Recorded 22 February 2026. Episode Discussion Points:

• Two solid-state transformer startups raised major funding this week
• Why transformers are a critical bottleneck in grid expansion and amidst modernisation pressures
• Differences between traditional iron-core transformers and solid-state transformers
• How SSTs use semiconductor power electronics and software control
• What the benefits of SSTs are
• Why data centres are an early target market for SST technology

Energy Security

• Coal becoming linked to energy security narratives in the US
• Energy security increasingly shaping policy decisions
• Government support for coal plants despite economics
• Military interest in resilient energy systems and microgrids
• Role of renewables in reducing fuel logistics risks

Future / Speculative Energy Infrastructure

• Space-based solar power concepts
• Space-based data centres powered by solar
• Economic and engineering challenges of space energy systems