Open Circuit26 Nov 2025

A feast of hot takes

This year in energy has had the vibes of a dysfunctional family gathering: everyone showed up with big feelings, and no one agreed on the menu. To celebrate Thanksgiving, we’re processing the chaos right at the dinner table. In this holiday special, the team matches classic Thanksgiving guest archetypes with the biggest energy storylines of 2025. Who is the drunk uncle sucking up all the oxygen in the room? Who is the pragmatic parent holding the family together? And who is the rebellious teenager threatening to upend the status quo? But first, we serve an appetizer of the week’s biggest news: a new analysis from Grid Strategies shows that projected peak load growth has quadrupled in just two years to 166 GW. And we’ll wrap with leftovers — the unfinished stories we’ll be sharing well into next year. Fill out our listener survey for a chance to win a $100 gift card! Nextracker is now Nextpower. As electricity demand surges with AI, data centers and electrified infrastructure, solar is the only power source that can scale fast enough to meet this moment. Nextpower is the technology platform built for this future, delivering connected systems that unify the structural, electrical and digital technologies of a solar power plant. Powering what’s next at Nextpower.com. Open Circuit is brought to you by Natural Power. Natural Power specializes in renewable energy consulting and engineering, supporting wind, solar, and battery storage projects from concept through financing. Discover how we're creating a world powered by renewable energy at naturalpower.com. With resilience now a leading driver of grid investments, Latitude Media and The Ad Hoc Group are hosting the Power Resilience Forum in Houston, Texas on January 21-23, 2026. Utilities, regulators, innovators, and investors will all be in the room — talking about how to keep the grid running in this new era of heatwaves, wildfires, and storms. Register today here!

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Avsnitt(71)

The new reality for data centers: no easy answers

For 20 years, the blueprint for data centers was simple: find some land, get in line for power, and trust that the utility could deliver. Data centers and power infrastructure got built on separate tr...

2 Juli 34min

How APS dove head-first into AI [partner content]

AI is about far more than chatbots and copilots. For utilities, the bigger opportunity may be in applying purpose-built models to the operational data from smart meters, customer systems, weather, out...

30 Juni 20min

Is commercial fusion finally near?

For a half century, fusion has been a scientific story playing out in national labs, government research budgets, and peer-reviewed journals. Every so often, a bold claim captures the public's attenti...

26 Juni 59min

SpaceX’s IPO is an energy story

Depending on where you sit, SpaceX is either the greatest industrial company of our time, or a CapEx bonfire that requires a lot of imagination to justify. But either way, the company’s public debut ...

18 Juni 41min

America’s electricity rage is here

The anger and anxiety over electricity in America is palpable. You can see it in packed utility commission hearings, in protests against companies, and in furious reactions on social media. And you c...

12 Juni 49min

The biggest utility merger in US history?

First, it was a power bottleneck. Then a compute bottleneck. Now, as AI agents burn through tokens faster than anyone predicted, we're back in a compute shortage. Meanwhile, it's getting harder than e...

5 Juni 1h 1min

The climate messaging war returns. Does it matter if we can’t build?

A familiar debate is reemerging in US politics: is it helpful or damaging to talk about climate change? It broke into the open when the New York Times published an op-ed from Matthew Huber arguing th...

29 Maj 1h 7min

Crypto’s bare-knuckle politics come to climate

Last year, clean energy attracted double the investment of fossil fuels. It's now a multi-trillion dollar industry globally, and the dominant source of new capacity in the US. And yet in the 2024 ele...

22 Maj 46min