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Gerard Reid

I am a strategist, advisor and financier in the energy transition area.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues13Foundeda year agoLast Issue15 days ago
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Latest Issues

Nuclear's Timing Issue

I recently visited Rheinsberg, a small town north of Berlin that is home to a 70 MW nuclear power plant which first came online in 1966. The plant stopped operating in 1990 and decommissioning began shortly afterwards. More than thirty year...

15 days ago
4

Germany’s Energy Choice: Petrostate or Electrostate?

Germany finds itself at a moment of strategic choice with regards its energy policy and the debate is now increasingly visible in public as the pressure builds across industry, households and politics. The German Economic Affairs Minister K...

a month ago
5
1

A Reminder That Energy Still Rules the World

What we are watching unfold in the Gulf right now is not just another regional flare up but a reminder that the global energy system still rests on a handful of physical chokepoints and that geopolitics can still move markets faster than an...

3 months ago
1
2

America Blinks as China Builds: The Race for the Future of the Automobile

If you read the American headlines, you would think the race to electrify the automobile is over, following recent billion-dollar write-offs by Ford, GM and Stellantis and a refocusing of Tesla toward robotics. The narrative has shifted tow...

3 months ago
2

Energy, Sovereignty and the Davos Wake Up Call

“A country that can’t feed itself, fuel itself or defend itself has few options.” Those words from Canadian Prime Minister Mark Carney stayed with me all week. When I look at Europe, I struggle to identify a single country that can genuinel...

4 months ago
8

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  • Gerard Reid

    Energy, Finance & Geopolitics | Making Sense of Disruption | Investor & Advisor | Co-Founder Alexa Capital

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