Capacity PLC
Eamon O'Malley, Stu Turley, Clinton Scott Smith, Phil Pinelli, Riko Kardamow, Potato Capital, The Fourth Turning Point| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 17 | Subscribers | Read | eamon.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Uranium Global Market Outlook 2026
Thank you to and for their notes and contributions.
DG Matrix, Aalo Atomics, TESS Energy, & Venezuela Oil Updates [1/8/26]
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Data Center On-Site Generation & Planning (with Clinton Smith, OHR Energy)
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Authors
The writers behind this newsletter.
Market coverage on the energy transition (oil, natural gas, nuclear, and renewables).
CEO and President of Sandstone Group, an energy data and finance consultancy working with companies throughout the energy value chain. Co-host of the Energy News Beat energy markets podcast.
Clinton Scott Smith 25 years of (full life cycle) including EPC Energy Infra leadership tracking the physical collapse of the virtual economy. MBA-trained analysis on the 2026 Sovereign Liquidation, Copper Scarcity, and the AI Infrastructure Wall.
I break down markets, share market insights, analysis, and strategy with zero bull so you can have practical frameworks designed for you when building real wealth. Decades in Technology and Banking along with my own businesses give you an edge.
research on energy, macroeconomics, and geopolitics.
Institutional research behind a private family office and hedge fund. Equity research, macro strategy, and derivatives trades. Not open to outside capital.
Markets, politics, and institutional behavior. Analyzing how cycles, incentives, and leadership choices collide before accountability is forced.
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