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.

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.

In this engaging discussion, Andy Lubershane, a partner and head of research at Energy Impact Partners, dives into the evolving landscape of distributed energy resources (DERs). He explains why they failed to thrive a decade ago, primarily due to high costs and low market demand. Now, with increasing grid bottlenecks and decreasing costs, he makes a compelling case for a DER comeback. The conversation also unpacks the differences between demand response and virtual power plants, and the potential challenges that still lie ahead for scaling these innovative technologies.

In this enlightening conversation, Andy Lubershane, Head of Research at Energy Impact Partners, delves into the future of energy shaped by AI-driven electricity demand. He discusses how algorithmic efficiency and off-grid data centers could flip current supply constraints to oversupply. Andy identifies potential winners, like utilities, and losers reliant on cheap energy. He evaluates the prospects of nuclear reactor designs and enhanced geothermal, and explores the challenges facing grid-enhancing technologies, raising critical questions about tomorrow's energy landscape.

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.