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PODCAST

Open Circuit

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.

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All Episodes

27:50

The great divergence: Can the grid catch up to...

Open Circuit ·

2025/07/29

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 the electrical grid struggles to optimize distributed resources?Both transportation and electricity systems emerged during the Victorian era with remarkably similar infrastructure: central hubs connected by sprawling networks. Train stations and power plants. Main lines and transmission lines. Local

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63:50

A post-OBBB market recalibration

Open Circuit ·

2025/07/25

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 deployment by as much as 60% over the next decade — bringing back hard tax credit sunsets, introducing tight construction deadlines, and imposing strict foreign entity restrictions. Meanwhile, a DOE reliability report warns of a 100-fold increase in blackout risk in high-renewables scenarios. And a new

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65:09

The ethanol disaster unveiled a bigger problem

Open Circuit ·

2025/07/18

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. And we've barely begun to grapple with it.In this episode of Open Circuit, we're joined by Michael Grunwald, longtime journalist and author of the new book "We Are Eating the Earth: The Race to Fix Our Food System and Save Our Climate." Grunwald spent years investigating why agriculture lags decades

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59:15

America’s building bottleneck

Open Circuit ·

2025/07/14

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 different era — and a political system that rewards blocking over building. In this episode of Open Circuit, we're joined by Brian Deese, former director of the National Economic Council and current MIT innovation fellow, to unpack why America's building capacity has become our biggest competitive

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66:45

No, solar didn’t collapse Spain's grid

Open Circuit ·

2025/07/07

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 Secretary Chris Wright piled on: "When you hitch your wagon to the weather, it's a risky endeavor.”There's just one problem with this blame-renewables narrative: it's completely wrong. In this crossover episode with the Redefining Energy podcast, we examine the official Spanish grid operator report

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67:06

Pain and resilience for climate tech investors

Open Circuit ·

2025/06/27

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 shaped by tariffs, shifting incentives, and economic clouds.In this episode of Open Circuit, we examine the latest data and investor sentiment trends with Kim Zou, CEO of Sightline Climate. Sightline’s data shows climate tech investment declined 19% in the first half of 2025, reflecting both

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84:58

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

Open Circuit ·

2025/06/20

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 thermostats, water heaters, and batteries that could work in concert. Data centers could unlock over 100 gigawatts of new capacity without major infrastructure expansion. Yet most smart devices aren't coordinated, advanced meter data sits unused, and there's no standard way to plan for or pay flexible

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53:46

AI rewrites the corporate energy playbook

Open Circuit ·

2025/06/17

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 playbook becoming obsolete? In this live episode from Transition-AI in Boston, we dive deep into the infrastructure challenges of the AI era. We’re joined by Caroline Golin, who spent eight years building Google's energy strategy before leaving earlier this year. We examine how tech companies moved from

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40:18

How Tesla bootstrapped the Powerwall 2

Open Circuit ·

2025/06/06

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 passionate, scrappy team. Using parts from Tesla's vehicles, they created the first Powerwall home battery. But as demand grew, they hit a critical bottleneck: cell shortages. Customers across multiple markets were already excited about the Powerwall, but Drew’s team struggled to keep up with demand. With

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76:21

The abundance agenda meets scarcity politics

Open Circuit ·

2025/05/30

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 up to $5 trillion to the national debt. The legislation doesn't just gut clean energy incentives — it hinders the most realistic path to meeting exploding electricity demand. After leveraging hundreds of billions in clean energy investments, 80% flowing to Republican districts, every GOP House member

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61:45

A high-stakes energy showdown in Texas

Open Circuit ·

2025/05/23

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 dominating new generation. Nearly 40 gigawatts have been added in just four years, equivalent to the capacity of a mid-sized European country.This market-driven boom has unequivocally lowered costs and improved reliability. But now, in a major ideological reversal, some Texas lawmakers are trying to

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43:06

Tesla’s fork in the road

Open Circuit ·

2025/05/16

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 global market share with lower-cost vehicles and superior charging technology, has Tesla prematurely surrendered the market it created?"In his mind, I think he ushered in the EV revolution for the world, and that problem is solved, and now he wants to move on to AI and robotics," said Bloomberg reporter

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52:57

Fear and Loathing at the Department of Energy

Open Circuit ·

2025/05/09

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, and policy experts. What's left behind are gutted offices, stalled infrastructure projects, and billions in funding commitments thrown into question. This isn't a typical government transition — it's a systematic dismantling of America's energy brain trust. This week, we're joined by Latitude Media

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21:54

The battery solution for AI's power problem [parter...

Open Circuit ·

2025/05/07

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 manage the massive, volatile power demands of modern data centers.Founded in 2016, On.Energy has grown into an integrated energy storage company that designs, builds, and manages battery systems for customers across six countries. The company deploys batteries ranging from behind-the-meter commercial

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62:23

State of the transition: tariffs, shortages, data...

Open Circuit ·

2025/05/02

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 majority of new electricity capacity globally. And we may already be at “peak trade” of fossil fuels. And yet, when we look at the share of renewables in final energy consumption, they’re increasing only incrementally around the world. At the current linear pace, meaningful decarbonization may take

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54:30

Who’s really paying AI’s power bill?

Open Circuit ·

2025/04/25

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 expert Ari Peskoe has uncovered a pattern across 40 state regulatory proceedings: special contracts between utilities and data centers being approved with minimal public scrutiny, potentially shifting billions in infrastructure costs to regular ratepayers. With tech companies planning up to $1 trillion

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59:27

A tsunami of uncertainty for clean energy

Open Circuit ·

2025/04/18

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 of Open Circuit, we examine how this compounding uncertainty is impacting clean energy during a critical moment of spiking demand and rising costs. We dissect the signals from the market, revealing that despite the chaos, certain sectors are finding unexpected advantages. While utility-scale projects

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54:03

Tariff turmoil: energy dominance meets economic chaos

Open Circuit ·

2025/04/10

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 in revolt, the president blinked. Just hours after his tariffs went into effect, he put a 90-day pause on reciprocal tariffs, keeping a 10% baseline tariff and a 125% tariff on China. In this episode of Open Circuit, we examine the contradictions at the heart of the administration's economic agenda

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61:15

Tariffs, localization, and a new global energy order

Open Circuit ·

2025/04/04

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 deploying clean energy. But something profound is shifting.In this episode of Open Circuit, we explore how a new security-driven paradigm is replacing climate as the primary driver of energy investments. As supply chains fractured during the pandemic, Russia weaponized natural gas to Europe, and America's

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53:48

Five years later: the pandemic's energy legacy

Open Circuit ·

2025/03/21

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. In this episode of Open Circuit, we revisit predictions made during those early uncertain days and examine three major paradoxes that emerged. First, how staying home rewired our physical and digital lives in ways that created surprising energy impacts. While transportation emissions initially

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