Open Circuit Podcast
@open-circuit.bsky.social
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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
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.
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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.

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The case for a climate reset
Examining the arguments for a more pragmatic approach to climate policy.
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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.

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Electricity is the new price of eggs
Electricity affordability is becoming a defining political issue in America.
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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.

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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.
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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
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.

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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.
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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.

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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.
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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
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:

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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
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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.
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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
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
Reposted by Open Circuit Podcast
stephenlacey.bsky.social
Five years ago, I huddled around mics w/ @jigarshahdc.bsky.social and @cleangridview.bsky.social, trying to make sense of the pandemic. This week on @open-circuit.bsky.social, we revisit our predictions—some hilariously wrong—and identify the pandemic's surprising energy winners and losers.
The pandemic’s energy legacy
Five years later, we revisit the biggest energy stories from the pandemic.
www.latitudemedia.com
open-circuit.bsky.social
Join Latitude Media in Boston on June 12 for Transition-AI 2025! The one-day conference will focus on energy infrastructure in the era of AI-driven load growth, and includes a live recording of Open Circuit.

Early bird registration is open: www.latitudemedia.com/events/trans...
Transition-AI 2025
Transition-AI is back in Boston on June 12, 2025, with a focus on energy infrastructure in the era of AI-driven load growth.
www.latitudemedia.com