Energy Impact Partners
also referred to as: eip
37 statements across 28 episodes · 16 bullish · 13 bearish · 6 people on the record · first statement Nov 11, 2021 by Shayle Kann · said 353 times in 211 episodes since 2021 · across every show →
Mentions by year
brought up most by Shayle Kann (316), Andy Lubershane (20), Tim Hade (4), Cassie Bowe (3), Dr. Melissa Ball (2), Stephen Lacey (1), Sarah Golden (1), Richard Wang (1)
tap a year for its mentions
2026 54 mentions in 34 episodes 2 per episode
- The commercial battery comeback
- Do data centers actually increase electricity prices? No...and yes
- Enter the electric supercycle
- The rise of metal fuels
- AI scaling pathways: on grid, on edge, off grid, off planet
- Can AI revolutionize grid operations?
- Cracking the code on autonomous trucking
- The rise of flexible data centers
- 26 more episodes that year, every mention in 2026 →
2025 78 mentions in 47 episodes 2 per episode
- Is now the time for DERs to scale?
- The coming robotics wave
- Five big questions about the future of energy
- Five big questions emerging from the OBBB
- The U.S. nuclear groundswell
- Driving down the cost of green hydrogen
- Fresh intel from state utility regulatory filings
- The story of steam
- 39 more episodes that year, every mention in 2025 →
2024 76 mentions in 44 episodes 2 per episode
- The news quiz episode!
- The electricity gauntlet has arrived
- TEA breakdown: green ammonia and synthetic methane
- Why climate tech startups get this one thing wrong
- The better mousetrap fallacy
- Hunting for geologic hydrogen
- Heavy duty decarbonization
- Getting heat pumps right
- 36 more episodes that year, every mention in 2024 →
2023 72 mentions in 44 episodes 2 per episode
- Four ways to store sunlight
- Climate tech startups need strong techno-economic analysis (TEA)
- Navigating the electricity gauntlet
- EV charging on both sides of the pond
- Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more
- The food-energy nexus
- 2023 trends: biomass, ESG, batteries and more
- What do you do with a 100-hour battery?
- 36 more episodes that year, every mention in 2023 →
2022 61 mentions in 36 episodes 2 per episode
- Climate tech’s surprising bottleneck – land access
- Unleashing the magic of heat pumps
- Will charging infrastructure be a bottleneck for electric vehicles?
- Advance market commitments to decarbonize heavy industry
- Fixing cement’s carbon problem
- Averting water wars as we decarbonize
- Tapping the goldmine of consumer energy data
- Solving the conundrum of industrial heat
- 28 more episodes that year, every mention in 2022 →
2021 12 mentions in 6 episodes 2 per episode
- The future of natural gas
- Can 'deeptech' venture capital solve climate change?
- Is nuclear fusion getting close?
- Quantum computing could be a critical climate solution
- A bumpy ride toward decarbonizing aviation
- Kickstarting a $1 trillion market for carbon removal
- every mention in 2021, scene by scene →
Everything said about Energy Impact Partners, oldest first
Nov 11, 2021 bearish
Kann: Cleantech 1.0 deep tech Series A returned $153M on $1.4B
“In that first wave of clean tech venture capital investment a decade ago, early stage series A investors plowed ultimately around 1.4 billion dollars Into startups that were in the categories of material or chemical or process innovation and hardware integrati…”
Nov 11, 2021 bullish
Apr 7, 2022 bullish
May 26, 2022 positive
Jun 2, 2022 neutral
Lubershane: Renewable energy demand will marginally impact global steel production
“The total impact at least according to the analysis we've done on say the steel market is meaningful and especially maybe meaningful in, in some regional contexts, North America being one of them, but it's kind of marginal in terms of sort of global steel prod…”
Jul 1, 2022 bullish
Kann: Energy storage has more tech innovation than almost any climate sector
“I mean, there's probably more going on. From a technology standpoint in energy storage than maybe any other space in energy tech or climate tech, because it crosses over. I mean, we're going to talk about a bunch of technologies to store energy on the grid. Bu…”
Aug 25, 2022 bearish
Kann: Soil carbon removal fails on measurement, permanence, and additionality metrics
“The bad news is that on all the measures that we really care about when we think about quote unquote quality for carbon removal credits, these practices are pretty challenged. Measurement and verification, permanence, additionality, and so on, which doesn't me…”
Nov 10, 2022 bullish
Nov 17, 2022 positive
Kann: EIP closes $485M Frontier Fund for deep decarbonization
“We just announced this week that we at EAP had done the final close on what we call our frontier fund, which is what I've been working on for the past couple of years. It's a four hundred eighty five million dollar venture capital fund. Dedicated to investing …”
Dec 15, 2022 neutral
Seven heavy industrial sectors represent one-third of global greenhouse gas emissions
“Steel, aluminum, cement, chemicals, aviation, shipping, and trucking. Add them up, and they represent about a third of global greenhouse gas emissions, and they're the sectors where the existing, fully commercialized, mature, and ready-to-deploy technology wil…”
Mar 23, 2023 negative
