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Latitude Media
@latitudemedia.bsky.social
Covering the new frontiers of the energy transition | B2B news, podcasts, research, and events | @catalyst-pod.bsky.social, @open-circuit.bsky.social | latitudemedia.com
Filings are in for FERC’s proposed rulemaking on standardizing large-load interconnection. Nearly 200 comments poured in from hyperscalers, utilities, regulators, + reliability authorities.

Core tension: AI’s demand for speed vs. the grid’s need for stability.

www.latitudemedia.com/news/whats-i...
November 25, 2025 at 6:59 PM
A new IMM report finds demand response and data-center “flexible load” may be over-credited, raising doubts about who can actually deliver reliability.

Read more: www.latitudemedia.com/news/pjms-fl...
November 24, 2025 at 5:35 PM
The Trump admin announced a deal to spend at least $80B to build at least 10 new large-scale Westinghouse reactors. The details are unusual.

@alexckaufman.bsky.social unpacks it all in his latest feature ➡️ www.latitudemedia.com/news/trumps-...
Trump's Westinghouse nuclear deal comes with unresolved questions
Unpacking the unusual details of the administration's $80 billion deal with the nuclear giant.
www.latitudemedia.com
November 21, 2025 at 6:55 PM
The DOE has restructured. The Trump admin appears to have cut:
Office of Energy Efficiency & Renewable Energy
Office of Clean Energy Demonstrations
Grid Deployment Office
Office of State & Community Energy Programs
Office of Federal Energy Management Program
www.latitudemedia.com/news/the-dep...
November 20, 2025 at 10:35 PM
Reposted by Latitude Media
Are we finally getting signals that the U.S. could start building transmission at scale again?

Shayle talks with Rob Gramlich, founder of Grid Strategies, about the new plans and projects giving signs of progress.

🎧 Listen now: www.latitudemedia.com/news/catalys...
Looking for a turnaround in transmission
Rob Gramlich explains what new progress on major projects says about U.S. transmission expansion.
www.latitudemedia.com
November 20, 2025 at 5:46 PM
This week on The Green Blueprint: Captura CEO Steve Oldham on the science of ocean-based carbon removal — and scrambling to deliver a first-of-a-kind pilot.

Listen now: www.latitudemedia.com/news/green-b...
Captura's high-stakes gamble
Captura CEO Steve Oldham on the science of ocean-based carbon removal — and scrambling to deliver a first-of-a-kind pilot.
www.latitudemedia.com
November 19, 2025 at 5:53 PM
Most data centers only use 30-40% of their allocated power.

Hammerhead AI emerged from stealth today with $10M in seed funding and a pitch to unlock the "slack power" inside data centers.

Read the full story: www.latitudemedia.com/news/these-a...
November 18, 2025 at 8:47 PM
Reposted by Latitude Media
Across the country, people are asking: why is it so hard to build in America?

In New Mexico, Economic Development Secretary Rob Black & Environment Secretary Jim Kenney's hands-on approach to permitting and investment is attracting fusion, geothermal, and advanced manufacturing.
New Mexico proves America can still build
How a hands-on approach to permitting and investment is attracting fusion, geothermal, and advanced manufacturing.
www.latitudemedia.com
November 18, 2025 at 5:33 PM
Earlier this year, the city of Rio de Janeiro announced its plan to transform the Olympic Park into a 3 GW AI data center campus. That work has gotten underway, with the help of Tapestry, the Google X grid management project.

Full story: latitudemedia.com/news/can-goo...
Can Google’s grid moonshot get data centers online faster?
Tapestry’s latest project is helping Rio de Janeiro get “AI ready.”
latitudemedia.com
November 17, 2025 at 7:38 PM
Reposted by Latitude Media
🎧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
AI and clean energy now share the same strained supply chains — from copper to skilled labor.

The IEA warns this overlap could raise costs and slow progress in both sectors. Copper alone may face a 30% supply gap by 2035. www.latitudemedia.com/news/the-ris...
The risks of the AI-energy supply chain overlap
Bottlenecks to scaling both industries are beginning to emerge — with copper as the "canary in the coal mine."
www.latitudemedia.com
November 13, 2025 at 8:52 PM
Reposted by Latitude Media
Scooplet in @latitudemedia.bsky.social: the buzzy grid-tech startup Infravision just named a SpaceX alum as its new chief technology officer www.latitudemedia.com/news/buzzy-g...
Buzzy grid tech startup hires SpaceX alum as CTO
Exclusive: Infravision names Frank Tybor, previously of Energy Vault and SpaceX, as one of its top executives.
www.latitudemedia.com
November 13, 2025 at 1:01 PM
Reposted by Latitude Media
Hydrogen was once hailed as the fix for heavy industry’s emissions. Then costs stayed high, politics shifted — and the bubble burst.

