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
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