Field notes The Energy Transition for the Rest of Us

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Gas buildout

14 notes · Catalyst 9 · Steel For Fuel 5

  1. Catalyst · 9 Jul 2026 Inside the AI power wars with Jeremie Eliahou Ontiveros, leads infrastructure and power research, SemiAnalysis Everyone can describe how the AI companies differ on chips. How do they differ on power?
  2. Catalyst · 4 Jun 2026 Surprising trends in global electricity generation with Nic Fulghum, senior energy and climate data analyst, Ember, and co-author of the Global Electricity Review What actually happened to global electricity generation in 2025, and where does the data contradict the story people are telling about it?
  3. Steel For Fuel · 3 Mar 2026 The Return of the Energy Transition by Andy Lubershane, Partner and Head of Research, Energy Impact Partners What would it take to get the energy transition moving again after a bad year for it?
  4. Catalyst · 15 Jan 2026 2026 trends: Gas turbines, Texas’ load queue, and China electrifies with Nat Bullard, co-founder, Halcyon; energy and climate analyst and writer There isn’t one. This is the annual walk through Bullard’s 200-slide data deck, part one of two, with Kann picking favorite slides rather than building a thesis. The loose through-line: how much new demand is coming, and is anyone positioned to serve it?
  5. Catalyst · 12 Sep 2025 When to colocate data centers with generation with Brian Janous, co-founder and chief commercial officer, Cloverleaf Infrastructure When does it actually make sense to build generation on site at a data center, and when has the idea simply become fashionable?
  6. 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?
  7. Steel For Fuel · 16 Jun 2025 Why does nobody know how much energy AI will consume? by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Why do the analysts watching data centers disagree so widely about how much electricity those data centers will consume, even a few years out?
  8. Catalyst · 5 Jun 2025 The gas turbine crunch with Anthony (Tony) Brough, president, Dora Partners Gas turbines are suddenly impossible to get and increasingly expensive. What is actually causing the bottleneck?
  9. Catalyst · 17 Apr 2025 Serving data center load with carbon capture with Julio Friedmann, chief scientist, Carbon Direct Hyperscalers are driving a large gas buildout while holding real decarbonization commitments. Can carbon capture square that circle, or is “capture ready” the same empty promise “hydrogen ready” turned out to be?
  10. Steel For Fuel · 29 Oct 2024 The US is a natural gas superpower by Andy Lubershane, Partner and Head of Research, Energy Impact Partners What does American natural gas at this scale buy, abroad and at home?
  11. Catalyst · 29 Aug 2024 Why are we still flaring gas? with Tomás de Oliveira Bredariol, energy and environmental policy analyst focused on methane, International Energy Agency (IEA) Natural gas is one of the most heavily traded commodities on earth, so why do oil producers still burn about 150 billion cubic meters of it a year at the wellhead instead of selling it?
  12. Catalyst · 28 Mar 2024 The electricity gauntlet has arrived with Andy Lubershane, partner and head of research, Energy Impact Partners Everyone has suddenly woken up to the fact that electricity demand is outrunning our ability to supply it. Now that the problem is mainstream, what actually happens next, and is the alarm overdone?
  13. Steel For Fuel · 27 Feb 2024 The electricity gauntlet by Andy Lubershane, Partner and Head of Research, Energy Impact Partners What happens to the electric power system when demand growth returns at the same moment that firm capacity becomes harder to add?
  14. Steel For Fuel · 6 Jul 2023 Is natural gas a “bridge fuel”? A dead end? Or something else? by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Is natural gas a bridge fuel, a dead end, or something else?