Open Circuit
The energy transition, decoded. Every week, three industry veterans explore the tech breakthroughs, market shakeups, and policy shifts that are driving the biggest industrial transformation in history.
- Update frequency
- every 6 days
- Average duration
- 54 minutes
- Episodes
- 32
- Years Active
- 2025
Trump’s offshore wind war shakes investors
On his first day in office, Trump laid out his wind policy in one simple sentence: “We aren’t going to do the wind thing.”
With stop-work orders, red tape, and wild claims about whale-killing electr…
00:52:35 |
Fri 12 Sep 2025
JPMorgan’s climate scientist thinks differently about risk
In 2004, Dr. Sarah Kapnick was a young banking analyst at Goldman Sachs when she spotted a blind spot: no one was helping clients understand climate risk. Two decades later, she’s the Global Head of …
00:52:30 |
Fri 05 Sep 2025
Grab bag: the affordability crisis, a VPP tipping point, and solar’s moment
This week, we’re doing something a little different: we’re turning to Jigar’s social media feeds and listener questions to guide our conversation on the latest news in clean energy.
First, we tackle…
01:00:03 |
Fri 29 Aug 2025
The Latitude stage: How AI changes our digital energy footprint
We're witnessing a profound shift from discrete AI tools to always-on AI companions — systems that provide constant feedback, conversation, and support. Sound familiar? It's the 2013 movie "Her" beco…
00:34:52 |
Wed 20 Aug 2025
The Latitude stage: Solving the AI load growth puzzle
In the last two quarters, capital spending on AI has blown past all U.S. consumer spending. Investments in AI infrastructure have already eclipsed the telecom and dot-com booms. The top tech companie…
00:39:18 |
Wed 13 Aug 2025
Is America giving up on clean energy manufacturing?
Over the last four years, the U.S. clean energy manufacturing sector saw a historic boom. Factory construction doubled, foreign firms opened production in dozens of states, and federal policy spurred…
01:00:54 |
Fri 01 Aug 2025
The great divergence: Can the grid catch up to transportation innovation? [partner content]
Why can your phone instantly reroute you around traffic, but your utility can't tell you when to charge your car for maximum savings? Why can Uber optimize thousands of drivers in real-time, while th…
00:27:50 |
Tue 29 Jul 2025
A post-OBBB market recalibration
As America faces a surge in electricity demand, the federal government is working hard to slow the very resources needed to meet it.
The “One Big Beautiful Bill” is expected to slash clean energy de…
01:01:50 |
Fri 25 Jul 2025
What can ag tech learn from clean energy?
The story of climate change is usually told through fossil fuels — pipelines, coal plants, oil companies. But there's another story that accounts for nearly a third of global emissions: agriculture. …
01:03:09 |
Fri 18 Jul 2025
America’s building bottleneck
America is choosing obstruction over abundance. While AI, clean energy, and advanced manufacturing require massive infrastructure investments, we're trapped in a permitting system designed for a diff…
00:57:15 |
Mon 14 Jul 2025
No, solar didn’t collapse Spain's grid
When 47 million people across Spain and Portugal lost power for nearly half a day in April, the finger-pointing began immediately. "Too much renewable energy," declared the critics. Even U.S. Energy …
01:04:45 |
Mon 07 Jul 2025
Pain and resilience for climate tech investors
The climate tech investment landscape is undergoing a major recalibration. After a period of rapid growth and inflated valuations, investors and startups are now navigating a complex environment shap…
01:06:36 |
Fri 27 Jun 2025
The grid is smarter. Why aren't we smarter about the grid?
The grid faces a mismatch: the system is getting smarter, but we're not getting smarter about how we use it.
Utilities have installed 130 million advanced meters. Millions of homes have smart thermo…
01:24:28 |
Fri 20 Jun 2025
AI rewrites the corporate energy playbook
The exponential growth of AI is colliding with the linear reality of building energy infrastructure — forcing a rethink of how tech companies power their ambitions.
Is the corporate clean energy pl…
00:53:16 |
Tue 17 Jun 2025
How Tesla bootstrapped the Powerwall 2
This week, we’re featuring an episode of The Green Blueprint featuring Drew Baglino, a former SVP at Tesla. Subscribe here.
In 2014, Drew Baglino was helping build Tesla's energy division with a pa…
00:38:18 |
Fri 06 Jun 2025
The abundance agenda meets scarcity politics
America is facing an uncomfortable question: do we know how to build anymore?
House Republicans just passed a reconciliation bill that would repeal much of the Inflation Reduction Act while adding …
01:15:51 |
Fri 30 May 2025
A high-stakes energy showdown in Texas
Texans take pride in their competitive electricity market, a system designed to let the cheapest resources win. And that market is increasingly choosing clean energy, with wind, solar, and batteries …
01:01:15 |
Fri 23 May 2025
Tesla’s fork in the road
When Elon Musk canceled Tesla's affordable Model 2 last year to go all-in on Robotaxis, he may have made the most consequential decision in the company's history. As Chinese automaker BYD captures gl…
00:42:36 |
Fri 16 May 2025
Fear and Loathing at the Department of Energy
The Department of Energy is losing talent at an alarming rate. Described by insiders as a "hostile takeover," the agency's transformation under Trump has pushed out thousands of scientists, engineers…
00:52:27 |
Fri 09 May 2025
The battery solution for AI's power problem [parter content]
Alan Cooper and Ricardo de Azevedo have been business partners since they were teenagers. Today, they're tackling one of the most critical infrastructure challenges of the AI revolution: how to manag…
00:21:54 |
Wed 07 May 2025
Disclaimer: The podcast and artwork embedded on this page are the property of Latitude Media. This content is not affiliated with or endorsed by eachpod.com.