Andy Lubershane

In this discussion, Andy Lubershane, a partner and head of research at Energy Impact Partners, brings his expertise in robotics to the forefront. He explores how AI advancements are making robots both cheaper and more powerful, revolutionizing industries like manufacturing and construction. The conversation highlights the potential of robotics-as-a-service models to counteract high startup costs and addresses the looming labor shortages in climate tech. Lubershane also shares insights on the promising future of humanoid robots and the challenges still faced in their development.

Shayle speaks with Andy Lubershane, a partner at Energy Impact Partners and their head of research, about the complexities following the One Big Beautiful Bill. They delve into the biggest unresolved issue surrounding foreign entity concerns and explore the implications for tax credits across renewable sectors like nuclear and geothermal. The duo also discusses the extended timeline for hydrogen tax credits, how EV tax credits will affect both personal and commercial vehicles, and the broader impact on project planning in climate tech.

Guest Andy Lubershane discusses the limitations of electrification for heavy transport like ships, planes, and trucks. Topics include density and infrastructure constraints of batteries, advantages of biofuels, hydrogen, and e-fuels, and the challenges of upgrading grid infrastructure. The podcast explores the need for alternative fuels and the potential solutions for decarbonizing heavy-duty transportation.