Andy Lubershain
4 statements across 3 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Dec 9, 2021 by Andy Lubershane · said 44 times in 6 episodes since 2021 · across every show →
Mentions by year
brought up most by Shayle Kann (44)
tap a year for its mentions
2026 3 mentions in 1 episode
2025 21 mentions in 3 episodes 7 per episode
2022 11 mentions in 1 episode
2021 9 mentions in 1 episode
Everything said about Andy Lubershain, oldest first
Dec 9, 2021 bearish
Lubershain: Long-distance electric transmission buildout will face increasing constraints
“And I really believe that over the coming decade or two, we're going to see more and more constraints on building out long distance electric transmission infrastructure to serve and to bring that those massive renewable resource potential to market.”
Dec 9, 2021 positive
Lubershain: Moving Energy via Pipeline Is 3x Cheaper Than Transmission Lines
“And you know, if you look back at the past couple of decades at differences in infrastructure costs, it turns out to be at least three times lower. Oftentimes much, much lower to move energy via pipeline than via electric transmission line. If you sort of norm…”
Nov 10, 2022
Lubershain: Heat pump investor admits he heats his own home with oil
“I have oil heat in my home, unfortunately, which I'm really embarrassed to say, but that's, like, due to idiosyncratic reasons about the house, and we only moved in two years ago, and I have this big plan to trick this thing out, like, completely when it comes…”
Sep 10, 2026 neutral
Lubershain: Data centers are the biggest factor driving global electricity demand growth
“So at a global level, data centers are one factor among many, but I'd say they're the biggest factor that is causing this global Growth in demand for electricity, which is happening so quickly now, especially because of data centers and the urgency with which …”