The rise of permissionless DERs
Distributed batteries are having a big moment. On one hand, companies like Base Power and Tesla have leaned into large residential batteries that export power back to the grid, but need permits and in...
29 Jan 35min
More 2026 trends: Solar costs, oil oversupply, and the startup slump
We are back for Part 2 of Shayle’s double header conversation with the veteran energy analyst Nat Bullard, dissecting his annual presentation on the state of decarbonization. If you missed it, we rec...
22 Jan 25min
A ‘rain delay’ for the energy transition [partner content]
In 2024, Tom Burton described the clean energy transition as entering its “third inning” — a phase defined by execution and scale. A year later, the game looks very different. In this episode, produc...
20 Jan 19min
2026 trends: Gas turbines, Texas’ load queue and China electrifies
It’s a new year, which means the veteran energy analyst Nat Bullard has dropped another annual, data-rich presentation on the state of energy and decarbonization. And per what has become tradition, N...
15 Jan 46min
The VC case for 'full stack deeptech'
For “deep tech” or industrial tech investors, a captivating idea on paper doesn’t always translate into a sustainable or viable business. Even a remarkable technological breakthrough isn’t guaranteed ...
8 Jan 52min
How AI is changing weather forecasting
Weather forecasting drives billions of economic decisions — from grid operations to evacuation planning. Better forecasting could improve supply chain planning, disaster warnings, and renewable integr...
2 Jan 44min
The gas turbine crunch
Demand for turbines is growing fast, but so are lead times — causing serious headaches for developers and even cancellations. In Texas, one of six cancelled projects cited “equipment procurement const...
26 Dec 202538min
Will inference move to the edge?
Today virtually all AI compute takes place in centralized data centers, driving the demand for massive power infrastructure. But as workloads shift from training to inference, and AI applications bec...
18 Dec 202547min
