Transformers
5 notes · Catalyst 3 · Critical Capital 1 · Steel For Fuel 1
- Critical Capital · 26 May 2026 The clean energy transition has a hardware problem with Drew Baglino, founder and CEO, Heron Power; previously nearly two decades at Tesla, where he was powertrain architect for the Model S and later led the global charging and energy business If the world has to build several times as much electricity system as it has today, what is actually holding up the build, and can the equipment that moves the power be replaced with something that scales faster?
- Catalyst · 19 Feb 2026 The rise of grid power electronics with Drew Baglino with Drew Baglino, founder and CEO, Heron Power What changes if the grid’s transformers stop being passive lumps of steel and become controllable power electronics, and why is that finally possible now?
- 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?
- Steel For Fuel · 7 Apr 2025 The price of power grids by Andy Lubershane, Partner and Head of Research, Energy Impact Partners What is happening to the price of the physical equipment power grids are built from, and what follows if it stays high?
- Catalyst · 26 Feb 2024 Understanding the electric transformer shortage with Tim Mills, CEO, ERMCO Why did lead times for distribution transformers stay at one to two years long after the rest of the post-COVID supply chains cleared?