Open Circuit A feast of hot takes
35 snips
Nov 26, 2025 This Thanksgiving special dives into energy topics with a quirky family twist. The hosts match energy storylines to classic holiday guests. Expect discussions on COP30's results, the surge in peak load growth, and the impact of data centers. Energy efficiency and modern grid solutions take center stage, delineated by the 'drunk uncle' archetype for local opposition. Plus, hear predictions on the role of distributed energy resources and the electrification trends driven by Gen Z. Insights on AI's influence and future uncertainties wrap up the feast!
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Episode notes
COP30 Advanced Finance And Ambition
- COP30 showed limited consensus but advanced sovereign carbon credits and raised NDC ambition.
- Jigar says updated NDCs could drive $400B–$1.2T of annual investment into implementation.
Load Forecasts Signal System Strain
- Grid Strategies projects 166 GW of peak load growth by 2030, a huge upward revision.
- Hosts warn forecasts are uncertain but indicate major systems and planning challenges ahead.
Flexibility Can Cut Bills Dramatically
- Texas shows rapid load growth can be met with solar, wind, and batteries if integrated smartly.
- Jigar argues virtual power plants and flexibility could reduce bills 20% by 2030 if scaled.
