Stephen Lacey
@stephenlacey.bsky.social
Executive editor of Latitude Media. Co-host of "Open Circuit," a show decoding the energy transition.
Reposted by Stephen Lacey
Bill Gates hasn’t made sense on Climate since he teamed up with Bjorn Lomberg in 2009. This is just a restating of Bjorn’s book from this year about how we have a finite amount of money and we shouldn’t use it for climate. What they get wrong is that climate solutions are now fully profitable.
Bill Gates has a new memo out calling for a “strategic pivot” on climate change, downplaying “doomsday” talk to focus on filling enormous post-USAID budget gaps in global health and vaccine funding. I got an early glimpse of his thinking last week:
7 New Takes From Bill Gates on Climate ‘Doomsday’ Talk and Global Health
“I mean, God bless the Europeans for caring about climate.”
heatmap.news
October 29, 2025 at 11:43 AM
Bill Gates hasn’t made sense on Climate since he teamed up with Bjorn Lomberg in 2009. This is just a restating of Bjorn’s book from this year about how we have a finite amount of money and we shouldn’t use it for climate. What they get wrong is that climate solutions are now fully profitable.
Reposted by Stephen Lacey
In an interview with @latitudemedia.bsky.social's @stephenlacey.bsky.social, United’s President & CEO @honeill.bsky.social discussed how, with waning federal support, businesses must shift their focus to the states & regions.
Listen to the full interview: buff.ly/aTh4qXE
Listen to the full interview: buff.ly/aTh4qXE
October 6, 2025 at 4:03 PM
In an interview with @latitudemedia.bsky.social's @stephenlacey.bsky.social, United’s President & CEO @honeill.bsky.social discussed how, with waning federal support, businesses must shift their focus to the states & regions.
Listen to the full interview: buff.ly/aTh4qXE
Listen to the full interview: buff.ly/aTh4qXE
Reposted by Stephen Lacey
Such an interesting discussion about climate risk. Thanks @stephenlacey.bsky.social and team! podcasts.apple.com/us/podcast/o...
JPMorgan’s climate scientist thinks differently about risk
Podcast Episode · Open Circuit · 09/05/2025 · 53m
podcasts.apple.com
September 7, 2025 at 8:06 PM
Such an interesting discussion about climate risk. Thanks @stephenlacey.bsky.social and team! podcasts.apple.com/us/podcast/o...
Reposted by Stephen Lacey
I got to be a guest host on the Open Curcuit podcast with @stephenlacey.bsky.social & @cleangridview.bsky.social this week, & here’s how we talked about the One Big Beautiful Bill & what it does to raise costs, raise emissions, & reduce reliability. 🔌💡 Listen: www.latitudemedia.com/news/open-ci...
July 25, 2025 at 4:46 PM
I got to be a guest host on the Open Curcuit podcast with @stephenlacey.bsky.social & @cleangridview.bsky.social this week, & here’s how we talked about the One Big Beautiful Bill & what it does to raise costs, raise emissions, & reduce reliability. 🔌💡 Listen: www.latitudemedia.com/news/open-ci...
Reposted by Stephen Lacey
I talked to the great Open Circuit crew (@stephenlacey.bsky.social @jigarshahdc.bsky.social & Katherine Hamilton) about what energy people should know about food, and what food people can learn from the energy revolution.
www.latitudemedia.com/news/open-ci...
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 21, 2025 at 12:40 PM
I talked to the great Open Circuit crew (@stephenlacey.bsky.social @jigarshahdc.bsky.social & Katherine Hamilton) about what energy people should know about food, and what food people can learn from the energy revolution.
www.latitudemedia.com/news/open-ci...
www.latitudemedia.com/news/open-ci...
Reposted by Stephen Lacey
Elon Musk slammed the Senate’s latest version of President Donald Trump’s tax bill Saturday, raging online that the cuts to electric vehicle and other clean energy credits would be “incredibly destructive” to the US.
Musk Rages as Trump Tax Bill Slashes Electric Vehicle Credits
Elon Musk slammed the US Senate’s latest version of President Donald Trump’s multi-trillion dollar tax bill Saturday, warning that the cuts to electric vehicle and other clean energy credits would be “incredibly destructive” to the country.
bloom.bg
June 29, 2025 at 9:46 AM
Elon Musk slammed the Senate’s latest version of President Donald Trump’s tax bill Saturday, raging online that the cuts to electric vehicle and other clean energy credits would be “incredibly destructive” to the US.
