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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Episodes

The data center boom: ‘All the cheap power is gone’

The tech industry is pouring $1.3 trillion into data centers globally over the next five years. While efficiency breakthroughs like the launch of DeepSeek's R1 reasoning model might reduce computing needs, the sheer scale of AI deployment means we're still facing historic demand growth. Data center electricity consumption doubled under Biden — and it's projected to triple by 2030. In this episode, we examine how utilities, tech companies, and policymakers are grappling with the wave of data cent...

Feb 21, 2025•1 hr 2 min

Trump's energy paradox

The Trump administration wants energy abundance. But it just declared war on the fastest and cheapest ways to achieve it. That's the central paradox emerging from the administration's first weeks in office, where a flood of executive orders, permit freezes, and funding delays are creating precisely the kind of uncertainty that could thwart its own energy goals. In our first episode of Open Circuit , we sort through it all. We examine which threats are real, which ones are noise, and how to think...

Feb 14, 2025•53 min

The energy transition, decoded

The greatest industrial transformation in history is well underway — but it's going to be messy, contentious, and certainly not linear. In the midst of a volatile political and economic era, Jigar Shah, Katherine Hamilton, and Stephen Lacey are reuniting to launch Open Circuit , a show that decodes the technology, business, and policy trends shaping clean energy and climate technologies. You might recognize these voices — they were the original co-hosts of The Energy Gang . Open Circuit brings t...

Feb 05, 2025•7 min

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