Field notes The Energy Transition for the Rest of Us

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Heat and industry

16 notes · Catalyst 8 · Steel For Fuel 8

  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. Steel For Fuel · 30 Jun 2025 Full Steam Ahead by Addison Stark, CEO and co-founder, AtmosZero Why is industrial steam still raised by burning fossil fuel, and what would it take to change that?
  3. Catalyst · 19 Jun 2025 The story of steam with Addison Stark, co-founder and chief executive (he prefers chief boiler maker), AtmosZero What actually decarbonizes industrial steam, and why has the obvious-looking answer, harvesting waste heat, never worked?
  4. Catalyst · 13 Mar 2025 An ode to electrochemistry with Yet-Ming Chiang, professor of materials science and engineering, MIT, and co-founder of Form Energy, Sublime Systems and other electrochemistry companies What is electrochemistry actually good at, and how do you tell which industrial problems are worth pointing it at?
  5. Steel For Fuel · 10 Jan 2025 Is the future of low-carbon industry off grid? by Andy Lubershane, Partner and Head of Research, Energy Impact Partners If off-grid solar can already power a data center at grid prices, does the same logic put the future of low-carbon manufacturing off the grid too?
  6. 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?
  7. 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?
  8. Steel For Fuel · 12 Jul 2024 Will CCS make a lot of these other questions moot? by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Can we deal with carbon dioxide by capturing it and burying it, rather than by replacing the fossil fuel that produces it, and so make the energy transition’s other big questions irrelevant?
  9. 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?
  10. Catalyst · 11 Jan 2024 2023 climate tech venture investment trends with Kim Zou, co-founder and CEO, Sightline Climate Climate tech venture funding fell about 30% in 2023. What did that drop actually measure?
  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?
  12. 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?
  13. Steel For Fuel · 27 Jun 2023 Can wind turbines self-replicate? (And how will we make beer?) by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Can the electricity that wind turbines and solar panels produce be used to make the steel, cement and industrial heat that building more of them requires?
  14. Steel For Fuel · 8 May 2023 Four ways to store sunlight by Andy Lubershane, Partner and Head of Research, Energy Impact Partners As wind and solar grow, what replaces the buffer that stockpiles of fossil fuel have always provided, and what would a candidate have to cost to earn the job?
  15. Catalyst · 8 Dec 2022 Solving the conundrum of industrial heat with John O’Donnell, co-founder and CEO, Rondo Energy Industrial heat is about a quarter of global emissions, factories need it around the clock, and energy can be more than half their cost of production. How do you decarbonize it?
  16. Catalyst · 17 Nov 2022 Fixing cement’s carbon problem with Leah Ellis, co-founder and CEO, Sublime Systems Cement releases carbon dioxide twice over, once from the fuel and once from the rock itself. Which of the proposed fixes actually gets both to zero?