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Steel For Fuel

Andy Lubershane

Notes on the energy transition from Andy Lubershane, Head of Research at Energy Impact Partners

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues26SubscribersRead steelforfuel.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

From SaaS to Robots

In Part 1 of this three-part series, I discussed how the end of the beginning has come for “climate tech”.

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The Age of FFOAK and The Better Mousetrap Fallacy

In Part 1 of this series, I made the case that the weird mashup of a community and a sector that's come to be labeled "climate tech" has reached the end of the beginning.

a month ago
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The end of the beginning for "climate tech"

“This is not the end. It is not even the beginning of the end. But it is, perhaps, the end of the beginning.” \- Winston Churchill, 1942

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A chicken in every pot, a battery in every garage?

Today’s chart comes from Sunrun’s August investor presentation:

2 months ago
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Authors

The writers behind this newsletter.

  • Andy Lubershane

    Energy & climate tech researcher. Partner at Energy Impact Partners.

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