Castuner

Open Circuit

Latitude Media

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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Episodi

92 episodi

  1. Could AI swarms take down the grid? 50:39
  2. AI bubble fears are derailing energy IPOs 59:37
  3. Live: A new era for grid flexibility? 58:14
  4. How AI went from climate hero to villain 43:32
  5. Clean energy loves the permitting bill. Green groups hate it. 50:28
  6. Utilities and Big Tech lost trust. What will earn it back? 1:09:26
  7. Trump’s coal crusade is failing 52:17
  8. The hidden power systems behind AI [partner content] 27:24
  9. Power is caught in AI’s doom loop 56:44
  10. Empowering utility customers with demand flexibility [partner content] 21:24
  11. Electricity bills are on the ballot 29:42
  12. The breakout moment for VPPs [partner content] 55:10
  13. Green Blueprint: Form's storage manufacturing breakthrough 49:37
  14. AI needs a different kind of power plant [partner content] 22:48
  15. Did China outsmart America after the oil shock? 58:07
  16. Data centers have a Texas-sized energy problem 1:05:52
  17. A simple fix that could unlock the heat pump market 48:35
  18. Critical Capital: Is this infrastructure's once-in-a-generation moment? 31:10
  19. The off-grid data center fantasy 1:11:00
  20. Turning customer data into grid intelligence [partner content] 23:17
  21. Plug-in solar meets the grid crisis 1:01:02
  22. The new reality for data centers: no easy answers 34:11
  23. How APS dove head-first into AI [partner content] 20:34
  24. Is commercial fusion finally near? 59:03
  25. SpaceX’s IPO is an energy story 41:49
  26. America’s electricity rage is here 49:49
  27. The biggest utility merger in US history? 1:01:25
  28. The climate messaging war returns. Does it matter if we can’t build? 1:07:11
  29. Crypto’s bare-knuckle politics come to climate 46:38
  30. Can data centers regain their social license? A former Microsoft exec weighs in 27:56
  31. Utilities are in the crosshairs of the data center backlash 1:03:39
  32. As oil rationing spreads, what comes next? Plus, Fermi America's collapse 1:07:14
  33. The hidden bottleneck in clean energy [partner content] 26:02
  34. A reckoning for the ‘electro-bros’ 55:19
  35. The natural gas ‘bridge’ becomes a highway 1:03:31
  36. Have we run out of big ideas to fix the grid? 1:03:32
  37. The demand stack: Turning customers into grid capacity [partner content] 28:12
  38. Grid utilization vs expansion: The 100 GW debate 55:30
  39. State of the transition: The biggest fights in energy 1:19:58
  40. Iran, energy shocks, and the case for distributed power 1:02:04
  41. The problem with Trump's AI power pledge 59:07
  42. Clean energy didn’t collapse in 2025. It adapted. 1:05:39
  43. The Green Blueprint: Sage Geosystems' bet on underground energy storage 42:11
  44. Are investors losing faith in Big Tech's infrastructure frenzy? 1:05:35
  45. Is this geothermal’s breakout moment? 1:11:15
  46. The politics of making electricity cheaper, from PJM reform to VPPs 1:16:44
  47. A five-alarm fire for the grid? (Live) 59:05
  48. Meta's nuclear deal explained: What's real vs hype? 1:10:17
  49. Who controls power in the AI era? 1:06:30
  50. Katherine’s final episode 54:21