Field notes The Energy Transition for the Rest of Us

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Fuels and shipping

11 notes · Catalyst 7 · Steel For Fuel 4

  1. Steel For Fuel · 11 Dec 2025 Fusion, and other fusion-level bets: Part III by Andy Lubershane, Partner and Head of Research, Energy Impact Partners If we stop burning hydrocarbons, what stores and moves energy in their place, and which bets on that are big enough to matter for the next century?
  2. Catalyst · 19 Dec 2024 Scaling low-carbon products with book and claim systems with Adam Klauber, vice president of sustainability and digital supply chain, World Energy Low-carbon fuels and materials get made where the inputs are cheapest, and the buyers willing to pay a premium are somewhere else. Can book and claim bridge that gap without repeating the mistakes of renewable energy credits?
  3. Catalyst · 2 Dec 2024 From biowaste to ‘biogold’ with Julio Friedmann, chief scientist, Carbon Direct There is only so much biomass, and every use of it competes with every other use. What should we actually do with it?
  4. Catalyst · 21 Nov 2024 TEA breakdown: green ammonia and synthetic methane with Greg Thiel, managing director of technology, and Melissa Ball, associate director of technology, Energy Impact Partners What would actually have to change for green ammonia and synthetic methane to be made at a cost anyone would pay?
  5. Catalyst · 23 Aug 2024 Hunting for geologic hydrogen with Pete Johnson, CEO and co-founder, Koloma Hydrogen forms naturally underground all over the world. Can we drill for it the way we drill for oil and gas, and is there any public evidence yet that a tappable resource exists?
  6. Catalyst · 12 Jul 2024 Decarbonizing the high seas with Lynn Loo, CEO, Global Centre for Maritime Decarbonisation What will ocean-going ships burn instead of fuel oil, and why has shipping not converged on a single answer the way aviation has?
  7. Catalyst · 30 May 2024 Heavy duty decarbonization with Andy Lubershane, partner and head of research, Energy Impact Partners Batteries cannot move the biggest, heaviest things. So what fuels the trucks, ships and planes, and what actually decides the answer?
  8. Catalyst · 2 May 2024 CO2 utilization with Julio Friedmann, chief scientist, Carbon Direct If we end up capturing billions of tons of carbon dioxide a year, what should we actually do with it?
  9. Steel For Fuel · 3 Apr 2024 How will we move the big, heavy things? by Andy Lubershane, Partner and Head of Research, Energy Impact Partners How will we decarbonize the big, heavy things: trucks, planes, ships and trains?
  10. Steel For Fuel · 21 Dec 2023 What’s the best use for our ‘waste’ biomass? by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Of all the things that could be done with the biomass agriculture, forestry and food systems throw away, which is the best?
  11. Steel For Fuel · 1 Oct 2023 What will we do with all the clean hydrogen? by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Governments have committed enormous sums to producing clean hydrogen. Who is going to consume it, and for what?