Steel For Fuel
Andy Lubershane, Tim HadeEnergy & Stuff
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 55 | Founded | 3 years ago | Last Issue | 16 days ago |
| Active | |||||
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steelforfuel.substack.comLatest Issues
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...
The next industrial revolution and the "art of life itself"
This post was adapted from my annual keynote presentation at the Energy Impact Partners annual meeting in June 2026. It has been formatted to fit your screen.
I should begin by saying that a few years ago, I promised myself I would never f...
Riding the Electric Supercycle
Everything in the electric power sector is getting more expensive.
For example, here are some price indeces for a few of the most important inputs to the massive energy delivery system we call “the power grid” — transformers, switchgear, a...
Be greedy (for electrons) when others are fearful
“Be greedy when others are fearful” - Warren Buffet
On the surface, it makes good sense to be fearful about investing in the future of electric vehicles in America.
Alliance for Automotive Innovation, EV sales dashboard, April 2026....
Duration is all you need
Fair warning: This is an especially wonky post. It’s a guest post about the techno-economics of the power system.
Still here? Good, because this may just be the best wonky post on the techno-economics of the power system that I’ve encounte...
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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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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