The article from WattTime.org and REsurety follows how companies have driven more than 130 GW of voluntary clean-energy purchasing in the U.S.— a level that has supported well over 40% of new clean-power capacity additions. But now, proposed changes to the Greenhouse Gas Protocol (specifically “hourly matching” rules) could upend that momentum. Under this proposal, corporations would only be able to count clean energy toward their emissions if it’s generated in the same hour and grid region as their demand. This is a turning point that could reshape how businesses buy clean power, with major implications for markets, climate goals, and global emissions. https://lnkd.in/gqqX_Nzt
Latitude Media
Media Production
Boston, Massachusetts 8,025 followers
Covering the new frontiers of the energy transition | B2B news, podcasts, research, and events
About us
Latitude Media covers the new frontiers of the energy transition through in-depth B2B news, research, events, and podcasts. We go beyond the headlines to provide impactful and actionable coverage on the deals, market dynamics, and technologies that are shaping the energy transition. Our mission is to deliver the news and analysis our industry needs to chart a path forward. Latitude Media helps investors, utilities, energy firms, and startups navigate the next era of the energy transition with rigorous business journalism and industry-leading market analysis. Building on our decades of climate tech coverage, Latitude Media offers a clear picture of where emerging solutions stand today – and where they’re headed. For all the latest news, sign up for The Latitude newsletter: latitudemedia.com/newsletter Follow us on X at @_LatitudeMedia and Bluesky at @latitudemedia.bsky.social
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Latitude Media reposted this
A new article from Latitude Media highlights a Google-backed blueprint for data-center fast-lane interconnection — and encoord's team played a central role, along with our partners Camus Energy and Princeton University. 𝗲𝗻𝗰𝗼𝗼𝗿𝗱’𝘀 integrated planning software, SAInt, evaluated flexibility requirements across all 8,760 hours and identified additional interconnection capacity, and the analysis shows flexible interconnection + bring-your-own-capacity (BYOC) can bring major data-center loads online years sooner — while also preserving reliability and protecting ratepayers. Full article: https://lnkd.in/e7-ZYTCZ
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Latitude Media reposted this
The conversation around data center interconnection is shifting from “why is this so hard?” to “what can we do differently?” The Latitude Media article highlights work that answers that question with real utility data and advanced modeling. encoord, in partnership with Camus Energy and Princeton University, was proud to contribute to this Google-funded study, and encoord's integrated planning software, SAInt played a critical role in examining flexibility requirements across every hour of the year to reveal where additional interconnection capacity is realistically available. The result is a practical path that utilities and developers can evaluate today. A timely perspective from Latitude Media. https://lnkd.in/gVwJq6Fs
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Tune in next Wednesday 12/10 at 2pm ET for our next Latitude Dispatch, featuring Alex Klaessig, chief data officer at Halcyon. Alex and Maeve Allsup will dig into the FERC ANOPR filings, unpacking where hyperscalers, utilities, and lawmakers land on the big questions: - Does FERC have jurisdictional authority over large load interconnections? - Should curtailability guarantee expedited queue processing? - Who should foot the bill for network upgrades? - And should flexibility be voluntary — or an enforceable obligation? Register for free to attend live or receive the recording: https://lnkd.in/gXkiCjMt
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Latitude Media reposted this
🎧 💡 I think I get to count this week's episode of Open Circuit my ✨ second ever guest appearance! ✨ Stephen Lacey goes deep on the cracks starting to show at the AI-Energy nexus, and revisits a conversation I had back in June with Constellation's Mike Kramer, Fervo Energy's Dawn OWENS, and Form Energy's Sam Simmons. These three companies have been in build mode since well before ChatGPT's arrival kicked off the frantic sprint to shore up the grid for the coming wave of compute load. But the last few years have brought massive change to the nuclear, geothermal, and LDES landscapes — putting Mike, Dawn, and Sam right in the thick of today's AI vibe shift. Check out our conversation from Latitude Media's Transition-AI conference 2025! Linked in the comments. (And don't worry, Jigar and Katherine Hamilton are irreplaceable and will be back next week.)
