Field notes The Energy Transition for the Rest of Us

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Geopolitics

17 notes · Catalyst 9 · Critical Capital 4 · Steel For Fuel 4

  1. 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?
  2. Critical Capital · 7 Jul 2026 Navigating the new world disorder with David Miliband, president and CEO, International Rescue Committee; previously a member of the British Parliament and UK foreign secretary When distributed clean energy has never been cheaper, why do the world’s most vulnerable people still have no electricity, and what would actually change that?
  3. Catalyst · 1 Jul 2026 Inside the most sophisticated plan for solar geoengineering with Yanai Yedvab, CEO and co-founder, Stardust If cooling the whole planet costs about what one hyperscale data center costs, what would make it safe enough to consider, and who decides whether it happens?
  4. Critical Capital · 23 Jun 2026 The trillion-dollar collision between AI and the grid with Varun Sivaram, founder and CEO, Emerald AI; previously an executive at two clean energy developers and a senior advisor at the US State Department Can the grid absorb the data centers that AI wants to build, and if the answer is no, what is the cheapest thing to change?
  5. 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?
  6. Critical Capital · 9 Jun 2026 The US-China rivalry runs through energy and minerals with Graham Allison, Douglas Dillon Professor of Government at Harvard University, founding dean of the Harvard Kennedy School, author of Destined for War Can the United States and China keep competing without sliding into war?
  7. Catalyst · 14 May 2026 Inside the global fertilizer crunch with Josh Linville, vice president of fertilizer, StoneX The Strait of Hormuz has been shut for about ten weeks. What is that doing to the global fertilizer market, and when does it turn into a food problem?
  8. Critical Capital · 7 May 2026 Can US industrial trade policy stay on course? with Sarah Bianchi, senior managing director and chief strategist of international political affairs and public policy, Evercore; previously Deputy US Trade Representative, responsible for Asia, Africa, the energy transition and critical minerals Now that both parties agree the United States should build more at home, can trade and industrial policy hold a course steady enough for investors to put money behind it?
  9. Catalyst · 2 Apr 2026 Building a domestic nuclear fuel supply chain with Scott Nolan, founder and CEO, General Matter If the US is going to build a lot of nuclear, where is its fuel supply chain actually broken, and can the broken part be rebuilt in time?
  10. Catalyst · 22 May 2025 What to make of Trump’s deep-sea minerals push with Hans Smit, president and CEO, Ocean Minerals What does the Trump administration’s executive order on deep-sea mining actually change?
  11. 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?
  12. Steel For Fuel · 9 Feb 2025 A tale of two energy superpowers by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Will geopolitics, and specifically conflict between the United States and China, derail the energy transition?
  13. Steel For Fuel · 16 Dec 2024 It’s time to build! (light water reactors) by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Should the United States expand nuclear power by repeating the large reactor design it has just finished, or by building small modular reactors?
  14. 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?
  15. 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?
  16. 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?
  17. 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?