Field notes The Energy Transition for the Rest of Us

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Long duration storage

9 notes · Catalyst 4 · Steel For Fuel 5

  1. Catalyst · 27 Aug 2026 The rise of metal fuels with Richard Wang, co-founder and CEO, Voya Energy Diesel generators are universally disliked and nobody has managed to replace them. Could aluminum do it?
  2. Steel For Fuel · 8 Apr 2026 Duration is all you need by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Once short-duration batteries have covered the daily peak, what kind of storage does the power system still need?
  3. 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?
  4. Catalyst · 24 Jul 2025 Repurposing EV batteries for grid storage with Colin Campbell, chief technology officer, Redwood Materials When is it better to put a worn-out electric vehicle battery back on the grid than to shred it for the materials inside it?
  5. 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?
  6. Catalyst · 14 Dec 2023 What do you do with a 100-hour battery? with Mateo Jaramillo, co-founder and CEO, Form Energy What do you actually do with a 100-hour battery on the grid, and is there a use for one now rather than only in a far more renewable future?
  7. 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?
  8. 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?
  9. 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?