Field notes The Energy Transition for the Rest of Us

Threads

Microgrids

4 notes · Catalyst 1 · Steel For Fuel 3

  1. 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?
  2. 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?
  3. 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?
  4. Catalyst · 27 Oct 2023 The market for microgrids with Tim Hade, co-founder and chief development officer, Scale Microgrids The tailwinds behind microgrids have been building for years. Is the market actually inflecting, and if not, what is holding it back?