Podcast Episodes

The grid resilience dilemma

Utilities are facing a collision of pressures: extreme weather, rising load, affordability concerns, and growing regulatory friction. Everyone agrees the grid needs to be hardened. But the real quest…

Published on 7 hours ago

Bill Gates caused a climate meltdown

After Bill Gates dropped a new climate manifesto, the internet did what it always does: lost its mind. Conservatives claimed victory, progressives accused him of selling out, and somewhere in the mid…

Published on 1 week ago

The real reason electricity prices are rising

Here’s something surprising: in states like North Dakota and Texas, the surge of new industrial and data center load has actually moderated electricity prices.

The very thing many people blame for hi…

Published on 2 weeks ago

The AI race is really an electro-industrial race

After years of U.S. restrictions on advanced semiconductors, Beijing is fighting back by cutting off exports of the raw materials that make those chips possible: rare earths, graphite, gallium, germa…

Published on 3 weeks ago

How to spot an AI bubble

The AI economy isn’t coming. It’s already here.

In the first half of 2025, investment in AI infrastructure outpaced all U.S. consumer spending. Tech companies are now building the equivalent of an Ap…

Published on 1 month ago

Is this moment for distributed energy different?

Distributed energy resources have never looked stronger. Fleets of batteries are now performing like gas plants, virtual power plants are dispatched daily, and hyperscalers are supporting new models …

Published on 1 month, 1 week ago

The case for a climate reset

For the last decade and a half, the loudest voices in the climate movement have treated decarbonization like a moral crusade: ban gas stoves, declare climate emergencies, punish fossil fuel companies…

Published on 1 month, 2 weeks ago

Electricity is the new price of eggs

Eggs were the symbol of inflation in the last election. Now, as electricity bills spike, they are becoming a symbol for consumer frustration in 2026.

Americans are feeling the squeeze. Bills are up n…

Published on 1 month, 3 weeks ago

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…

Published on 2 months ago

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 …

Published on 2 months, 1 week ago