We’re used to thinking of transport as a vehicle story—new models, better specs, incremental upgrades. But what’s unfolding now isn’t about better trucks. It’s about a system replacement. One system moves energy by shipping fuel across oceans and burning it … Continued
Preface The global shift from combustion to electrification is no longer a future scenario—it is already underway. But to understand where this is heading, you have to stop looking at sales and start looking at systems. This is not a … Continued
We’re not removing oil—we’re replacing everything it does. This essay is the third in a series examining oil’s declining strategic role. In the first two — The Last Oil War and Why Oil Volatility Now Accelerates Its Replacement — I … Continued
How electrification is quietly ending a century of wars fought over fuel Preface This piece was inspired by a conversation with an American friend during the current crisis in the Persian Gulf. What stood out was how extraordinarily unpopular this … Continued
The global EV transition isn’t just a technology shift — it’s also a data definition problem. In 2024 a strange contradiction appeared in several EV reports. One widely cited analysis placed the European EV fleet at one figure, while another … Continued
Bettrification — How Electrification, Oil Volatility and Industrial Disruption Are Driving the Helical Death Spiral of Oil I started writing this piece months ago and then put it aside. Not because the topic lacked importance — quite the opposite. Oil … Continued
Tonight the news warned fuel could jump 40 cents per litre next week. Iran. Dubai. Hormuz. My wife looked across at me and smiled. “Guess we won’t need to worry about that.” Not political.Not ideological.Structural. That smile is the energy … Continued