Jonathan Maxwell’s Substack
Jonathan MaxwellEfficiency, Energy, Climate, Environmental Economics, Sustainable Finance, Resources, Competition, Geopolitics
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 66 | Founded | 4 years ago | Last Issue | 10 days ago |
| Active | |||||
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jonathanmaxwell.substack.comLatest Issues
THE EDGE BRIEFING - Weekend Edition - Sunday, 16 August 2026
Mid-August is meant to be the fortnight when nothing happens and everyone who matters is somewhere else with a view. Instead, the war that closed the Strait of Hormuz stopped pretending to be temporary, the shortage moved from crude to dies...
THE EDGE BRIEFING - Weekend Edition - Sunday, 9 August 2026
Three regulators, in Texas, Virginia and Britain, gave their first official answers on who pays for the power the AI boom needs. Oil fell on hopes that Hormuz was reopening, then recovered when the reopening turned out to be partial. Both s...
THE EDGE BRIEFING - Weekend Edition - Sunday, 2 August 2026
Two premiums moved in opposite directions. The war premium negotiated down, for now; the AI premium was audited by the market and went up. Importers are paying both, and their central banks spent the week admitting they can influence neithe...
The Circuit Breaker
“The difficulty lies, not in the new ideas, but in escaping from the old ones, which ramify, for those brought up as most of us have been, into every corner of our minds.”
- John Maynard Keynes, The General Theory (1936)
“We will make th...
THE EDGE BRIEFING – Weekend Edition – Sunday, 26 July 2026
The bills arrived, for the war premium and the AI premium at once, and the argument about who pays them began in earnest.
The week that was
Oil went back through $100 on Thursday. Brent settled at $100.69 on Thursday after Houthi missi...
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Founder & CEO of Sustainable Development Capital LLP Author of ‘The Edge: How competition for resources is pushing the world, and its climate, to the brink - and what we can do about it …’
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