Energy Capitalist
Matt SageWhere capital meets the future of energy
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 2 months ago | Last Issue | 7 days ago |
| Active | |||||
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energycapitalist.substack.comLatest Issues
The Battery Boom and the Battery Trade Have Decoupled
There is a number that every energy investor can recite right now, and it is genuinely staggering.
Battery storage additions have grown about elevenfold in four years. The grid added a rounding error of storage in 2021. In 2025 it added mo...
Is Vestas the best play in wind?
The world’s largest wind turbine manufacturer just reported a record €76 billion order backlog while U.S. clean energy stocks are being treated like a crime scene. One of these data points is doing a lot of mispricing.
Vestas Wind Systems...
The AI Power Play Flying Under the Radar: Is INNIO Worth the Premium?
You’ve been watching GE Vernova re-rate from a post-spinoff orphan into a $300 billion transformer juggernaut. You’ve watched Bloom Energy go from a perpetually almost-profitable fuel cell startup to an $83 billion market cap in eighteen mo...
The AI Power Trade Is Real. You're Probably Buying the Wrong Stock.
Everyone suddenly agrees that electricity matters again.
After two decades of flat demand, the U.S. grid is walking into the largest power shock since the post-war industrial boom. AI data centers are scaling faster than utilities can perm...
Oklo Is Trading Like a Software Company. It's Not.
The AI power narrative has produced many unlikely stock market darlings over the past two years. None is more seductive — or more misunderstood — than Oklo Inc.
Architectural concept of Aurora Powerhouse - an advanced nuclear microreactor...
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| Subscribers | Engagement | 70 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Energy investor & operator | 20+ years in energy projects, procurement & ops. Nuanced analysis on oil/gas, nuclear, renewables, grid & storage for serious investors.
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