Bill Gates hasn’t made sense on Climate since he teamed up with Bjorn Lomberg in 2009. This is just a restating of Bjorn’s book from this year about how we have a finite amount of money and we shouldn’t use it for climate. What they get wrong is that climate solutions are now fully profitable.

In an interview with @latitudemedia.bsky.social's @stephenlacey.bsky.social, United’s President & CEO @honeill.bsky.social discussed how, with waning federal support, businesses must shift their focus to the states & regions. Listen to the full interview: buff.ly/aTh4qXE

Such an interesting discussion about climate risk. Thanks @stephenlacey.bsky.social and team! podcasts.apple.com/us/podcast/o...

I got to be a guest host on the Open Curcuit podcast with @stephenlacey.bsky.social & @cleangridview.bsky.social this week, & here’s how we talked about the One Big Beautiful Bill & what it does to raise costs, raise emissions, & reduce reliability. 🔌💡 Listen: www.latitudemedia.com/news/open-ci...

I talked to the great Open Circuit crew (@stephenlacey.bsky.social @jigarshahdc.bsky.social & Katherine Hamilton) about what energy people should know about food, and what food people can learn from the energy revolution. www.latitudemedia.com/news/open-ci...

Elon Musk slammed the Senate’s latest version of President Donald Trump’s tax bill Saturday, raging online that the cuts to electric vehicle and other clean energy credits would be “incredibly destructive” to the US.

NABTU gets it. “Equivalent of canceling 1000 keystone XLs” "Biggest job killing Bill in the history of the country"

NOTE TO SELF: Next time google “what does this political party believe” before giving them $277 million

Well we have the new text from Senate Budget, and we did indeed see the high water mark in the Finance text. The latest text is much worse: back to placed in service by and of 2027, same onerous and draconian FEOC requirements, NEW excise on tax on wind and solar.

Climate tech capital is fleeing America. Sightline's Kim Zou joined @open-circuit.bsky.social from London Climate Week. For the first time, US investors are flocking to what's been a sleepy European conference. The reason? "Definitely pullback in the U.S." A thread on what's driving change 🧵

Fascinating exchange on latest Open Circuit episode in reply to @stephenlacey.bsky.social prompt on data center flex, btwn Arushi Sharma Frank & @jigarshahdc.bsky.social @cleangridview.bsky.social: 🔌💡 www.latitudemedia.com/news/open-ci...

It's been fascinating to watch the discourse about the Spain blackout over the past month. So much of it predictable, but I'm glad all the people who think mostly about fossil fuels are having to reluctantly learn nerdy things about electricity and grids. It's clear where the future lies.

"World’s largest hydrogen taxi operator hurls accusations at supply giants as it quits H2 in Paris" "Hype, the world’s largest hydrogen taxi operator, is to cease operating its fleet of hydrogen taxis in the Paris area, on the back of surging H2 prices" www.hydrogeninsight.com/transport/a-...

I got to talk to @stephenlacey.bsky.social, @cleangridview.bsky.social, and @jigarshahdc.bsky.social on Open Circuit, about the reconciliation bill, abundance, and the future of energy and climate innovation. www.latitudemedia.com/news/open-ci...

Here's BloombergNEF's best guess on what increased data center activity means for global electricity consumption, from this year's New Energy Outlook, in the Economic Transition Scenario. (Full report is paywalled: www.bnef.com/insights/361... )

Equinor says the Trump administration has lifted the stop-work order for the Empire Wind offshore wind project - "allowing construction activities to resume" www.equinor.com/news/2025051... 🔌💡

Great analysis of the draft House reconciliation bill from @jessedjenkins.com and @robinsonmeyer.bsky.social on this week's Shift Key. The most depressing takeaway is that Republicans will crush stuff they claim to love -- nuclear and domestic manufacturing -- not just wind and solar. Pure lunacy.

I don't get how Dems still believe the "death of democracy" messaging will work, when it clearly failed in the election. Every WH action is antithetical to its policy priorities. It's the perfect chance to clearly explain the contradictions, and present genuine counter policies. What am I missing?

Huge congrats to @maeveallsup.bsky.social on her @latitudemedia.bsky.social Open Circuit debut, holding her own with @jigarshahdc.bsky.social, Katherine Hamilton, & @stephenlacey.bsky.social. Smashed it. #climatesky 🔌💡

Some juicy details in this story from @maeveallsup.bsky.social about the politics of the DOE's rescinded support for solar/batteries in Puerto Rico. "Who could argue against backup power for hospitals, right?”

We had a fascinating conversation with JP Morgan's Michael Cembalest on @open-circuit.bsky.social this week exploring the state of the energy transition. We discussed: Supply chain impact of tariffs Clean energy bottlenecks AI power demand realities Europe vs China 🧵Here are some of my takeaways:

Well, it's official. We just received notice that all authors on the Sixth National Climate Assessment have just been released from their roles. The NCA is a vital, Congressionally mandated resource for our nation as we prepare for the impacts of climate change. This is a huge loss.

