Historically, investing in energy infrastructure has been the exclusive province of wealthy individuals and large institutions. But that’s changing, and my guest today is part of it. I’m joined by Energea co-founder Mike Silvestrini to discuss how his platform allows retail investors to back international solar projects with buy-in as low as $100. We talk about the unique risks and rewards of building microgrids in emerging markets and why an unapologetic, yield-driven approach might be the best way to do real good in the world.

In this episode, I sit down with financier Tom Steyer to discuss his 2026 run for governor of California. We dig into his pledge to cut the state’s notoriously high electricity bills by 25 percent, how he plans to break the stranglehold of investor-owned utilities through local competition and smarter grid utilization, and the delicate politics of pushing a climate-forward agenda when voters are primarily focused on the immediate cost of living.

The think tank Ember just released its yearly Global Electricity Review. In this episode, I chat with co-authors Nicolas Fulghum & Kostantsa Rangelova about the biggest stories in the global power sector in 2025. We geek out over the record-breaking scale of solar deployment, the game-changing role of batteries in shifting midday power to the evening, and the tantalizing possibility that India will not follow China’s coal-heavy development path and that global fossil fuel generation has finally plateaued.