Reposted by Stephen Lacey
NABTU gets it.
“Equivalent of canceling 1000 keystone XLs”
"Biggest job killing Bill in the history of the country"
“Equivalent of canceling 1000 keystone XLs”
"Biggest job killing Bill in the history of the country"
June 28, 2025 at 8:05 PM
NABTU gets it.
“Equivalent of canceling 1000 keystone XLs”
"Biggest job killing Bill in the history of the country"
“Equivalent of canceling 1000 keystone XLs”
"Biggest job killing Bill in the history of the country"
Reposted by Stephen Lacey
NOTE TO SELF: Next time google “what does this political party believe” before giving them $277 million
June 29, 2025 at 2:44 AM
NOTE TO SELF: Next time google “what does this political party believe” before giving them $277 million
Reposted by Stephen Lacey
Well we have the new text from Senate Budget, and we did indeed see the high water mark in the Finance text.
The latest text is much worse: back to placed in service by and of 2027, same onerous and draconian FEOC requirements, NEW excise on tax on wind and solar.
The latest text is much worse: back to placed in service by and of 2027, same onerous and draconian FEOC requirements, NEW excise on tax on wind and solar.
June 28, 2025 at 12:01 PM
Well we have the new text from Senate Budget, and we did indeed see the high water mark in the Finance text.
The latest text is much worse: back to placed in service by and of 2027, same onerous and draconian FEOC requirements, NEW excise on tax on wind and solar.
The latest text is much worse: back to placed in service by and of 2027, same onerous and draconian FEOC requirements, NEW excise on tax on wind and solar.
Climate tech capital is fleeing America. Sightline's Kim Zou joined @open-circuit.bsky.social from London Climate Week. For the first time, US investors are flocking to what's been a sleepy European conference. The reason? "Definitely pullback in the U.S." A thread on what's driving change 🧵
June 27, 2025 at 1:33 PM
Climate tech capital is fleeing America. Sightline's Kim Zou joined @open-circuit.bsky.social from London Climate Week. For the first time, US investors are flocking to what's been a sleepy European conference. The reason? "Definitely pullback in the U.S." A thread on what's driving change 🧵
Reposted by Stephen Lacey
Fascinating exchange on latest Open Circuit episode in reply to @stephenlacey.bsky.social prompt on data center flex, btwn Arushi Sharma Frank & @jigarshahdc.bsky.social @cleangridview.bsky.social: 🔌💡 www.latitudemedia.com/news/open-ci...
June 21, 2025 at 4:18 PM
Fascinating exchange on latest Open Circuit episode in reply to @stephenlacey.bsky.social prompt on data center flex, btwn Arushi Sharma Frank & @jigarshahdc.bsky.social @cleangridview.bsky.social: 🔌💡 www.latitudemedia.com/news/open-ci...
Reposted by Stephen Lacey
It's been fascinating to watch the discourse about the Spain blackout over the past month. So much of it predictable, but I'm glad all the people who think mostly about fossil fuels are having to reluctantly learn nerdy things about electricity and grids. It's clear where the future lies.
June 20, 2025 at 8:23 AM
It's been fascinating to watch the discourse about the Spain blackout over the past month. So much of it predictable, but I'm glad all the people who think mostly about fossil fuels are having to reluctantly learn nerdy things about electricity and grids. It's clear where the future lies.
Reposted by Stephen Lacey
"World’s largest hydrogen taxi operator hurls accusations at supply giants as it quits H2 in Paris"
"Hype, the world’s largest hydrogen taxi operator, is to cease operating its fleet of hydrogen taxis in the Paris area, on the back of surging H2 prices"
www.hydrogeninsight.com/transport/a-...
"Hype, the world’s largest hydrogen taxi operator, is to cease operating its fleet of hydrogen taxis in the Paris area, on the back of surging H2 prices"
www.hydrogeninsight.com/transport/a-...
