Shows / Critical Capital
Critical Capital
The future of energy is shaped by markets, policy, and capital flows — not just technology. Hosted by Crux CEO Alfred Johnson, Critical Capital explores the interlocking forces powering clean and critical infrastructure. The show features in-depth conversations at the intersection of energy, government, and global markets.
Episodes
- Critical Capital
Inside Intersect’s behind-the-meter gamble
When the behind-the-meter power generation company Intersect launched a decade ago, the playbook for setting up renewable generation was pretty…
- Critical Capital
Inside Lowercarbon’s apolitical approach to cleantech investing
Have feedback on Critical Capital? Fill out our listener survey to let us know what topics and guests you’d like to hear next! For decades, clean energy…
- Critical Capital
Senator Martin Heinrich unpacks his new permitting reform bill
If 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…
- Critical Capital
Data centers gave nuclear its moment. Can it deliver?
The 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…
- Critical Capital
What it costs to make power cheap
Home 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…
- Critical Capital
What it takes to build in America again
American 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…
- Critical Capital
AI is disrupting services. What does that mean for power demand?
AI is still in the foothills of enterprise adoption, but the infrastructure buildout required to support it is already reshaping energy markets, capital…
- Critical Capital
Senator Thom Tillis on energy, China, and leaving Congress
Energy policy has become increasingly polarized just as the U.S. faces record electricity demand, a rapidly expanding AI economy, and growing competition from…
- Critical Capital
The unprecedented opportunity for infrastructure investors
We are entering a period of infrastructure development unlike anything we’ve seen in the last century. The infrastructure economy is witnessing a generational…
- Critical Capital
Navigating the new world disorder
Conflict and disaster displace millions of people around the world every year, and millions more live with food insecurity, unreliable access to electricity or…
- Critical Capital
The trillion-dollar collision between AI and the grid
The rapid rise of AI has sparked a multi-trillion-dollar collision between our aging power grid and massive, energy-hungry AI "factories." Unlike traditional…
- Critical Capital
The US-China rivalry runs through energy and minerals
On today’s stage, China is the rising global power, and U.S. dominance is under threat. Geopolitical tensions like wars in the Middle East and Ukraine…
- Critical Capital
The clean energy transition has a hardware problem
The electric grid is under pressure from every direction: surging demand from AI data centers, electrification, utility-scale renewables, and new industrial…
- Critical Capital
Can U.S. industrial trade policy stay on course?
For decades, the United States bet on globalization: open markets, cheaper goods, and far-flung supply chains. But that model is breaking down. After pandemic…
- Critical Capital
Atoms, bits, and the trillion-dollar manufacturing race
For 40 years, the U.S. economy has been optimizing itself for the digital world while exporting its physical manufacturing capabilities. Now, the rise of AI is…
- Critical Capital
Introducing: Critical Capital
The future of energy isn’t shaped by technology alone. It’s shaped by markets, policy, capital flows, and the institutions that connect them. Trillions of…