"They are the essential building blocks of much of modern technology, forming parts of everything from satellites and jet fighters to CT scanners and iPhone speakers. Automakers said they are currently combing through their catalogs to find affected parts." 🔌💡🔌🚗 www.wsj.com/business/aut...

This is a key point. Shortages are already baked.

This framing is reasonable. Yes, phasing out fossil fuels is required under any climate framework. But it's clear that positive economic, security, and innovation outcomes resonate far more with people than opposition frameworks. Also, AI will be an extraordinary tool in accelerating solutions.

Great episode with the great expert ⁦‪Ari Peskoe‬⁩. We are clearly investing in a lot of new infrastructure driven by data centers, but also lots of other load growth. There is also a move to upend the norms around how the electricity grid operates. Affordability has to be key.

The Naval Academy cancelled a freakin' Ken Burns documentary showing, not because of the content, but because Burns had been critical of Trump www.nytimes.com/2025/04/24/u...

I am very grateful to @stephenlacey.bsky.social, @jigarshahdc.bsky.social, and Katherine Hamilton for having me on Open Circuit

Tech giants are pouring $1 trillion into AI infrastructure, and utility executives are salivating at the chance to build expensive new power plants. But who's actually paying? @aripeskoe.bsky.social joins us on @open-circuit.bsky.social to talk about the secret deals for data centers. #energysky

A great @stephenlacey.bsky.social analysis -- and a GREAT @open-circuit.bsky.social episode -- to end the week at @latitudemedia.bsky.social. cc: #energysky www.latitudemedia.com/news/how-tru...

As data centers push load growth to historic levels, new research reveals how utilities and developers are inking secret deals. This week on Open Circuit: www.latitudemedia.com/news/open-ci...

Our newest episode of @open-circuit.bsky.social is up! This one was fun: we had hundreds of people watching us record behind the scenes. We covered the crazy uncertainty in the business world, and why Trump may be "driving people into the arms" of distributed generation. Plus, a news quiz!

Pray for me. I've started arguing with MAGA people in my life on Facebook.

A sad account of the "hostile takeover" underway at the Department of Energy. Essential reporting from @maeveallsup.bsky.social and @lisamartinejenkins.bsky.social on the end of the Department of Energy as we know it. #energysky

us government went from telling miners “learn to code” to telling coders “learn to mine” in less than ten years

"There’s a deeper, more bewildering incoherence to Trump’s approach to trade — and nowhere is the contradiction more glaring than in clean energy," writes @stephenlacey.bsky.social: www.latitudemedia.com/news/for-tru... 🔌💡

Gone from the Naval Academy library after Trump book purge: "Memorializing the Holocaust." Still on the shelves: Two copies of "Mein Kampf." @johnismay.bsky.social www.nytimes.com/2025/04/11/u...

Cannot waaaaaaait to see the @stephenlacey.bsky.social @jigarshahdc.bsky.social and @cleangridview.bsky.social magic live next week! cc: @latitudemedia.bsky.social www.latitudemedia.com/events/open-...

For Trump's incoherence on tariffs, look to clean energy. He had 900+ factories served to him "on a silver platter." But he's doing everything he can to tear down the industry, putting $90B of factories at risk. My column on the ridiculous contradictions, based on this week's "Open Circuit" episode:

Bro-casters rode the Trump train until it derailed their portfolios. Shocked they were conned by a con man.

Eager to stay in President Trump’s good graces, oil executives have refrained from publicly criticizing him. But privately, some are worried. “I have never felt more uncertainty about our business in my entire 40-plus-year career,” said a respondent on an anonymous survey.

Who knows how long Trump's tariffs will last. One thing is certain: they're just one plot point in a shift in the Post-WWII dynamic, which has big consequences for global energy flows. This week's Open Circuit, @jigarshahdc.bsky.social, @cleangridview.bsky.social & I dig into the "new joule order."

Nursing your Liberation Day hangover? Listen to the latest @open-circuit.bsky.social episode, where we unpack how tariffs, supply chain turmoil, and the breakdown of liberal trade are creating a "new joule order" that is shifting global energy investment flows. #energysky

As usual, I am shocked, amused, and horrified at once. But not surprised.

"The Trump administration has gutted the federal home energy assistance program as a part of the mass firing of 10,000 Department of Health and Human Services workers." www.latitudemedia.com/news/home-en... via @lisamartinejenkins.bsky.social 🔌💡

Well, there's one way to pay for your tax cuts for the wealthy I suppose: a new, regressive $700 billion increase in consumption taxes. Cool.

Cutting the nation's most important source of people being able to properly heat and pull their homes literally creates a public health crisis

On April 16, we're holding the inaugural Open Circuit Live! This event is free + virtual — with the opportunity to ask @jigarshahdc.bsky.social, @cleangridview.bsky.social, and @stephenlacey.bsky.social your questions through live Q&A. You can register here: www.latitudemedia.com/events/open-...

I just tried this and it took one second for the paper to come out and someone else took the paper before I was done peeing.

Repealing the Inflation Reduction Act is a highly efficient way to cut GDP, eliminate hundreds of thousands of jobs, and raise customer bills.