Latitude Media

Was 2025 a breakthrough year for clean energy finance? Inside Crux's new analysis of 2025 market activity and the outlook for 2026.

Next week: Get an exclusive look inside Crux's new analysis of the 2025 clean energy finance market and the outlook for 2026.

📝 Register now: www.latitudemedia.com/events/was-2... 🗓️ March 5 @ 1:30 pm ET / 10:30 am PT

@stephenlacey.bsky.social

The grid needs flexibility households can live with Comfort-first, personalized shifting is already scaling to 5 million-plus homes, delivering peak relief and returning value to households.

Renew Home's Jeff Gleeson, Chief Product Officer, and Kristoffer Donhowe, Product Architecture Lead, outline how personalized shifting is already delivering 4 GW of flexible capacity and customer value.

Read their commentary on Latitude: www.latitudemedia.com/news/the-gri...

Amperon and Latitude Intelligence conducted a survey of 20 IPPs that revealed how the time-tested strategy of balancing risk and return is at a crossroads.

Download the white paper to see the 3 key challenges and opportunities for IPPs ➡️ www.latitudemedia.com/resources/th...

The rise of grid power electronics with Drew Baglino The founder of Heron Power makes his pitch for solid state transformers to enhance the grid.

This week, Heron Power announced a $140M Series B led by Andreessen Horowitz. Founder/CEO Drew Baglino and Shayle Kann explore how solid-state transformers can turn the grid into a highly optimized machine.

Listen now: www.latitudemedia.com/news/catalys...

The race for the 100-hour battery has new entrants Form Energy has long dominated — but recent milestones from startups like Ore and Noon suggest that the market is maturing.

Form Energy has long dominated the long-duration energy storage market. But recent technical milestones from startups like Ore Energy and Noon Energy suggest that the market is maturing.
www.latitudemedia.com/news/the-rac...

YouTube video by Latitude Media Is Big Tech's Infrastructure Frenzy Hitting a Limit?

Today on Open Circuit: Are investors losing faith in the AI infrastructure boom? The team breaks down trends in capital flows, valuation pressures, and where investor confidence is shifting as AI demand grows but returns remain uncertain.

📽️ Full video: youtu.be/ArhEMZuLWqw?...

Event promotion for a Latitude Dispatch: What utilities learned from Winter Storm Fern, featuring Lisa Martine Jenkins and Jim Kapsis

I'm gearing up to talk to Jim Kapsis of the Ad Hoc Group for tomorrow's Latitude Dispatch. Have any questions about what utilities learned -- or should have learned -- from Winter Storm Fern? Send em my way at lisa@latitudemedia.com, or via DM.

Be there, 1pm ET!

🔌💡 @latitudemedia.bsky.social

PJM and ERCOT are navigating a capacity rollercoaster Paul Segal, CEO of LS Power, sheds light on the state of play in two huge markets.

On Catalyst today: Paul Segal of LS Power, sheds light on PJM and ERCOT as they navigate a capacity rollercoaster. The conversation unpacks what’s driving the volatility and what it means for power markets ahead.

🎧 Listen here: www.latitudemedia.com/news/catalys...

Will inference move to the edge? Shifting AI inference from hyperscalers to smaller edge data centers – and even consumer devices – could have big implications for energy.

Connected with @shaylekann.bsky.social in episode of
@latitudemedia.bsky.social Catalyst on edge computing. Will AI move to the edge? Depends on latency, model size, power. Inference close to users is sensible. But training will need gigascale datacenters.

www.latitudemedia.com/news/catalys...

Was 2025 a breakthrough year for clean energy finance? Inside Crux's new analysis of 2025 market activity and the outlook for 2026.

Clean energy finance beat expectations in 2025: record lending, $42B in tax credit transfers, and resilient investors despite uncertainty. What’s driving the momentum into 2026?

Join @CruxClimate on March 5 from 1:30–2:30 pm ET and learn more. Register: www.latitudemedia.com/events/was-2...

DC architectures in next-generation energy systems The implications for solar, storage, and data centers

Cedric Van den Haute of Shoals Technologies explores why direct current is gaining ground across next-generation energy systems — and what it means for solar-plus-storage integration, data center efficiency, and project economics.
www.latitudemedia.com/news/dc-arch...

YouTube video by Latitude Media Is Fervo’s IPO a Breakout Moment for Geothermal?

This week on Open Circuit: Is geothermal nearing a breakout moment? The team explores why the resource is gaining traction + factors that could help move geothermal from niche to mainstream in the clean energy mix.

📽️ Full video podcast: www.youtube.com/watch?v=KV2u...

How Google’s data centers are bending the efficiency curve Acclaimed researcher Partha Ranganathan pushes back against energy alarmism in a new season of Where the Internet Lives.

Google VP Partha Ranganathan pushes back on AI energy doom: "Some claims are sensationalized." His team's innovations including custom chips, liquid cooling, and AI optimizing AI, show a different path forward.

🎧 Listen now on Where the Internet Lives: www.latitudemedia.com/news/how-goo...

The path to market for new nuclear reactors Katy Huff, former assistant secretary for nuclear energy, helps make sense of a wave of new reactor announcements.

Today on Catalyst: Shayle Kann and former DOE nuclear official Katy Huff break down what it really takes to bring new nuclear reactors to market, why mid-2026 targets are aggressive, and which milestones actually matter.

🎧 Listen here: www.latitudemedia.com/news/the-pat...

The costs of ‘invisible resiliency’ for utilities Utility failure is increasingly measured by how much customers have to think about its service.

Utilities are being asked to deliver a grid that never falters — even as extreme weather, load growth, and aging infrastructure push systems to their limits. That expectation has a name: invisible resiliency.

