Steel For Fuel
Andy LubershaneHard tech is hard. Energy tech is energizing.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 53 | Founded | 3 years ago | Last Issue | 9 days ago |
| Active | |||||
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steelforfuel.substack.comLatest Issues
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...
The robots are coming
Around this time last year I wrote “An Ode to Physical AI”.
I was convinced that while the world was mesmerized by parlor tricks performed by large “vision-language” models, most people were not paying enough attention to an even more tra...
The Return of the Energy Transition
Call it a “vibe shift”, a “narrative reversal”, or a “reset”. Whatever you call it, 2025 was a rough year for “The Energy Transition”.
This essay is about how we might be able to get things back on track.
But first, it’s important to ackn...
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Authors
The writers behind this newsletter.
Energy & climate tech researcher. Partner at Energy Impact Partners.
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