Critical Capital
Today: #186 in Business on our combined chart.
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| Date | Apple Podcasts |
|---|---|
| Oct 3 | #172 |
About the show
Latest episodes
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Senator Martin Heinrich unpacks his new permitting reform bill
October 1, 2026 · 27 minIf there’s one thing stakeholders in the energy sector can agree on, it’s that new infrastructure needs to get built faster and more reliably. A recent Crux study, for instance, found that federal permitting delays hamper clean energy…
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Data centers gave nuclear its moment. Can it deliver?
September 29, 2026 · 35 minThe rush to build data centers has sparked an energy debate: will gas meet the growing demand or will clean firm power like nuclear step in? Nuclear has bipartisan support, new contracts from tech companies, and the capital to build. What…
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What it costs to make power cheap
September 15, 2026 · 37 minHome energy has spent most of a decade being sold as a premium product, priced at a margin homeowners would pay for something they wanted. Zach Dell says there’s a better way. He argues that electricity is a commodity, that the cheapest…
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What it takes to build in America again
September 1, 2026 · 37 minAmerican industry is building factories, mines, and grid hardware at a scale not attempted in decades, and the capital is there. But Erin Price-Wright says the cost of money no longer sets the return on an industrial project. It’s the time…
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AI is disrupting services. What does that mean for power demand?
August 18, 2026 · 33 minAI is still in the foothills of enterprise adoption, but the infrastructure buildout required to support it is already reshaping energy markets, capital allocation, and industrial policy. Data centers are driving demand for new generation…
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Senator Thom Tillis on energy, China, and leaving Congress
August 4, 2026 · 30 minEnergy policy has become increasingly polarized just as the U.S. faces record electricity demand, a rapidly expanding AI economy, and growing competition from China. In this episode, Alfred Johnson speaks with North Carolina Sen. Thom…
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The unprecedented opportunity for infrastructure investors
July 21, 2026 · 29 minWe are entering a period of infrastructure development unlike anything we’ve seen in the last century. The infrastructure economy is witnessing a generational redesign and a fundamental reshaping of the physical fabric on which society is…
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Navigating the new world disorder
July 7, 2026 · 34 minConflict and disaster displace millions of people around the world every year, and millions more live with food insecurity, unreliable access to electricity or no electricity at all. These same populations are also the most adversely…