Stephen Lacey
Stephen Lacey is the co-founder and executive editor of Latitude Media and the co-host of Open Circuit. He helps shape editorial coverage, live events, and creative partnerships. He’s a veteran journalist, editor, and producer who’s been running news teams and making audio programming about the clean energy transition for nearly two decades.
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Utilities are in the crosshairs of the data center backlash
Governors are scrambling, communities are furious, and the 20th century utility model is under scrutiny.
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As oil rationing spreads, what comes next? Plus, Fermi America’s collapse
We look at the next phase of the oil crisis and the downfall of Fermi’s ambitious data center plans.
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A reckoning for the ‘electro-bros’
Live from Transition-AI in San Francisco, we stress-test Silicon Valley's energy assumptions.
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The natural gas ‘bridge’ becomes a highway
What’s behind the big natural gas bets from Meta, Microsoft, and Google?
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Have we run out of big ideas to fix the grid?
The fight over data centers reveals a deeper crisis over our inability to plan and coordinate at scale.
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Grid utilization vs expansion: The 100 GW debate
As the race for powered land intensifies, utilities are facing a hard question: build more, or use better?
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State of the transition: Oil shocks, power prices, and grid bottlenecks
Michael Cembalest on how geopolitics, power markets, and infrastructure constraints are colliding.
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Iran, energy shocks, and the case for distributed power
Oil and gas shocks are colliding with a trillion-dollar grid buildout — and a new idea for unlocking capacity.
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The White House AI power pledge: Political theater or policy?
President Trump this week secured a commitment from major tech companies to pay for their own data center power costs.
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Clean energy didn’t collapse in 2025. It adapted
Why a trade war and shifting policy couldn’t stop renewables and batteries.
