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PODCAST

Energy Capital Podcast

The Energy Capital podcast focuses on Texas energy and power grid issues, featuring interviews with energy professionals, academics, policymakers, and advocates. www.douglewin.com

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All Episodes

28:28

"It's Easier to Build Here," Texas Energy After the...

Energy Capital Podcast ·

2025/06/04

This is a free preview of a paid episode. To hear more, visit www.douglewin.comThe Texas legislative session just wrapped. As always, energy was front and center. And once again, there were sweeping efforts to pass bills that would limit energy development in Texas.🎧 Listen to the first 25+ minutes for free, and if you’re a paid subscriber and want to listen in Apple Podcasts or Spotify, just connect your private Substack feed. H…

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49:12

Solutions Over Theatrics with Texas House Energy...

Energy Capital Podcast ·

2025/05/22

With just ten days left in the legislative session, a lot of attention is (rightfully) focused on bad bills. But some lawmakers are pushing forward thoughtful, future-focused energy policy and Chairman Drew Darby is at the forefront.For this episode, I sat down with Chairman Darby, a West Texas Republican and Chairman of the House Energy Resources Committee, to talk about what an energy-secure Texas really looks like and how we get there.We covered a wide range of topics: from his 50-year career in

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44:17

Powering the Next Texas Economic Miracle with Glenn...

Energy Capital Podcast ·

2025/05/20

AI data centers. Semiconductor fabs. Oil and gas electrification. Desalination. Rising population. Texas is booming and it needs massive amounts of electricity to fuel that growth.We’re already using more power than ever. ERCOT projects demand will grow by 60,000 megawatts in just five years. That would be like adding the current peak demand of California on top of Texas. But instead of clearing the path for new energy development, some would slow it down — and slow down the economy with it.This

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53:10

The Impact of Limiting Renewables in Texas with...

Energy Capital Podcast ·

2025/05/15

Note: The Podcast Recording with Graphs is Here.What would happen if Texas started turning away new wind and solar projects or even retiring some of the capacity we already have?That’s not merely a hypothetical. It’s what several bills that have passed the Texas Senate aim to do. And according to new modeling from Aurora Energy Research, the consequences could be severe: higher prices, increased risk of rolling outages, and weaker reliability at the very moment we need the grid to do more.I sat down

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37:28

Texas' Renewable Energy Growth with Suncast's Nico...

Energy Capital Podcast ·

2025/05/07

Texas has added more new power supply over the last four years than any other state and over 90% of it has been wind, solar, and storage. Today, renewable energy is no longer "alternative" in Texas. It is the backbone of our power grid.At this year’s Intersolar North America conference, I sat down with Nico Johnson, host of the excellent Suncast podcast, for a conversation about how the Texas energy market got here, where it’s headed, and what it means for the future of clean energy across the

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70:17

Texas' Load Growth Challenges – And Opportunities,...

Energy Capital Podcast ·

2025/05/01

Large load growth is one of the most urgent challenges and opportunities for the grid.From data centers to factories to electrified oil and gas operations, demand on the ERCOT grid is expected to soar. If we don’t load forecasting and planning right, we risk higher costs, more outages, and a weaker grid. If we do it right, we can build a more resilient, affordable, and flexible system for decades to come.On this episode of the Energy Capital Podcast, I’m joined by Arushi Sharma Frank, energy policy

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12:01

How Batteries Are Reshaping the Texas Grid with...

Energy Capital Podcast ·

2025/04/24

This is a free preview of a paid episode. To hear more, visit www.douglewin.comBattery technology continues to improve and costs continue to drop, opening up new opportunities and reshaping the grid. And at a time of rapid load growth and massive constraints on natural gas turbine availability, storage is surgingIn this episode, I talk with Suzanne Leta, VP of Policy at Fluence, one of the world’s largest energy storage developers…

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8:44

Does the Texas Legislature Still Believe in Market...

Energy Capital Podcast ·

2025/04/18

Last year, ERCOT stunned observers when it projected that electricity demand in Texas could double within five years. That announcement kicked off a wave of meetings, legislative hearings, and proposals. But now?ERCOT’s latest projections say we might need to triple our electric supply.The Texas Energy and Power Newsletter is a reader-supported publication. To receive new posts and support my work, consider becoming a paid subscriber.The driver? A massive wave of industrial electrification and data

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59:59

How Load Flexibility Could Unlock Energy Abundance...

Energy Capital Podcast ·

2025/04/17

Everyone’s talking about the rise in electricity demand, especially from data centers. However, far too few are talking about what to do about it. In this episode of the Energy Capital Podcast, I sat down with Tyler Norris, a fellow at Duke University’s Nicholas Institute and co-author of a recent study Rethinking Load Growth.What Tyler and his team found is extraordinary: by curtailing just 0.25% to 1% of a data center’s annual load—primarily during the most stressed hours—Texas could add up to 15

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22:05

Rural Texans Speak Against Senate Bill 819

Energy Capital Podcast ·

2025/04/10

If it passed, Senate Bill 819 would be one of the most damaging energy bills we’ve seen in years. It would slow down Texas’ economy, hitting rural areas the hardest. It’s a direct attack on Texas energy producers and a threat to consumers, landowners, and communities across the state. But don’t take it from me, listen to the witnesses from Armstrong, Nacogdoches, Schleicher, and Tom Green Counties.Two weeks ago, the Senate Business & Commerce Committee held a public hearing on the bill. I’ve watched

