Field notes The Energy Transition for the Rest of Us

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Fusion

3 notes · Catalyst 1 · Steel For Fuel 2

  1. Catalyst · 21 May 2026 A blueprint for scalable fusion power with Carrie von Muench, founding chief operating officer, Pacific Fusion After the 2022 ignition result, where is fusion actually standing on the road to a power plant that competes on cost, and which milestone should you watch next?
  2. Steel For Fuel · 8 Oct 2025 Fusion, and other fusion-level bets: Part I by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Is fusion actually worth a civilizational bet, given that fission already delivers most of what fusion promises?
  3. Steel For Fuel · 31 Mar 2023 When will we get serious about nuclear? (or something ‘nuclear-esque’?) by Andy Lubershane, Partner and Head of Research, Energy Impact Partners When will the world get serious about building nuclear power, and does the resource that fills that gap have to be nuclear?