Governors vs. Rising Power Bills

Copper prices are soaring, China still dominates the supply chain, and demand is set to explode 50% over the next 15 years thanks to AI, data centers, and electrification. So who's racing to fix America's copper problem? Endolith founder and CEO Liz Dennett returns to Political Climate for a candid update — from landing a national-security-backed Series A to launching the company's first field deployment in Arizona. Liz gets real about what it takes to build a mining startup (spoiler: "getting punched in the face again and again"), why permitting reform could make or break domestic critical minerals production, and why grid instability and copper price surges hit poor and marginalized communities hardest. It's a conversation about geopolitics, AI-guided microbes, and the invisible metal holding modern life together — plus why bipartisan cooperation might be the only way America wins the race for what's under our feet. Political Climate is presented by ClearPath, one of the most influential organizations working to advance American energy innovation while reducing global emissions. Listen on Apple Podcasts, Spotify, and beyond. Please rate and review to help others find the show! This episode was produced by Bruno Falcon. More at ⁠⁠politicalclimatepodcast.com⁠⁠.

Concrete is everywhere—from our homes and bridges to skyscrapers and data centers. But few people realize that the cement used to make concrete is responsible for roughly 8% of global carbon emissions. If cement were a country, it would be the third largest emitter on Earth. And yet, these materials haven't changed much since the Roman Empire. Why has innovation been challenging in the concrete and cement space? And why are entrepreneurs, investors, and policymakers now suddenly paying attention? On Political Climate, hosts Julia Pyper, Brandon Hurlbut, and ClearPath's Rafae Ghani sit down with Brimstone CEO Cody Finke to explore one of the most ambitious industrial innovations in decades—what the startup calls a "Rock Refinery." Rather than simply making cement cleaner, Brimstone is rethinking the entire production process, creating a model that could lower emissions while also producing critical materials that are essential for economic competitiveness. In this episode: Why cement has become one of climate's biggest—and least understood—challenges How Brimstone is reinventing a manufacturing process that has changed little in centuries Why heavy industry could become a major source of American economic growth What it takes to commercialize breakthrough industrial technologies How innovation—not just regulation—could reshape the future of manufacturing and decarbonization If you've never thought much about cement, this episode might change your mind. Political Climate is presented by ClearPath, one of the most influential organizations working to advance American energy innovation while reducing global emissions. Listen on Apple Podcasts, Spotify, and beyond. Please rate and review to help others find the show! This episode was produced by Bruno Falcon. More at ⁠⁠politicalclimatepodcast.com⁠⁠.

What do a Democratic firefighter running for Congress in Montana and a Republican educator running for Senate in Louisiana have in common? They're both campaigning on climate issues—without ever saying the words "climate change." From wildfires to floods, housing to electricity, communities across America are looking for solutions that are sustainable. Environmentally, yes—but increasingly, economically. As voters grapple with rising costs, energy affordability has become one of the defining issues of the 2026 midterms. At the same time, AI and data centers have emerged as new political flashpoints, fueling debates over electricity prices and environmental impacts. Recorded live at Aspen Ideas Climate, hosts Julia Pyper, Brandon Hurlbut, and Neil Chatterjee are joined by veteran Democratic strategist Mitch Stewart of 270 Strategies to explore whether 2026 is becoming the "climate hushing election." They examine new polling, break down campaign ads, and debate how messaging on energy, affordability, AI, and data centers could shape who controls Congress. Political Climate is presented by ClearPath, one of the most influential organizations working to advance American energy innovation while reducing global emissions. Subscribe to catch all of our latest episodes! Please consider leaving us a review to help others find the show. Visit politicalclimatepodcast.com to sign up for our newsletter.

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, the team examines what it will take to build the infrastructure needed to lead in the AI era. Can the U.S. move fast enough to compete? Can policymakers, investors, and technology leaders align around a shared vision? And what happens when energy policy collides with public opinion? Join hosts Julia Pyper, Brandon Hurlbut, and Neil Chatterjee for the second half of a wide-ranging conversation. Political Climate is presented by ClearPath, one of the most influential organizations working to advance American energy innovation while reducing global emissions. Subscribe to catch all of our latest episodes! Please consider leaving us a review on Apple Podcasts or Spotify to help others find the show. Political Climate is hosted by Julia Pyper, Neil Chatterjee, and Brandon Hurlbut. This episode was produced by Bruno Falcon.

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 prediction. "Liberty and justice for all." And perhaps free electricity for all, too? In part 2 of this interview — coming soon — Phil joins the team for a conversation on the politics of energy and the evolving relationship between Silicon Valley and Washington D.C. Political Climate is presented by ClearPath, one of the most influential organizations working to advance American energy innovation while reducing global emissions. Subscribe to catch all of our latest episodes! Please consider leaving us a review on Apple Podcasts or Spotify to help others find the show. Political Climate is hosted by Julia Pyper, Neil Chatterjee, and Brandon Hurlbut. This episode was produced by Bruno Falcon.

