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
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, combined with supply chain disruptions and a growing demand for rare earth minerals, continue to strain the relationship. But that relationship is key to the future of energy in the United States.
In this episode, Alfred Johnson talks with Harva
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 loads. But according to Drew Baglino, one of the biggest constraints isn’t generation, it’s the aging hardware that moves electricity across the system.
In this episode, Alfred Johnson sits down with Drew Baglino, founder and CEO of Heron Pow
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 disruptions and rising tensions with China, a new bipartisan consensus is emerging that America needs to rebuild its industrial base.
The real question now isn’t whether to reshore critical industries, it’s whether the U.S. can do it consis
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 leaving a massive physical footprint in the form of data centers, power plants, and supply chains.
In this first episode of Critical Capital, Crux CEO and host Alfred Johnson sits down with Aidan Madigan-Curtis, partner at Eclipse Ventures
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 dollars are moving into clean and critical infrastructure, across energy, advanced manufacturing, supply chains, AI, and digital infrastructure. But the forces driving those investments are complex, global, and often misunderstood.
Alfred John
Recommended
128 Civics Questions for U.S. Citizenship Test
12 Hour Sound Machines for Sleep (no loops or fades)
#12minconvos
12 Minute Meditation
12 Rules for Life: An Antidote to Chaos by Jordan B. Peterson, Book Summary, Podcast, English
1440 Explores
1490 Doom - Lore Series Podcast
15 MINS OF FAME
15 Minute Mysteries: The Deep Dive
15 minutes de grâce et de vérité
15 Minutes of Infamy
15 Minutes with Jesus: Christian Meditation, Guided Prayer, Bible Study, Emotional Healing, Devotional, Hear God’s Voice
