About this podcast
The energy transition, decoded. Every week, three industry veterans explore the business models, tech breakthroughs, and market shakeups that are driving the biggest industrial transformation in history. The show offers a rare insider's view of the clean energy market.
Episodes
The newest 20 of 92 episodes
- Could AI swarms take down the grid? · 51 minThe prepping vibes online are very high right now. Spend any time on X, and you’ll get inundated with warnings about AI hacking, possible grid collapse, and stockpile checklists…
- AI bubble fears are derailing energy IPOs · 60 minThis was supposed to be the year when clean energy rode the AI wave onto Wall Street. Instead, the pipeline for energy IPOs is dwindling. What happened? A combination of high…
- Live: A new era for grid flexibility? · 58 minThe last few months have brought more momentum for grid flexibility than the last decade. All across the country, load growth is pushing policymakers to leverage DERs and other…
- How AI went from climate hero to villain · 44 minNot long ago, we were asking if AI would save the climate. Now we’re asking if it will wreck it. The truth is somewhere in between. But it’s easy to see why sentiment swung so…
- Clean energy loves the permitting bill. Green groups hate it. · 50 minIt’s really hard to build infrastructure in America. And it’s particularly hard for clean energy, which is overwhelmingly stalled by outdated and onerous permitting. But we have…
- Utilities and Big Tech lost trust. What will earn it back? · 1 h 9 minAcross America, people are screaming “no” — no to data centers, and no to the energy projects that serve them. So what gets people to a “yes”? Perhaps an enthusiastic yes? Every…
- Trump’s coal crusade is failing · 52 minThe biggest story in Washington is President Trump's rejection of AI safety regulation. But the White House is waging an equally consequential regulatory battle against carbon…
- The hidden power systems behind AI [partner content] · 27 minData centers are known for their hulking exteriors, rows of blinking servers, and massive cooling equipment. But there’s an entire ecosystem no one gets to see: the electrical…
- Power is caught in AI’s doom loop · 57 minWe are in the middle of a radical political and economic realignment, with electricity infrastructure at the center of it. And this summer, the plot thickened. Power sector…
- Empowering utility customers with demand flexibility [partner content] · 21 minAs data centers, factories, and electrification push growth to unprecedented heights, customers are looking for greater control over their energy use. But the traditional…
- Electricity bills are on the ballot · 30 minElectricity prices have become a central storyline in upcoming U.S. elections. All over the country, Americans are finding it harder to pay their bills, and they’re getting…
- The breakout moment for VPPs [partner content] · 55 minVirtual power plants are having a moment. Suddenly, this once-niche solution for the power sector is breaking into mainstream discourse. The convergence of sudden load growth…
- Green Blueprint: Form's storage manufacturing breakthrough · 50 minWe're on vacation through the end of August, so this week we’re featuring an episode of The Green Blueprint. Lithium-ion batteries have revolutionized energy storage. But…
- AI needs a different kind of power plant [partner content] · 23 minArbor Energy is betting that smaller, modular turbines can solve problems the conventional generation model was never designed for. Arbor Energy was founded with an unusual…
- Did China outsmart America after the oil shock? · 58 minAfter Iran shut down the Strait of Hormuz, everyone thought prices would hit historic highs. But they didn't. Why? The answer is less about market resiliency, and more about two…
- Data centers have a Texas-sized energy problem · 1 h 5 minThe showdown over data centers is taking a new turn. This week, Texas Governor Greg Abbott announced a data center pause in order to audit how they’ll impact water supplies and…
- A simple fix that could unlock the heat pump market · 49 minIt's been almost a decade since the “Electrify Everything” movement kicked off. And guess what? We aren't electrifying everything. We're seeing strong growth in electric…
- Critical Capital: Is this infrastructure's once-in-a-generation moment? · 31 minThis week, we’re presenting an episode of Critical Capital, a new podcast from Crux and Latitude Studios. We are entering a period of infrastructure development unlike anything…
- The off-grid data center fantasy · 1 h 11 minA major fault line runs through the data center debate: how many will actually go off-grid? There’s a lot of enthusiasm in Silicon Valley for breaking free from the grid. But…
- Turning customer data into grid intelligence [partner content] · 23 minUtilities across the country are increasingly turning to time-of-day rates as electricity demand grows and delivery costs rise. But a harder challenge is giving customers the…