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 Alex Fitzsimmons to discuss the Trump administration’s energy affordability agenda. He unpacks the strategy to "stabilize, optimize, and grow" the energy system amid the race to add new power capacity and maintain U.S. competitiveness. It’s a wide ranging conversation on everything from power market reforms, to how the DOE is leveraging loans and grants under President Trump, to a new golden age for nuclear, renewable energy economics, and more. We take a closer look at the administration’s energy priorities and why they believe rising energy demand can actually lower prices over time.  Plus, Neil draws on his FERC chair experience to provide an early reaction to the Commission's historic June 18 order on tariff rules governing how data centers, manufacturing facilities, and other large energy users interconnect to the transmission system. Political Climate is presented by ClearPath, one of the most influential organizations working to advance American energy innovation while reducing global emissions. Subscribe to catch all of our latest episodes! Please consider leaving us a review on Apple Podcasts or Spotify to help others find the show. Political Climate is hosted by Julia Pyper, Neil Chatterjee, and Brandon Hurlbut. This episode was produced by Bruno Falcon.

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 for critical minerals, Yergin connects the turning points that shaped the modern economy — and the ones unfolding right now. The conversation also explores why the current Strait of Hormuz crisis has been less disruptive than many feared, how the shale boom transformed America’s geopolitical position, and why innovation has consistently been the country’s greatest competitive advantage. Along the way, the team digs into: 4:28 - 250 years of energy: key inflection points 7:41 - Regulation and markets: the shale revolution, peak oil, and climate action 13:52 - America becomes a net gas exporter 18:50 - The biggest misses in energy markets today 23:02 - Crisis in the Persian Gulf 24:16 - Challenges with the energy transition 27:44 - America's innovative mindset 30:19 - AI, affordability, and the coming electricity boom 37:45 - Copper, critical minerals, and the new supply chain race 41:17 - How to win on personnel and policy 46:40 - Middle East conflict: a 1970s redux? If the last 250 years were defined by fossil fuels, energy security, and entrepreneurship, what will define the next 250? Political Climate is presented by ClearPath, one of the most influential organizations working to advance American energy innovation while reducing global emissions. Subscribe to catch all of our latest episodes! Please consider leaving us a review on Apple Podcasts or Spotify to help others find the show. Visit ⁠politicalclimatepodcast.com⁠ to sign up for our soon returning newsletter. Political Climate is hosted by Julia Pyper, Neil Chatterjee, and Brandon Hurlbut. This episode was produced by Bruno Falcon.

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 efforts have repeatedly failed. Could this be the year that changes? On this episode, Sen. Armstrong addresses the policy substance behind the politics, including past sticking points and what a workable path forward might actually look like. He joins hosts Julia Pyper, Brandon Hurlbut, and Neil Chatterjee to discuss NEPA reform and judicial review, the fight over pipelines versus transmission lines, and why fossil fuel and clean energy developers are increasingly aligned on what needs to change. Also this episode, energy investor and strategist Steve McBee on his latest venture: Amped, a new initiative focused on rebuilding the political power of the clean energy industry. Political Climate is presented by ClearPath, a leading conservative clean energy advocacy organization working to accelerate American innovation and reduce global energy emissions. This episode was produced by Bruno Falcon. Listen and follow on Apple Podcasts or Spotify. Visit www.politicalclimatepodcast.com for more!

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 issues heading into the 2026 midterms, what state leaders are doing about it, and whether or not their strategies will work. Hosts Julia Pyper, Brandon Hurlbut, and Neil Chatterjee break down: 11:44 - Energy affordability in the California governor's debate 17:42 - PA Gov. Shapiro rails against the “broken” utility business model 26:14 - States demand PJM market reforms 31:53 - Virginia's energy affordability package 34:05 - A mix of strategies from Connecticut to Kentucky to Arizona and beyond 42:30 - AI data center cost drivers and state responses 52:13 - Energy affordability and the 2026 election Plus: the team kicks off with a discussion on the geopolitical fallout from the ongoing conflict in the Middle East and what it means for energy and cleantech. Political Climate is presented by ClearPath, one of the most influential organizations working to advance American energy innovation while reducing global emissions. Subscribe to catch all of our latest episodes! And head on over to ⁠politicalclimatepodcast.com⁠ to sign up for our soon returning newsletter.

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 transmission technologies and virtual power plants can unlock hundreds of gigawatts and deliver $100+ billion in savings — plus the policy changes needed to scale them. At a moment of surging demand, is there really a debate between building more or finally using what we already have better? Episode highlights: 1:38 - Roundup: SF Climate Week, cybersecurity & Chinese EVs on TikTok 9:12 - The case for grid utilization 14:47 - Companies to watch in the utilization space 17:18 - The "build" versus "use" debate 25:25 - Speed to power with DOE's $1.9 billion SPARK program 28:38 - Policy action to accelerate grid innovation & VA case study 39:20 - Better grid use transcends political divides Political Climate is presented by ClearPath, one of the most influential organizations working to advance American energy innovation while reducing global emissions. Subscribe to catch all of our latest episodes! And head on over to ⁠politicalclimatepodcast.com⁠ to sign up for our soon returning newsletter.