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.
Latest episodes
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58 min
Live: A new era for grid flexibility?
The 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 fle…
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44 min
How AI went from climate hero to villain
Not 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 radi…
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50 min
Clean energy loves the permitting bill. Green groups hate it.
It’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 And it’s particularly hard for clean energy, which is overwhelmingly stalled by outdated and onerous permitting.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 ne…
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1 h 09
Utilities and Big Tech lost trust. What will earn it back?
Across 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 ut…
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52 min
Trump’s coal crusade is failing
The 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 regu…
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27 min
The hidden power systems behind AI [partner content]
Data 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 arch…
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57 min
Power is caught in AI’s doom loop
We 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 reforms…
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21 min
Empowering utility customers with demand flexibility [partner content]
As data centers, factories, and electrification push growth to unprecedented heights, customers are looking for greater control over their energy use. But the traditional one-size-…
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30 min
Electricity bills are on the ballot
Electricity 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 increas…
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55 min
The breakout moment for VPPs [partner content]
Virtual 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, agin…
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50 min
Green Blueprint: Form's storage manufacturing breakthrough
We'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 inexpensi…
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23 min
AI needs a different kind of power plant [partner content]
Arbor 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 idea: t…
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58 min
Did China outsmart America after the oil shock?
After 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 ma…
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1 h 05
Data centers have a Texas-sized energy problem
The 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 the…
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49 min
A simple fix that could unlock the heat pump market
It'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 vehicles,…
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31 min
Critical Capital: Is this infrastructure's once-in-a-generation moment?
This 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 we’…
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1 h 11
The off-grid data center fantasy
A 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 even…
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23 min
Turning customer data into grid intelligence [partner content]
Utilities 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 tools…
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1 h 01
Plug-in solar meets the grid crisis
America turned 250 years old last week. While local leaders were busy organizing parades, re-enactments, and flyovers, grid operators and emergency officials were dealing with some…
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34 min
The new reality for data centers: no easy answers
For 20 years, the blueprint for data centers was simple: find some land, get in line for power, and trust that the utility could deliver. Data centers and power infrastructure got…