
Hosted by David Roberts · EN

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribeMinnesota regulators Sydnie Lieb and Pete Wyckoff on why utility distribution spending — now a third of capital budgets and the biggest driver of rising bills — escapes the scrutiny the rest of the grid faces, and how to fix that.00:00 - Introduction04:23 - How distribution is regulated differently than generation and transmission09:25 - Why distribution matters now: an aging system and the build-more incentive14:00 - Contestable “mandatory” spending: undergrounding, DERMS software, capitalization22:19 - Reliability standards and the cost of chasing 100 percent28:42 - The MISO comparison: valuing a lost hour, and the scale of the numbers35:12 - Non-wires alternatives: batteries, the Xcel project, and modeling gaps40:31 - What regulators should require: AMI forecasts and beyond the prudence test47:22 - The speed objection: does more analysis slow things down?50:10 - Why spending caps and rate freezes are the wrong fix52:40 - Spending more anyway, and recent Minnesota PUC disappointments55:09 - Restructured markets: does the same logic apply?58:38 - The vision of a well-functioning process and scaling it nationally

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribeFollowing a stunning clean energy victory over right-wing donors on an obscure Arizona utility board, organizers are setting their sights on a much bigger prize: the state’s powerful utility commission. I chat with Charlie Fisher and Ning Mosberger-Tang about how they used disciplined messaging to overcome massive opposition spending and historically abysmal voter turnout. We discuss whether this localized ground game can scale to a massive statewide electorate and help build a durable, nationwide clean energy political machine.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribeYou might have noticed that it’s kind of hot out there. And it’s only going to get worse: global demand for cooling is projected to triple by 2050. Finding a way to cool spaces and people without frying the planet is a crucial climate challenge. I’m joined by RMI’s Ankit Kalanki to unpack the hidden world of AC refrigerants and testing standards, the crucial distinction between lowering temperatures and dehumidifying, new AC technologies on the horizon, and the building and urban design changes that can take some of the pressure off.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribeIn this episode, I talk with GM Energy executive Aseem Kapur about General Motors’ move into bidirectional EV charging and home energy management. We dig into the practicalities of turning hundreds of thousands of EVs into mobile backup generators, how to navigate a patchwork of 4,000 different utilities, and what it takes to get everyday consumers to see their cars as grid assets.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribeThe UK has just released its seventh carbon budget, recommitting to the aggressive climate targets suggested by its nonpartisan Climate Change Committee. Can the Labour government actually hit those targets while keeping energy prices for the British people under control, even amidst a newly hostile political landscape? In this episode, I talk with the UK’s new climate minister, Katie White, about those challenges and more.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribeThe North American Electric Reliability Corporation has issued a historic warning about AI data centers. I chat with energy experts Colin McCormick and Doug Bryan about the unique electrical engineering challenges of giant computational loads that can abruptly drop hundreds of megawatts of power in the blink of an eye. We dive into the upcoming regulatory battle between hyperscalers and operators, the sudden rush for firm gas generation, and how software updates and battery storage could eventually make data centers a tool for grid stability instead of a liability.

This is a free preview of a paid episode. To hear more, visit www.volts.wtfWhy is the latest fossil fuel crisis pushing the world toward rapid electrification instead of a drilling boom? To find out, I chat with Tim Sahay and Kate Mackenzie, hosts of the Polycrisis newsletter and podcast, about the concept of “polycrisis” and the global rise of manufacturing-heavy electrostates. We examine the massive global diffusion of cheap electrotech and discuss why American climate wonks need to look past domestic policy and start paying attention to international macroeconomics.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribeIn the US, clean energy tends to get bogged down in red tape, but there’s one category that you can install immediately, with no one’s permission, because it plugs right into your wall outlet. This week, I chat with James McGinniss of David Energy about plug-in DERs — specifically, small batteries that commercial tenants can install without permits or landlord sign-offs. We explore the economics behind these micro-projects, look at how they aggregate into virtual power plants, and break down why this hyper-local approach could eventually outcompete massive utility infrastructure.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribeWhy is clean electrification, the most exciting, dynamic, hopeful sector of the US economy, still such a 98-pound weakling in DC backroom fights? In this episode, I talk with investor and entrepreneur Steve McBee about Amped, his new effort to boost the industry’s political influence and give it a little swagger — by telling a more compelling story, getting better information to lawmakers, and pulling hundreds of billions of dollars in stranded capital off the sidelines.

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.volts.wtf/subscribeConventional punditry loves the narrative that woolly-headed progressive standards over-burdened federal climate spending and slowed everything to a crawl. In this episode, I talk with Betony Jones about her time designing labor policies at the DOE and what she learned from interviewing dozens of companies that received federal funding. We explore the difference between bad rules and weak administrative capacity, how the DOE successfully streamlined century-old Davis-Bacon compliance, and why creating high-quality jobs is essential for global competitiveness.