Podcast Episodes

Dresden Chip Boom Puts Water Infrastructure in Focus

Season 2026

A $5.8B Dresden chip expansion is putting water infrastructure in focus. Gradiant delivered ultrapure and recycled water systems three months early.

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3 months ago

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The EPA Is Measuring Success Differently Under Trump

Season 2026

EPA's latest scorecard emphasizes permitting, cleanup, infrastructure, and regulatory actions over new climate initiatives, signaling shifted priorit…

3 months ago

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Virginia Balances Data Center Incentives With New Power Tax

Season 2026

Virginia preserved its data center equipment tax break while adding a new electricity consumption tax that raises ongoing costs for qualifying facili…

3 months ago

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AI Infrastructure's Trillion-Dollar Off-Balance Sheet Bet

Season 2026

Moody's July update puts hyperscaler lease commitments at $1.2 trillion, up from $969 billion in February, with most growth still off balance sheets.…

3 months ago

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Data Center Execution Problems Are Becoming a Credit Story

Season 2026

A survey of 400-plus data center executives and widening bond spreads point the same direction: construction problems are showing up in financing cos…

3 months ago

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GM Deploys IONATE Smart Transformer at Michigan Plant

Season 2026

GM will install IONATE’s smart transformer technology at its Romulus plant. The project aims to improve power visibility, quality and resilience.

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3 months ago

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EPA Seeks Industry Data Before Final TSCA Decision

Season 2026

EPA is asking manufacturers and downstream users for workplace, exposure, and process data that could shape its final TSCA risk evaluation decision.

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3 months ago

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Michigan Ties Brownfield Incentives to Project Performance

Season 2026

Michigan's updated brownfield law adds project milestones, capital investment checks, and clawback provisions before developers receive state tax inc…

3 months ago

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Offshore Wind's Vessel Gap Threatens Project Schedules

Season 2026

Offshore wind turbines and foundations are outgrowing much of the installation fleet, forcing developers to secure compatible ships years earlier.

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3 months ago

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Data Center Freight Adds a Second Lead-Time Problem

Season 2026

Flatbed demand tied to data centers and energy projects has surged, adding transportation risk after transformers and other equipment leave the facto…

3 months ago

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