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BendTheCurve

Béla Hanratty

Thoughts and learnings from investor in climate and energy transition at Keeling Capital. Trying to get us all to better answers.

Platform
Substack
PricingOnly free issuesPublishesMonthly
Issues63SubscribersRead keelingcapital.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Energy Transition Update 2026

Early in the year is a great time to get a fresh calibration on what is happening in the energy transition globally and an opportunity to revisit and hone investment theses. How is our mental map of the world holding up? This process is mad...

12 days ago
4
0

Reflections from a clean energy trip to China

I have been light on publication over the last quarter, in no small part due to a manic travel schedule. Amongst this was undoubtedly one of the highlights of our 2025 - our Oct China Clean Energy Roadshow. If you’re getting this, then you ...

2 months ago
2
3

China and the Electrotech Revolution

Ember Energy, the clean energy research organisation, recently released two important and related reports covering the most important dynamics of the energy transition - the advances of the transition in China and the emerging global Electr...

5 months ago
4
3

IEA - World Energy Investment 2025

The International Energy Agency just released their World Energy Investment report - executive summary available here. As you might expect, the report shows some volatility within countries and technologies, but overall paints a picture of ...

9 months ago
7
11

Authors

The writers behind this newsletter.

  • Béla Hanratty

    Working to accelerate the development and deployment of climate solutions. Outcomes, not ideology.

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