Open Circuit

The energy transition, decoded.

Open Circuit brings together three industry veterans to decode the forces shaping the next era of the energy transition — from AI-driven load growth and supply chain crunches to market upheavals and policy battles.

Hosted by Stephen Lacey, Jigar Shah, and Caroline Golin, the show offers a rare insider’s view into the biggest technological and economic transformation of our time. With experience spanning government, finance, and hyperscale tech, the hosts dissect how the clean energy business works — and where it’s headed next.

This isn’t your standard industry podcast. Open Circuit blends sharp analysis, candid debate, and real-world expertise to challenge assumptions, puncture hype, and call out what’s not working. The result is a clear-eyed, engaging look at a transition reshaping every sector of the economy.

If you want to understand what’s really happening in the energy transition, this is where to start.

We want to hear from you! Send your feedback, listener questions, and story ideas to [email protected].