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)

A high-stakes energy showdown in Texas

A high-stakes energy showdown in Texas

Texans take pride in their competitive electricity market, a system designed to let the cheapest resources win. And that market is increasingly choosing clean energy, with wind, solar, and batteries d...

23 Mai 20251h 1min

Tesla’s fork in the road

Tesla’s fork in the road

When Elon Musk canceled Tesla's affordable Model 2 last year to go all-in on Robotaxis, he may have made the most consequential decision in the company's history. As Chinese automaker BYD captures glo...

16 Mai 202542min

Fear and Loathing at the Department of Energy

Fear and Loathing at the Department of Energy

The Department of Energy is losing talent at an alarming rate. Described by insiders as a "hostile takeover," the agency's transformation under Trump has pushed out thousands of scientists, engineers,...

9 Mai 202552min

State of the transition: tariffs, shortages, data centers, and Europe vs China

State of the transition: tariffs, shortages, data centers, and Europe vs China

This week, we’re asking the central question of the energy transition: How fast are we going? Clean energy is bringing in $2 trillion of investment annually. Wind and solar now account for the vast m...

2 Mai 20251h 1min

Who’s really paying AI’s power bill?

Who’s really paying AI’s power bill?

When tech giants build massive data centers to power AI, they're often negotiating confidential deals with utilities that few people will ever see — but that everyone might pay for.  Harvard legal ex...

25 Apr 202554min

A tsunami of uncertainty for clean energy

A tsunami of uncertainty for clean energy

The business world is facing a tsunami of uncertainty. Across nearly every industry, investment is seizing up amid unpredictable tariffs and contradictory domestic policies.  In this week’s episode o...

18 Apr 202558min

Energy dominance meets economic chaos

Energy dominance meets economic chaos

President Trump promised energy dominance. But his sweeping new tariffs are delivering the opposite – creating unprecedented uncertainty for every sector of the energy economy. Faced with a market in...

10 Apr 202553min

Tariffs, localization, and a new global energy order

Tariffs, localization, and a new global energy order

It's fair to say the last decade was the climate era of the energy transition. From the Paris Agreement to corporate net zero pledges, reducing carbon emissions dominated the global framework for depl...

4 Apr 20251h

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