Field notes The Energy Transition for the Rest of Us

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Techno-economic analysis

9 notes · Catalyst 6 · Steel For Fuel 3

  1. Steel For Fuel · 21 Sep 2026 For AI, energy is nothing, and energy is everything (reprise) by Andy Lubershane, Partner and Head of Research, Energy Impact Partners How much could an AI data center pay for electricity before the computing stops being worth doing?
  2. Catalyst · 21 May 2026 A blueprint for scalable fusion power with Carrie von Muench, founding chief operating officer, Pacific Fusion After the 2022 ignition result, where is fusion actually standing on the road to a power plant that competes on cost, and which milestone should you watch next?
  3. Catalyst · 13 Nov 2025 Driving down the cost of green hydrogen with Raffi Garabedian, co-founder and CEO, Electric Hydrogen Green hydrogen’s hype cycle collapsed because the stuff cost far too much. What would actually make it cheap enough to beat the fossil-derived molecule it is supposed to replace?
  4. Catalyst · 25 Sep 2025 Ag residue and carbon removal with Peter Reinhardt, co-founder and CEO, Charm Industrial Crop residue is abundant, expensive to collect and a poor fuel. What is it actually good for, and what would it take to get it off the field economically?
  5. Catalyst · 16 Jan 2025 FOAK tales with Mario Fernandez, head of Breakthrough Energy Catalyst, Breakthrough Energy What does it actually take to get a first-of-a-kind climate project financed, and why is that still the hardest step?
  6. Catalyst · 21 Nov 2024 TEA breakdown: green ammonia and synthetic methane with Greg Thiel, managing director of technology, and Melissa Ball, associate director of technology, Energy Impact Partners What would actually have to change for green ammonia and synthetic methane to be made at a cost anyone would pay?
  7. Steel For Fuel · 12 Jul 2024 Will CCS make a lot of these other questions moot? by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Can we deal with carbon dioxide by capturing it and burying it, rather than by replacing the fossil fuel that produces it, and so make the energy transition’s other big questions irrelevant?
  8. Steel For Fuel · 21 Dec 2023 What’s the best use for our ‘waste’ biomass? by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Of all the things that could be done with the biomass agriculture, forestry and food systems throw away, which is the best?
  9. Catalyst · 5 Oct 2023 Climatetech startups need strong techno-economic analysis with Dr. Greg Thiel, director of technology, and Dr. Melissa Ball, associate director of technology, Energy Impact Partners What is a techno-economic analysis actually for at an early-stage hard technology company, and what do people most often get wrong when they build one?