Field notes The Energy Transition for the Rest of Us

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Electricity prices

16 notes · Catalyst 8 · Critical Capital 2 · Steel For Fuel 6

  1. Steel For Fuel · 21 Sep 2026 For AI, energy is nothing, and energy is everything (reprise) by Andy Lubershane, Partner and Head of Research, Energy Impact Partners How much could an AI data center pay for electricity before the computing stops being worth doing?
  2. Catalyst · 17 Sep 2026 Fuel cells, geopolitics, and the solar growth curve with No outside guest; producer Max Savage Levenson interviews host Shayle Kann, early-stage investor, Energy Impact Partners Looking back at 2026 so far and forward to what comes next, what has surprised Shayle Kann, and what is he watching?
  3. Catalyst · 10 Sep 2026 Do data centers really increase electricity prices? with Andy Lubershane, partner and head of research, Energy Impact Partners Are data centers making your electricity bill go up?
  4. Catalyst · 3 Sep 2026 What comes after the data center backlash? with Brian Janous, co-founder and chief commercial officer, Cloverleaf Infrastructure Is the backlash against data centers something developers can actually fix, and if it is not, where does the buildout go instead?
  5. Critical Capital · 18 Aug 2026 AI is disrupting services. What does that mean for power demand? with Jake Saper, partner, Emergence Capital; enterprise software and AI infrastructure investor who began his career developing solar in India. The transcript renders his surname as both “Saper” and “Saber”; this note uses the dominant rendering. If AI starts to change how services such as law, accounting and insurance are actually delivered, what does that imply for how much compute, and how much power, the economy will end up needing?
  6. Steel For Fuel · 5 Aug 2026 On data centers and energy “affordability” by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Are data centers the reason American electricity bills are going up, and is the country facing an affordability crisis?
  7. Critical Capital · 4 Aug 2026 Thom Tillis on energy, China, and leaving the Senate with Thom Tillis, United States Senator (Republican, North Carolina), not seeking re-election; formerly speaker in the North Carolina legislature and a partner at Price Waterhouse Why can’t the United States hold an energy policy together across a change of administration, and what would it take to build one that survives?
  8. Catalyst · 13 Nov 2025 Driving down the cost of green hydrogen with Raffi Garabedian, co-founder and CEO, Electric Hydrogen Green hydrogen’s hype cycle collapsed because the stuff cost far too much. What would actually make it cheap enough to beat the fossil-derived molecule it is supposed to replace?
  9. Steel For Fuel · 11 Sep 2025 Finally, the right time for Distributed Energy Resources by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Why did distributed energy resources underdeliver for a decade, and what has changed enough to make this time different?
  10. Catalyst · 4 Sep 2025 AMA: Geoengineering, nuclear, power prices, and more with Lara Pierpoint, managing director, Trellis Climate at Prime, and host of The Green Blueprint Listener questions put to two climate investors: what do they actually think about solar geoengineering, electricity prices, nuclear, the climate tech cycle, vehicle-to-grid and plastics?
  11. Catalyst · 31 Jul 2025 PJM and the capacity crunch with Steve Piper, research director for North American power and renewables, S&P Global PJM’s capacity auction cleared at a record again. What does that say about whether enough generation gets built, and about what consumers will pay?
  12. Catalyst · 10 Jul 2025 Tumult in residential solar with Julien Dumoulin-Smith, head of power, utilities and clean energy equity research, Jefferies The One Big Beautiful Bill phases out residential solar’s tax credits. What does that do to an industry that was already in serious trouble before it passed?
  13. Catalyst · 3 Jul 2025 Fresh intel from state utility regulatory filings with Nat Bullard, co-founder, Halcyon What do state utility regulatory filings actually reveal right now about how utilities are absorbing data center load, and about where costs are heading?
  14. Steel For Fuel · 17 Apr 2025 Steel for Fuel, Tariffs for Steel by Andy Lubershane, Partner and Head of Research, Energy Impact Partners How much do American steel tariffs burden the energy transition?
  15. Steel For Fuel · 7 Apr 2025 The price of power grids by Andy Lubershane, Partner and Head of Research, Energy Impact Partners What is happening to the price of the physical equipment power grids are built from, and what follows if it stays high?
  16. Steel For Fuel · 23 Aug 2023 How will we keep warm in the winter? by Andy Lubershane, Partner and Head of Research, Energy Impact Partners How do we keep buildings warm in winter without burning fossil fuel?