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Open Circuit

Open Circuit

Auteur(s): Latitude Media
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 The energy transition, decoded. Every week, three industry veterans explore the tech breakthroughs, market shakeups, and policy shifts that are driving the biggest industrial transformation in history.Latitude Media Politique
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  • JPMorgan’s climate scientist thinks differently about risk

    JPMorgan’s climate scientist thinks differently about risk
    Sep 5 2025
    In 2004, Dr. Sarah Kapnick was a young banking analyst at Goldman Sachs when she spotted a blind spot: no one was helping clients understand climate risk. Two decades later, she’s the Global Head of Climate Advisory at JPMorgan, turning climate science into boardroom strategy. Kapnick’s career path — from Wall Street, to NOAA’s chief scientist, and back to finance — mirrors the way markets are evolving: from ignoring climate risk, to struggling with it, to finally beginning to price it. Without adaptation, large companies could face $1.2 trillion in annual climate-related costs by the 2050s; utilities alone could see $244 billion in yearly losses. But adaptation isn’t just about avoiding losses — it’s also a chance to seize opportunities. Kapnick calls it climate intuition: the ability to think about climate risk the way we think about interest rates or labor costs. In this episode, we dig into what that intuition looks like in practice. From infrastructure investors getting serious about resilience to consumer brands redesigning products, is climate finally becoming a normal part of doing business? Plus, we also look at the deep data gap. Without strong regulation, will companies ever disclose or understand enough of their risks? And with government climate monitoring under threat, how will the private sector step in? Open Circuit is brought to you by Natural Power. Natural Power specializes in renewable energy consulting and engineering, supporting wind, solar, and battery storage projects from concept through financing. Discover how we're creating a world powered by renewable energy at naturalpower.com. Open Circuit is brought to you by Sungrow, the trusted provider of PV inverters and battery storage. With over 605 GW installed worldwide and a BloombergNEF ranking of “most bankable” in power conversion and energy storage, Sungrow provides solar tech you can count on. Learn more at sungrowpower.com. Credits: Co-hosted by Stephen Lacey, Jigar Shah, and Katherine Hamilton. Produced and edited by Stephen Lacey. Original music and engineering by Sean Marquand.
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    53 min
  • Grab bag: the affordability crisis, a VPP tipping point, and solar’s moment

    Grab bag: the affordability crisis, a VPP tipping point, and solar’s moment
    Aug 29 2025
    This week, we’re doing something a little different: we’re turning to Jigar’s social media feeds and listener questions to guide our conversation on the latest news in clean energy. First, we tackle the affordability crisis. President Trump recently posted on Truth Social calling renewables "the scam of the century" and blaming them for rising prices. We look at how his policies are making the crisis worse, and why Trump now owns the problem. Then, we look at how VPPs are hitting a tipping point, explaining how companies in the space are now selling "pain medication" instead of "vitamin pills." We also look at some big stories in solar. New tax guidance is making utility-scale harder to finance, but it gives small systems under 1.5 MW a safe harbor. Could that unlock more commercial rooftop capacity? Plus, we look at Pakistan’s DIY solar revolution, and the barriers to $2/watt solar. Finally, we talk about building real political power. Jigar outlines an idea for creating a community trust for the clean energy industry that will strengthen local connections and increase the industry’s clout. Open Circuit is brought to you by Natural Power. Natural Power specializes in renewable energy consulting and engineering, supporting wind, solar, and battery storage projects from concept through financing. Discover how we're creating a world powered by renewable energy at naturalpower.com. Open Circuit is brought to you by Sungrow, the trusted provider of PV inverters and battery storage. With over 605 GW installed worldwide and a BloombergNEF ranking of “most bankable” in power conversion and energy storage, Sungrow provides solar tech you can count on. Learn more at sungrowpower.com. Credits: Co-hosted by Stephen Lacey, Jigar Shah, and Katherine Hamilton. Produced and edited by Stephen Lacey. Original music and engineering by Sean Marquand.
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    1 h
  • The Latitude stage: How AI changes our digital energy footprint

    The Latitude stage: How AI changes our digital energy footprint
    Aug 20 2025
    We're witnessing a profound shift from discrete AI tools to always-on AI companions — systems that provide constant feedback, conversation, and support. Sound familiar? It's the 2013 movie "Her" becoming reality. In this episode of Open Circuit, we have a conversation with MIT’s Vijay Gadepally from our Transition-AI conference about how the spread of artificial intelligence is reshaping our digital energy footprint. As a senior scientist at MIT’s Lincoln Laboratory and CTO of cloud computing company Radium Cloud, Gadepally has an inside view on the energy intensity of reasoning models, AI agents, and chatbots. He details how simple tasks are now becoming energy-intensive computing events. Gadepally also explains how operations per watt have improved dramatically, why better software can dramatically reduce emissions, and what it will take for computing innovations to keep pace with our growing appetite for AI. Registration is now open for the Power Resilience Forum in Houston, Texas next January. Power Resilience Forum 2026 is the premier event on grid resiliency, bringing together leaders from across the power sector to address the new realities of planning and operating the grid in an era of extreme weather and wildfires. Open Circuit is brought to you by Natural Power. Natural Power specializes in renewable energy consulting and engineering, supporting wind, solar, and battery storage projects from concept through financing. Discover how we're creating a world powered by renewable energy at naturalpower.com. Open Circuit is brought to you by Sungrow, the trusted provider of PV inverters and battery storage. With over 605 GW installed worldwide and a BloombergNEF ranking of “most bankable” in power conversion and energy storage, Sungrow provides solar tech you can count on. Learn more at sungrowpower.com. Credits: Co-hosted by Stephen Lacey, Jigar Shah, and Katherine Hamilton. Produced and edited by Stephen Lacey. Original music and engineering by Sean Marquand.
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    35 min
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