Renewables
10 notes · Catalyst 5 · Steel For Fuel 5
- Catalyst · 28 May 2026 Building inference data centers on the high seas with Garth Sheldon-Coulson, co-founder and CEO, Panthalassa Could you power AI compute by putting the generator and the servers together on untethered steel structures bobbing in the deep ocean, and would it pencil?
- 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?
- Steel For Fuel · 17 Apr 2025 Steel for Fuel, Tariffs for Steel by Andy Lubershane, Partner and Head of Research, Energy Impact Partners How much do American steel tariffs burden the energy transition?
- Catalyst · 13 Feb 2025 The case for colocating data centers and generation with Sheldon Kimber, founder and CEO, Intersect Power Why build generation on a data center’s own site instead of connecting the data center to the grid, and does that logic run all the way to going off grid?
- Catalyst · 22 Oct 2024 Inside Crusoe’s energy-first approach to data centers with Chase Lochmiller, co-founder and CEO, Crusoe If you site computing around energy instead of siting energy around computing, what changes?
- Catalyst · 9 Aug 2024 Understanding the transmission bottleneck with Rob Gramlich, founder and president, Grid Strategies The United States has nearly stopped building transmission at exactly the moment it needs far more of it. What is actually blocking it, and is it fixable?
- 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?
- 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?
- Steel For Fuel · 27 Jun 2023 Can wind turbines self-replicate? (And how will we make beer?) by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Can the electricity that wind turbines and solar panels produce be used to make the steel, cement and industrial heat that building more of them requires?
- Steel For Fuel · 31 Mar 2023 The ten biggest questions in energy & climate tech, Question 1 by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Will the United States clear the path for a lot more electric transmission?