Field notes The Energy Transition for the Rest of Us

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Nuclear

18 notes · Catalyst 10 · Steel For Fuel 8

  1. Catalyst · 2 Apr 2026 Building a domestic nuclear fuel supply chain with Scott Nolan, founder and CEO, General Matter If the US is going to build a lot of nuclear, where is its fuel supply chain actually broken, and can the broken part be rebuilt in time?
  2. Catalyst · 26 Mar 2026 The state and future of nuclear waste with Jen Shafer, professor in the nuclear science and engineering program, Colorado School of Mines What is US nuclear waste actually made of, what is happening to it, and does a new wave of reactors change the problem?
  3. Steel For Fuel · 3 Mar 2026 The Return of the Energy Transition by Andy Lubershane, Partner and Head of Research, Energy Impact Partners What would it take to get the energy transition moving again after a bad year for it?
  4. Catalyst · 23 Oct 2025 Five big questions about the future of energy with Andy Lubershane, head of research and partner, Energy Impact Partners Five separate questions about where the AI-driven electricity boom goes next: when could today’s shortage turn into a glut, who wins and loses from it, and what should we expect from nuclear, enhanced geothermal and grid-enhancing technologies?
  5. Catalyst · 16 Oct 2025 Calibrating hype with Akshat Rathi with Akshat Rathi, senior reporter for climate, Bloomberg News, and host of the Zero podcast Which of the energy transition’s hot topics are overhyped, which are underhyped, and how would you tell the difference?
  6. Steel For Fuel · 8 Oct 2025 Fusion, and other fusion-level bets: Part I by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Is fusion actually worth a civilizational bet, given that fission already delivers most of what fusion promises?
  7. Catalyst · 12 Sep 2025 When to colocate data centers with generation with Brian Janous, co-founder and chief commercial officer, Cloverleaf Infrastructure When does it actually make sense to build generation on site at a data center, and when has the idea simply become fashionable?
  8. Catalyst · 4 Sep 2025 AMA: Geoengineering, nuclear, power prices, and more with Lara Pierpoint, managing director, Trellis Climate at Prime, and host of The Green Blueprint Listener questions put to two climate investors: what do they actually think about solar geoengineering, electricity prices, nuclear, the climate tech cycle, vehicle-to-grid and plastics?
  9. Catalyst · 8 May 2025 The US nuclear groundswell with Chris Colbert, co-founder and CEO, Elementl Power The US nuclear market is clearly stirring again. Does a groundswell like this one turn into an actual wave, or into another 2007-style mirage?
  10. Steel For Fuel · 16 Dec 2024 It’s time to build! (light water reactors) by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Should the United States expand nuclear power by repeating the large reactor design it has just finished, or by building small modular reactors?
  11. Steel For Fuel · 20 Nov 2024 For AI, energy is nothing, and energy is everything by Andy Lubershane, Partner and Head of Research, Energy Impact Partners If energy is only a small part of what computing costs, why is the AI industry suddenly worried about power, and what should the power sector do with that?
  12. Steel For Fuel · 3 Oct 2024 The Age of FFOAK and The Better Mousetrap Fallacy by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Now that climate tech has plenty of promising technologies, is inventing more of them still the best use of capital?
  13. Catalyst · 12 Sep 2024 The better mousetrap fallacy with Andy Lubershane, partner and head of research, Energy Impact Partners Which parts of climate tech still need a technology breakthrough, and which ones only need someone to build a lot more of what already works?
  14. Catalyst · 15 Aug 2024 The cost of nuclear with Jessica Lovering, co-founder and executive director, Good Energy Collective Why does a nuclear reactor cost roughly four times as much to build in the United States as in South Korea, and what would actually make American nuclear cheap?
  15. Steel For Fuel · 1 Aug 2024 Locals Against Renewables by Andy Lubershane, Partner and Head of Research, Energy Impact Partners How much do local restrictions matter, against everything else slowing renewables down?
  16. Catalyst · 16 Nov 2023 The cost of nuclear with Jessica Lovering, co-founder and executive director, Good Energy Collective Building a reactor in South Korea costs about a quarter what it costs in the United States. Why, and what would actually make American nuclear cheap?
  17. Steel For Fuel · 30 May 2023 A Tale of Two Nanettes by Andy Lubershane, Partner and Head of Research, Energy Impact Partners How much time does decarbonization actually have, measured on the scale of a human life, and what does that clock rule in or out?
  18. Steel For Fuel · 31 Mar 2023 When will we get serious about nuclear? (or something ‘nuclear-esque’?) by Andy Lubershane, Partner and Head of Research, Energy Impact Partners When will the world get serious about building nuclear power, and does the resource that fills that gap have to be nuclear?