Episodes

As AI accelerates and America's energy demands surge, some of the biggest questions aren't just about technology—they're about politics. In part two of our conversation with veteran energy investor Phil Deutch, partner and co-head of energy transition at NGP, we explore where Silicon Valley, Washington, and the energy industry are finding common ground—and where tensions are bubbling. From AI data centers and energy affordability to regulation, geopolitics, and America's competition with China...

As America marks its 250th year, a new energy era is beginning. This week, veteran energy investor Phil Deutch, founder of NGP Energy Technology Partners, joins us to look beyond today's headlines and toward the future of energy. We discuss where investment dollars are flowing, what current market dynamics mean for the climate, and why he believes the next chapter of American energy will be defined by abundance. Plus, Phil shares a few stories from his three decades of investing and one bold p...

For years, America’s energy debate was largely about transition — what fuels to move away from and what technologies to build next. Now, a different challenge is taking center stage: can the United States produce enough energy to power AI, advanced manufacturing, and economic growth without sacrificing affordability, reliability, or national security? What comes first when the country needs all of them at once? This week, Political Climate sits down with Associate Deputy Secretary of Energy Al...

As America marks its 250th anniversary, one question looms large: What made the United States an energy superpower — and what will determine whether it stays one? This week, Political Climate welcomes Pulitzer Prize-winning author and S&P Global Vice Chairman Daniel Yergin for a sweeping conversation across two and a half centuries of American energy history. From the birth of the oil industry and the rise of the automobile to the shale revolution, AI-driven electricity demand, and the race fo...

Permitting reform has stalled in Congress for years — but a newly appointed senator with three decades of energy industry experience and nothing to prove politically may be in a position to finally help get it done. Senator Alan Armstrong (R-OK) came to Washington in March with a single priority — meaningful permitting reform — and under a year to achieve it. Both Democrats and Republicans acknowledge that America’s infrastructure approval process is too slow and costly, and yet major reform ef...

Electricity prices are rising across America — and governors are scrambling to respond. From California to Pennsylvania to Virginia, states are experimenting with dramatically different approaches to lowering power bills: taking on utility monopolies, freezing rate hikes, reforming electricity markets, accelerating new generation, and pushing data centers to pay their own way. On this episode of Political Climate, we unpack why energy affordability has become one of the hottest political issue...

What if the fastest, cheapest fix for America’s power grid is hiding in plain sight? On this episode of Political Climate, we dive into grid utilization — and how to unlock the massive untapped potential of a system that operates at just ~50% capacity (as Secretary Wright noted just last month). With Ian Magruder (founder and executive director of the Utilize Coalition) and guest co-host Hillary O’Brien (managing director of clean power at ClearPath) we explore how solutions such as advanced t...

Gas prices are spiking as the Iran war disrupts global oil markets — so will this be the moment that finally supercharges EV adoption in the U.S.? This week on Political Climate, we explore how past energy shocks have driven policy shifts aimed at greater energy diversification — and whether history is repeating itself, only with new stakes. Avery Ash, CEO of Securing America's Future Energy (SAFE), joins the show to discuss how geopolitics, consumer behavior, and technological advancements ar...

March was defined by blown predictions, resilience, wins, losses, and last-minute turnarounds—and not just in college basketball. In many ways, those same forces are shaping the energy sector today. Shane Battier—NCAA champion at Duke in 2001 and two-time NBA champion with the Miami Heat—knows a thing or two about performing under pressure. Now, he’s bringing that playbook to cleantech. In this episode of Political Climate, we sit down with Shane to talk about what March Madness can teach us b...

From Iran war disruptions to AI power demand — how energy issues are shaping the 2026 midterms

2025 has been one of the most turbulent years on record for U.S. climate and energy policy. The One Big Beautiful Bill is in; the Inflation Reduction Act is out. Clean energy grants have been canceled, permits delayed, and federal priorities reshuffled. At the same time, electricity demand is surging, consumers are worried about affordability, and trade disputes are disrupting supply chains. Amid all this volatility, has the clean energy transition stalled? To help make sense of it all, we’re ...

A hyperscaler, an energy developer, and a government official walk into a room. It’s not a joke — it’s the new reality as the U.S. scrambles to lead the global race for AI dominance. As frontier AI companies like OpenAI, Google, and Anthropic push for fast, clean, and reliable energy at unprecedented scale, policymakers are racing to understand how America’s grid will keep up. In this episode, we sit down with Ann Bluntzer Pullin, Executive Director of the Hamm Institute for American Energy, to...

