Field notes The Energy Transition for the Rest of Us

Threads

Transmission

15 notes · Catalyst 9 · Critical Capital 1 · Steel For Fuel 5

  1. Catalyst · 20 Aug 2026 Can AI revolutionize grid operations? with Josh Wong, CEO and founder, ThinkLabs AI What actually happens inside a utility’s planning and operations functions, and where could AI change it?
  2. Critical Capital · 4 Aug 2026 Thom Tillis on energy, China, and leaving the Senate with Thom Tillis, United States Senator (Republican, North Carolina), not seeking re-election; formerly speaker in the North Carolina legislature and a partner at Price Waterhouse Why can’t the United States hold an energy policy together across a change of administration, and what would it take to build one that survives?
  3. 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?
  4. Catalyst · 18 Jun 2026 Enter the electric supercycle with Andy Lubershane, partner and head of research, Energy Impact Partners Electricity demand is surging while everything needed to supply it is scarce and expensive. Is that a temporary crunch, or the start of a long expansion, and what would stop it?
  5. Catalyst · 12 Mar 2026 AI scaling pathways: On grid, on edge, off grid, off planet with Jake Elder, senior vice president of research and innovation, Energy Impact Partners If demand for compute keeps climbing, which ways of siting and powering data centers can actually scale: large grid-connected sites, small sites at the edge, off-grid sites, or data centers in orbit?
  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 · 20 Nov 2025 Looking for a turnaround in transmission with Rob Gramlich, founder and president, Grid Strategies A year after a bleak assessment of US transmission, has anything actually turned around?
  8. Catalyst · 23 Oct 2025 Five big questions about the future of energy with Andy Lubershane, head of research and partner, Energy Impact Partners Five separate questions about where the AI-driven electricity boom goes next: when could today’s shortage turn into a glut, who wins and loses from it, and what should we expect from nuclear, enhanced geothermal and grid-enhancing technologies?
  9. 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?
  10. Steel For Fuel · 4 Sep 2024 Where have all the transmission lines gone? by Andy Lubershane, Partner and Head of Research, Energy Impact Partners With new US transmission stalled, how much can technology make up the difference?
  11. 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?
  12. Catalyst · 28 Mar 2024 The electricity gauntlet has arrived with Andy Lubershane, partner and head of research, Energy Impact Partners Everyone has suddenly woken up to the fact that electricity demand is outrunning our ability to supply it. Now that the problem is mainstream, what actually happens next, and is the alarm overdone?
  13. Steel For Fuel · 27 Feb 2024 The electricity gauntlet by Andy Lubershane, Partner and Head of Research, Energy Impact Partners What happens to the electric power system when demand growth returns at the same moment that firm capacity becomes harder to add?
  14. Steel For Fuel · 30 May 2023 A Tale of Two Nanettes by Andy Lubershane, Partner and Head of Research, Energy Impact Partners How much time does decarbonization actually have, measured on the scale of a human life, and what does that clock rule in or out?
  15. 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?