As President Biden’s green industrial policies reignite the US manufacturing base, AI computing workloads soar, and machines across the economy turn electric, the power grid is facing an historic increase in demand.
After almost two decades of flat electricity consumption, suddenly America’s grid planners are doubling their forecasts for demand – raising the urgency for new infrastructure.
This week, we’ll ask: what’s needed, and what happens if we can’t build it?
Then, some major changes in the world of tax finance. We’ll look at how transferable tax credits are opening up new kinds of deals for clean energy – and take a deeper dive into the long-awaited and controversial details of hydrogen tax credits.
Katherine Hamilton of 38 North and Shalini Ramanathan of Quinbrook Infrastructure Partners join us this week to sift through these trends.
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US power demand is set to boom. How will we meet it?

A narrative news show about the trends shifting our carbon-based economy. Each week, host Stephen Lacey digs into the business and technology stories that explain the rise of clean energy, the challenge to fossil fuels, and how the energy system is transforming in dramatic ways. Produced by Latitude Media.

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The origin of Tesla was rooted in two goals: electrify transportation to drive down emissions that are warming the planet; and do it by driving down the cost of EVs to make them accessible to the masses.
Is Musk now walking away from both?
“He's decided I'm not a car company. I’m an AI and robotics company. It's astonishing what's happening with Tesla,” said Steve LeVine, editor of The Electric, a publication on batteries and EVs from The Information.
Tesla has always been a tumultuous company. But the last few months have been particularly chaotic – and possibly more transformative than any other moment in its history.
This week, we talk with LeVine about the whirlwind inside Tesla. We'll hear about a series of decisions by Musk that threw the car teams into turmoil, and could radically change the course of the company.
Utility rates could make or break the energy transition – so how do we do it right? On June 13th, Latitude Media and GridX are hosting a Frontier Forum to examine the imperative of good rate design, and the consequences of getting it wrong. Register here.
And make sure to listen to our new podcast, Political Climate – an insider’s view on the most pressing policy questions in energy and climate. Tune in every other Friday for the latest takes from hosts Julia Pyper, Emily Domenech, and Brandon Hurlbut. Available on Apple, Spotify, or wherever you get your podcasts.

Tesla’s extremely hardcore pivot

This week, we have something a little different: a news quiz.
We recently took the stage with four investors at the Prelude Climate Summit — armed with a bell, a buzzer, and four different categories of questions. We tested two teams of venture investors on their knowledge of the most recent industry news.
Shayle Kann and Cassie Bowe, partners at venture firm Energy Impact Partners, are team "High Voltage." Shayle is also host of Latitude’s climate tech deep-dive podcast Catalyst.
Dr. Carley Anderson, principal at venture firm Prelude Ventures, and Matt Eggers, Prelude’s manager director, are team "Shayle Gassed."
Which team will come out on top?
Utility rates could make or break the energy transition – so how do we do it right? On June 13th, Latitude Media and GridX are hosting a Frontier Forum to examine the imperative of good rate design, and the consequences of getting it wrong. Register here.
And make sure to listen to our new podcast, Political Climate – an insider’s view on the most pressing policy questions in energy and climate. Tune in every other Friday for the latest takes from hosts Julia Pyper, Emily Domenech, and Brandon Hurlbut. Available on Apple, Spotify, or wherever you get your podcasts.

The news quiz episode!

This week, we have a drop-in episode from our new podcast at Latitude Media: Political Climate.
Since the Inflation Reduction Act became law in August 2022, we’ve asked ourselves a big question: could the government and the private sector actually get this sprawling set of climate programs up and running?
So far, many would answer “yes.” The IRA has already created over 170,000 jobs and supported $110 billion in new clean energy manufacturing – with a majority of that investment headed to conservative-leaning states.
Now, as we head toward November’s presidential election, many Americans are wondering whether a second Trump Administration could unravel much of the work that’s been done.
In the first episode of the new season of Political Climate, hosts Julia Pyper, Brandon Hurlbut and Emily Domenech take stock of the IRA: they discuss how it’s been received politically, the roadblocks facing implementation, and look toward the different scenarios that could unfold after the election.
The show wraps up with our brand-new segment, “The Mark-up.” 
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Political Climate: Is the IRA under political threat?

AI is suddenly in use everywhere – and it’s headed for the power sector. 
New research from Latitude Intelligence and Indigo Advisory Group shows a coming wave of AI integration, inside and outside of utilities. 
Distributed energy companies are increasingly integrating AI into their products, and many power companies are building teams to take advantage of automation for operational efficiency and grid monitoring. 
But adoption will be uneven – and an autonomous superbrain for the electric grid may never fully materialize. 
In this episode, we’ll break down the pathways for AI on the electric grid, and test the market knowledge of a few leaders in this space.
We’re joined by David Groarke, who led the research for Latitude Intelligence on AI adoption; Sadia Raveendran, VP of industry solutions at Uplight; and Apoorv Bhargava, CEO and co-founder of WeaveGrid.
We’ll look at the influx of EVs, the rise of virtual power plants, and the growth in peak demand and ask: where is artificial intelligence and machine learning helping?
Are growing concerns over AI’s power demand justified? Join us for our upcoming Transition-AI event featuring three experts with a range of views on how to address the energy needs of hyperscale computing, driven by artificial intelligence. Don’t miss this live, virtual event on May 8.

An influx of EVs. Surging peaks. Can AI help?

John O’Donnell co-founded and ran two solar thermal companies. He watched as the technology shifted from being the most promising utility-scale solar technology, to getting out-competed by photovoltaics everywhere.
But he stayed passionate about heat. Today, he’s CEO of Rondo Energy, which makes a “heat battery” for industrial applications using bricks, heating coils, and cheap, intermittent renewables.
And that cheap PV that made solar thermal so difficult is now a critical input for decarbonizing factories and processing plants.
John distills his decade and a half in the solar thermal business to a simple lesson: don't be too innovative.
In this episode, we talk with John O’Donnell about the different methods for decarbonizing industrial heat, the use cases for heat batteries, and lessons learned from his days in solar thermal. 
﻿Are growing concerns over AI’s power demand justified? Join us for our upcoming Transition-AI event featuring three experts with a range of views on how to address the energy needs of hyperscale computing, driven by artificial intelligence. Don’t miss this live, virtual event on May 8.

US power demand is set to boom. How will we meet it?

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