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Latitude Media reposted this
An honor to be quoted in this timely news article on #criticalminerals #urbanmining written by Maeve Allsup of Latitude Media and interviewed alongside innovative thought leaders and fellow entrepreneurs including Balakrishnan Iyer, Elizabeth Holley, Mollie Wilkinson, Ahmad Ghahreman, and Mike Biddle. “Reliance on one country or one region for material that goes into everything from consumer #telecommunications products, to the #AI industry that’s pulling up our economy this year, to #military infrastructure and everything in between is concerning,” said Shor, who recently founded Buckstop - The Urban Mining Company, an AI-powered intelligence platform focused on measuring the value of recovering critical minerals. When it comes to critical minerals, the #US finds itself in a similar landscape to the one preceding the 1970s #oil crisis, when an #OPEC embargo led to major shortages, Shor added. “I think we’re going to have our 1970’s oil moment for critical minerals sooner rather than later,” he said. Read more below --> https://lnkd.in/e3_vwxtG
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Latitude Media reposted this
Urban Mining Could Be the US’s Secret Weapon Against China’s Mineral Monopoly - Grayson Shor spoke with Latitude Media about how Buckstop - The Urban Mining Company is working to help make this a reality. Read all about it 👇 https://lnkd.in/e-dRV8X4
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Latitude Media reposted this
New exclusive up on Latitude Media: This one is about John Berger, the former CEO of the solar installer Sunnova Energy, returning to the industry with a new venture: Otovo. Sunnova embraced installations and leasing as a means to get customers whose rooftop systems the company could service. But the financing business got out of hand with debt, leading to a bankruptcy in June. Otovo, by contrast, is laser focused on service and maintenance work, and could have a lot more of it when the latest spate of solar bankruptcies in the U.S. and Europe play out. https://lnkd.in/eiTYfc8u
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This new episode of Open Circuit highlights a growing tension at the AI-energy nexus: the tech world’s push for endless scale is colliding with a power system built on decades-long infrastructure cycles. What happens when the assumptions powering the data-center boom start to crack — and the grid faces trillions in speculative upgrades? 🎧 Listen here or wherever you get your podcasts: https://lnkd.in/gB5n3K9W
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Latitude Media reposted this
Three years after ChatGPT kicked off the AI race, the vibes are shifting. The last few years were defined by a simple, intoxicating narrative: large language models are the on-ramp to AGI, and the only bottleneck is scale. More data, more chips, more electricity. That belief helped trigger a trillion-dollar data-center boom — and another trillion dollars in planned grid upgrades to serve it. But the ground under that story is starting to shift. Ilya Sutskever, the former chief scientist at OpenAI, now says the returns on scaling compute are flattening. We are back in the "age of research" he says. This year, we saw a more critical view emerge of this assumption that massive scale of LLMs will be the path to AI nirvana. So if that assumption is weakening, what does it mean for the energy decisions being built around it? Thanks to this narrative around brute scale, utilities are being overwhelmed with speculative data-center proposals that may never materialize — but still inflate load forecasts. Those forecasts become the basis for 20- or 30-year infrastructure decisions. Meanwhile, the financing signals are getting noisier. Interconnection agreements don’t guarantee real projects. Hyperscaler contracts are too short for traditional power-asset underwriting. And investors are suddenly being asked to make long-term bets on AI companies whose future is far from certain. The tension heading into year four of this race is clear: We’re preparing to build long-lived energy infrastructure for an industry still figuring out its technical limits and business models. The vibes carried us this far. Now comes the reality check in 2026 and beyond. And this is exactly the kind of tension we’ll be digging into at Latitude Media's Transition-AI San Francisco this April, where we explore the real mechanics of planning, financing, and building clean energy for this era. My commentary below, plus a full Open Circuit episode on this in the comments. 👇