# Enter the electric supercycle

- Show: [Catalyst](https://hardwarepodcasts.com/podcast/catalyst)
- Published: 2026-06-18
- Length: 36m
- Page: https://hardwarepodcasts.com/podcast/catalyst/2026-06-18-enter-the-electric-supercycle

## Summary

Andy Lubershane, head of research at Energy Impact Partners, explains the 'electric supercycle'—a series of interlocking technological flywheels involving solar PV, lithium-ion batteries, EVs, and wide-bandgap power electronics that are accelerating the clean energy transition. He argues that while AI-driven data center demand is creating a severe supply chain bottleneck and price surge, these early investments are scaling technologies like silicon carbide and microgrid controllers that feed back into grid infrastructure and robotics. Lubershane identifies physical transmission corridors as the primary rate limiter for meeting this surging demand, noting that societal resistance to new infrastructure remains the biggest hurdle.

## Chapters

- [2:41](https://hardwarepodcasts.com/podcast/catalyst/2026-06-18-enter-the-electric-supercycle#t=161) Introduction: Andy Lubershane and the Electric Supercycle
- [3:11](https://hardwarepodcasts.com/podcast/catalyst/2026-06-18-enter-the-electric-supercycle#t=191) The Electricity Gauntlet: Supply Chain Bottlenecks and Price Surges
- [8:42](https://hardwarepodcasts.com/podcast/catalyst/2026-06-18-enter-the-electric-supercycle#t=522) The Four Pillars of the Electroindustrial Tech Stack
- [14:28](https://hardwarepodcasts.com/podcast/catalyst/2026-06-18-enter-the-electric-supercycle#t=868) Feedback Loops: Solar, Batteries, EVs, and Power Electronics
- [24:20](https://hardwarepodcasts.com/podcast/catalyst/2026-06-18-enter-the-electric-supercycle#t=1460) Robotics and the 'Robo-Butler' Load Profile
- [31:50](https://hardwarepodcasts.com/podcast/catalyst/2026-06-18-enter-the-electric-supercycle#t=1910) Defense Industry and High-Density Battery Innovation
- [34:16](https://hardwarepodcasts.com/podcast/catalyst/2026-06-18-enter-the-electric-supercycle#t=2056) Transmission Corridors as the Primary Rate Limiter

## Topics

- [Energy & climate tech](https://hardwarepodcasts.com/topic/energy-and-climate-tech)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Batteries & low-power design](https://hardwarepodcasts.com/topic/batteries-and-low-power)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)

## Most relevant to

early-stage companies

## Mentioned

- Energy Impact Partners (company)
- EnergyHub (company)
- IEA (other)
- Tesla (company)
- DOD (other)
- RPE (other)

## Related episodes from other shows

- [Solving a Renewables Problem with Electric Vehicles](https://hardwarepodcasts.com/podcast/ee-times-current/2021-05-28-solving-a-renewables-problem-with-electric-vehicles) (EE Times Current)
- [Electric Car Superiority | The Supply Chain is All Mine | Cookies for Calculus](https://hardwarepodcasts.com/podcast/ee-times-current/2020-07-10-electric-car-superiority-the-supply-chain-is-all-mine-cookies-for-calculus) (EE Times Current)
- [A Distributor’s Role in Supporting Technologies at the Forefront of Power Electronics Megatrends](https://hardwarepodcasts.com/podcast/ee-times-current/2022-11-18-a-distributors-role-in-supporting-technologies-at-the-forefront-of-power-electro) (EE Times Current)
- [Like a steam engine in your house](https://hardwarepodcasts.com/podcast/the-amp-hour/2025-04-15-like-a-steam-engine-in-your-house) (The Amp Hour)
- [Aligning Passion With Purpose: A Journey to Electrification and Sustainability](https://hardwarepodcasts.com/podcast/moores-lobby/2025-06-17-aligning-passion-with-purpose-a-journey-to-electrification-and-sustainability) (Moore's Lobby)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/catalyst/2026-06-18-enter-the-electric-supercycle. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to Catalyst.