Critical minerals sit at the heart of modern life—from phones and data centers to EVs, defense systems, and the power grid. Yet the U.S. remains heavily dependent on foreign supply chains for these resources that are dominated by China. In failing to develop holistic and responsible mineral supply chains the U.S. risks bottlenecks in semiconductors, defense, and clean energy. This puts both economic security and climate goals at risk, while perpetuating human rights abuses. In this episode, we...

AI is reshaping the economy — and now it’s reshaping the electric grid. The growth of AI data centers is fueling an unprecedented spike in power needs — and policymakers are scrambling for creative ways to meet it. In this episode of Political Climate, we explore two different approaches to expanding the nation’s power capacity: A novel federal initiative to fast-track large-load interconnections for data centers and other energy-hungry facilities. A bottom-up vision from Rewiring America sho...

As the U.S. government enters its fourth week of shutdown, the fallout is spreading far beyond Washington. Billions in clean energy and technology funding have been frozen or slashed — disproportionately in blue states — as the administration uses the budget standoff to push through parts of its policy agenda. How will the shutdown showdown end? Meanwhile, U.S.–China tensions are escalating once again. Beijing has announced new restrictions on exports of rare earth elements — critical for every...

When we think of the U.S.–China rivalry, headlines often focus on trade wars, Taiwan, or Artificial Intelligence. But one of the most consequential battlegrounds is undoubtedly energy, which underpins each economy. Who will invent, build, and export the technologies that power the 21st century? This week, Political Climate sits down with global energy policy expert Amy Myers Jaffe, Director of the Energy, Climate Justice, and Sustainability Lab at NYU, to unpack the race for energy dominance. ...

With August recess behind us, Washington D.C. is gearing up for a busy fall. For many in the cleantech space – more questions than answers loom ahead. What is the outlook for wind and solar permitting, with renewable energy projects in the political crosshairs? Will Congress avoid a government shutdown before the end of September deadline? If not, what’s at stake? The Trump administration has frozen or cancelled hundreds grants in the climate and energy space and continues to conduct funding r...

This week on Political Climate we’re live from Aspen Ideas: Climate in Chicago. We were joined by guest Greg Bertelsen, CEO of the Climate Leadership Council, and former senior director of energy and resources policy at the National Association of Manufacturers, as well as a fantastic live audience. The "energy transition” has been underway for decades. In the United States, this shift has been supported by 20 years of policy aimed at diversifying and securing the American energy system. U.S. e...

Now that Congress has passed and President Trump has signed into law the One Big Beautiful Bill Act, we talk about the final language and what it means for the U.S. energy sector on this episode of Political Climate. We discuss short term implications for solar and wind developers, particularly in light of a new executive order calling for new Treasury rules to strictly enforce the repeal of renewable energy tax credits. We also tackle what the OBBB means for American energy competitiveness on ...

U.S. grid operators braced for a surge in electricity demand and possible power outages this week as scorching temperatures hit the eastern half of the country. Heat waves are just one of the challenges facing increasingly strained electricity systems across the country, amid rapidly growing demand from data centers and a looming shortfall in supply. On this episode of Political Climate we’re joined by Asim Haque, SVP of Governmental and Membership Services for PJM Interconnection. Haque helps ...

Dropping in with a quick update that Political Climate is pushing the release of our next full episode to next week. As our listeners know, the Senate is in the process of revising and releasing their version of the reconciliation bill that the House passed a few weeks ago. Senate Finance Committee text dropped Monday evening and there is a lot to unpack. While there are many things we want to talk about that aren’t directly related to the bill, so much of the energy sector is set to be impacte...

President Trump’s return to office has reignited a bold push for energy dominance — a sweeping agenda to supercharge U.S. energy production, slash regulatory red tape, and reestablish America as a powerhouse in global energy markets. In this episode, we dive deep into what that actually means. From a wave of recent executive orders to the high-stakes reconciliation bill moving through Congress, we explore how the administration aims to lower energy costs, secure supply chains, and leverage Amer...

If you’re tracking the world of budget reconciliation then you know it’s crunch time as House Speaker Mike Johnson works to pass a party-line megabill by Memorial Day. House Republicans have a lot on their plates as they try to make significant spending reductions while extending tax cuts and raising the debt ceiling. The fate of U.S. energy tax credits also hangs in the balance, as debate continues to rage around the GOP’s so-called big, beautiful bill. In this episode of Political Climate, w...

Hey Political Climate listeners, we’re jumping on to let you know that we’re taking a short recess. The show will be back in another couple of weeks, with hosts Julia Pyper, Emily Domenech, and Brandon Hurlbut to help you understand the latest news with perspectives from across the political spectrum. There is no shortage of activity, from tariffs to reconciliation, DOGE program cuts, and so much more. Follow Political Climate wherever you listen, so you don’t miss the latest episode release. ...