June 20, 2025 at 9:05 AM
"World’s largest hydrogen taxi operator hurls accusations at supply giants as it quits H2 in Paris"
"Hype, the world’s largest hydrogen taxi operator, is to cease operating its fleet of hydrogen taxis in the Paris area, on the back of surging H2 prices"
www.hydrogeninsight.com/transport/a-...
"Hype, the world’s largest hydrogen taxi operator, is to cease operating its fleet of hydrogen taxis in the Paris area, on the back of surging H2 prices"
www.hydrogeninsight.com/transport/a-...
Reposted by Stephen Lacey
I got to talk to @stephenlacey.bsky.social, @cleangridview.bsky.social, and @jigarshahdc.bsky.social on Open Circuit, about the reconciliation bill, abundance, and the future of energy and climate innovation. www.latitudemedia.com/news/open-ci...
The abundance agenda meets scarcity politics
Republicans dismantle the IRA while America faces its biggest infrastructure challenge in decades.
www.latitudemedia.com
May 30, 2025 at 4:58 PM
I got to talk to @stephenlacey.bsky.social, @cleangridview.bsky.social, and @jigarshahdc.bsky.social on Open Circuit, about the reconciliation bill, abundance, and the future of energy and climate innovation. www.latitudemedia.com/news/open-ci...
Reposted by Stephen Lacey
Here's BloombergNEF's best guess on what increased data center activity means for global electricity consumption, from this year's New Energy Outlook, in the Economic Transition Scenario.
(Full report is paywalled: www.bnef.com/insights/361... )
(Full report is paywalled: www.bnef.com/insights/361... )
May 26, 2025 at 9:38 AM
Here's BloombergNEF's best guess on what increased data center activity means for global electricity consumption, from this year's New Energy Outlook, in the Economic Transition Scenario.
(Full report is paywalled: www.bnef.com/insights/361... )
(Full report is paywalled: www.bnef.com/insights/361... )
Reposted by Stephen Lacey
Equinor says the Trump administration has lifted the stop-work order for the Empire Wind offshore wind project - "allowing construction activities to resume" www.equinor.com/news/2025051... 🔌💡
Stop work order lifted, Empire Wind project resumes construction
The stop work order has been lifted for the Empire Wind project, allowing construction activities to resume.
www.equinor.com
May 19, 2025 at 10:56 PM
Equinor says the Trump administration has lifted the stop-work order for the Empire Wind offshore wind project - "allowing construction activities to resume" www.equinor.com/news/2025051... 🔌💡
Great analysis of the draft House reconciliation bill from @jessedjenkins.com and @robinsonmeyer.bsky.social on this week's Shift Key. The most depressing takeaway is that Republicans will crush stuff they claim to love -- nuclear and domestic manufacturing -- not just wind and solar. Pure lunacy.
Shift Key Special Edition: The Fight Over the Inflation Reduction Act Has Arrived
Rob and Jesse digest the Ways and Means budget bill live on air, alongside former Treasury advisor Luke Bassett.
heatmap.news
May 13, 2025 at 9:21 PM
Great analysis of the draft House reconciliation bill from @jessedjenkins.com and @robinsonmeyer.bsky.social on this week's Shift Key. The most depressing takeaway is that Republicans will crush stuff they claim to love -- nuclear and domestic manufacturing -- not just wind and solar. Pure lunacy.
I don't get how Dems still believe the "death of democracy" messaging will work, when it clearly failed in the election. Every WH action is antithetical to its policy priorities. It's the perfect chance to clearly explain the contradictions, and present genuine counter policies. What am I missing?
May 11, 2025 at 10:24 PM
I don't get how Dems still believe the "death of democracy" messaging will work, when it clearly failed in the election. Every WH action is antithetical to its policy priorities. It's the perfect chance to clearly explain the contradictions, and present genuine counter policies. What am I missing?
Reposted by Stephen Lacey
Huge congrats to @maeveallsup.bsky.social on her @latitudemedia.bsky.social Open Circuit debut, holding her own with @jigarshahdc.bsky.social, Katherine Hamilton, & @stephenlacey.bsky.social.
Smashed it.
#climatesky 🔌💡
Smashed it.
