Why lithium investors keep getting psychologically destroyed at both the top and the bottom of the cycle For those newer to the lithium space, the past few years probably looked completely insane. One minute lithium was being called the most … Continued
Updated May 2026 with refined visuals, clearer examples, and expanded analysis. The energy transition is easier than it looks Caption: Electrification reduces total energy demand by cutting systemic inefficiencies, not by replacing energy 1:1. We keep hearing the same argument. … Continued
The Shift Tesla’s robotaxi push is now live in Austin. It matters. But the metric has shifted. This is no longer about proving autonomy works. It is about proving it works at scale, at low cost, with short wait times. … Continued
Looking back at history, 1974 comes closest to today’s oil shock. It was the last time energy supply was suddenly constrained at a global level and economies felt it immediately. But even that falls short of the scale we are … Continued
The conversation around electric trucks used to be simple. Those arguments are now over. The data has moved on. Today, multiple electric semi-trucks are pushing past 600 km of range, with some already approaching or exceeding 800 km. Not prototypes. … Continued
When I first created this infographic and shared it across X and Bluesky, I wanted to highlight a simple but striking reality. The cost of installing rooftop solar varies wildly between countries, even though the underlying technology is identical. I … Continued
Preface The latest IEA report isn’t just another update. It’s a snapshot of a system already shifting. Solar, wind, EVs, batteries and heat pumps are not “emerging” anymore. They are scaling, compounding, and starting to bite directly into fossil fuel … Continued
Preface The world’s largest solar car parks prove we’re not short on space—we’ve been wasting it. Every car park on Earth should be a power plant.No exceptions. Not because it’s ambitious.Because it’s obvious. We already built the space.We just never … Continued
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