Staying deliberately away from geopolitics — this is about technology, markets, and physical reality. 2026 is shaping up to be the year the energy transition finally stops being a culture‑war talking point and becomes what it actually is: an industrial … Continued
AI and robotics are here to stay. This is no longer a debate about if or when. The systems are already deployed, capital is already committed, and the trajectory is locked in. At this point, there are only two broad … Continued
Power, materials, China’s export surge, and the once-in-a-century repricing of the physical world Author’s note — EV Curve Futurist This essay is not a forecast in the conventional sense. It is a synthesis of industrial signals, capital flows, material constraints, … Continued