Field notes The Energy Transition for the Rest of Us

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Solar

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

  1. Catalyst · 17 Sep 2026 Fuel cells, geopolitics, and the solar growth curve with No outside guest; producer Max Savage Levenson interviews host Shayle Kann, early-stage investor, Energy Impact Partners Looking back at 2026 so far and forward to what comes next, what has surprised Shayle Kann, and what is he watching?
  2. Critical Capital · 7 Jul 2026 Navigating the new world disorder with David Miliband, president and CEO, International Rescue Committee; previously a member of the British Parliament and UK foreign secretary When distributed clean energy has never been cheaper, why do the world’s most vulnerable people still have no electricity, and what would actually change that?
  3. Catalyst · 4 Jun 2026 Surprising trends in global electricity generation with Nic Fulghum, senior energy and climate data analyst, Ember, and co-author of the Global Electricity Review What actually happened to global electricity generation in 2025, and where does the data contradict the story people are telling about it?
  4. Catalyst · 30 Apr 2026 How AI is modernizing EPCs with George Hershman, CEO, SOLV Energy What actually limits how fast a large solar and storage contractor can put projects in the ground, and where does AI change that?
  5. Catalyst · 19 Mar 2026 Scaling America’s domestic solar supply chain with Scott Moskowitz, VP of market strategy and public affairs, Qcells; board chair, Solar Energy Industries Association The US has reshored solar module assembly. Can it build the rest of the supply chain, and what is actually stopping it?
  6. 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?
  7. Catalyst · 22 Jan 2026 More 2026 trends: Solar costs, oil oversupply, and the startup slump with Nat Bullard, climate tech analyst and writer; co-founder, Halcyon Once you step away from data centers, what do the data actually say about where energy and decarbonization stood going into 2026?
  8. 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?
  9. Catalyst · 17 Jul 2025 Five big questions emerging from the OBBB with Andy Lubershane, partner and head of research, Energy Impact Partners The One Big Beautiful Bill has passed and rewrites much of the Inflation Reduction Act. What are the open questions it leaves, sector by sector?
  10. Catalyst · 10 Jul 2025 Tumult in residential solar with Julien Dumoulin-Smith, head of power, utilities and clean energy equity research, Jefferies The One Big Beautiful Bill phases out residential solar’s tax credits. What does that do to an industry that was already in serious trouble before it passed?
  11. Catalyst · 20 Mar 2025 The coming robotics wave with Andy Lubershane, partner and head of research, Energy Impact Partners Robots are not new and neither is the labor shortage, so why has robotics suddenly become interesting in energy and climate, and where would it matter most?
  12. Catalyst · 6 Feb 2025 Catalyst: 2025 Climate Tech Trends with Nat Bullard, co-founder, Halcyon; former chief content officer, BloombergNEF Entering 2025, what do the underlying data actually show about where energy and climate stand, and does a sudden jump in AI model efficiency break the load-growth story?
  13. 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?
  14. Catalyst · 14 Mar 2024 Climate tech’s tough year in the public markets with Shanu Mathew, portfolio manager and research analyst, Lazard Almost every climate tech market kept growing through 2023, so why did climate tech stocks fall so far behind the broader market?
  15. Catalyst · 13 Feb 2024 2024 trends: batteries, tax credits, and the cost of capital with Nat Bullard, independent climate tech analyst and writer, formerly chief content officer at BloombergNEF What do the 2023 data actually say about how decarbonization is going, and where have the binding constraints moved?
  16. 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?
  17. Catalyst · 10 Aug 2023 Beaming 24/7 solar from space with Sanjay Vijendran, lead for the Solaris initiative on space-based solar power, European Space Agency Is beaming solar power down from orbit a serious energy option, or is it still science fiction?