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Open Circuit Podcast
@open-circuit.bsky.social
280 followers 690 following 38 posts
The energy transition, decoded. Produced by @latitudemedia.bsky.social. Listen to new episodes on latitudemedia.com or wherever you get your podcasts.
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open-circuit.bsky.social
🎧This week on Open Circuit: How much resilience should we pay for in the grid? ⚡️ Utilities face rising costs, extreme weather, and regulatory pressure — but new resilience tech (wildfire sensors, AI forecasts) could shift the balance.

www.latitudemedia.com/news/open-ci...
The grid resilience dilemma
Everyone wants a more resilient grid, but there’s little agreement on how to build it.
www.latitudemedia.com
November 14, 2025 at 6:04 PM
open-circuit.bsky.social
New Open Circuit episode recorded live at Greentown Labs! We're diving into:
→ Bill Gates' climate letter & the innovation vs. systems debate
→ Climate tech capital's "new normal" in 2025
→ What history will remember us for
🎧 Listen here: www.latitudemedia.com/news/open-ci...
Why is Bill Gates stuck on the tired innovation vs. deployment debate?
The billionaire’s latest letter caused a meltdown — but there was one piece missing from the discourse.
www.latitudemedia.com
November 7, 2025 at 3:36 PM
open-circuit.bsky.social
This week on Open Circuit, Stephen Lacey, Jigar Shah and Caroline Golin, CEO of Envision Energy Advisors, explore a surprising trend: in some states, big new loads have actually lowered retail electricity rates. Can data centers do the same? 🎧 Listen here: www.latitudemedia.com/news/open-ci...
If large loads lower rates, how can data centers do the same?
In some states, big new loads have moderated prices — even as grid hardening and extreme weather costs drive them up elsewhere.
www.latitudemedia.com
October 31, 2025 at 3:00 PM
open-circuit.bsky.social
“While America pours money into intelligence, China has been focusing on the ‘electric stack’ that brings enormous strategic economic value.”

In the latest episode of Open Circuit, we dig into why the AI race is less about algorithms and more about electrons.

www.latitudemedia.com/news/open-ci...
The AI race is really an electro-industrial race, led by China
While America pours money into intelligence, China dominates the minerals and manufacturing that will run it.
www.latitudemedia.com
October 24, 2025 at 6:49 PM
open-circuit.bsky.social
We are thrilled to announce that Open Circuit has been honored as a Silver winner at the Signal Awards 2025 in the Sustainability and Environment category! 🏆

Grateful for our amazing production team and thank you to the Signal Awards for this recognition.
October 23, 2025 at 4:41 PM
open-circuit.bsky.social
On today's Open Circuit, we dig into whether the current clean energy, regulatory, and market pressures are shaping a fundamentally different path for distributed energy (DERs)

🎧 Listen here or wherever you get your podcasts: www.latitudemedia.com/news/open-ci...
Is this moment for distributed energy different?
DERs are finally acting like real power plants. But utilities are still treating them like side projects.
www.latitudemedia.com
October 3, 2025 at 3:14 PM
open-circuit.bsky.social
In the latest Open Circuit, we explore whether we’ve come to a pivot point in the climate narrative — where adaptation, resilience, and risk management become as central as emissions reduction.

🎧 Listen now:

www.latitudemedia.com/news/open-ci...
The case for a climate reset
Examining the arguments for a more pragmatic approach to climate policy.
www.latitudemedia.com
September 26, 2025 at 3:37 PM
open-circuit.bsky.social
This week on Open Circuit: how U.S. electric bills (up nearly 30% since 2021) are overtaking eggs as the symbol of household pain. Nearly 80 million Americans are struggling with rising costs, and everyone’s looking for someone to blame.

🎧 Listen here:

www.latitudemedia.com/news/open-ci...
Electricity is the new price of eggs
Electricity affordability is becoming a defining political issue in America.
www.latitudemedia.com
September 19, 2025 at 3:59 PM
open-circuit.bsky.social
In today's Open Circuit, Stephen Lacey examines how the Trump administration’s stop-work orders, federal red tape, and controversial objections to projects like Ørsted’s nearly completed Revolution Wind are sowing uncertainty.

