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
State of the transition: tariffs, shortages, data centers, and Europe vs China
This week, we’re asking the central question of the energy transition: How fast are we going?
Clean energy is bringing in $2 trillion of investment annually. Wind and solar now account for the vast …
01:01:53 |
Fri 02 May 2025
Who’s really paying AI’s power bill?
When tech giants build massive data centers to power AI, they're often negotiating confidential deals with utilities that few people will ever see — but that everyone might pay for.
Harvard legal e…
00:54:00 |
Fri 25 Apr 2025
A tsunami of uncertainty for clean energy
The business world is facing a tsunami of uncertainty. Across nearly every industry, investment is seizing up amid unpredictable tariffs and contradictory domestic policies.
In this week’s episode …
00:58:57 |
Fri 18 Apr 2025
Energy dominance meets economic chaos
President Trump promised energy dominance. But his sweeping new tariffs are delivering the opposite – creating unprecedented uncertainty for every sector of the energy economy.
Faced with a market i…
00:53:33 |
Thu 10 Apr 2025
Tariffs, localization, and a new global energy order
It's fair to say the last decade was the climate era of the energy transition. From the Paris Agreement to corporate net zero pledges, reducing carbon emissions dominated the global framework for dep…
01:00:45 |
Fri 04 Apr 2025
Five years later: the pandemic's energy legacy
Five years ago, as lockdowns swept the globe, we witnessed an energy shock that destroyed oil demand, upended electricity demand patterns, and dropped global emissions by staggering levels overnight.…
00:53:18 |
Fri 21 Mar 2025
Does residential solar have a bad product?
The residential solar industry is facing its most challenging period in years. High interest rates, sweeping policy change, and stubbornly high customer acquisition costs are all causing a contractio…
00:49:15 |
Fri 14 Mar 2025
Is Wall Street in climate retreat?
Major U.S. financial institutions are backing away from climate commitments – all six largest American banks have exited the Net-Zero Banking Alliance, BlackRock has quit comparable initiatives, and …
01:08:02 |
Fri 07 Mar 2025
Musk takes a chainsaw to 'energy dominance'
Elon Musk built Tesla with help from government loans and carbon credits. Today, he's swinging a chainsaw at the very agencies that launched his empire — while directly undermining President Trump's …
01:04:35 |
Fri 28 Feb 2025
The data center boom: ‘All the cheap power is gone’
The tech industry is pouring $1.3 trillion into data centers globally over the next five years. While efficiency breakthroughs like the launch of DeepSeek's R1 reasoning model might reduce computing …
01:01:39 |
Fri 21 Feb 2025
Trump's energy paradox
The Trump administration wants energy abundance. But it just declared war on the fastest and cheapest ways to achieve it.
That's the central paradox emerging from the administration's first weeks in …
00:52:40 |
Fri 14 Feb 2025
The energy transition, decoded
The greatest industrial transformation in history is well underway — but it's going to be messy, contentious, and certainly not linear.
In the midst of a volatile political and economic era, Jigar Sh…
00:07:22 |
Wed 05 Feb 2025
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