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
The shift didn’t begin with politics. It began with price — and price does not negotiate. Wind and solar costs collapsed. Deployment surged. Storage scaled. Capital obeyed physics. By 2025, more than 83% of new global power investment flows to … Continued
Curtailment Is a Phase, Not a Flaw For years, critics of renewable energy have pointed to the “duck curve” as evidence that solar and wind destabilise the grid. In policy debates, media commentary, and investor briefings alike, the duck curve … Continued
In June 2025, I laid the groundwork for this argument on EV Curve Futurist: the energy transition is not just about replacing fuels — it is about rewriting system architecture. That piece explored how storage, scale, and learning curves were … Continued
For years, $100/kWh has been treated as the symbolic tipping point for lithium‑ion battery packs — the moment electrification becomes economically irreversible across transport, energy, and industry. Over the past year, I repeatedly stress‑tested this assumption in debates with AI … Continued
Entering the age of Bettrification (2025–2035) (This essay is the conceptual backbone of the static reference page: The Disruption Decade (2025–2035) — the timeline framework for what I describe here as the new age of energy.) The old energy world … Continued
Why cost curves, electrification, and AI are ending legacy economics A cliff, not a trend In most major economies, new solar and onshore wind are now dramatically cheaper than new coal or gas — not by a few percentage points, … Continued
We are entering a phase change in human civilization. Not an “energy transition.” Not a “green shift.” A structural rewrite of how society produces, moves, stores, computes, and feeds itself. I call it Bettrification:Electrification → Software → Automation → Intelligence … Continued
In one sentence: Bettrification is what happens when electrification turns systems into software—rewriting economics, automation, and intelligence across the entire economy. For most of the last century, electricity was something we used. We plugged into it. We switched it on. … Continued