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
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
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 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
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
In my previous piece, “Balance of Power – Assault of the Cost Curves,” I focused on the economics — how falling cost curves for solar, wind and storage are reshaping capital allocation. This post examines the system-level consequence of that … Continued