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Gerard’s Substack

Gerard Reid
Tens of paid subscribers

My personal Substack

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Substack
PricingOnly free issuesPublishesWeekly
Issues149Founded3 years agoLast Issue15 days ago
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Latest Issues

The European Power Market Has Changed While Many Renewable Asset Owners Have Not

I was genuinely shocked a few weeks ago when I heard that the German solar developer and independent power producer, Enerparc, had filed for insolvency proceedings in Germany. For me, Enerparc was always one of the best solar companies in E...

15 days ago
21
15

Investing in The Fifth Industrial Revolution

I believe we are at the start of the Fifth Industrial Revolution, which will be the largest technological and economic transformation in our lifetime. It will be driven not by one technology but by the convergence of artificial intelligence...

a month ago
16
3

Europe Cannot Tariff Its Way to Technological Sovereignty

Europe has finally woken up to the dangers of technological dependence. Unfortunately, there is now a real risk that we respond by making ourselves weaker rather than more competitive. Across batteries, solar, power electronics, semiconduct...

a month ago
12
3

The European automobile industry was warned but didn’t listen…

Some years ago, I was invited to give a dinner speech on the future of energy and sitting directly opposite me was the former CEO of one of Europe’s leading automobile manufacturers. During my talk I argued that the electrification of trans...

a month ago
28
8

The Quiet Revolution Reshaping the World of Electricity

One of the things that has fascinated me over the last few years is that while the world has become obsessed with batteries, AI and data centres, very few people have noticed that another technological revolution is quietly taking place und...

2 months ago
66
10

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  • Gerard Reid

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

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