#climatesky 🔌💡
Fear and Loathing at the Department of Energy
Podcast Episode · Open Circuit · 09/05/2025 · 53m
podcasts.apple.com
May 10, 2025 at 3:38 PM
Huge congrats to @maeveallsup.bsky.social on her @latitudemedia.bsky.social Open Circuit debut, holding her own with @jigarshahdc.bsky.social, Katherine Hamilton, & @stephenlacey.bsky.social.
Smashed it.
#climatesky 🔌💡
Smashed it.
#climatesky 🔌💡
Some juicy details in this story from @maeveallsup.bsky.social about the politics of the DOE's rescinded support for solar/batteries in Puerto Rico. "Who could argue against backup power for hospitals, right?”
Inside the political chess game of funding backup power for Puerto Rico
Modernizing the island’s grid was key to Gov. González-Colón’s campaign. So why has she pulled her support of a key resilience program?
www.latitudemedia.com
May 8, 2025 at 5:29 PM
Some juicy details in this story from @maeveallsup.bsky.social about the politics of the DOE's rescinded support for solar/batteries in Puerto Rico. "Who could argue against backup power for hospitals, right?”
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:
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
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:
Supply chain impact of tariffs
Clean energy bottlenecks
AI power demand realities
Europe vs China
🧵Here are some of my takeaways:
Reposted by Stephen Lacey
Well, it's official. We just received notice that all authors on the Sixth National Climate Assessment have just been released from their roles.
The NCA is a vital, Congressionally mandated resource for our nation as we prepare for the impacts of climate change. This is a huge loss.
The NCA is a vital, Congressionally mandated resource for our nation as we prepare for the impacts of climate change. This is a huge loss.
April 28, 2025 at 11:04 PM
Well, it's official. We just received notice that all authors on the Sixth National Climate Assessment have just been released from their roles.
The NCA is a vital, Congressionally mandated resource for our nation as we prepare for the impacts of climate change. This is a huge loss.
The NCA is a vital, Congressionally mandated resource for our nation as we prepare for the impacts of climate change. This is a huge loss.
Reposted by Stephen Lacey
"They are the essential building blocks of much of modern technology, forming parts of everything from satellites and jet fighters to CT scanners and iPhone speakers. Automakers said they are currently combing through their catalogs to find affected parts."
🔌💡🔌🚗
www.wsj.com/business/aut...
🔌💡🔌🚗
www.wsj.com/business/aut...
Dyspro-what? Why an Obscure Element Has the EV Industry in a Panic
The rare-earth mineral dysprosium, used for magnets in electric-vehicle motors, is among exports China slowed in response to Trump’s trade war.
www.wsj.com
April 27, 2025 at 12:38 PM
"They are the essential building blocks of much of modern technology, forming parts of everything from satellites and jet fighters to CT scanners and iPhone speakers. Automakers said they are currently combing through their catalogs to find affected parts."
🔌💡🔌🚗
www.wsj.com/business/aut...
🔌💡🔌🚗
www.wsj.com/business/aut...
Reposted by Stephen Lacey
This is a key point. Shortages are already baked.
It’s only getting much play in the trade/transport niche press. But pretty real product shortages beginning in mid-May or so are already locked in. They’re maybe a thousand miles out in the Pacific Ocean. Modern trade takes place in gargantuan container ships. There are very detailed records …
April 27, 2025 at 2:30 PM
This is a key point. Shortages are already baked.
This framing is reasonable. Yes, phasing out fossil fuels is required under any climate framework. But it's clear that positive economic, security, and innovation outcomes resonate far more with people than opposition frameworks. Also, AI will be an extraordinary tool in accelerating solutions.
I missed this when it came out but it's valuable in how it lays out how the corporatised centre-right climate space is responding to geopolitics
- Lean on "abundance"
- Stop opposing fossil fuels, only promote new techs
- All in on AI greenwashing (like:REALLY)
www.systemiq.earth/shock-therap...
- Lean on "abundance"
- Stop opposing fossil fuels, only promote new techs
- All in on AI greenwashing (like:REALLY)
www.systemiq.earth/shock-therap...
April 27, 2025 at 1:26 PM
This framing is reasonable. Yes, phasing out fossil fuels is required under any climate framework. But it's clear that positive economic, security, and innovation outcomes resonate far more with people than opposition frameworks. Also, AI will be an extraordinary tool in accelerating solutions.