Steel For Fuel
Andy Lubershane, Tim HadeEnergy, technology... and stuff
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 59 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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Three generational trends converging on energy
I’m convinced that the energy sector is sitting at the intersection of three generational trends. These three trends are largely reinforcing and compounding each other.
- The electron supercycle: An upheaval in the way we produce and c...
P(doom), p(paradise), and the future of energy
Fantasia, “The Sorcerer’s Apprentice”, 1940.
This is a sequel to a post I published a little over a year ago on “why nobody knows how much energy AI is going to consume”. I want to talk about how the biggest variables underpinning that unc...
For AI, energy is nothing, and energy is everything (reprise)
Just about two years ago I published a post titled “For AI, energy is nothing, and energy is everything”. Even in those halcyon early days of the AI boom, it was obvious that data centers were facing a very different optimization problem th...
Is that data center increasing your power bill?
The price of electricity has been making big headlines.
For example, back in April, the NYT published a big, splashy piece on the US power grid titled “It’s the Age of Electricity and America Isn’t Ready”. The piece begins by recounting ho...
Data centers need the grid — so we have to make the grid better
Last year, I published an essay arguing that, at long last, we’ve reached “the right time for distributed energy resources”. (This has been my most popular post in over three years of writing Steel For Fuel.)
As a reminder, “distributed e...
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Authors
The writers behind this newsletter.
Energy & climate tech researcher. Partner at Energy Impact Partners.
Husband, Dad, Co-Founder Brightfield Infrastructure, Co-Founder Scale Microgrids
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