnessing a profound shift from discrete AI tools to always-on AI companions — systems that provide constant feedback, conversation, and support. Sound familiar? It's the 2013 movie "Her" becom...
20 Aug 202535min
The Latitude stage: Solving the AI load growth puzzle
In the last two quarters, capital spending on AI has blown past all U.S. consumer spending. Investments in AI infrastructure have already eclipsed the telecom and dot-com booms. The top tech companies...
13 Aug 202539min
Is America giving up on clean energy manufacturing?
Over the last four years, the U.S. clean energy manufacturing sector saw a historic boom. Factory construction doubled, foreign firms opened production in dozens of states, and federal policy spurred ...
1 Aug 20251h 1min
The great divergence: Can the grid catch up to transportation innovation? [partner content]
Why can your phone instantly reroute you around traffic, but your utility can't tell you when to charge your car for maximum savings? Why can Uber optimize thousands of drivers in real-time, while the...
29 Jul 202527min
A post-OBBB market recalibration
As America faces a surge in electricity demand, the federal government is working hard to slow the very resources needed to meet it. The “One Big Beautiful Bill” is expected to slash clean energy dep...
25 Jul 20251h 2min
