Field notes The Energy Transition for the Rest of Us

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Backup power

7 notes · Catalyst 5 · Steel For Fuel 2

  1. Catalyst · 27 Aug 2026 The rise of metal fuels with Richard Wang, co-founder and CEO, Voya Energy Diesel generators are universally disliked and nobody has managed to replace them. Could aluminum do it?
  2. Catalyst · 23 Jul 2026 The multi-billion dollar promise of vehicle-to-grid integration with Steve Letendre, senior advisor, Vehicle-Grid Integration Council; founder and editor, V2Gnews.com Bidirectional cars and chargers finally exist, so if the parked battery in the garage still does not show up on the grid, what is actually holding it back?
  3. Catalyst · 23 Apr 2026 Live from Transition-AI 2026: Inside Google’s massive AI capex with Amin Vahdat, chief technologist for AI infrastructure, Google As AI shifts from training models to serving them, does that change the size, the reliability and the power profile of what Google builds with the $175 to $185 billion of capital expenditure it has planned for this year?
  4. Catalyst · 9 Oct 2025 How Base Power plans to use its fresh $1B with Zach Dell, co-founder and CEO, Base Power Base Power just raised a billion dollars to put large batteries on houses and sell the electricity. Can a fleet of residential batteries really land a megawatt on the grid more cheaply than a utility-scale project?
  5. Catalyst · 12 Jun 2025 The state of play of data center development with Chris Sharp, chief technology officer, Digital Realty Is the AI buildout spreading data centers out to wherever cheap power happens to be, or concentrating them further into the regions that are already full?
  6. Steel For Fuel · 29 Oct 2024 The US is a natural gas superpower by Andy Lubershane, Partner and Head of Research, Energy Impact Partners What does American natural gas at this scale buy, abroad and at home?
  7. Steel For Fuel · 24 Sep 2024 A chicken in every pot, a battery in every garage? by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Is a battery becoming standard equipment on a home solar system?