Open Circuit

We are in the middle of a radical political and economic realignment, with electricity infrastructure at the center of it. And this summer, the plot thickened.

Power sector reforms are coming in fast and furious, across states, regional markets, and federal regulators. Local resistance reached new heights around the country. And data centers are scrambling politics as we near the midterm elections.

Meanwhile, AI models are breaking containment in alarming ways. The leaders of AI labs are openly calling for a slowdown and warning of dire security impacts, even while the rush to release new models and IPO intensifies.

Poll after poll shows Americans are increasingly distrustful and cynical about AI. And tech companies are stepping away from their claims about AI being a climate panacea, while they invest in the biggest gas projects on the planet.

The future of power infrastructure is inextricably linked to all these forces. This week, we’re asking: How are they changing the trajectory of how power gets built? And what does responsible data center development actually look like?

Credits: Co-hosted by Stephen Lacey, Jigar Shah, and Caroline Golin. Produced and edited by Stephen Lacey, Sean Marquand, and Anne Bailey.

Get your ticket to Latitude Media’s Flex Summit in Austin, Texas on October 14-15.

Open Circuit is brought to you by Building an Advanced Energy Ecosystem, where New Mexico's energy future is shaped. Join industry leaders, policy makers, researchers, and innovators at Building an Advanced Energy Ecosystem, September 14-16 in Albuquerque. Visit nmwomenlead.org/registration and use promo code CIRCUIT to save 10% on registration.

Open Circuit is brought to you by FischTank PR, an award-winning climate and energy tech, renewables, and sustainability-focused PR firm dedicated to elevating the work of both early-stage and established companies. Learn more about their PR approach and how they can support your company’s messaging by visiting fischtankpr.com.

As data centers, factories, and electrification push growth to unprecedented heights, customers are looking for greater control over their energy use. But the traditional one-size-fits-all approach falls short for customers wanting to know which energy choices will benefit them most, and how those choices will impact their bills.

In this third episode of Bidgely’s four-part series, Stephen Lacey talks with Kirby Brinlee, director of customer experience at Oklahoma Gas & Electric, and Abhay Gupta, CEO at Bidgely.

Through their partnership with Bidgely, OG&E learned something surprising about their variable peak pricing program: Customers were shifting their energy use to the wrong hours. Personalized messages and recommendations proved a win-win for the utility and their customers. Flexibility programs became more reliable resources for grid planners, and customers learned how to keep their costs low.

Kirby and Abhay discuss how load growth is reshaping the utility-customer relationship, why personalization matters, and how AI is helping OG&E give more power to customers. OG&E’s experience reveals how AI can unlock more sophisticated demand flexibility by finding the right customers, accurately measuring energy usage, and building stronger customer relationships.

This is a partner episode, brought to you by ⁠Bidgely⁠.

This is the third episode in our series with Bidgely exploring how utilities are deploying purpose-built AI to solve their most pressing challenges. Tune in to the other episodes:

How APS dove headfirst into AI

Turning customer data into grid intelligence

Electricity prices have become a central storyline in upcoming U.S. elections. All over the country, Americans are finding it harder to pay their bills, and they’re getting increasingly cynical about utilities and data centers.

While governors are caught in the middle of this voter anger, there’s a group of key decisionmakers that are often missed: the 200 regulators that oversee tens of billions of dollars in utility spending.

In this episode, Charles Hua, the founder and executive director of PowerLines, walks through why that gap matters right now.

Utilities requested a record $31 billion in rate increases last year. And PowerLines’ newest research found that utilities are planning $1.4 trillion in capital expenditures by 2030. Hua dissects what is driving that spending, arguing that the real drivers of higher bills predate the data center boom.

Still, the data center effect is real. And state-level regulators are struggling to balance the need for economic development with the massive rate increase requests that utilities are throwing at them.

So how will electricity affordability shape elections? And, most importantly, how will it shape the way we pay for needed grid upgrades?

This conversation was recorded live at Latitude Media’s Transition-AI conference.

Get your ticket to Latitude Media’s Flex Summit in Austin, Texas on October 14-15.

Credits: Co-hosted by Stephen Lacey, Jigar Shah, and special guest Nate Adams. Produced and edited by Stephen Lacey, Sean Marquand, and Anne Bailey.

Open Circuit is brought to you by Building an Advanced Energy Ecosystem, where New Mexico's energy future is shaped. Join industry leaders, policy makers, researchers, and innovators at Building an Advanced Energy Ecosystem, September 14-16 in Albuquerque. Visit nmwomenlead.org/registration and use promo code CIRCUIT to save 10% on registration.

Open Circuit is brought to you by FischTank PR, an award-winning climate and energy tech, renewables, and sustainability-focused PR firm dedicated to elevating the work of both early-stage and established companies. Learn more about their PR approach and how they can support your company’s messaging by visiting fischtankpr.com.

Virtual power plants are having a moment. Suddenly, this once-niche solution for the power sector is breaking into mainstream discourse.

The convergence of sudden load growth, aging infrastructure, extreme weather, and electricity inflation is turning distributed resources into must-deploy assets.

At the state level, VPPs are becoming a go-to tool for making electricity more affordable. They’re championed as one of the only solutions that can open up enough capacity to support load growth over the next three years.

But at a moment of historic utility spending, VPPs can still feel like a round peg in a square hole. Utilities and regulators treat them as a novelty, and market rules are not designed to unlock their potential.

So what still needs to happen to leverage the true potential of this resource? This week, we have a live episode recorded from Cpower’s GridFuture conference in Jersey City.

Stephen is joined by David Visneau, head of demand response and VPPs at NRG Business; Ken Schisler, senior director of growth & policy at NRG; and Mathew Sachs, chief strategy Officer at CPower​ ​. They dive into the unique tailwinds for the market, the regulatory constraints, the state-level policy activity, and some predictions about where we're headed.

This episode was produced in partnership with CPower.

We're on vacation through the end of August, so this week we’re featuring an episode of The Green Blueprint.

Lithium-ion batteries have revolutionized energy storage. But inexpensive, multi-day storage will still be critical for backing renewables and decarbonizing the grid.

Form Energy is tackling that challenge with a new class of iron-air batteries. By oxidizing and reducing iron, Form is creating low-cost, multi-day storage that competes directly with natural gas peaker plants.

Mateo Jaramillo, CEO and co-founder of Form Energy, has spent over two decades in the battery industry, including building Tesla’s storage business. At Form, he’s leading the charge to bring these "E-peakers" to utilities across the country. The company recently achieved a major milestone: completing a one-million-square-foot factory on the site of an old steel mill in Weirton, West Virginia.

In this episode, Mateo talks with host Lara Pierpoint about the grueling realities of scaling up manufacturing, why they chose to build in West Virginia, using AI to drive material science discovery, and the immense logistical challenges of building physical infrastructure.

Open Circuit is brought to you by Building an Advanced Energy Ecosystem, where New Mexico's energy future is shaped. Join industry leaders, policy makers, researchers, and innovators at Building an Advanced Energy Ecosystem, September 14-16 in Albuquerque. Visit nmwomenlead.org/registration and use promo code CIRCUIT to save 10% on registration.

Open Circuit is brought to you by FischTank PR, an award-winning climate and energy tech, renewables, and sustainability-focused PR firm dedicated to elevating the work of both early-stage and established companies. Learn more about their PR approach and how they can support your company’s messaging by visiting fischtankpr.com.