Open Circuit cover art

All Episodes

Open Circuit — 72 episodes

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Title
1

Plug-in solar meets the grid crisis

2

The new reality for data centers: no easy answers

3

How APS dove head-first into AI [partner content]

4

Is commercial fusion finally near?

5

SpaceX’s IPO is an energy story

6

America’s electricity rage is here

7

The biggest utility merger in US history?

8

The climate messaging war returns. Does it matter if we can’t build?

9

Crypto’s bare-knuckle politics come to climate

10

Can data centers regain their social license? A former Microsoft exec weighs in

11

Utilities are in the crosshairs of the data center backlash

12

As oil rationing spreads, what comes next? Plus, Fermi America's collapse

13

The hidden bottleneck in clean energy [partner content]

14

A reckoning for the ‘electro-bros’

15

The natural gas ‘bridge’ becomes a highway

16

Have we run out of big ideas to fix the grid?

17

The demand stack: Turning customers into grid capacity [partner content]

18

Grid utilization vs expansion: The 100 GW debate

19

State of the transition: The biggest fights in energy

20

Iran, energy shocks, and the case for distributed power

21

The problem with Trump's AI power pledge

22

Clean energy didn’t collapse in 2025. It adapted.

23

The Green Blueprint: Sage Geosystems' bet on underground energy storage

24

Are investors losing faith in Big Tech's infrastructure frenzy?

25

Is this geothermal’s breakout moment?

26

The politics of making electricity cheaper, from PJM reform to VPPs

27

A five-alarm fire for the grid? (Live)

28

Meta's nuclear deal explained: What's real vs hype?

29

Who controls power in the AI era?

30

Katherine’s final episode

31

The year's twists, villains, and breakout stars in energy

32

3 years after ChatGPT, vibes meet grid realities

33

A feast of hot takes

34

The grid resilience dilemma

35

Bill Gates caused a climate meltdown

36

The real reason electricity prices are rising

37

The AI race is really an electro-industrial race

38

How to spot an AI bubble

39

Is this moment for distributed energy different?

40

The case for a climate reset

41

Electricity is the new price of eggs

42

Trump’s offshore wind war shakes investors

43

JPMorgan’s climate scientist thinks differently about risk

44

Grab bag: the affordability crisis, a VPP tipping point, and solar’s moment

45

The Latitude stage: How AI changes our digital energy footprint

46

The Latitude stage: Solving the AI load growth puzzle

47

Is America giving up on clean energy manufacturing?

48

The great divergence: Can the grid catch up to transportation innovation? [partner content]

49

A post-OBBB market recalibration

50

What can ag tech learn from clean energy?

51

America’s building bottleneck

52

No, solar didn’t collapse Spain's grid

53

Pain and resilience for climate tech investors

54

The grid is smarter. Why aren't we smarter about the grid?

55

AI rewrites the corporate energy playbook

56

How Tesla bootstrapped the Powerwall 2

57

The abundance agenda meets scarcity politics

58

A high-stakes energy showdown in Texas

59

Tesla’s fork in the road

60

Fear and Loathing at the Department of Energy

61

State of the transition: tariffs, shortages, data centers, and Europe vs China

62

Who’s really paying AI’s power bill?

63

A tsunami of uncertainty for clean energy

64

Energy dominance meets economic chaos

65

Tariffs, localization, and a new global energy order

66

Five years later: the pandemic's energy legacy

67

Does residential solar have a bad product?

68

Is Wall Street in climate retreat?

69

Musk takes a chainsaw to 'energy dominance'

70

The data center boom: ‘All the cheap power is gone’

71

Trump's energy paradox

72

The energy transition, decoded