🎧 Listen here:

www.latitudemedia.com/news/open-ci...
Why Trump’s wind war could do lasting damage to US energy investment
Trump’s actions against offshore wind are reshaping risk not just for wind, but for solar, storage, and nuclear too.
www.latitudemedia.com
September 12, 2025 at 2:56 PM
open-circuit.bsky.social
🎧 Listen now: Open Circuit, Stephen Lacey features JPMorgan’s Global Head of Climate Advisory, Dr. Sarah Kapnick, whose unconventional journey reveals how climate risk is finally becoming boardroom strategy rather than an afterthought. www.latitudemedia.com/news/open-ci...
JPMorgan’s climate scientist thinks differently about risk
Dr. Sarah Kapnick on the trillion-dollar blind spot in corporate risk models.
www.latitudemedia.com
September 5, 2025 at 3:56 PM
open-circuit.bsky.social
This week on Open Circuit: the growing affordability crisis in clean energy, why VPPs may have hit a tipping point, + whether this is truly solar’s moment. Tune in for a sharp, timely conversation at the intersection of policy, tech, and markets.

🎧 Listen here www.latitudemedia.com/news/open-ci...
Grab bag: The affordability crisis, a VPP tipping point, and solar’s moment
We tap Jigar Shah's LinkedIn, Bluesky, and X feeds to decode what's happening in clean energy right now.
www.latitudemedia.com
August 29, 2025 at 2:47 PM
open-circuit.bsky.social
🎧 Listen now: Open Circuit, MIT’s Vijay Gadepally explains how AI’s shift from single tasks to always-on assistants is pushing energy demand to power-plant scale.

www.latitudemedia.com/news/open-ci...
How AI is changing our digital energy footprints
As AI transforms from task-based tools to always-on companions, it’s adding up to power plant level demand.
www.latitudemedia.com
August 20, 2025 at 4:57 PM
open-circuit.bsky.social
This week on Open Circuit: Rob Gramlich and Anuja Ratnayake on the scale, uncertainty, and urgency of planning for the data center surge.

Listen now: www.latitudemedia.com/news/open-ci...
Solving the AI load growth puzzle
Rob Gramlich and Anuja Ratnayake on the scale, uncertainty, and urgency of planning for the data center surge.
www.latitudemedia.com
August 13, 2025 at 5:54 PM
open-circuit.bsky.social
This week on Open Circuit: how tariffs, sourcing rules, and permitting confusion are slowing America’s clean energy factory buildout.

Listen now: www.latitudemedia.com/news/open-ci...
Is America giving up on clean energy manufacturing?
How tariffs, sourcing rules, and permitting confusion are slowing America’s clean energy factory buildout.
www.latitudemedia.com
August 1, 2025 at 4:45 PM
open-circuit.bsky.social
🎧 Listen now: Kraken’s Devrim Celal on how utilities can unlock the same innovations that shaped transportation systems.

www.latitudemedia.com/news/the-gre...
The great divergence: Can the grid catch up to transportation innovation?
Kraken’s Devrim Celal on how utilities can unlock the same innovations that shaped transportation systems.
www.latitudemedia.com
July 29, 2025 at 8:41 PM
open-circuit.bsky.social
This week on Open Circuit, we unpack the contradictions at the heart of the GOP’s energy agenda, explain why the post-IRA tax landscape is still favorable for some sectors, and explore how the politics of permitting could shape developer decisions.

🎧 Listen now www.latitudemedia.com/news/open-ci...
How will the clean energy industry recalibrate in the wake of OBBB?
New rules, blackout warnings, and confusing policy signals in the race to electrify.
www.latitudemedia.com
July 25, 2025 at 3:08 PM
open-circuit.bsky.social
This week on Open Circuit: The hosts chat with journalist and author Michael Grunwald about the hidden emissions of biofuels, the failure of feel-good farming, and how ag tech can learn from energy.

