Open Circuit18 Apr 2025

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 of Open Circuit, we examine how this compounding uncertainty is impacting clean energy during a critical moment of spiking demand and rising costs. We dissect the signals from the market, revealing that despite the chaos, certain sectors are finding unexpected advantages. While utility-scale projects face delays, distributed generation is experiencing renewed interest as companies seek certainty through on-site solutions. Virtual power plants and grid-enhancing technologies may emerge as clear winners in an environment where traditional infrastructure planning has become extremely difficult. Plus, we play a round of "Transmission Lines," testing our hosts' knowledge of the news through provocative energy quotes, and take live audience questions about the volatile landscape. Open Circuit is supported by Kraken, the only proven, AI-powered operating system for utilities. Learn how Kraken helps unlock excellent customer experiences, increased innovation and reduced operational costs at kraken.tech. Open Circuit is brought to you by On.Energy. As one of the fastest-growing battery storage IPPs, On.Energy delivers turnkey resiliency solutions for utilities and enterprise customers. Whether you’re managing data centers or local grids, we help bring storage to your fleet. Learn more at on.energy. Credits: Co-hosted by Stephen Lacey, Jigar Shah, and Katherine Hamilton. Produced and edited by Stephen Lacey. Original music and engineering by Sean Marquand.

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