Field notes The Energy Transition for the Rest of Us

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Hydrogen

12 notes · Catalyst 7 · Steel For Fuel 5

  1. Catalyst · 13 Nov 2025 Driving down the cost of green hydrogen with Raffi Garabedian, co-founder and CEO, Electric Hydrogen Green hydrogen’s hype cycle collapsed because the stuff cost far too much. What would actually make it cheap enough to beat the fossil-derived molecule it is supposed to replace?
  2. Steel For Fuel · 24 Oct 2025 Fusion, and other fusion-level bets: Part II by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Besides nuclear, which energy technologies could remake civilization’s energy supply the way fusion is supposed to, and what would have to go right for each?
  3. Catalyst · 17 Jul 2025 Five big questions emerging from the OBBB with Andy Lubershane, partner and head of research, Energy Impact Partners The One Big Beautiful Bill has passed and rewrites much of the Inflation Reduction Act. What are the open questions it leaves, sector by sector?
  4. Steel For Fuel · 28 Apr 2025 So you want to revolutionize the energy system? by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Why has the energy sector proved so resistant to revolutionary companies, and what separates the ones that work?
  5. 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?
  6. Catalyst · 23 Aug 2024 Hunting for geologic hydrogen with Pete Johnson, CEO and co-founder, Koloma Hydrogen forms naturally underground all over the world. Can we drill for it the way we drill for oil and gas, and is there any public evidence yet that a tappable resource exists?
  7. Catalyst · 12 Jul 2024 Decarbonizing the high seas with Lynn Loo, CEO, Global Centre for Maritime Decarbonisation What will ocean-going ships burn instead of fuel oil, and why has shipping not converged on a single answer the way aviation has?
  8. Catalyst · 30 May 2024 Heavy duty decarbonization with Andy Lubershane, partner and head of research, Energy Impact Partners Batteries cannot move the biggest, heaviest things. So what fuels the trucks, ships and planes, and what actually decides the answer?
  9. Steel For Fuel · 3 Apr 2024 How will we move the big, heavy things? by Andy Lubershane, Partner and Head of Research, Energy Impact Partners How will we decarbonize the big, heavy things: trucks, planes, ships and trains?
  10. Catalyst · 5 Oct 2023 Climatetech startups need strong techno-economic analysis with Dr. Greg Thiel, director of technology, and Dr. Melissa Ball, associate director of technology, Energy Impact Partners What is a techno-economic analysis actually for at an early-stage hard technology company, and what do people most often get wrong when they build one?
  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 · 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?