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The Quiet Revolution

Jun 1, 2026

The Quiet Revolution

How renewables are winning without making headlines

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The Great Decoupling

May 18, 2026

The Great Decoupling

How the US-China clean energy split is creating winners and losers in real time

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The Chemistry Wars

May 14, 2026

The Chemistry Wars

How CATL's sodium-ion bet is reshaping the global energy storage investment thesis

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The Hormuz Accelerator

May 11, 2026

The Hormuz Accelerator

How a geopolitical shock is rewiring global energy investment

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The Reliability Argument Is Dead — Issue #002

May 8, 2026

The Reliability Argument Is Dead — Issue #002

IRENA just closed the debate on 24/7 renewables. The cost numbers are in.

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The Grid Is the Bottleneck — Issue #001

May 3, 2026

The Grid Is the Bottleneck — Issue #001

Renewables hit a historic milestone. The transmission problem didn't.

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