Field notes The Energy Transition for the Rest of Us

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EVs

20 notes · Catalyst 14 · Steel For Fuel 6

  1. 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?
  2. Catalyst · 11 Jun 2026 How China is reshaping the global auto market with Michael Dunne, CEO, Dunne Insights China now exports more cars than any country ever has, to everywhere except the United States. What is actually driving that, and is the American wall real protection or just delay?
  3. Catalyst · 7 May 2026 Has Humble Robotics cracked the code on autonomous trucking? with Eyal Cohen, founder and CEO, Humble Robotics Why is there still no Waymo of trucking ten years in, and does starting from a clean sheet, both the vehicle and the software, change the answer?
  4. Steel For Fuel · 21 Apr 2026 Be greedy (for electrons) when others are fearful by Andy Lubershane, Partner and Head of Research, Energy Impact Partners With American electric vehicle sales falling sharply after the federal tax credits expired, is this the moment to retreat from the electric vehicle supply chain and from charging?
  5. Catalyst · 24 Jul 2025 Repurposing EV batteries for grid storage with Colin Campbell, chief technology officer, Redwood Materials When is it better to put a worn-out electric vehicle battery back on the grid than to shred it for the materials inside it?
  6. Catalyst · 17 Jul 2025 Five big questions emerging from the OBBB with Andy Lubershane, partner and head of research, Energy Impact Partners The One Big Beautiful Bill has passed and rewrites much of the Inflation Reduction Act. What are the open questions it leaves, sector by sector?
  7. Steel For Fuel · 7 Jul 2025 The EV revolution will NOT be subsidized by Andy Lubershane, Partner and Head of Research, Energy Impact Partners If the United States withdraws its electric-vehicle subsidies and mandates, does the transition to electric cars stall?
  8. Catalyst · 26 Jun 2025 GM’s big new battery tech push with Kurt Kelty, vice president of battery, propulsion and sustainability, General Motors General Motors says a manganese-rich cathode chemistry it calls LMR will give it close to high-nickel driving range at lithium iron phosphate cost. What is it, and why should anyone treat this announcement differently from every other battery announcement?
  9. Catalyst · 24 Apr 2025 The geopolitics of rare earth elements with Ahmad Ghahreman, co-founder and CEO, Cyclic Materials China controls the rare earth supply chain more completely than any other critical mineral, and has started using that control as leverage. Can a supply chain be built outside it?
  10. Steel For Fuel · 27 Feb 2025 Autonomy is real now by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Have autonomous vehicles actually arrived, and what would that mean for the energy system?
  11. Steel For Fuel · 9 Dec 2024 The geopolitics of electrification by Andy Lubershane, Partner and Head of Research, Energy Impact Partners What does China’s rise to top passenger-vehicle exporter mean for energy geopolitics?
  12. Steel For Fuel · 7 Aug 2024 Batteries all the way down by Andy Lubershane, Partner and Head of Research, Energy Impact Partners What does a Chinese battery cell price this low mean for everyone else?
  13. Catalyst · 20 Jun 2024 Demystifying the Chinese EV market with TP Huang, pseudonymous writer covering Chinese electric vehicles, clean energy and technology on Substack What is actually going on inside China’s electric vehicle market: what drove the sudden acceleration, who is winning, and is the export threat the one Western tariffs are aimed at?
  14. Catalyst · 26 Apr 2024 Building a supply chain for rare earth elements with Ahmad Ghahreman, CEO and co-founder, Cyclic Materials What would it actually take to build a rare earth element supply chain outside China?
  15. Catalyst · 14 Mar 2024 Climate tech’s tough year in the public markets with Shanu Mathew, portfolio manager and research analyst, Lazard Almost every climate tech market kept growing through 2023, so why did climate tech stocks fall so far behind the broader market?
  16. Catalyst · 1 Feb 2024 What’s really happening in the US EV market? with Corey Cantor, senior associate and EV analyst, BloombergNEF Mainstream coverage says the US electric vehicle market is losing momentum while sales are growing fast. Which is it, and what is actually going on?
  17. Catalyst · 7 Dec 2023 Update: What the new Treasury rules mean for EV supply chains with Sam Jaffe, senior director of business development, Addionics Now that Treasury has defined what counts as a “foreign entity of concern,” can an electric vehicle built on today’s battery supply chain still qualify for the $7,500 tax credit?
  18. Catalyst · 30 Nov 2023 EV charging on both sides of the pond with Nick Woolley, co-founder and CEO, ev.energy Europe adopted electric vehicles earlier than the United States. Does that make it a window into America’s charging future, and what can each side learn from the other?
  19. Catalyst · 12 Oct 2023 How has US industrial policy impacted climatetech investment? with Trevor Houser, partner, Rhodium Group A year after the Inflation Reduction Act, has US industrial policy actually moved money into clean energy, or is it still mostly announcements?
  20. Steel For Fuel · 25 Apr 2023 Will the EV supply chain hold? by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Will the mineral and manufacturing supply chain behind electric vehicles keep up with the demand the energy transition places on it?