Listen now: www.latitudemedia.com/news/open-ci...
What we learned from the ethanol disaster
Michael Grunwald on the hidden emissions of biofuels, the failure of feel-good farming, and how ag tech can learn from energy.
www.latitudemedia.com
July 18, 2025 at 4:38 PM
open-circuit.bsky.social
This week on Open Circuit: A deep dive into Spain's blackout revealed systemic grid failures and a lack of response from conventional generators.

Listen now: www.latitudemedia.com/news/open-ci...
No, solar didn’t cause Spain’s grid collapse
A deep dive into Spain's blackout revealed systemic grid failures and a lack of response from conventional generators.
www.latitudemedia.com
July 7, 2025 at 4:24 PM
open-circuit.bsky.social
Tech giants built their clean energy strategies for a different world. Can they reshape a new one?

Today on Open Circuit, a special live episode from Transition-AI 2025 in Boston:

www.latitudemedia.com/news/open-ci...
AI rewrites the corporate energy playbook
Tech giants built their clean energy strategies for a different world. Can they reshape a new one?
www.latitudemedia.com
June 17, 2025 at 8:40 PM
open-circuit.bsky.social
As Musk alienates his customers, he’s betting everything on an autonomous future. This week on Open Circuit w/ special guest @danahull.bsky.social:

www.latitudemedia.com/news/open-ci...
Tesla’s fork in the road
As Musk alienates his customers, he’s betting everything on an autonomous future.
www.latitudemedia.com
May 16, 2025 at 6:37 PM
Reposted by Open Circuit Podcast
stephenlacey.bsky.social
We had a fascinating conversation with JP Morgan's Michael Cembalest on @open-circuit.bsky.social this week exploring the state of the energy transition. We discussed:

Supply chain impact of tariffs
Clean energy bottlenecks
AI power demand realities
Europe vs China

🧵Here are some of my takeaways:
Tariffs, equipment delays, rising costs: The energy transition faces some harsh realities
JP Morgan's Michael Cembalest offers a data-driven reality check on renewable growth, transmission bottlenecks, and the economics of decarbonization.
www.latitudemedia.com
May 2, 2025 at 3:31 PM
Reposted by Open Circuit Podcast
latitudemedia.bsky.social
Happening TOMORROW: The inaugural (virtual) Open Circuit Live. Join industry veterans @jigarshahdc.bsky.social, @cleangridview.bsky.social & @stephenlacey.bsky.social for a special live recording of the podcast — & bring your questions for live Q&A w/ the hosts:
www.latitudemedia.com/events/open-...
Open Circuit Live
Join hosts Jigar Shah, Katherine Hamilton, and Stephen Lacey for a live, virtual Open Circuit recording on April 16th.
www.latitudemedia.com
April 15, 2025 at 7:33 PM
open-circuit.bsky.social
The clean energy industry and fossil fuel producers alike face a new economic reality. On the latest Open Circuit, the hosts examine the contradictions at the heart of the administration’s economic agenda.

Listen here: www.latitudemedia.com/news/tariff-...
Tariff turmoil: ‘energy dominance’ meets economic chaos
The clean energy industry and fossil fuel producers alike face a new economic reality.
www.latitudemedia.com
April 10, 2025 at 1:45 PM
open-circuit.bsky.social
As the era of liberal free trade ends, have we passed ‘peak trade’ for oil? On the latest Open Circuit:

www.latitudemedia.com/news/open-ci...
Has the net-zero era ended, and the energy security era restarted?
As the era of liberal free trade ends, have we passed ‘peak trade’ for oil?
www.latitudemedia.com
April 7, 2025 at 6:35 PM
open-circuit.bsky.social
This week on Open Circuit, the hosts revisit their energy predictions from five years ago during the early days of COVID-19 in the U.S. and explore three major paradoxes that emerged in the years since.

Listen to the full episode: www.latitudemedia.com/news/open-ci...
The pandemic’s energy legacy
Five years later, we revisit the biggest energy stories from the pandemic.
www.latitudemedia.com
March 21, 2025 at 4:49 PM