HeyJaredSteel For Fuel
Notes on hard technology and the energy transition from Andy Lubershane, Head of Research at Energy Impact Partners
- Indexed issues, last 90 days
- 4
- Latest publication
- Sep 29, 2026
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- Jul 6, 2026
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P(doom), p(paradise), and the future of energy (opens the original)
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<img alt="The Sorcerer's Apprentice': The genesis of 'Fantasia'" class="sizing-normal" height="739" src="https://substackcdn.com/image/fetch/$s_!bFvU!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimage
For AI, energy is nothing, and energy is everything (reprise) (opens the original)
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Just about two years ago I published a post titled “For AI, energy is nothing, and energy is everything”. Even in those halcyon early days of the AI boom, it was obvious that data centers were facing a very different optimization problem than your run-of-the-mill industrial energy consumer. Here’s how I described the situation:Energy is currently a trivial share of the total cost of computing. For AI workloads, the cost of energy appears to be roughly on par with the cost of smoo
Is that data center increasing your power bill? (opens the original)
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The price of electricity has been making big headlines.For example, back in April, the NYT published a big, splashy piece on the US power grid titled “It’s the Age of Electricity and America Isn’t Ready”. The piece begins by recounting how much electricity prices have risen over the past five years.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!TdZn!,f_auto,q_auto:good,fl_progressive:stee
Data centers need the grid — so we have to make the grid better (opens the original)
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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 energy resources”, or “DERs”, are defined as: “Any loads, generators, or storage devices interconnected to the electric distribution system or behind customer meters, which can be influenced or mana
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