Subscribe to the newsletter:

****

🌊 Drilling for the Future of Energy

Can geologic hydrogen and deep geothermal actually power the world?

We’re joined by Andy Lubershane, Partner at Energy Impact Partners and author of Steel For Fuel.

In this episode, we go deep underground, into geologic hydrogen and geothermal, and unpack what it really takes to unlock planet-scale, zero-carbon energy from beneath our feet.

In our conversation, we covered:

→ Why hydrogen went from “Swiss Army knife” to overhyped, and where it actually matters

→ The brutal economics of green hydrogen vs. gray hydrogen (and why cost still dominates)

→ Geologic hydrogen: drilling for a naturally occurring clean fuel

→ The wild uncertainty: from niche resource to “powering civilization for millennia”

→ Why geothermal today is tiny, and what’s blocking it from scaling globally

→ The real bottleneck: drilling deeper (and why it’s harder than it sounds)

→ Why deep geothermal could outperform fusion, if we solve the engineering

This is episode four of a five part series. Subscribe to receive every episode. 👇

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newwavenewsletter.substack.com

[4/5] Geologic Hydrogen & Geothermal | Andy Lubershane (Energy Impact Partners)