Field notes The Energy Transition for the Rest of Us

Threads

Public opinion

12 notes · Catalyst 7 · Critical Capital 1 · Steel For Fuel 4

  1. Catalyst · 10 Sep 2026 Do data centers really increase electricity prices? with Andy Lubershane, partner and head of research, Energy Impact Partners Are data centers making your electricity bill go up?
  2. Catalyst · 3 Sep 2026 What comes after the data center backlash? with Brian Janous, co-founder and chief commercial officer, Cloverleaf Infrastructure Is the backlash against data centers something developers can actually fix, and if it is not, where does the buildout go instead?
  3. Catalyst · 6 Aug 2026 The electrician shortage slowing the AI boom with Raymond Hawkins, chief customer officer, Compass Datacenters How much is the shortage of electricians actually holding back data center construction, and what can anyone do about it?
  4. Critical Capital · 21 Jul 2026 The unprecedented opportunity for infrastructure investors with Jessica Bailey, Global Head of Infrastructure, Nuveen; previously co-founder of Greenworks Lending, and before that at the Connecticut Green Bank and the Rockefeller Brothers Fund What is actually driving the current infrastructure boom, and if capital is abundant, what will end up limiting it?
  5. Catalyst · 25 Jun 2026 How data centers are complicating transmission expansion with Maeve Allsup, senior reporter, Latitude Media Why is a transmission line that the AI boom made more necessary getting harder to build because of the AI boom?
  6. Steel For Fuel · 18 Jun 2026 The next industrial revolution and the “art of life itself” by Andy Lubershane, Partner and Head of Research, Energy Impact Partners If AI is the next industrial revolution, will it be one that makes existing work more efficient, or one that gives us capabilities we did not have?
  7. 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?
  8. Catalyst · 23 Jan 2025 The climate-ag grab bag with Mike Grunwald, journalist and author of the forthcoming book ‘We Are Eating the Earth’ Food and land are about a third of global emissions and are on track to consume far more land by 2050. What actually fixes that?
  9. 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?
  10. Catalyst · 29 Jan 2024 Tech solutions for solving the cow burp problem with Charles Brooke, program manager for enteric methane, Spark Climate Solutions Can technology actually stop cows from burping methane, and how much of the problem can it realistically reach?
  11. Steel For Fuel · 23 Oct 2023 Adolescence for renewables, retirement for oil by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Why did renewable power prices reverse after a decade of falling, and is the reversal temporary?
  12. 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?