Grid hardware
8 notes · Catalyst 3 · Critical Capital 2 · Steel For Fuel 3
- Critical Capital · 1 Sep 2026 What it takes to build in America again with Erin Price-Wright, general partner at Andreessen Horowitz, investing in energy, mining and heavy industry for the firm’s American Dynamism practice; previously an engineer at Palantir Now that capital has arrived for factories, mines and grid hardware, what actually decides whether they get built in the United States?
- Steel For Fuel · 1 Jun 2026 Riding the Electric Supercycle by Andy Lubershane, Partner and Head of Research, Energy Impact Partners If every input to the power system is getting more expensive at once, why is that the setup for a durable investment opportunity rather than a squeeze?
- Critical Capital · 26 May 2026 The clean energy transition has a hardware problem with Drew Baglino, founder and CEO, Heron Power; previously nearly two decades at Tesla, where he was powertrain architect for the Model S and later led the global charging and energy business If the world has to build several times as much electricity system as it has today, what is actually holding up the build, and can the equipment that moves the power be replaced with something that scales faster?
- Catalyst · 19 Feb 2026 The rise of grid power electronics with Drew Baglino with Drew Baglino, founder and CEO, Heron Power What changes if the grid’s transformers stop being passive lumps of steel and become controllable power electronics, and why is that finally possible now?
- Catalyst · 20 Nov 2025 Looking for a turnaround in transmission with Rob Gramlich, founder and president, Grid Strategies A year after a bleak assessment of US transmission, has anything actually turned around?
- Steel For Fuel · 7 Apr 2025 The price of power grids by Andy Lubershane, Partner and Head of Research, Energy Impact Partners What is happening to the price of the physical equipment power grids are built from, and what follows if it stays high?
- Steel For Fuel · 4 Sep 2024 Where have all the transmission lines gone? by Andy Lubershane, Partner and Head of Research, Energy Impact Partners With new US transmission stalled, how much can technology make up the difference?
- Catalyst · 26 Feb 2024 Understanding the electric transformer shortage with Tim Mills, CEO, ERMCO Why did lead times for distribution transformers stay at one to two years long after the rest of the post-COVID supply chains cleared?