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
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