In this episode, Shayle talks with Electric Hydrogen CEO Raffi Garabedian about what it’ll take to reach fossil parity. 🎧 www.latitudemedia.com/news/catalys...
Driving down the cost of green hydrogen
Why the hype faded, and how to reach fossil parity.
www.latitudemedia.com
November 13, 2025 at 5:34 PM
Scott Clavenna unpacks the the load growth momentum through the lens of utilities' Q3 earnings. Trends across investment in new generation, large load tariffs, and flexibility signal a clear shift underway.

Read the full article: www.latitudemedia.com/news/third-q...
November 12, 2025 at 9:31 PM
Reposted by Latitude Media
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
When the government shuts down, it’s not just parks and paychecks that suffer — it can also stall the clean energy transition.

A funding lapse can quietly derail progress on critical minerals, the backbone of EVs and batteries.

www.latitudemedia.com/news/the-gov...
The government shutdown’s unintended blow to critical minerals
Experts aren’t convinced the administration’s “trickle down” approach to a federal geology workforce is working.
www.latitudemedia.com
November 6, 2025 at 6:51 PM
Reposted by Latitude Media
🎧 Can AI discover a room-temperature superconductor?

Shayle Kann talks with Ekin Dogus Cubuk, co-founder of Periodic Labs, about a $300M bet to merge frontier AI with frontier science.

“People want to see LLMs impact the atoms, not just the digital world.”
www.latitudemedia.com/news/catalys...
Inside a $300 million bet on AI for materials discovery
Better AI and smarter robots could mean better materials discovery. The co-founder of Periodic Labs explains how.
www.latitudemedia.com
November 6, 2025 at 4:18 PM
🎧 Just dropped on The Green Blueprint: a conversation with the CEO of Boston Metal on their first commercial facility in Brazil — a major step toward decarbonizing steel at scale. ⚙️

www.latitudemedia.com/news/how-bos...
How Boston Metals forged its path to carbon-free steel
The company aims to reach industrial-scale production at its Brazil facility by 2030.
www.latitudemedia.com
November 5, 2025 at 9:35 PM
In a slowdown for clean energy, storage is surging — proving resilience and innovation still lead.

The latest on how storage is defying the trend, boosting renewables, and strengthening the clean tech business case. www.latitudemedia.com/news/how-ene...
How energy storage is defying the clean energy slowdown
Report: The U.S. is expected to add 204 GW of battery storage by 2035 — despite the overall post-OBBB slowdown in clean energy.
www.latitudemedia.com
October 31, 2025 at 4:23 PM
Reposted by Latitude Media
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
Reposted by Latitude Media
The DOE proposed a new rule that could transform how large loads like data centers connect to the grid.

@allisonclements.bsky.social, former FERC Commissioner, @tnorris.bsky.social + Shayle Kann unpack what this could mean in a world of AI-driven energy demand

www.latitudemedia.com/news/catalys...
Unpacking DOE's proposal to transform data center interconnection
Former FERC commissioner Allison Clements and Duke researcher Tyler Norris break down the potential for federal interconnection reform.
www.latitudemedia.com
October 30, 2025 at 3:51 PM
AI demand is reshaping the grid — and it could also support it.
Arushi Sharma Frank reports on how flexible AI factories might turn data centers into active grid resources rather than passive power draws. www.latitudemedia.com/news/how-the...
How the world’s first flexible AI factory will work in tandem with the grid
Built by Nvidia, Emerald AI, Digital Realty, and EPRI, the Aurora AI Factory will prove the potential of a “polite” data center.
www.latitudemedia.com
October 29, 2025 at 3:49 PM
Reposted by Latitude Media
China's lead in manufacturing the electrolyzers needed for hydrogen production is growing as yet another major company pauses plans for a U.S. factory.

In this case, it's Topsoe's plant in Virginia, per @amenasaiyid.bsky.social in @latitudemedia.bsky.social:

www.latitudemedia.com/news/topsoe-...
Topsoe pauses work on Virginia factory, as electrolyzer demand dips
Scoop: The Danish manufacturer’s decision follows the earlier sunset of the 45V clean hydrogen production tax credit.
www.latitudemedia.com
October 27, 2025 at 6:42 PM
Google is pitching its new Earth AI platform as a resilience tool — bringing together AI-powered geospatial models to help organizations assess infrastructure risk, manage disasters and climate impacts. www.latitudemedia.com/news/google-...
Google is pitching Earth AI as a platform for resilience
Earth AI’s new AI agent can pull information from different geospatial models and answer natural language queries.
www.latitudemedia.com
October 27, 2025 at 8:51 PM
Reposted by Latitude Media
“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