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45:11

Geothermal’s Moment with Jamie Beard

Energy Capital Podcast ·

2025/04/09

We recorded this episode in front of a packed room at Geothermal House during SXSW, and it couldn’t have been more timely. Energy demand is rising fast. Energy policy is fraught. And into this moment comes geothermal — a resource that’s clean, always-on, right beneath our feet, and dare I say, bipartisan.I sat down with Jamie Beard, the founder of Project InnerSpace, to talk about the opportunity geothermal represents and the unique chance we have to get it right from the start. Jamie is one of the

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64:38

A Conservative Case for Clean Energy with John Szoka

Energy Capital Podcast ·

2025/04/03

For this episode, I talked with former North Carolina Representative and CEO of the Conservative Energy Network John Szoka. John’s a veteran, a conservative Republican, and businessman. He’s committed to clean energy not despite his conservative principles, but because of them.John is focused on helping policymakers and business leaders understand the economic and national security benefits of clean energy. John talks about renewable energy, batteries, and distributed energy resources in terms of

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61:36

New Nuclear in Texas, with Doug Robison and Dr. Rusty...

Energy Capital Podcast ·

2025/03/20

Texas has long been an energy powerhouse, but the grid is facing unprecedented challenges. Between surging demand from industrial electrification, hotter summers, and data centers and the retirement of aging power plants, we need more advanced firm power sources and we need them fast.In this episode of the Energy Capital Podcast, I sat down with Doug Robison, the founder and president of Natura Resources and former oil and gas executive, and Rusty Towell, founding director for Abilene Christian

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59:58

Disconnected by Design with Mose Buchele

Energy Capital Podcast ·

2025/03/13

Every summer, we hear concerns about rolling blackouts. Every winter, we remember the failures of Winter Storm Uri. But how did we get here? What are the biggest risks, what has actually changed, and what still needs to happen?In this episode of the Energy Capital Podcast, I sat down with Mose Buchele, longtime energy and environment reporter at KUT and the host of The Disconnect, a podcast that has taken a deep dive into the history and politics behind the Texas grid.Mose’s reporting has helped

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48:35

Using AI to Strengthen the Grid with Mary Cleary

Energy Capital Podcast ·

2025/03/06

What if utilities could see infrastructure failures before they happen? What if grid operators, regulators, and energy companies could harness the power of artificial intelligence to prevent outages?Heat waves, droughts, wildfires, hurricanes, and winter cold snaps are getting more extreme. But as their intensity ramps up, so does computing power, and particularly the capabilities of artificial intelligence.In this episode of the Energy Capital Podcast, I spoke with Mary Cleary, VP, Marketing,

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16:02

The Energy System We Need with John Arnold

Energy Capital Podcast ·

2025/02/27

This is a free preview of a paid episode. To hear more, visit www.douglewin.comNote: We had some minor audio issues in this episode—thanks for bearing with us. The conversation is still clear and well worth the listen. Appreciate your patience!John Arnold is one of the most successful energy traders of all time. He built his career by understanding how systems work, where inefficiencies exist, and how markets respond. Today, as a …

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53:05

Know Before You Go Solar with Sara DiNatale

Energy Capital Podcast ·

2025/02/19

Solar energy has the potential to revolutionize Texas’ power grid, lower costs, and provide resilience in extreme weather. But what happens when some companies selling solar systems aren’t playing fair? In this episode of the Energy Capital Podcast, I spoke with Sara DiNatale, an investigative reporter whose in-depth four-part series “In Broad Daylight” for the San Antonio Express-News uncovered disturbing scams from unethical and predatory companies. DiNatale was honored for her work on this series

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9:10

A Time for Choosing

Energy Capital Podcast ·

2025/02/07

In his State of the State speech this week, Governor Abbott acknowledged the obvious: “Our rapidly growing state also needs an increasing supply of electric power.”The Governor didn’t specify what types of energy we need, though he did give an implicit nod to an all-of- the-above approach, including renewables and storage:“We now provide more power than ever before. In the last four years, we increased power by 35%. As a result, Texas ranks No. 1 for electric power generation.”The fact check on

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13:20

Texas’ Energy Future: A Conversation with Jimmy...

Energy Capital Podcast ·

2025/02/06

This is a free preview of a paid episode. To hear more, visit www.douglewin.comIn this episode of the Energy Capital Podcast, I had the pleasure of talking with Jimmy Glotfelty, commissioner at the Public Utility Commission of Texas (PUC) from the summer of 2021 through the end of 2024. With decades of experience across the private and public sectors, Jimmy is the rare person who brings both a developer and a regulator’s perspecti…

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39:52

Wired for Change with Congressman Greg Casar

Energy Capital Podcast ·

2025/01/30

In this episode of the Energy Capital Podcast, I spoke with Congressman Greg Casar about some of the most pressing challenges and opportunities facing Texas’ energy system. From addressing worker protections during extreme weather to rethinking Texas’ grid structure, our conversation explored a range of ideas championed by the Congressman, including* The Connect the Grid Act: Casar introduced the bill on the three year anniversary of Winter Storm Uri. The bill aims to improve grid reliability by

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