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2 weeks ago | 
latitudemedia.com | Maeve Allsup |Bianca Giacobone |Scott Clavenna
American steel manufacturers have largely embraced President Trump’s 25% tariffs on imports, which remain in effect even as the administration begins a 90-day “pause” on tariffs on most countries. Industry groups, including the Steel Manufacturers Association, have praised the tariffs as a means of boosting U.S. steel competitiveness. The European Union, meanwhile, hit back with its own tariffs on American-made steel, set to start next week.
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2 weeks ago | 
latitudemedia.com | Stephen Lacey |Bianca Giacobone |Maeve Allsup |Scott Clavenna
Listen to the episode on: President Trump promised energy dominance. But his sweeping new tariffs are delivering the opposite – creating unprecedented uncertainty for every sector of the energy economy. Faced with a market in revolt, the president blinked. Just hours after his tariffs went into effect, he put a 90-day pause on reciprocal tariffs, keeping a 10% baseline tariff and a 125% tariff on China.
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3 weeks ago | 
latitudemedia.com | Maeve Allsup |Scott Clavenna
Transmission owners operating in Virginia’s so-called “Data Center Alley” are pressing the Federal Energy Regulatory Commission to ensure colocated data centers pay their fair share of grid costs.
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3 weeks ago | 
latitudemedia.com | Maeve Allsup |Scott Clavenna
Pacific Gas and Electric Company is asking California regulators to approve an increased rate of return for 2026, citing both uncertainty around the Trump administration and the risk of wildfire damage. In a recent filing with the California Public Utilities Commission, PG&E laid out a request to up its rate of return to 8.3% next year, up from 7.66% in 2025.
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1 month ago | 
latitudemedia.com | Shayle Kann |Scott Clavenna |Maeve Allsup
Listen to the episode on: Batteries were electrochemistry’s breakout hit. For years it was a field that kept a low profile, outshined by flashier cousins like biotech and computer science. That is until lithium-ion batteries became big business, showing that studying the relationship between chemicals and energy could unlock technical pathways that other disciplines could not. Now the field is making breakthroughs in critical areas like cement, metallurgy, and new battery chemistries.
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1 month ago | 
latitudemedia.com | Scott Clavenna |Bianca Giacobone |Maeve Allsup
Many, many years ago, when I was an analyst covering the fiber optics industry, a bubble emerged in the telecommunications industry and burst spectacularly — leaving a global network of “dark fiber” infrastructure as a stranded asset, and destroying upwards of a trillion dollars in market cap and investments in what was then called the “information superhighway.” Lately, I’ve been wondering: are we in a similar bubble today, but at the nexus of artificial intelligence and energy?
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1 month ago | 
latitudemedia.com | Maeve Allsup |Bianca Giacobone |Scott Clavenna
Aspen Aerogels, which conditionally received a large Department of Energy loan in October, is canceling its planned manufacturing facility in Statesboro, Georgia. The company makes thermal barriers for electric vehicle batteries, including for General Motors. The conditional commitment from DOE’s Loan Program’s Office was for $670 million, dedicated specifically to the Georgia plant.
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1 month ago | 
latitudemedia.com | Stephen Lacey |Scott Clavenna
It’s being called Wall Street’s climate retreat. America’s largest banks are walking away from climate alliances and rebranding how they talk about sustainable investing. Private equity firms are writing down clean energy investments and restructuring leadership. There’s a narrative forming that the sector is in trouble. But look beyond the headlines, and a more nuanced story emerges.
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1 month ago | 
latitudemedia.com | Scott Clavenna |Bianca Giacobone
With each passing week, it’s getting harder to square the discourse around gas as a generation source for the AI data center market. There’s a lot of rhetoric about gas being central to the expansion of AI — but there are also many opposing forces at work.
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1 month ago | 
latitudemedia.com | Maeve Allsup |Scott Clavenna
Sunnova and Sunrun are preparing to release their latest earnings reports later this week, closing out a difficult 2024 that saw a 31% market contraction. And though 2025 has so far not been kind to the industry either, analysts are predicting that 2025 will bring a pretty significant turnaround for residential solar companies.
