Gerard’s Substack
Gerard ReidMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 136 | Subscribers | Read | gerardreid.substack.com |
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Chart Rankings
How this newsletter ranks in the official Substack charts.
| #200 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
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...
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...
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...
The US and the Limits of Fossil Fuel Power
As I head to Davos this week for the World Economic Forum, it feels like an opportune moment to pause and reflect on the seismic shifts now underway in global energy. For more than a century, global power has been shaped by control of energ...
Authors
The writers behind this newsletter.
Energy, Finance & Geopolitics | Making Sense of Disruption | Investor & Advisor | Co-Founder Alexa Capital
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