About this episode

In this episode, Hugo Rauch and guest Andy Lubershane discuss the complexities of energy carriers and the challenges of replacing fossil fuels.

Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 The Fuel Problem No One Talks About Why replacing fossil fuels isn’t just about energy, it’s about how we carry it. We’re joined by Andy Lubershane , Partner at Energy Impact Partners and author of Steel For Fuel. In this episode, we dive into energy carriers, and unpack what it really takes to replace fossil fuels not just as energy sources, but as the backbone of global storage and transport. In our conversation, we covered: → Why fossil fuels are two things at once : energy source + perfect carrier → The uncomfortable truth about batteries (even lithium-ion) → Why planes, ships, and global trade still have no real solution → The limits of hydrogen — and why it may not scale as hoped → Breakthrough storage: iron-air, thermal, and sodium-ion → Metal fuels — the most radical (and promising) bet for global energy transport Fossil fuels aren’t just powerful, they’re incredibly convenient. They store energy cheaply, move easily, and scale globally. Beating them requires more than incremental innovation. It requires something closer to a civilizational leap. This is episode five of a five part series. Subscribe to…

People in this episode

Host: Hugo Rauch

Guest: Andy Lubershane

Topics covered

• energy carriers
• fossil fuels
• batteries
• global trade
• energy transport
• storage solutions

Mentioned in this episode

Organizations: Energy Impact Partners

Books & works: Steel For Fuel

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