Field notes The Energy Transition for the Rest of Us

Threads

Construction and EPC

8 notes · Catalyst 6 · Steel For Fuel 2

  1. Catalyst · 6 Aug 2026 The electrician shortage slowing the AI boom with Raymond Hawkins, chief customer officer, Compass Datacenters How much is the shortage of electricians actually holding back data center construction, and what can anyone do about it?
  2. Catalyst · 30 Apr 2026 How AI is modernizing EPCs with George Hershman, CEO, SOLV Energy What actually limits how fast a large solar and storage contractor can put projects in the ground, and where does AI change that?
  3. Steel For Fuel · 13 Mar 2026 The robots are coming by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Why should anyone building energy infrastructure care about robotics, and how far has the field actually got?
  4. Catalyst · 29 May 2025 How geothermal gets built with Carl Hoiland, co-founder and CEO, Zanskar What does it actually take to find and develop a geothermal project, and why is the process finally getting faster?
  5. Steel For Fuel · 28 May 2025 An Ode to “Physical AI” by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Which branch of artificial intelligence will actually move the physical things that energy and climate depend on?
  6. Catalyst · 4 Apr 2025 Specialized AI brains for physical industry with Sam Smith-Eppsteiner, partner, Innovation Endeavors Do physical industries need their own specialized AI products, or will the big general-purpose models eventually get good enough to do the job?
  7. Catalyst · 20 Mar 2025 The coming robotics wave with Andy Lubershane, partner and head of research, Energy Impact Partners Robots are not new and neither is the labor shortage, so why has robotics suddenly become interesting in energy and climate, and where would it matter most?
  8. Catalyst · 16 Jan 2025 FOAK tales with Mario Fernandez, head of Breakthrough Energy Catalyst, Breakthrough Energy What does it actually take to get a first-of-a-kind climate project financed, and why is that still the hardest step?