May 25, 2023 negative
Jun 15, 2023 bearish
Jul 27, 2023 bullish
Kann: Decarbonization is a transition to go short oil and long mining
“So to a first approximation, I think that a big part of decarbonization is basically a transition from the extraction of fossil fuels to the extraction of minerals. If you've got a sufficiently extended time horizon, then the bet is to go short oil and gas and…”
Dec 21, 2023 negative
Mar 28, 2024 bearish
May 8, 2024 neutral
Bowe: Energy Impact Partners does not treat AI as a standalone sector
“I think we see it, ah, in a number of ways, but not in its own category, largely. So we see our existing companies leveraging it to make their businesses more efficient. We see new companies who, it's a fundamental of their product, and then, you know, we obvi…”
May 8, 2024 bullish
May 30, 2024 negative
Lubbershane: Electrifying LaGuardia would cause 10x-100x more disruption than renovations
“I feel like in order to upgrade LaGuardia to electrify or to add, you know, hydrogen fueling in some capacity, the amount of disruption would be 10 to a hundred times what I saw LaGuardia during, you know, the past seven years as they upgraded a terminal to be…”
May 30, 2024 bullish
Lubbershane: Battery cost will not constrain vehicle electrification, but density will
“Cost of batteries to some degree, although I think we have increasing confidence that cost of batteries is not going to be the constraint on basically electrifying any class of vehicle, but density of batteries definitely does matter.”
Aug 23, 2024 positive
Sep 12, 2024 negative
Lubershane: Capitalizing alternative tech in mature climate areas paralyzes deployment
“There are some areas, though, where I do think that the mousetraps we have are good enough, and actually are likely to get better incrementally on their own, such that funneling a lot of capital into trying to build a differently better mousetrap is probably a…”
Oct 17, 2024 positive
Shayle Kann: Sublime Systems is building a plant with Holcim and CRH
“So Sublime Systems, where I'm an investor, is so far, I think, pulling off this really complex value chain integration, as well as anybody, but They're building a large commercial demonstration plant in Holyoke, Massachusetts, and they've announced a bunch of …”
Oct 31, 2024 negative
Ball: Green tech startups falsely assume two-cent renewable power at 100% capacity
“If you're going to be in climate tech, you want to be green, and so you're almost certainly tethering yourself to a renewable source, which means your capacity factor isn't going to be a hundred percent. So it's kind of like having your cake and eating it, too…”
Oct 31, 2024 neutral
Thiel: Facility installation costs are typically two to four times core equipment
“Thinking about sort of a chemical or a fuel synthesis type process, the core equipment, you know, might only, or the total installed cost of a facility might be two, three, four, even more times the cost of the core componentry itself, and so if you end up foc…”
Oct 31, 2024 neutral
Ball: Modular ammonia costs are driven by upstream hydrogen and nitrogen feedstocks
“I think we saw this a lot in the modular ammonia space where, you know, the secret sauce is on this low pressure, low temperature, relatively reactor. And that's a really nice to have, but what, you know, we found, you know, doing our own internal work is that…”
Oct 31, 2024 positive
Oct 31, 2024 positive
Jul 3, 2025 bearish
Jul 17, 2025 bearish
Lubershain: Clean hydrogen producers' price sensitivity prevents US market turnaround
“Hydrogen, anyone making hydrogen is not going to be a price insensitive buyer. They're very price sensitive. They want the cheapest clean power. I don't know. I, I'm not personally super bullish on this making, helping make hydrogen make a turnaround”
Sep 18, 2025 neutral
Lubershain: Flat power grid load growth suppressed DER adoption for 15-20 years
“The past 1520 years in the power system, we just haven't seen, till very recently, much load growth. So there just weren't that many places on the grid where there was tremendous amount of pressure to upgrade things quickly. It wasn't all that expensive to mak…”
Sep 18, 2025 neutral
Lubershain: DER soft costs remained stubborn despite plummeting battery hardware prices
“What we didn't get right was that the soft costs of deploying DERs would not fall, and that's largely the cost of customer acquisition. It's like getting people, getting customers, whether they're homeowners or businesses, to sign up, to put something on their…”
Oct 2, 2025 bearish
Kann: Very few asset-light energy startups produce massive venture outcomes
“For all the talk that I often hear, I'm sure many of you hear from many of my peer venture capitalists about asset light, low capital intensity startups in this space, The reality, in my humble opinion, is that there's actually very little historical evidence …”
Oct 9, 2025 bullish
Kann: Base Power raised $1B Series C at $4B valuation
“Base is a relatively young company, but they're moving very fast, and just yesterday actually announced possibly the largest Series C in history, certainly the largest in the energy space. They raised a billion dollars, with a B, At a four billion dollar post-…”
Feb 19, 2026 bullish
Mar 12, 2026 positive