Field notes The Energy Transition for the Rest of Us

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Trucking and freight

4 notes · Catalyst 2 · Steel For Fuel 2

  1. Catalyst · 7 May 2026 Has Humble Robotics cracked the code on autonomous trucking? with Eyal Cohen, founder and CEO, Humble Robotics Why is there still no Waymo of trucking ten years in, and does starting from a clean sheet, both the vehicle and the software, change the answer?
  2. Steel For Fuel · 21 Apr 2026 Be greedy (for electrons) when others are fearful by Andy Lubershane, Partner and Head of Research, Energy Impact Partners With American electric vehicle sales falling sharply after the federal tax credits expired, is this the moment to retreat from the electric vehicle supply chain and from charging?
  3. Catalyst · 30 May 2024 Heavy duty decarbonization with Andy Lubershane, partner and head of research, Energy Impact Partners Batteries cannot move the biggest, heaviest things. So what fuels the trucks, ships and planes, and what actually decides the answer?
  4. Steel For Fuel · 3 Apr 2024 How will we move the big, heavy things? by Andy Lubershane, Partner and Head of Research, Energy Impact Partners How will we decarbonize the big, heavy things: trucks, planes, ships and trains?