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Reposted by Stephen Lacey

Quentin Watkins @quentinwatkins.bsky.social · Sep 7

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

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Reposted by Stephen Lacey

Costa Samaras @costasamaras.com · Jul 25

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...

Bike man meme.

Riding the bike: we need energy dominance and affordability!

Putting a stick through the spikes: OBBB, permitting restrictions,
red tape, cancelling a transmission line

On the ground, hurt: but, but, but blackouts are coming

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Michael Grunwald @mikegrunwald.bsky.social · Jul 21

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...

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

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Reposted by Stephen Lacey

Bloomberg News @bloomberg.com · Jun 29

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

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Avi Zevin @azevin.bsky.social · Jun 28

NABTU gets it.

“Equivalent of canceling 1000 keystone XLs”

"Biggest job killing Bill in the history of the country"

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Reposted by Stephen Lacey

Hamilton Nolan @hamiltonnolan.bsky.social · Jun 29

NOTE TO SELF: Next time google “what does this political party believe” before giving them $277 million

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Reposted by Stephen Lacey

Robbie Orvis @robbieorvis.bsky.social · Jun 28

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.

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Stephen Lacey @stephenlacey.bsky.social · Jun 27

Listen to the episode: bit.ly/45LBJXa

Pain, resilience, and bargain hunting for climate tech investors

Investment is down, but smart money is finding opportunities.

bit.ly

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Stephen Lacey @stephenlacey.bsky.social · Jun 27

The winners? Companies that save customers money vs. asking for green premiums. Also, startups with a tactical exit strategy. As @jigarshahdc.bsky.social put it: "You should know exactly who's going to buy you."

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Stephen Lacey @stephenlacey.bsky.social · Jun 27

Three forces are reshaping investment flows:

🎯 Tariffs worry investors MORE than IRA repeal (41% ranked it #1 concern)

💰 The "missing middle" gap is growing, just as more companies hit it.

📈 Acquisitions doubled in H1 2025, mostly at undisclosed (bargain) prices

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Stephen Lacey @stephenlacey.bsky.social · Jun 27

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 🧵

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Tyler Norris @tnorris.bsky.social · Jun 21

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...

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Reposted by Stephen Lacey

Akshat Rathi @akshatrathi.bsky.social · Jun 20

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.

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Reposted by Stephen Lacey

Felix Hamer • electricfelix @electricfelix.bsky.social · Jun 20

"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-...

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Reposted by Stephen Lacey

Costa Samaras @costasamaras.com · May 30

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

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Jenny Chase @solarchase.bsky.social · May 26

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... )

Screenshot of text, from BNEF's 2025 New Energy Outlook report, reading "Data-center power capacity was an estimated 81 gigawatts in 2024, consuming 371 terawatt-hours of electricity, or 1.4% of global final demand. We estimate their capacity will rapidly increase to 179GW by 2030 and 277GW by 2035. To power data centers, annual electricity
demand increases by 2.5 times to 935TWh by the end of the decade and quadruples to 1,600TWh in 2035. Those figures mean about 3% of total power demand will feed data centers by 2030 and 4.5% in 2035. By mid-century they consume 8.7% of electricity."

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Reposted by Stephen Lacey

Justin Gerdes @justingerdes.bsky.social · May 19

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

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Stephen Lacey @stephenlacey.bsky.social · May 14

I’m not saying the messaging is unimportant. It is very important. I just don’t see a lot of arguments about the clear policy contradictions that will resonate.

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Stephen Lacey @stephenlacey.bsky.social · May 13

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

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Stephen Lacey @stephenlacey.bsky.social · May 12

How would that work, exactly?

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Stephen Lacey @stephenlacey.bsky.social · May 12

I buy that.

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Stephen Lacey @stephenlacey.bsky.social · May 11

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?

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Reposted by Stephen Lacey

Richard Delevan @richard.wickedproblems.earth · May 10

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 🔌💡

Fear and Loathing at the Department of Energy

Podcast Episode · Open Circuit · 09/05/2025 · 53m

podcasts.apple.com

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Stephen Lacey @stephenlacey.bsky.social · May 8

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

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Stephen Lacey @stephenlacey.bsky.social · May 2

The most important insight? "Economics are driving that way more than the existence of the PTC or ITC in isolation." Policy chaos aside, market fundamentals are still the main driver -- and will continue.

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