Read more: www.latitudemedia.com/news/the-cos...

YouTube video by Latitude Media How Do We Lower Electricity Prices?

🎧 This week on Open Circuit: PJM market reform, virtual power plants, and the politics shaping cheaper, more reliable electricity. Watch the full video podcast here: youtu.be/LRMeQ-gni1E

Armed with new batteries and winterized plants, ERCOT survives Fern This week, Texas has been a case study for the perks of a diversified grid.

Batteries helped ERCOT survive Winter Storm Fern. TAEBA Executive Director Matthew Boms talked with @latitudemedia.bsky.social about why batteries are such a game-changer: www.latitudemedia.com/news/armed-w...

The rise of permissionless DERs James McGinniss, CEO and co-founder of David Energy, talks regulation, affordability and scaling up.

Shayle Kann talks with David Energy CEO James McGinniss about the rise of permissionless DERs—plug-in batteries and solar that skip complex installs and permits, cutting costs and expanding access.

🎧 Listen here or wherever you get your podcasts: www.latitudemedia.com/news/catalys...

Join us for "Proving VPPs can deliver: Moving from skepticism to grid-scale trust" with EnergyHub, Duke Energy Corporation, and Latitude Media.

📅 Friday, February 6th from 1:00-2:00 pm ET.

Can't join live? Register for the recording.
www.latitudemedia.com/events/provi...

A five-alarm fire for the grid? Why grid reliability, affordability, and national security are colliding. What breaks first?

This week on Open Circuit recorded live at #PRF26: A “five-alarm fire” for the grid: rising outages, tighter reserves, and growing reliability risks.

🎧 Listen here or wherever you get your podcasts: www.latitudemedia.com/news/open-ci...

More 2026 trends: Solar costs, oil oversupply, and the startup slump Part two of our conversation with Nat Bullard about his annual 200-slide presentation on the biggest trends in decarbonization.

Pt. 2: Nat Bullard and Shayle Kann break down additional 2026 energy trends — from ongoing solar cost declines and global oil oversupply to what’s driving the current startup funding slump across energy tech.

🎧 Listen here or wherever you get your podcasts: www.latitudemedia.com/news/catalys...

A ‘rain delay’ for the energy transition After a year of immense change and tumult, we revisit the state of clean energy in the U.S.

2025 threw curveballs at energy — surging load, shifting policy, tight capital. Stephen Lacey talks with Tom Burton of Mintz covering the renewable shakeout, data centers as energy infrastructure, permitting reform, and navigating uncertainty.

🎧 Listen: www.latitudemedia.com/news/catalys...

The year resiliency investment began to go mainstream Driven by disaster and defined by AI, resilience began to shed its niche status in 2025 and become a critical grid priority.

⚡ Latitude Media talks grid resilience in a recent article, discussing the role of extreme weather events and data center development in the rise of utility resiliency plans.

➡️ Read more: https://ow.ly/iW7l50XXf9x

#TXenergy #OKenergy #energyefficiency #energysky

Inside Meta’s massive nuclear push We examine the details of Meta’s 6.6-gigawatt nuclear deal. How much is real and how much is aspirational?

This week on Open Circuit: Meta’s 6.6 GW nuclear push to power AI data centers — we discuss what’s real, what’s aspirational, and what it signals about who controls power in the AI era.

🎧 Listen here or wherever you get your podcasts: www.latitudemedia.com/news/open-ci...

2026 trends: Gas turbines, Texas’ load queue, and China electrifies Nat Bullard returns to the show to unpack his annual, massive report on last year’s top decarbonization trends.

This week on Catalyst: @nathanielbullard.com and @shaylekann.bsky.social break down 2026 energy trends: gas turbine backlogs, Texas’ exploding load queue, and China’s accelerating electrification.

🎧 Listen: www.latitudemedia.com/news/catalys...

Energy trends 2026: Caught in the crosswinds How will emerging technologies, data centers, and realpolitik shape the energy transition in 2026?

AI, data centers, EVs & DERs are reshaping the grid.
Join us and @gridbeyond.com for Energy Trends 2026: Caught in the Crosswinds to see what’s next.

Register here (recording included): www.latitudemedia.com/events/energ...

Why Andrew McAfee thinks AI can save the planet The MIT researcher and author makes his case in a brand new season of Where the Internet Lives.

In this Where the Internet Lives interview, MIT researcher Andrew McAfee explains why AI is a transformative general-purpose technology and why its benefits may outweigh concerns about energy use.

Read more: www.latitudemedia.com/news/wtil-wh...

🎧 Listen here: datacenters.google/discover-mor...

Who controls power in the AI era? Our new co-host, Caroline Golin, helps us unpack the fight over capacity, co-located power, and what Google’s developer acquisition signals for the market.

In this new episode, Stephen Lacey, Jigar Shah, and new co-host Caroline Golin dig into how the AI era is reshaping power markets: from battles over capacity and co-located energy to the implications of Google’s acquisition of Intersect Power.

🎧 Listen Now: www.latitudemedia.com/news/open-ci...

Can #VPPs perform like traditional generation?

Join @latitudemedia.bsky.social's Frontier Forum as Seth Frader-Thompson and Duke Energy unpack the Huels Test and VPP Maturity Model — and what it takes to earn operator trust.

Register: www.latitudemedia.com/events/provi...

The VC case for 'full stack deeptech' Ian Rountree, founder and partner at Cantos, explains why he avoids selling tech to incumbents and flags some curveball startups.

Ian Rountree, founder and partner at Cantos, explains why he avoids selling tech to incumbents and flags some curveball startups.

Shayle Kann and Ian explore how this applies to the current landscape of hardware and industrial startups.

Listen now: www.latitudemedia.com/news/catalys...