Gerard Reid
I am a strategist, advisor and financier in the energy transition area.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 15 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
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gerardreid2.substack.comLatest Issues
Europe’s AI Problem
Despite all the conferences, strategy papers, funding announcements and speeches about AI sovereignty, Europe is very poorly positioned in the global world of artificial intelligence. We have no Nvidia in semiconductor chips, no Google, Ama...
The New World of Electricity
For most of modern history electricity has been treated as a background service, vital but invisible, and noticed only when the lights went out or when the bill arrived. That world is now changing. We already cannot function without electri...
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...
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 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...
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Energy, Finance & Geopolitics | Making Sense of Disruption | Investor & Advisor | Co-Founder Alexa Capital
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