California plans to ban new internal-combustion vehicles by 2035. But are electric vehicles ready to take their place?
We know that there are dozens and dozens more models of electric cars on the market. Ranges are increasing. Consumers like the driving experience. And total costs are creeping downward.
But America’s electric vehicle market is anemic. Deal ... Show More
Apr 7
Flexibility as a service: Can Octopus's acquisition of Uplight finally make US residential VPPs work?
Millions of enrolled devices, 60 utilities, and the participation rate gap that's been embarrassing the US market for a decade. US residential virtual power plants have been a promising idea that's consistently underdelivered — participation rates below 5%, fragmented apps, siloe ... Show More
45m 14s
Mar 24
The muscle we forgot: SMRs, hyperscalers, and why this nuclear renaissance might actually be different
Why nuclear has never been project financed and how that might finally be about to change.Every nuclear plant ever built has ultimately been backstopped by taxpayers or ratepayers. Not because the technology doesn't work, but because nobody has ever cracked the construction cost ... Show More
56m 3s
Mar 10
The grid nobody planned for: public power, hyperscalers and the race to rewire America for the AI age
What two decades of flat demand means for a grid now expected to double in sizeThe US went from essentially zero load growth for twenty years to 3% national growth almost overnight. The supply chains, permitting pipelines, engineering workforce and regulatory processes were all c ... Show More
1h 4m