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We’re entering an electricity supercycle that is reshaping how power gets built, where it gets built, and who controls it.

Across the U.S., developers are scrambling to lock up land with access to electricity. And the century-old grid is being pushed in ways it wasn’t designed for. It’s also sparking a new debate about how exactly to modernize the grid.

For all the talk of capacity scarcity, the system sits idle for much of the time. A new report from The Brattle Group suggests that better utilization of the existing system could unlock 100 gigawatts of capacity, while saving ratepayers tens of billions of dollars.

But some are skeptical, saying the focus on utilization and distributed resources isn’t ambitious enough, and doesn’t solve the right problems.

So, do we build our way out of this moment with more steel in the ground? Or do we use what we already have more efficiently and more flexibly?

This week, Brian Janous of Cloverleaf Infrastructure joins the show to unpack the debate over grid utilization vs grid expansion.

Plus, we do a vibes check on the most popular narratives in energy right now — from the revival of coal, to the promise of nuclear, to America’s ability to build.

Credits: Co-hosted by Stephen Lacey, Jigar Shah, and Caroline Golin. Produced and edited by Anne Bailey, Sean Marquand, and Stephen Lacey.

Read our new white paper from Latitude Intelligence analyzing data center tariffs.

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